2019-07-09T10:19:21-07:00 2018-12-31 950858589 Hutchinson and Bloodgood LLP 579 Auto Center Drive Watsonville CA 95076 990 2018-01-01 941615897 COMMUNITY FOUNDATION FOR MONTEREY COUNTY COMM 8313759712 2354 GARDEN ROAD MONTEREY CA 93940 DANIEL BALDWIN President & CEO 2019-07-09 true KAREN E SEMINGSON CPA P00319226 8317242441 2018 2019-02-21 02:37:17Z DANIEL BALDWIN 2354 GARDEN ROAD MONTEREY CA 93940 32473905 false false X WWW.CFMCO.ORG X 1945 CA TO INSPIRE PHILANTHROPY AND BE A CATALYST FOR STRENGTHENING COMMUNITIES THROUGHOUT MONTEREY COUNTY. 19 19 23 40 0 46500784 20585171 300033 329349 6160728 6593762 51578 117145 53013123 27625427 16712903 18634172 0 1943716 2035184 0 524955 1200994 1844572 19857613 22513928 33155510 5111499 266126373 247702365 52306126 49331107 213820247 198371258 X TO INSPIRE PHILANTHROPY AND BE A CATALYST FOR STRENGTHENING COMMUNITIES THROUGHOUT MONTEREY COUNTY. false false 20075808 18511653 559521 GRANT PROGRAMS - AS THE LARGEST GRANTMAKING FOUNDATION IN MONTEREY COUNTY, THE COMMUNITY FOUNDATION PROVIDES FUNDING AND TECHNICAL ASSISTANCE SUPPORT TO A WIDE-RANGE OF NONPROFIT AND COMMUNITY ORGANIZATIONS PROVIDING NEEDED SERVICES IN THE AREAS OF ARTS AND CULTURE, CHILDREN AND YOUTH, COMMUNITY DEVELOPMENT, HEALTH AND HUMAN SERVICES, ANIMAL WELFARE AND THE ENVIRONMENT. THESE GRANTS ARE MADE THROUGH A VARIETY OF FUND TYPES, INCLUDING DONOR ADVISED, SCHOLARSHIP, DESIGNATED, FIELD OF INTEREST AND UNRESTRICTED. 524161 ALL OTHER PROGRAMSSEE WWW.CFMCO.ORG FOR ALL OTHER PROGRAMS. SEE SCHEDULE O FOR NEIGHBORHOOD GRANTS PROGRAM DESCRIPTION. 135722 72519 8424 THE COMMUNITY FOUNDATIONS CENTER FOR NONPROFIT EXCELLENCE (CNE) WORKS WITH NONPROFIT STAFF, BOARD AND VOLUNTEERS TO IMPROVE THE CAPACITY OF THE NONPROFIT SECTOR THROUGH WORKSHOPS, CONSULTING AND PROGRAMS. IN-DEPTH ORGANIZATIONAL AND LEADERSHIP DEVELOPMENT PROGRAMS FOCUS ON THE SPECIFIC NEEDS OF NONPROFITS, SUCH AS: BUSINESS MODEL DESIGN, DONOR DEVELOPMENT AND PROGRAM EVALUATION. THE CNE ALSO CONDUCTS LEAD (LEADERSHIP EDUCATION AND DEVELOPMENT), A PROFESSIONAL DEVELOPMENT INSTITUTE FOR NONPROFIT MANAGERS IN MONTEREY, SANTA CRUZ, AND SAN BENITO COUNTIES TO INCREASE LEADERSHIP CAPACITY. LEAD PARTICIPANTS RECEIVE HIGH-QUALITY LEADERSHIP AND MANAGEMENT TRAINING IN MONTHLY TRAINING SESSIONS, INDIVIDUALIZED PROFESSIONAL DEVELOPMENT PLANS, PERSONALIZED COACHING WITH EXPERIENCED COMMUNITY LEADERS, AND THE DEVELOPMENT OF A STRONG PEER AND ALUMNI NETWORK. 50000 50000 20785691 true true false false false true false false false true true true true true true true false true false false false false false false true false false true false true false false false false false false false false false false false true false false false true false false false false true 34 0 true 23 true false false false false false false false false 0 false false false false false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true false false CA X X COMMUNITY FDN FOR MONTEREY CO 8313759712 2354 GARDEN ROAD MONTEREY CA 93940 KENNETH B PETERSON CHAIR 2.00 0.00 X X 0 0 0 BIRT JOHNSON JR VICE CHAIR 2.00 0.00 X X 0 0 0 JEFF EIKENBERRY Secretary 2.00 0.00 X X 0 0 0 TERI BELLI Treasurer 2.00 0.00 X X 0 0 0 BETSY BUCHALTER ADLER BOARD MEMBER 2.00 0.00 X 0 0 0 IDA LOPEZ CHAN BOARD MEMBER 2.00 0.00 X 0 0 0 NOLAN KENNEDY BOARD MEMBER 2.00 0.00 X 0 0 0 STEVE MCGOWAN BOARD MEMBER 2.00 0.00 X 0 0 0 FRED MEURER BOARD MEMBER 2.00 0.00 X 0 0 0 BILL MITCHELL BOARD MEMBER 2.00 0.00 X 0 0 0 ERICA PADILLA-CHAVEZ BOARD MEMBER 2.00 0.00 X 0 0 0 BETSEY PEARSON BOARD MEMBER 2.00 0.00 X 0 0 0 MICHAEL REID BOARD MEMBER 2.00 0.00 X 0 0 0 WILLIAM SHARPE BOARD MEMBER 2.00 0.00 X 0 0 0 LOREN STECK BOARD MEMBER 2.00 0.00 X 0 0 0 ABBY TAYLOR-SILVA BOARD MEMBER 2.00 0.00 X 0 0 0 JAN VANDERBILT BOARD MEMBER 2.00 0.00 X 0 0 0 MAIJA WEST BOARD MEMBER 2.00 0.00 X 0 0 0 KEN WRIGHT BOARD MEMBER 2.00 0.00 X 0 0 0 DANIEL BALDWIN President & CEO 40.00 0.00 X 273000 0 33892 DIANE NONELLA VPFINANCE & HR 40.00 0.00 X 114225 0 25286 LAUREL LEE-ALEXANDER VP OF GRANTS 40.00 0.00 X 121979 0 22202 CHRISTINE DAWSON VP OF PHILANTHROPY 40.00 0.00 X 116607 0 17698 625811 99078 4 false true false VERUS 999 THIRD AVENUE SUITE 4200 SEATTLE WA 98104 INVESTMENT ADVISOR 129000 1 64305 20520866 2926323 20585171 CRT AND ADMIN FEES 525920 320925 320925 WORKSHOP INCOME 611600 8424 8424 329349 6467608 6467608 0 0 0 4935058 4808904 126154 126154 126154 44276 64305 39574 4702 0 0 MISC ADMIN INCOME 900099 112443 112443 112443 27625427 238597 6796957 18634172 18634172 0 0 0 446403 117404 187935 141064 0 1145350 709484 362593 73273 0 329772 174545 111728 43499 113659 60159 38508 14992 0 214918 152264 56785 5869 37575 26621 9928 1026 0 0 0 4864 3446 1285 133 42704 24100 13872 4732 41421 22765 13911 4745 0 0 99863 54885 33537 11441 0 0 0 0 0 70173 38568 23566 8039 14862 8168 4993 1701 OTHER FUND MGMT EXPENSE 864427 475420 220633 168374 DONOR DEVELOPMENT 169894 116089 37312 16493 REPAIRS AND MAINTENANCE 131217 72119 44065 15033 BANK AND OTHER FEES 49802 33273 12325 4204 102852 62209 30306 10337 22513928 20785691 1203282 524955 0 23353269 16202162 0 25111584 5126222 0 0 0 0 31016 29040 2472754 637457 1721524 1835297 165702857 156149559 17776263 17694281 21308950 0 32429860 29356854 266126373 247702365 114551 122078 1595429 1608322 14690 50596146 47586017 52306126 49331107 X 43164783 44106196 58605031 20078661 112050433 134186401 213820247 198371258 266126373 247702365 X 5111499 -16486482 -4074006 X false true X true false X 11973720 19562781 28050594 46500784 20585171 126673050 0 0 11973720 19562781 28050594 46500784 20585171 126673050 11319646 115353404 3902875 4599605 4203397 5888501 6467608 25061986 0 0 151735036 0.76020 0.75340 X 184 329 8111760 12473411 10972531 7661641 55808478 142562780 true true 135783913 21568284 -6585873 5046894 4530428 141189002 120443446 3886078 17943040 4429585 2059066 135783913 117179184 667511 9303964 4845820 1861393 120443446 120031660 7191568 -3597530 5255709 1190805 117179184 119611575 4581462 4078511 5750502 2489386 120031660 0.95000 0.05000 false false false 461627 461627 1083488 194473 889015 650014 225981 424033 204295 162316 41979 73330 54687 18643 1835297 17694281 21308950 CHARITABLE GIFT ANNUITIES 3449120 CRT INVESTMENTS 25907734 29356854 FUNDS HELD AS AGENCY ENDOWMENT 5618470 LIABILITIES UNDER CGA 2190393 LIABILITIES UNDER CRT 10971695 LIABILITIES UNDER SPLIT INTEREST 6955452 STEWARDSHIP FUNDS 21850007 47586017 X 5671648 -16486482 -3448062 -19934544 25606192 255738 1763497 2019235 27625427 21120637 39574 39574 21081063 255738 1177127 1432865 22513928 Part X : FIN48 Footnote THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S CONTRIBUTIONS RECEIVED FOR OTHERS $3294263 INVESTMENT LOSS ON FUNDS HELD FOR OTHERS $-1491192 FUNDRAISING EXPENSES $-39574 Part XII, Line 2d: Other expenses and losses per audited F/S FUNDRAISING EXPENSES $39574 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S GRANTS DISTRIBUTED FOR OTHER FUNDS $1177127 false WOMENS LUNCHEON 108581 64305 44276 39574 108581 64305 44276 39574 39574 4702 true DETAILED SCHEDULE ATTACHED VARIOUS VARIOUS CA 99999 17973878 0 VARIOUS 617 11 Grantmaker's Description of How Grants are Used EVALUATIONS ARE REQUIRED FOR ALL COMPETITIVE GRANTS =$10K A. ALL EVALUATIONS ARE REVIEWED FOR COMPLETENESS:I. IF AND TO WHAT EXTENT THE ACTIVITIES SUPPORTED THE INTENT OF THE REQUEST II. HOW AND FOR WHAT THE FUNDS WERE USED III. HOW THE ACTIVITIES WILL INFORM THE AGENCY'S FUTURE DECISION-MAKING ACTIVITIES X X X X false false false false false false false false false false DANIEL BALDWIN President & CEO 273000 13650 20242 306892 X 58 2926323 STOCK EXCHANGE false true false Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: ALL OTHER PROGRAMSSEE WWW.CFMCO.ORG FOR ALL OTHER PROGRAMS. SEE SCHEDULE O FOR NEIGHBORHOOD GRANTS PROGRAM DESCRIPTION. Form 990, Part VI, Line 11b: Form 990 Review Process THE ORGANIZATION MAKES THE DRAFT 990 AVAILABLE TO ALL BOARD MEMBERS THROUGH THE ONLINE BOARD PORTAL BEFORE IT IS FILED. BOARD AND STAFF LEADERSHIP ENCOURAGE EVERY BOARD MEMBER TO REVIEW THE 990 BEFORE THE FILING DEADLINE AND TO SEND THEIR COMMENTS TO THE CEO, THE TREASURER, AND/OR THE BOARD CHAIR. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ALL BOARD MEMBERS HAVE A COPY OF THE CONFLICT OF INTEREST POLICY AND NEW MEMBERS RECEIVE IT AS PART OF THEIR ORIENTATION, WHICH IS HELD PRIOR TO THE FIRST MEETING OF THE YEAR. BOARD MEMBERS ARE ASKED TO COMPLETE AND SUBMIT THE CONFLICT OF INTEREST DISCLOSURE FORM EVERY YEAR. BOARD MEMBERS ARE ASKED TO DISCLOSE AND RECUSE THEMSELVES FROM VOTING ON ANY MATTER ON WHICH THEY HAVE AN ACTUAL OR APPARENT CONFLICT, SUCH AS GRANTS AND CONTRACTS. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE COMPENSATION COMMITTEE CONSISTS OF THE PAST CHAIR, CURRENT CHAIR, CHAIR ELECT AND ANY OTHER INTERESTED BOARD MEMBERS. THEY REVIEW SALARY SURVEYS PRODUCED BY THE COUNCIL ON FOUNDATIONS, THE LEAGUE OF CALIFORNIA COMMUNITY FOUNDATIONS, GUIDESTAR AND THE NORTHERN CALIFORNIA COMPENSATION AND BENEFITS SURVEY OF NORTHERN CALIFORNIA NONPROFIT ORGANIZATIONS. THE COMMITTEE MAKES THE RECOMMENDATION AND THE BOARD DISCUSSES AND VOTES ON IT IN AN EXECUTIVE SESSION. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. Other Changes In Net Assets Or Fund Balances - Other Decreases CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS = -$1725671 Other Changes In Net Assets Or Fund Balances - Other Decreases CONTRIBUTIONS FOR STEWARDSHIP AND AGENCY FUNDS = -$3294263 Other Changes In Net Assets Or Fund Balances - Other Increases GRANTS DISTRIBUTED ON BEHALF OF OTHER FUNDS = $1177127 Other Changes In Net Assets Or Fund Balances - Other Increases INVESTMENT LOSS FOR STEWARDSHIP AND AGENCY FUNDS = $1491192 Other Changes In Net Assets Or Fund Balances - Other Decreases LOSS ON CONTRIBUTION = -$1722391 CFMC-REAL ESTATE NO 1 LLC 2354 GARDEN RD MONTEREY CA 93940 208880596 HOLD REAL ESTATE CA 21000100 COMMUNITY FOUNDATION FOR MONTEREY CO CFMC-REAL ESTATE NO 2 LLC 2354 GARDEN RD MONTEREY CA 93940 261591345 HOLD REAL ESTATE CA COMMUNITY FOUNDATION FOR MONTEREY CO false false false false false false false false false false false false false false false false false false false