COMMUNITY FOUNDATION FOR MONTEREY COUNTY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION FOR MONTEREY COUNTY (EIN 94-1615897)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-10
- IRS object ID
- 201532539349300618
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-10T10:22:19-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743001153 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMB HELIN DONOVAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 TREAT BLVD STE 525 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941615897 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION FOR MONTEREY COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8313759712 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2354 GARDEN ROAD | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL R BALDWIN | PersonNm |
| Person Title | PRESIDENT, CEO | PersonTitleTxt |
| Phone | 8313759712 | PhoneNum |
| Signature | 2015-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WARD PYNN | PreparerPersonNm |
| PTIN | P00184378 | PTIN |
| Phone | 9259540100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL R BALDWIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2354 GARDEN ROAD | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,998,402 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFMCO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE PHILANTHROPY AND BE A CATALYST FOR STRENGTHENING COMMUNITIES THROUGHOUT MONTEREY COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,034,809 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,973,720 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $134,264 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $190,626 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,944,485 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,659,367 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,237 | PYOtherRevenueAmt |
| CY Other Revenue | $134,363 | CYOtherRevenueAmt |
| PY Total Revenue | $16,131,795 | PYTotalRevenueAmt |
| CY Total Revenue | $15,958,076 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,929,448 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,283,516 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,217,927 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,412,392 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $399,664 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,406,248 | PYOtherExpensesAmt |
| CY Other Expenses | $1,421,863 | CYOtherExpensesAmt |
| PY Total Expenses | $12,553,623 | PYTotalExpensesAmt |
| CY Total Expenses | $14,117,771 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,578,172 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,840,305 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $173,143,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,868,215 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,973,118 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,159,920 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $145,170,364 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $149,708,295 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE PHILANTHROPY AND BE A CATALYST FOR STRENGTHENING COMMUNITIES THROUGHOUT MONTEREY COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,233,522 | ExpenseAmt |
| Grant | $11,030,516 | GrantAmt |
| Revenue | $16,814,141 | RevenueAmt |
| Desc | GRANTS PROGRAM - AS THE LARGEST GRANTMAKING FOUNDATION IN MONTEREY COUNTY, THE COMMUNITY FOUNDATION PROVIDES FUNDING AND TECHNICAL ASSISTANCE SUPPORT TO A WIDE-RANGE OF NONPROFIT ORGANIZATIONS PROVIDING NEEDED SERVICES IN THE AREAS OF YOUTH DEVELOPMENT AND EDUCATION, HEALTH AND HUMAN SERVICES, COMMUNITY DEVELOPMENT, ARTS AND CULTURE, ENVIRONMENT, ANIMAL WELFARE AND OTHER AREAS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $165,849 | ExpenseAmt |
| Grant | $118,000 | GrantAmt |
| Desc | LEAD (LEADERSHIP EDUCATION AND DEVELOPMENT) IS A PROFESSIONAL DEVELOPMENT INSTITUTE FOR EFFECTIVE NONPROFIT MANAGERS IN MONTEREY, SANTA CRUZ, AND SAN BENITO COUNTIES WHO ASPIRE TO MAXIMIZE THEIR LEADERSHIP POTENTIAL. LEAD PARTICIPANTS RECEIVE HIGH-QUALITY LEADERSHIP AND MANAGEMENT TRAINING IN MONTHLY SESSIONS, INDIVIDUALIZED PROFESSIONAL DEVELOPMENT PLANS, INDIVIDUAL COACHING WITH COMMUNITY LEADERS, APPLIED ORGANIZATIONAL DEVELOPMENT ACTIVITIES, AND THE DEVELOPMENT OF A STRONG PEER NETWORK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $334,321 | ExpenseAmt |
| Grant | $135,000 | GrantAmt |
| Revenue | $369,815 | RevenueAmt |
| Desc | GIRLS' HEALTH IN GIRLS' HANDS IS A MULTI-YEAR INITIATIVE OF THE CFMC'S WOMEN'S FUND DESIGNED TO GIVE GIRLS THE SUPPORT AND SKILLS THEY NEED TO MAKE HEALTHY CHOICES AND BE AGENTS FOR CHANGE IN THEIR SCHOOLS AND COMMUNITIES. SIX NONPROFIT ORGANIZATIONS RECEIVE FUNDING TO EXPAND THEIR EXISTING GIRLS' PROGRAMS AND SHARE RESOURCES FOR GREATER IMPACT. EACH PARTNER AGENCY HAS ENHANCED PROGRAMMING TO INCLUDE HEALTH EDUCATION, LEADERSHIP TRAINING AND ACTIVITIES, AND GIRL-LED ADVOCACY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $922,400 | ExpenseAmt |
| Desc | SEE WWW.CFMCO.ORG FOR ALL OTHER PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $922,400 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $12,656,092 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION FOR MONTEREY COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8313759712 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2354 GARDEN ROAD | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| STEPHEN DART | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GAIL DELOREY CPA | ||||||
| CHAIR, BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TONYA ANTLE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG CHILTON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES CLAYPOOL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE KOBRINSKY EVANS | ||||||
| SECRETARY, BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANN BROWN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TINA STARKEY LOPEZ | ||||||
| TREASURER, BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICK KENNIFER | ||||||
| VICE CHAIR, BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| IDA LOPEZ CHAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA HIRAMOTO | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALFRED DIAZ-INFANTE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN PHILLIPS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY MCMILLIN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE MCGOWAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RAUL RODRIGUEZ | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEN WRIGHT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH B PETERSEN CFP | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA MARIE PONCE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL BALDWIN | ||||||
| PRESIDENT/CEO | 37.50 | $218,400 | $0 | $33,766 | Yes (X) | |
| JULIE DREZNER | ||||||
| VP - GRANTS & PROGRAMS | 37.50 | $104,015 | $0 | $28,095 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $322,415 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,861 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERUS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 THIRD AVENUE SUITE 4200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT CONSULTING | ServicesDesc |
| Compensation | $101,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $35,639 | FundraisingAmt |
| All Other Contributions | $11,938,081 | AllOtherContributionsAmt |
| Noncash Contributions | $2,932,403 | NoncashContributionsAmt |
| Total Contributions | $11,973,720 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CRT MANAGEMENT FEES | 525920 | $167,126 | $167,126 |
| WORKSHOP INCOME | 611600 | $23,500 | $23,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $190,626 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,819,285 | TotalRevenueColumnAmt |
| Exclusion | $3,819,285 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $83,590 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $63,762 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $19,828 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,828 | TotalRevenueColumnAmt |
| Exclusion | $19,828 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,617,334 | SecuritiesAmt |
| Other | $1,165,517 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,317,972 | SecuritiesAmt |
| Other | $624,797 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$700,638 | SecuritiesAmt |
| Other | $540,720 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$159,918 | TotalRevenueColumnAmt |
| Exclusion | -$159,918 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $42,732 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $35,639 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,795 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,937 | TotalRevenueColumnAmt |
| Exclusion | $8,937 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISC ADMIN INCOME | 900099 | $90,751 | $90,751 |
| RETURNED GRANTS | 900099 | $14,847 | $14,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $105,598 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,958,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $296,224 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,688,132 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,283,516 | TotalAmt |
| Program Services | $11,283,516 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,415 | TotalAmt |
| Program Services | $132,384 | ProgramServicesAmt |
| Management And General | $132,061 | ManagementAndGeneralAmt |
| Fundraising | $57,970 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,066 | TotalAmt |
| Program Services | $328,463 | ProgramServicesAmt |
| Management And General | $327,716 | ManagementAndGeneralAmt |
| Fundraising | $143,887 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,126 | TotalAmt |
| Program Services | $25,920 | ProgramServicesAmt |
| Management And General | $25,856 | ManagementAndGeneralAmt |
| Fundraising | $11,350 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,051 | TotalAmt |
| Program Services | $55,445 | ProgramServicesAmt |
| Management And General | $55,318 | ManagementAndGeneralAmt |
| Fundraising | $24,288 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,734 | TotalAmt |
| Program Services | $37,662 | ProgramServicesAmt |
| Management And General | $37,575 | ManagementAndGeneralAmt |
| Fundraising | $16,497 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,698 | TotalAmt |
| Management And General | $3,698 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,548 | TotalAmt |
| Program Services | $13,275 | ProgramServicesAmt |
| Management And General | $19,083 | ManagementAndGeneralAmt |
| Fundraising | $5,190 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,390 | TotalAmt |
| Program Services | $31,156 | ProgramServicesAmt |
| Management And General | $16,617 | ManagementAndGeneralAmt |
| Fundraising | $19,617 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,053 | TotalAmt |
| Program Services | $5,675 | ProgramServicesAmt |
| Management And General | $8,159 | ManagementAndGeneralAmt |
| Fundraising | $2,219 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,446 | TotalAmt |
| Program Services | $82,027 | ProgramServicesAmt |
| Management And General | $19,350 | ManagementAndGeneralAmt |
| Fundraising | $32,069 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,747 | TotalAmt |
| Management And General | $98,747 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,068 | TotalAmt |
| Program Services | $41,034 | ProgramServicesAmt |
| Management And General | $58,992 | ManagementAndGeneralAmt |
| Fundraising | $16,042 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,942 | TotalAmt |
| Program Services | $4,222 | ProgramServicesAmt |
| Management And General | $6,069 | ManagementAndGeneralAmt |
| Fundraising | $1,651 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,125 | TotalAmt |
| Program Services | $9,942 | ProgramServicesAmt |
| Management And General | $14,295 | ManagementAndGeneralAmt |
| Fundraising | $3,888 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,585 | TotalAmt |
| Program Services | $27,076 | ProgramServicesAmt |
| Management And General | $38,923 | ManagementAndGeneralAmt |
| Fundraising | $10,586 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,828 | TotalAmt |
| Program Services | $1,353 | ProgramServicesAmt |
| Management And General | $1,946 | ManagementAndGeneralAmt |
| Fundraising | $529 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL PROGRAMS | $438,619 | $438,619 | ||
| OTHER FUND MGMT EXPENSE | $267,338 | $94,514 | $135,872 | $36,952 |
| DONOR DEVELOPMENT | $65,530 | $23,167 | $33,305 | $9,058 |
| DUES/LIBRARY | $30,610 | $10,822 | $15,557 | $4,231 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,336 | TotalAmt |
| Program Services | $9,820 | ProgramServicesAmt |
| Management And General | $12,876 | ManagementAndGeneralAmt |
| Fundraising | $3,640 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,117,771 | TotalAmt |
| Program Services | $12,656,092 | ProgramServicesAmt |
| Management And General | $1,062,015 | ManagementAndGeneralAmt |
| Fundraising | $399,664 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,788,029 | BOYAmt |
| EOY | $15,334,823 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,267,700 | BOYAmt |
| EOY | $2,941,923 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,514 | BOYAmt |
| EOY | $188,640 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,673 | BOYAmt |
| EOY | $29,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,140,206 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $359,827 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,814,651 | BOYAmt |
| EOY | $1,780,379 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,975,641 | BOYAmt |
| EOY | $137,239,408 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,081,274 | BOYAmt |
| EOY | $20,353,477 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,143,482 | BOYAmt |
| EOY | $177,868,215 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,626 | BOYAmt |
| EOY | $114,403 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610,427 | BOYAmt |
| EOY | $1,043,561 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,028,065 | BOYAmt |
| EOY | $27,001,956 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,973,118 | BOYAmt |
| EOY | $28,159,920 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,538,431 | BOYAmt |
| EOY | $19,289,093 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,244,215 | BOYAmt |
| EOY | $30,593,325 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,387,718 | BOYAmt |
| EOY | $99,825,877 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,170,364 | BOYAmt |
| EOY | $149,708,295 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,143,482 | BOYAmt |
| EOY | $177,868,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,840,305 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,403,976 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $293,650 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,211,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,004,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,051,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,034,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,973,720 | CurrentTaxYearAmt |
| Total | $54,274,913 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,211,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,004,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,051,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,034,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,973,720 | CurrentTaxYearAmt |
| Total | $54,274,913 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,403,933 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,870,980 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,164,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,566,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,107,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,668,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,902,875 | CurrentTaxYearAmt |
| Total | $14,409,825 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,819 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $68,686,557 | TotalSupportAmt |
| Public Support CY170 | 0.71150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 109 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 250 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $6,842,704 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,128,016 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $4,754,228 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $6,529,288 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $37,946,600 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $111,761,695 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,611,575 | BeginningYearBalanceAmt |
| Contributions | $4,581,462 | ContributionsAmt |
| Investment Earnings Or Losses | $4,078,511 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,750,502 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,489,386 | AdministrativeExpensesAmt |
| End Year Balance | $120,031,660 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,358,801 | BeginningYearBalanceAmt |
| Contributions | $956,478 | ContributionsAmt |
| Investment Earnings Or Losses | $18,085,286 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,078,320 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,710,670 | AdministrativeExpensesAmt |
| End Year Balance | $119,611,575 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,940,416 | BeginningYearBalanceAmt |
| Contributions | $5,533,510 | ContributionsAmt |
| Investment Earnings Or Losses | $12,522,004 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,195,512 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,441,617 | AdministrativeExpensesAmt |
| End Year Balance | $106,358,001 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,185,880 | BeginningYearBalanceAmt |
| Contributions | $3,956,446 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,017,561 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,596,458 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,587,891 | AdministrativeExpensesAmt |
| End Year Balance | $93,940,416 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,579,328 | BeginningYearBalanceAmt |
| Contributions | $405,704 | ContributionsAmt |
| Investment Earnings Or Losses | $11,797,482 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,603,417 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $993,217 | AdministrativeExpensesAmt |
| End Year Balance | $93,185,880 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $461,627 | OtherCostOrOtherBasisAmt |
| Book Value | $461,627 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,083,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $359,827 | DepreciationAmt |
| Book Value | $723,661 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $401,430 | OtherCostOrOtherBasisAmt |
| Book Value | $401,430 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $193,661 | OtherCostOrOtherBasisAmt |
| Book Value | $193,661 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,780,379 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CRT INVESTMENTS | Desc |
| Book Value | $20,353,477 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $20,353,477 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD AS AGENCY ENDOWMENT | $4,141,296 |
| LIABILITIES UNDER SPLIT INTEREST | $3,820,474 |
| LIABILITIES UNDER CRT | $9,359,652 |
| STEWARDSHIP FUNDS | $9,680,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,001,956 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,021,388 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,403,976 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $625,659 | OtherRevenueAmt |
| Revenue Not Reported | $3,029,635 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,991,753 | RevenueSubtotalAmt |
| Other Revenues Not Included | $966,323 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $966,323 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,958,076 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,483,457 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,483,457 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $634,314 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $634,314 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,117,771 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | PART X - ASC 740-10 (FORMERLY FIN 48) THE FOUNDATION HAS ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH DEFINES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION'S MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. WITH FEW EXCEPTIONS THE FOUNDATION IS NO LONGER SUBJECT TO FEDERAL EXAMINATION FOR YEARS BEGINNING BEFORE 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 625,659. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STEWARDSHIP AND OTHER AGENCY FUNDS 957,386. FUNDRAISING EVENT INCOME ADJUSTMENT 8,937. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS DISTRIBUTED ON BEHALF OF OTHER FUNDS 634,314. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WF LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $27,688 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,139 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,549 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $21,719 | OtherDirectExpensesEvent1Amt |
| Event2 | BUBBLES & BAGS | Event2Nm |
| Gross Receipts Event2 | $50,683 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $40,183 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $12,076 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $78,371 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $35,639 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $42,732 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,795 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $33,795 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,937 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALL SAINTS EPISCOPAL DAY SCHOOL | |||||||
| 8060 CARMEL VALLEY ROAD | CARMEL | CA | 93923 | 770296750 | 501C3 | $31,700 | FACULTY DEVEL,SCHOLARSHIPS |
| ALLIANCE ON AGING | |||||||
| 247 MAIN STREET | SALINAS | CA | 93901 | 941747036 | 501C3 | $13,591 | GENERAL SUPPORT |
| ALS ASSOCIATION-GOLDEN WEST CHAPTER | |||||||
| P O BOX 565 | AGOURA HILLS | CA | 91376 | 133271855 | 501C3 | $7,041 | GENERAL SUPPORT |
| ALZHEIMER'S ASSOCIATION | |||||||
| 21 LOWER RAGSDALE DR | MONTEREY | CA | 93940 | 942897949 | 501C3 | $14,901 | GENERAL SUPPORT |
| AMERICAN CANCER SOCIETY INC | |||||||
| P O BOX 720366 | OKLAHOMA CITY | OK | 73162 | 131788491 | 501C3 | $35,415 | GENERAL SUPPORT |
| BIG SUR LAND TRUST | |||||||
| P O BOX 4071 | MONTEREY | CA | 93942 | 942473415 | 501C3 | $9,264 | GENERAL SUPPORT |
| BLIND AND VISUALLY IMPAIRED | |||||||
| 225 LAUREL AVENUE | PACIFIC GROVE | CA | 93950 | 237221588 | 501C3 | $20,016 | GENERAL SUPPORT |
| BOYS & GIRLS CLUB OF MONTEREY CO | |||||||
| P O BOX 97 | SEASIDE | CA | 93955 | 941702753 | 501C3 | $5,508 | GENERAL SUPPORT |
| CARMEL BACH FESTIVAL | |||||||
| P O BOX 575 | CARMEL | CA | 93921 | 941434628 | 501C3 | $128,886 | GENERAL SUPPORT |
| CARMEL BY THE SEA PUBLIC LIBRARY FOUNDATION | |||||||
| P O BOX 2042 | CARMEL | CA | 93921 | 770257681 | 501C3 | $17,334 | GENERAL SUPPORT |
| CARMEL FOUNDATION | |||||||
| P O BOX 1050 | CARMEL | CA | 93921 | 941225368 | 501C3 | $148,322 | GENERAL SUPPORT |
| CARMEL MUSIC SOCIETY | |||||||
| P O BOX 22783 | CARMEL | CA | 93922 | 946102547 | 501C3 | $128,012 | UNRESTRICTED SUPPORT |
| CARMEL WOMEN'S CLUB | |||||||
| P O BOX 2674 | CARMELBYTHESEA | CA | 93920 | 941295376 | 501C3 | $7,395 | GENERAL SUPPORT |
| CATHOLIC CHARITIES | |||||||
| 922 HILBY AVENUE SUITE C | SEASIDE | CA | 93955 | 770042961 | 501C3 | $6,579 | GENERAL SUPPORT |
| CENTRAL COAST LIGHTHOUSE KEEPERS | |||||||
| P O BOX 223014 | CARMEL | CA | 93922 | 770342442 | 501C3 | $13,672 | GENERAL SUPPORT |
| CHAMBER MUSIC MONTEREY BAY | |||||||
| P O BOX 221458 | CARMEL | CA | 93922 | 237001657 | 501C3 | $122,514 | GENERAL SUPPORT |
| CHARTWELL SCHOOL | |||||||
| 2511 NUMA WATSON ROAD | SEASIDE | CA | 93955 | 770119013 | 501C3 | $30,250 | SCHOLARSHIP FUND |
| COMMUNITY HOSPITAL FOUND | |||||||
| P O BOX HH | MONTEREY | CA | 93942 | 942789696 | 501C3 | $19,504 | GENERAL SUPPORT |
| DIOCESE OF MONTEREY | |||||||
| P O BOX 2048 | MONTEREY | CA | 93942 | 941658203 | 501C3 | $44,317 | ASSIST RETIRED PRIESTS |
| DIOCESE OF ST AUGUSTINE PRIESTS CARE FUND | |||||||
| 11625 OLD ST AUGUSTINE RD | JACKSONVILLE | FL | 32258 | 593271754 | 501C3 | $24,579 | ASSIST RETIRED PRIESTS |
| DOOR TO HOPE | |||||||
| 130 WEST GABILAN ST | SALINAS | CA | 93901 | 942240770 | 501C3 | $7,489 | GENERAL SUPPORT |
| FOREST HILL MANOR | |||||||
| 551 GIBSON AVE | PACIFIC GROVE | CA | 93950 | 941312411 | 501C3 | $17,708 | GENERAL SUPPORT |
| FOUNDATION FOR MONTEREY COUNTY FREE LIBRARIES | |||||||
| 450 LINCOLN SUITE 203 | SALINAS | CA | 93901 | 770256346 | 501C3 | $6,109 | LIBRARY MATERIALS |
| HARTNELL COLLEGE FOUNDATION | |||||||
| 411 CENTRAL AVE | SALINAS | CA | 93901 | 942781664 | 501C3 | $7,521 | GENERAL SUPPORT |
| MADONNA DEL SASSO CHURCH | |||||||
| 320 E LAUREL DR | SALINAS | CA | 93906 | 941658203 | 501C3 | $16,450 | GENERAL SUPPORT |
| MADONNA DEL SASSO SCHOOL | |||||||
| 20 SANTA TERESA WAY | SALINAS | CA | 93906 | 941658203 | 501C3 | $26,321 | GENERAL SUPPORT |
| MEALS ON WHEELS OF MONTEREY | |||||||
| 700 JEWELL AVE | PACIFIC GROVE | CA | 93950 | 942157521 | 501C3 | $5,487 | GENERAL SUPPORT |
| MONTEREY COUNTY SYMPHONY ASSN | |||||||
| 2560 GARDEN RD STE 101 | MONTEREY | CA | 93940 | 941584123 | 501C3 | $127,765 | GENERAL SUPPORT |
| MONTEREY HIGH SCHOOL | |||||||
| 101 HERMANN DRIVE | MONTEREY | CA | 93940 | 770320712 | 501C3 | $9,547 | SCHOLARSHIP FUND |
| MONTEREY MUSEUM OF ART | |||||||
| 559 PACIFIC ST | MONTEREY | CA | 93940 | 941534563 | 501C3 | $407,052 | GENERAL SUPPORT |
| MONTEREY PENINSULA COLLEGE | |||||||
| 980 FREMONT ST | MONTEREY | CA | 93940 | 770391075 | 501C3 | $9,362 | VOUCHER PROGRAM |
| NOTRE DAME HIGH SCHOOL | |||||||
| 455 PALMA DR | SALINAS | CA | 93901 | 941658139 | 501C3 | $42,112 | GENERAL SUPPORT |
| PACIFIC GROVE MUSEUM OF NATURAL HIS | |||||||
| 165 FOREST AVE | PACIFIC GROVE | CA | 93950 | 946172573 | 501C3 | $31,800 | GENERAL SUPPORT |
| PALMA HIGH SCHOOL | |||||||
| 919 IVERSON ST | SALINAS | CA | 93901 | 941322168 | 501C3 | $63,168 | GENERAL SUPPORT |
| PRAYER BOOK SOCIETY | |||||||
| 1490 MARK THOMAS DR | MONTEREY | CA | 93940 | 946171286 | 501C3 | $6,365 | GENERAL SUPPORT |
| SACRED HEART CATHOLIC CHURCH | |||||||
| 22 STONE ST | SALINAS | CA | 93901 | 941658203 | 501C3 | $49,350 | GENERAL SUPPORT |
| SACRED HEART SCHOOL | |||||||
| 123 W MARKET ST | SALINAS | CA | 93901 | 941658139 | 501C3 | $39,480 | GENERAL SUPPORT |
| SALINAS VALLEY MEMORIAL HOSP | |||||||
| 450 E ROMIE LANE | SALINAS | CA | 93901 | 942641137 | 501C3 | $99,321 | GENERAL SUPPORT |
| SALVATION ARMY-MONTEREY PENINSULA | |||||||
| 1491 CONTRA COSTA | SEASIDE | CA | 93955 | 941170408 | 501C3 | $144,820 | GENERAL SUPPORT |
| SPCA OF MONTEREY COUNTY | |||||||
| P O BOX 3058 | MONTEREY | CA | 93942 | 941167409 | 501C3 | $41,477 | GENERAL SUPPORT |
| ST JOHN'S CHAPEL FOUNDATION | |||||||
| 1490 MARK THOMAS DR | MONTEREY | CA | 93940 | 770111036 | 501C3 | $6,365 | GENERAL SUPPORT |
| UNITED WAY MONTEREY COUNTY | |||||||
| 60 GARDEN COURT SUITE 350 | MONTEREY | CA | 93940 | 941322169 | 501C3 | $33,638 | GENERAL SUPPORT |
| VENTANA WILDERNESS ALLIANCE | |||||||
| P O BOX 506 | SANTA CRUZ | CA | 95601 | 770532467 | 501C3 | $10,228 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 44 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EVALUATIONS ARE REQUIRED FOR ALL COMPETITIVE GRANTS AND FOR DONOR-ADVISED GRANTS => $10K FOR OTHER THAN GENERAL SUPPORT A. ALL EVALUATIONS ARE REVIEWED FOR COMPLETENESS: I.IF AND TO WHAT EXTENT THE ACTIVITIES SUPPORTED THE INTENT OF THE REQUEST II. HOW AND WHAT THE FUNDS WERE USED III. HOW THE ACTIVITIES WILL INFORM THE AGENCY'S FUTURE DECISION-MAKING ACTIVITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BALDWIN | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $218,400 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,920 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $22,846 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $252,166 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,932,403 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE ON EXCHANGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 WAS AVAILABLE TO ALL VOTING MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. THE ORGANIZATION'S TREASURER, PRESIDENT/CEO AND CFO REVIEWED THE 990 PRIOR TO FILING WITH THE IRS. MOST OF THE VOTING MEMBERS OF THE ORGANIZATION'S GOVERNING BODY WILL REVIEW THE 990 AFTER IT HAS BEEN FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE PRESIDENT/CEO IS CONSIDERED AND RECOMMENDED BY THE FINANCE COMMITTEE AND SUBMITTED TO THE FULL BOARD FOR APPROVAL IN A CLOSED SESSION. COMPARABILITY DATA IS USED TO DETERMINE SALARY RANGES. THE COMMITTEE CONSIDERS BENEFIT SURVEYS FROM THE COUNCIL ON FOUNDATIONS, THE LEAGUE OF CALIFORNIA COMMUNITY FOUNDATIONS AND THE LOCAL FISCAL AND ADMINISTRATIVE OFFICERS GROUP. COMPENSATION FOR ALL STAFF, INCLUDING THE CHIEF FINANCIAL OFFICER IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE RECOMMENDATIONS OF THE PERSONNEL COMMITTEE ARE SUBMITTED TO THE FULL BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | COMMUNITY FND FOR MONTEREY COUNTY |
| FORM 990, PART XI, LINE 9: | CONTRIBUTIONS FOR STEWARDSHIP AND OTHER FUNDS -957,386. GRANTS DISTRIBUTED ON BEHALF OF OTHER FUNDS 634,314. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 625,659. FUNDRAISING INCOME REPORTED AT VIII: 8A -42,732. FUNDRAISING EXPENSE REPORTED AT VIII: 8B 33,795. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CFMC-REAL ESTATE NO 1 LLC COMMUNITY | |||||||||
| 2354 GARDEN RD | MONTEREY | CA | 93940 | 208880596 | HOLD REAL ESTATE | CA | $624,310 | $400,898 | COMMUNITY FOUNDATION FOR MONTEREY CO |
| CFMC-REAL ESTATE NO 2 LLC COMMUNITY | |||||||||
| 2354 GARDEN RD | MONTEREY | CA | 93940 | 261591345 | HOLD REAL ESTATE | CA | $0 | $0 | COMMUNITY FOUNDATION FOR MONTEREY CO |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CFMC REAL ESTATE NO 1 LLC CFMC | ||
| C | $1,775,050 | CASH DISTRIBUTION |
| CFMC REAL ESTATE NO 1 LLC CFMC | ||
| L | NOT DETERMINED | |
| CFMC REAL ESTATE NO 1 LLC CFMC | ||
| O | NOT DETERMINED | |
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