2024-10-10T00:02:49-05:00 2023-12-31 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2023-01-01 884077281 MARYMOUNT EDUCATION FOUNDATION MARY 3108530762 35 PENINSULA CENTER ROLLING HILLS ESTATES CA 90274 BRIAN MARCOTTE TREASURER 3108530762 2024-09-24 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2024-09-24 2023 2024-10-15 13:58:12Z ROBYN JONES 35 PENINSULA CENTER ROLLING HILLS ESTATES CA 90274 1380644 0 X WWW.MARYMOUNTEDFOUNDATION.ORG X 2022 CA MARYMOUNT EDUCATION FOUNDATION WILL FUND EDUCATIONAL GRANTS, SCHOLARSHIPS, AND PROGRAMS IN ORDER TO PROVIDE OPPORTUNITIES FOR INDIVIDUALS WHO ARE BEYOND THE COMPULSORY SCHOOL ATTENDANCE AGE TO ACQUIRE A HIGHER LEVEL OF KNOWLEDGE, SKILLS, AND SPECIALIZATION IN THEIR CHOSEN AREAS OF INTEREST WITHIN A FORMAL SCHOOL SETTING, INCLUDING, BUT NOT LIMITED TO, UNIVERSITIES AND OTHER DEGREE GRANTING INSTITUTIONS. 9 9 1 10 0 0 150000 1380510 0 0 0 134 4 0 150004 1380644 0 154135 0 0 0 201918 28893 0 0 4239 110554 33132 466607 116872 914037 128211 1034256 11339 3347 116872 1030909 X MARYMOUNT EDUCATION FOUNDATION WILL FUND EDUCATIONAL GRANTS, SCHOLARSHIPS, AND PROGRAMS IN ORDER TO PROVIDE OPPORTUNITIES FOR INDIVIDUALS WHO ARE BEYOND THE COMPULSARY SCHOOL ATTENDANCE AGE TO ACQUIRE A HIGHER LEVEL OF KNOWLEDGE, SKILLS, AND SPECIALIZATION IN THEIR CHOSEN AREAS OF INTEREST WITHIN A FORMAL SCHOOL SETTING, INCLUDING, BUT NOT LIMITED TO, UNIVERSITIES AND OTHER DEGREE GRANTING INSTITUTIONS. 0 0 257204 154135 MARYMOUNT SCHOLARS PROGRAM: THE MARYMOUNT SCHOLARS PROGRAM, A CHARITABLE PROGRAM WITHIN THE MARYMOUNT EDUCATION FOUNDATION, WILL CARRY ON MARYMOUNT CALIFORNIA UNIVERSITY'S ("MCU") MISSION OF TRANSFORMING LIVES THROUGH EDUCATION BY AWARDING COLLEGE SCHOLARSHIPS AND PROVIDING A SUPPORTIVE COMMUNITY TO FRESHMAN AND TRANSFER STUDENTS. THE MARYMOUNT SCHOLARS PROGRAM WILL PARTNER WITH COLLEGES AND UNIVERSITIES THAT ALIGN WITH MCU'S TRADITION AND VALUES THAT ARE ROOTED IN CATHOLIC HIGHER EDUCATION, INCLUDING: A COMMITMENT TO EDUCATING THE WHOLE PERSON; A PERSONAL, COMMUNAL, AND ETHICS-BASED APPROACH TO LEARNING; RECOGNITION OF THE HARMONY OF FAITH AND REASON; OPENNESS TO ALL BACKGROUNDS AND FAITHS; IMPORTANCE OF INTEGRATIVE KNOWLEDGE; COMMITMENT TO THE DIGNITY OF THE INDIVIDUAL; AND CONCERN FOR WIDER ISSUES OF JUSTICE IN SOCIETY. LIKE AT MCU, THE MARYMOUNT SCHOLARS PROGRAM WILL SEEK TO ASSIST HIGH POTENTIAL STUDENTS FROM LOWER SOCIO-ECONOMIC BACKGROUNDS IN THE 2.7-3.3 GPA RANGE BY OFFERING FINANCIAL SUPPORT, PERSONAL ATTENTION, AND PROFESSIONAL MENTORSHIP. EDUCATIONAL GRANTS: MEF WILL SUPPORT EDUCATIONAL INITIATIVES THAT PROMOTE ACCESS, DEGREE ATTAINMENT, AND A COMMUNITY OF LEARNERS. THIS PROGRAM IS NOT YET DEFINED AND WILL NOT BE ACTIVE UNTIL 2024. 257204 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X NOBLE ACCOUNTING LLC 2134080510 2780 SKYPARK DRIVE STE 201 TORRANCE CA 90505 RICK EDLER CHAIRMAN/PRESIDENT 15.00 X X 0 0 0 ARIANE SCHAUER VICE PRESIDENT/SECRETARY 15.00 X X 0 0 0 BRIAN MARCOTTE TREASURER 15.00 X X 0 236548 0 ANTOINE-MARIE BAURIER TRUSTEE 5.00 X 0 0 0 DAVE TOMBLIN TRUSTEE 5.00 X 0 0 0 SUE SOLDOFF TRUSTEE 5.00 X 0 0 0 MARK VILLANO TRUSTEE 5.00 X 0 0 0 LYNN MARSH TRUSTEE (UNTIL 09/2023) 5.00 X 0 0 0 CAROLINE SAYERS TRUSTEE 5.00 X 0 0 0 RYAN ALCANTARA TRUSTEE 5.00 X 0 0 0 ROBYN JONES EXECUTIVE DIRECTOR 40.00 X 189000 0 0 189000 236548 0 1 0 1 0 0 1380510 1380510 134 134 1380644 0 0 134 111017 111017 43118 43118 189000 94500 94500 12918 6459 6459 10552 10552 55500 55500 75 75 77 77 5687 1277 4410 100 100 36559 36559 BANK & PAYROLL FEES 1129 524 605 GIFTS 512 309 203 MEALS 363 363 466607 257204 209403 0 95635 6036 0 994560 32576 33660 128211 1034256 11339 3347 11339 3347 X 116872 848007 0 182902 116872 1030909 128211 1034256 914037 0 X 0 0 0 X 150000 1380510 1530510 150000 1380510 1530510 1530510 4 134 138 1530648 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 USC WRIGLEY MARINE SCIENCE CENTER 3454 TROUSDALE PARKWAY CAS 200 LOS ANGELES CA 90089 951642394 111017 0 DAVID MEID VISITING MENTOR PROGRAM 1 SCHOLARSHIPS 4 43118 PART I, LINE 2: COMPLETE ACCOUNTING DETAILS AND COPIES OF ITEMIZED STUDENT ACCOUNT RECORDS PROVIDED BY THE UNIVERSITY ARE KEPT IN THE ORGANIZATION'S SHAREPOINT SITE, ACCESSIBLE TO ALL BOARD MEMBERS. AT THE BEGINNING OF EACH SEMESTER, AFTER THE ADD/DROP PERIOD, THE UNIVERSITY OFFICE OF STUDENT ACCOUNTS PROVIDES THE MEF EXECUTIVE DIRECTOR WITH ITEMIZED STUDENT ACCOUNT DETAILS FOR EACH SCHOLARSHIP RECIPIENT. SCHOLARSHIP FUNDS ARE DISTRIBUTED DIRECTLY TO THE UNIVERSITY OFFICE OF STUDENT ACCOUNTS TO BE POSTED TO THE STUDENTS' ACCOUNTS. SCHOLARSHIP FUNDS ARE NOT DISTRIBUTED DIRECTLY TO A STUDENT. X X X X 0 0 0 0 0 0 0 0 0 BRIAN MARCOTTE TREASURER 0 211429 0 0 0 25119 0 0 0 0 0 236548 0 0 ROBYN JONES EXECUTIVE DIRECTOR 165000 0 0 0 24000 0 0 0 0 0 189000 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990, THEN PROVIDES TO THE FULL BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF TRUSTEE MEMBERS ARE REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING THEY UNDERSTAND THE CONFLICT OF INTEREST POLICY AND THE BOARD OF TRUSTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY SUCH CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S BOARD OF TRUSTEES PERIODICALLY REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE IN ITS DETERMINATION OF COMPENSATION. THE BOARD REVIEWS DATA FROM OTHER SIMILAR-SIZED PRIVATE NON-PROFIT FOUNDATIONS AS WELL AS OTHER DATA SOURCES. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. REQUESTS WILL BE REVIEWED AND PROVIDED UPON APPROVAL. MARYMOUNT CALIFORNIA UNIVERSITY PO BOX 4809 PALOS VERDES PENINSULA CA 90274 952113260 COLLEGE CA 501(C)(3) LINE 2 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART II, RELATED TAX-EXEMPT ORGANIZATION: MARYMOUNT CALIFORNIA UNIVERSITY (MCU) DISSOLVED IN JANUARY 2024 AFTER TRANSFERRING ITS REMAINING ASSETS TO THE MARYMOUNT EDUCATION FOUNDATION (MEF). A MAJORITY OF MEF'S BOARD ALSO SIT ON THE BOARD FOR MCU.