2024-09-27T14:03:14-07:00 2023-12-31 950858589 Hutchinson and Bloodgood LLP 579 Auto Center Drive Watsonville CA 95076 990 2023-01-01 941615897 COMMUNITY FOUNDATION FOR MONTEREY COUNTY COMM 8313759712 2354 GARDEN ROAD MONTEREY CA 93940 DANIEL BALDWIN President & CEO 2024-09-27 true true KIMBRA SAID CPA P01596055 8317242441 2023 2024-10-15 13:58:12Z DANIEL BALDWIN 2354 GARDEN ROAD MONTEREY CA 93940 109733266 false X WWW.CFMCO.ORG X 1945 CA TO INSPIRE PHILANTHROPY AND BE A CATALYST FOR STRENGTHENING COMMUNITIES THROUGHOUT MONTEREY COUNTY. 19 19 30 40 0 38863722 57495030 471183 522119 9242478 27077499 343398 61278 48920781 85155926 31340016 39269652 0 3031863 3369548 0 996845 2302363 2183247 36674242 44822447 12246539 40333479 331962053 380129927 75022976 82115185 256939077 298014742 X TO INSPIRE PHILANTHROPY AND BE A CATALYST FOR STRENGTHENING COMMUNITIES THROUGHOUT MONTEREY COUNTY. false false 27957874 26936039 522119 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 PROGRAM AREAS OF ARTS AND CULTURE, CHILDREN AND YOUTH DEVELOPMENT, 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. THE COMMUNITY FOUNDATION ALSO PROVIDES LEADERSHIP WITH SCHOLARSHIP PROGRAMS AND COMMUNITY INITIATIVES, INCLUDING THE SALINAS INCLUSIVE ECONOMIC DEVELOPMENT INITIATIVE. 11264980 10890914 MONTEREY COUNTY GIVES! (MC GIVES!): MC GIVES! IS A SPECIAL PROJECT OF THE MONTEREY COUNTY WEEKLY, THE COMMUNITY FOUNDATION FOR MONTEREY COUNTY AND THE MONTEREY PENINSULA FOUNDATION AND WAS CREATED TO SUPPORT THE LOCAL NONPROFIT COMMUNITY WITH AN ANNUAL YEAR-END GIVING CAMPAIGN. IN 2023, 208 ORGANIZATIONS PARTICIPATED TO RAISE A TOTAL OF $11.9 MILLION. MC GIVES! HAS NOW RAISED AND CONTRIBUTED OVER $68.1 MILLION DOLLARS SINCE ITS INCEPTION FOURTEEN YEARS AGO. 1539341 1361869 SCHOLARSHIPS: THE COMMUNITY FOUNDATION FOR MONTEREY COUNTY (CFMC) HOLDS AND ADMINISTERS MORE THAN 60 SCHOLARSHIP FUNDS THAT CREATE GREATER ACCESS TO HIGHER EDUCATION FOR DESERVING LOCAL STUDENTS. SCHOLARSHIPS HELP STUDENTS REALIZE THEIR POTENTIAL AND GROWING THE NUMBER OF STUDENTS WHO EARN COLLEGE DEGREES MAKES A BRIGHTER FUTURE FOR US ALL. 752916 80830 41515111 true true false false false true false false false true true false false 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 true false false false true false false false false true 133 0 true 30 true false false false false false false false 0 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 DANIEL BALDWIN President & CEO 40.00 0.00 X 362665 0 54040 CHRISTINE DAWSON SR. VP PHILANTHROPIC SERVICES 40.00 0.00 193677 0 31260 KIM DRABNER VP FINANCE & HR 40.00 0.00 X 174163 0 22174 LAUREL LEE-ALEXANDER VP OF GRANTS 40.00 0.00 125655 0 33155 DANIEL FAITH DIR OF FINANCE 40.00 0.00 120331 0 21294 JANET SHING DIR OF GRANTMAKING 40.00 0.00 112076 0 25068 MARIA ROMERO DIR OF GIFT PLAN 40.00 0.00 104444 0 20995 MARIA HAUMAN DIR OF OPERATIONS 40.00 0.00 110900 0 9331 KIRK GAFILL CHAIR 2.00 0.00 X X 0 0 0 ELSA MENDOZA JIMENEZ VICE CHAIR 2.00 0.00 X X 0 0 0 LOREN STECK Secretary 2.00 0.00 X X 0 0 0 JESSE LOPEZ Treasurer 2.00 0.00 X X 0 0 0 JAN VADERBILT BOARD MEMBER 2.00 0.00 X 0 0 0 ABBY TAYLOR SILVA BOARD MEMBER 2.00 0.00 X 0 0 0 GIFF LEHMAN BOARD MEMBER 2.00 0.00 X 0 0 0 JOE PEZZINI BOARD MEMBER 2.00 0.00 X 0 0 0 FRANCINE RODD BOARD MEMBER 2.00 0.00 X 0 0 0 ADRIANA MELGOZA BOARD MEMBER 2.00 0.00 X 0 0 0 ROMERO JALOMA BOARD MEMBER 2.00 0.00 X 0 0 0 JENNIFER WALKER BOARD MEMBER 2.00 0.00 X 0 0 0 RENE MENDEZ BOARD MEMBER 2.00 0.00 X 0 0 0 LARRY ODA BOARD MEMBER 2.00 0.00 X 0 0 0 RYLLER WILLIAMSON BOARD MEMBER 2.00 0.00 X 0 0 0 DENEEN GUSS BOARD MEMBER 2.00 0.00 X 0 0 0 KATHLEEN LEE BOARD MEMBER 2.00 0.00 X 0 0 0 COLBY PEREIRA BOARD MEMBER 2.00 0.00 X 0 0 0 JULIE ROTH BOARD MEMBER 2.00 0.00 X 0 0 0 1303911 217317 8 false true false VERUS 999 THIRD AVENUE SUITE 4200 SEATTLE WA 98104 INVESTMENT ADVISOR 155000 1 49525 57445505 10389986 57495030 CRT AND ADMIN FEES 525920 477625 477625 WORKSHOP INCOME 611600 44494 44494 522119 9568204 9568204 0 0 0 40450402 1556198 22956630 1540675 17493772 15523 17509295 17509295 29425 49525 80035 -50610 0 0 MISC ADMIN INCOME 900099 111888 111888 111888 85155926 18143302 9568204 39269652 39269652 0 0 0 837978 154188 499435 184355 0 1817219 709937 721741 385541 0 531688 167852 248561 115275 182663 57667 85395 39601 0 471195 367569 61701 41925 40829 31847 5349 3633 0 0 0 8596 6705 1126 765 71561 24401 35118 12042 21696 7052 10905 3739 0 0 188505 61272 94744 32489 0 0 0 0 0 82252 26736 41340 14176 28006 9103 14076 4827 OTHER FUND MGMT EXPENSE 443072 253909 140871 48292 REPAIRS AND MAINTENANCE 342025 111175 171902 58948 DONOR DEVELOPMENT 165441 72099 76866 16476 BANK AND OTHER FEES 102267 92254 7456 2557 217802 91693 93905 32204 44822447 41515111 2310491 996845 0 36272776 42920076 0 33907 3634100 0 0 0 0 10610 12639 3138787 898210 1810196 2240577 256725908 286898254 11651637 14203754 0 0 25457019 30220527 331962053 380129927 207285 309968 2394853 2015701 2100 8295 72418738 79781221 75022976 82115185 X 67640908 84977054 189298169 213037688 256939077 298014742 331962053 380129927 X 40333479 11982847 -11240661 X false true X true false X 29838139 57254956 41129307 38850538 57495030 224567970 0 0 29838139 57254956 41129307 38850538 57495030 224567970 10717744 213850226 7287024 7170447 13163347 8771478 9568204 45960500 0 0 270528470 0.79050 0.75060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 268 464 12605507 44889523 4246719 35022933 93210701 204804041 true true 179838495 5125753 24482306 6240541 2603467 200602546 209093034 11185723 -30555631 7263900 2620731 179838495 187812660 6253482 24196091 6446027 2723172 209093034 161596558 13065186 20924974 5532102 2241956 187812660 141189002 7644516 21474204 5125665 1359401 2226098 161596558 0.87260 0.12740 false false false 461627 461627 1083488 333382 750106 777712 311121 466591 109045 109038 7 706915 144669 562246 2240577 HARRISON STREEST INVESTMENTS 4777459 F BENEFICIAL INT IN ASSETS HELD BY OTHERS 860500 CHARITABLE GIFT ANNUITIES 4589794 CRT INVESTMENTS 21246372 PROGRAMMATIC LOANS 3416856 RIGHT-OF-USE ASSET 107005 30220527 FUNDS HELD AS AGENCY ENDOWMENT 8118974 LEASE LIABILITY 110144 LIABILITIES UNDER CGA 2272125 LIABILITIES UNDER CRT 7958561 LIABILITIES UNDER SPLIT INTEREST 4030838 STEWARDSHIP FUNDS 57290579 79781221 X 83159371 11982847 1233664 13216511 69942860 253475 14959591 15213066 85155926 42083706 80035 80035 42003671 253475 2565301 2818776 44822447 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 2d: Other revenue amounts included in F/S but not included on form 990 CHANGE IN VALUE/SPLIT-INTEREST AGMTS $1153629 FUNDRAISING EXPESNE $80035 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S CONTRIBUTIONS RECEIVED FOR OTHERS $7212793 INVESTMENT GAIN ON FUNDS HELD FOR OTHERS $7746798 Part XII, Line 2d: Other expenses and losses per audited F/S FUNDRAISING EXPENSE $80035 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S GRANTS DISTRIBUTED FOR OTHER FUNDS $2565301 false WOMENS LUNCHEON 58800 47025 11775 53158 14697 SIEMBRA LATINOS FUND CELEBRATION 20150 2500 17650 2180 10000 78950 49525 29425 55338 24697 80035 -50610 true DETAILED SCHEDULE ATTACHED VARIOUS VARIOUS CA 99999 39774930 0 VARIOUS 1 0 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 X false false false false false false false false false CHRISTINE DAWSON SR. VP PHILANTHROPIC SERVICES 193677 15634 15626 224937 DANIEL BALDWIN President & CEO 362665 30618 23422 416705 KIM DRABNER VP FINANCE & HR 174163 13881 8293 196337 LAUREL LEE-ALEXANDER VP OF GRANTS 125655 12124 21031 158810 X 193 10389986 FMV false true false Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: ALL OTHER PROGRAMSSEE WWW.CFMCO.ORG FOR ALL OTHER PROGRAMS. OTHER PROGRAM SERVICES 5: SCHOLARSHIPS: THE COMMUNITY FOUNDATION FOR MONTEREY COUNTY (CFMC) HOLDS AND ADMINISTERS MORE THAN 60 SCHOLARSHIP FUNDS THAT CREATE GREATER ACCESS TO HIGHER EDUCATION FOR DESERVING LOCAL STUDENTS. SCHOLARSHIPS HELP STUDENTS REALIZE THEIR POTENTIAL AND GROWING THE NUMBER OF STUDENTS WHO EARN COLLEGE DEGREES MAKES A BRIGHTER FUTURE FOR US ALL. Form 990, Part VI, Section B, Line 11b 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, 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. 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, Section B, Line 15a 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, Section C, Line 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. Form 990, Part XI, Line 9 CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS = $1153629 Form 990, Part XI, Line 9 CONTRIBUTIONS FOR STEWARDSHIP AND AGENCY FUNDS = -$7212793 Form 990, Part XI, Line 9 GRANTS DISTRIBUTED ON BEHALF OF OTHER FUNDS = $2565301 Form 990, Part XI, Line 9 INVESTMENT GAINS FOR STEWARDSHIP AND AGENCY FUNDS = -$7746798 CFMC-REAL ESTATE NO 1 LLC 2354 GARDEN RD MONTEREY CA 93940 208880596 HOLD REAL ESTATE CA 100 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