2025-09-22T20:11:16-05:00 2024-12-31 941541507 BIANCHI KASAVAN & POPE LLP 450 LINCOLN AVENUE SUITE 200 SALINAS CA 93901 990 2024-01-01 942702731 MONTEREY PENINSULA YOUTH SAILING FOUNDATION MONT 8312775602 PO BOX 2222 MONTEREY CA 93942 DAVID A MORRIS IV PRESIDENT 8312775602 2025-09-09 1 1 JESSE LOPEZ P00312725 8317575311 2025-09-09 2024 2025-03-06 01:10:19Z DAVID MORRIS PO BOX 2222 MONTEREY CA 93942 61801 0 X WWW.MPYSF.ORG X 1980 CA THE SUPPORT EDUCATION AND PROMOTION OF SAFE BOATING/SAILING FOR THE YOUTH OF MONTEREY BAY. 5 5 0 0 0 0 11300 17466 0 0 29379 32985 3245 11350 43924 61801 32480 84095 0 0 0 0 0 0 0 610 7060 33090 91155 10834 -29354 1428027 1587365 0 0 1428027 1587365 THE SUPPORT EDUCATION AND PROMOTION OF SAFE BOATING/SAILING AND KNOWLEDGE OF RULES, REGULATIONS AND OCEAN ECOLOGY OF SUCH FOR THE YOUTH OF MONTEREY BAY MAINLY THROUGH GRANTS TO EXISTING JUNIOR SAILING PROGRAMS. 0 0 63480 63480 JUNIOR SAILING PROGRAM - EQUIPMENT FOR MONTEREY PENINSULA YACHT CLUB 8598 8598 JUNIOR SAILING PROGRAM - INFRASTRUCTURE FOR MONTEREY PENINSULA YACHT CLUB 12017 12017 JUNIOR SAILING PROGRAM - INSTRUCTOR AND TRAINING FOR MONTEREY PENINSULA YACHT CLUB AND STILLWATER YACHT CLUB 84095 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X DEBRA S MORRIS 8313339603 PO BOX 2222 MONTEREY CA 93942 DAVID A MORRIS IV PRESIDENT/CEO 2.00 X X 0 0 0 DEBRA S MORRIS SECRETARY/CFO 1.00 X X 0 0 0 RICHARD CLARK V.P./DIRECTOR 1.00 X X 0 0 0 PARKER WOOD DIRECTOR 1.00 X 0 0 0 DAVID MACEWEN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 17466 17466 32985 32985 11350 0 11350 11350 61801 0 0 44335 84095 84095 6000 6000 460 460 180 180 CREDIT CARD PROCESSING 207 207 ZOOM SUBSCRIPTIONS 168 168 FILING FEES 45 45 91155 84095 7060 0 38860 28215 62580 33110 1326587 1526040 1428027 1587365 0 0 X 0 0 0 0 1196959 1587365 1428027 1587365 1428027 1587365 -29354 188692 0 X 0 0 0 X 13225 35463 1378328 11300 17466 1455782 13225 35463 1378328 11300 17466 1455782 1455782 17 7 25437 29379 32985 87825 3245 11350 14595 1558202 0.93430 0.96200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1204371 17467 1221838 1193071 11300 1204371 1357258 -164187 1193071 1.00000 0 0 0 PART V, LINE 4: THE LONG-TERM INVESTMENT OBJECTIVE AS DESCRIBED IN THE IPS (INVESTMENT POLICY STATEMENT) ESTABLISHES A COMMITMENT TO ENSURE THAT THE MPYSF ENDOWMENT WILL BE INVESTED IN A PRUDENT MANNER. THE PRIMARY OBJECTIVE OF THE ENDOWMENT IS TO ACHIEVE A TOTAL RETURN OF ENDOWMENT ASSTS NET OF INVESTMENT MANAGER FEES THAT WILL MEET MPYSF'S ANNUAL SPENDING REQUIREMENTS, WHILE ALSO ALLOWING FOR THE LONG-TERM GROWTH OF THE ENDOWMENT ON AN INFLATION ADJUSTED BASIS. 0 THE MONTEREY PENINSULA YACHT CLUB INC MUNICIPAL WHARF 2 MONTEREY CA 93940 941641059 84095 0 TO FUND JUNIOR SAILING PROGRAMS FORM 990, PART VI, SECTION A, LINE 2 DAVID A. MORRIS IV AND DEBRA S. MORRIS ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SCANNED AND EMAILED TO ALL MEMBERS PRIOR TO MEETING, USUALLY CONDUCTED ONLINE, WHERE IT IS REVIEWED AND APPROVED. FORM 990, PART VI, SECTION B, LINE 12C ANY POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AT REGULAR MEETINGS AND RESOLVED PRIOR TO FUNDING DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 THERE IS A CONTACT ON MPYSF'S WEBSITE WHERE A REQUEST CAN BE SUBMITTED FOR COPIES OF THESE DOCUMENTS.