2026-05-08T17:34:03-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 475332690 DAGMAR DOLBY FUND DAGM 4154642500 5 HAMILTON LANDING 200 NOVATO CA 94949 LAUREN MCCLELLAND CFO 4154642500 2026-05-08 1 1 KATY BROWN P00650274 9257902600 2026-05-08 2024 2025-03-06 01:10:19Z RHEA SUH 5 HAMILTON LANDING 200 NOVATO CA 94949 11709889 0 X N/A X 2015 CA THE ORGANIZATION'S MISSION IS CONSISTENT WITH THE MISSION OF THE SUPPORTED (CONTINUED ON SCH O) ORGANIZATION, MARIN COMMUNITY FOUNDATION'S MISSION WHICH IS THE FOLLOWING: MOBILIZING THE POWER OF COMMUNITY AND THE RESOURCES OF PHILANTHROPY TO ADVANCE EQUITY FOR PEOPLE, PLACES AND THE PLANET. 3 1 0 2 0 0 26907092 11220780 0 0 271441 489109 0 0 27178533 11709889 16646457 4059724 0 0 0 0 0 0 0 1010611 1372990 17657068 5432714 9521465 6277175 105968042 114654671 58200299 53486122 47767743 61168549 THE ORGANIZATION'S MISSION IS CONSISTENT WITH THE MISSION OF THE SUPPORTED ORGANIZATION, MARIN COMMUNITY FOUNDATION'S MISSION WHICH IS THE FOLLOWING: MOBILIZING THE POWER OF COMMUNITY AND THE RESOURCES OF PHILANTHROPY TO ADVANCE EQUITY FOR PEOPLE, PLACES AND THE PLANET. 0 0 5333105 4059724 DURING THE FISCAL YEAR ENDING JUNE 30, 2025, THE FOUNDATION AWARDED AND APPROVED $4,059,724 IN GRANTS AND PAID $4,000,000. 5333105 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 AS 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X LAUREN MCCLELLAND 4154642500 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 X VIKKI GARROD DIRECTOR 0.50 37.50 X 0 345810 73264 JANELLE CAVANAGH DIRECTOR 0.50 37.50 X 0 307132 60079 DAGMAR DOLBY BOARD CHAIR 0.50 0.00 X 0 0 0 RHEA SUH PRESIDENT &CEO 1.00 37.50 X 0 672522 60261 LAUREN MCCLELLAND CFO 1.00 37.50 X 0 361051 51032 ASHLEY SMITH SECRETARY (THRU 03/25) 1.00 37.50 X 0 158020 57890 ROXANNE RICHARDS SECRETARY 0.25 2.25 X 0 0 0 LANI ALO FORMER DIRECTOR (THRU 12/23) 0.00 0.00 X 0 36400 0 SA HARTMAN FORMER CFO (THRU 12/23) 0.00 0.00 X 0 495835 0 0 2376770 302526 0 1 1 0 0 10000000 1220780 11220780 489109 489109 11709889 0 0 489109 4059724 4059724 52601 52601 37050 37050 4259 4259 1220780 1220780 ADMINISTRATIVE FEES 57500 57500 LICENSES & FEES 800 800 5432714 5333105 99609 0 4931358 6244475 29424295 37019072 71612389 71391124 105968042 114654671 12653 0 10587646 5882622 47600000 47600000 0 3500 58200299 53486122 X 47767743 61168549 47767743 61168549 105968042 114654671 6277175 7123631 0 X 0 1 X 1 0 X X 1 MARIN COMMUNITY FOUNDATION 943007979 8 1 5432714 0 1 5432714 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MCF MANAGED COMMINGLED POOL 1556055 F VENTURE CAPITAL FUNDS 66780834 F PREFERRED STOCK 3054235 F 71391124 DUE TO RELATED ENTITY 3500 3500 18829261 7123631 7123631 11705630 4259 4259 11709889 5428455 0 5428455 4259 4259 5432714 EAST ASIA AND THE PACIFIC 0 0 INVESTMENT 29546661 0 0 0 0 0 0 29546661 0 29546661 1 0 1 0 0 0 1 RAY AND DAGMAR DOLBY FUND OF MARIN COMMUNITY FOUNDATION (DAF) 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 943007979 501(C)(3) 4000000 0 PROVIDE GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: TO QUALIFY FOR A GRANT DISTRIBUTION FROM THE FOUNDATION A GRANTEE MUST BE ABLE TO SATISFY THE FOUNDATION'S DUE DILIGENCE REQUIREMENTS. THIS PROCESS INCLUDES MAKING AN INDEPENDENT INVESTIGATION OF THE PROSPECTIVE GRANTEE TO ESTABLISH THAT IT QUALIFIES TO RECEIVE THE GRANT. THE GRANTEE ORGANIZATION MUST ALSO HAVE THE CAPACITY TO FULFILL THE TERMS OF THE GRANT AND BE WILLING TO FURNISH THE FOUNDATION WITH ANY REQUIRED EVALUATIVE REPORTS. DEPENDING UPON THE SIZE AND SOURCE OF THE GRANT, A WRITTEN REPORT FROM THE GRANTEE MAY BE REQUIRED. 1 0 0 0 0 0 0 0 0 RHEA SUH PRESIDENT &CEO 0 633593 0 0 0 38929 0 41400 0 18861 0 732783 0 0 SA HARTMAN FORMER CFO (THRU 12/23) 0 0 0 0 0 495835 0 0 0 0 0 495835 0 0 VIKKI GARROD DIRECTOR 0 340601 0 0 0 5209 0 41168 0 32096 0 419074 0 0 LAUREN MCCLELLAND CFO 0 322863 0 0 0 38188 0 39585 0 11447 0 412083 0 0 JANELLE CAVANAGH DIRECTOR 0 302924 0 0 0 4208 0 36735 0 23344 0 367211 0 0 ASHLEY SMITH SECRETARY (THRU 03/25) 0 138721 0 10000 0 9299 0 17759 0 40131 0 215910 0 0 LANI ALO FORMER DIRECTOR (THRU 12/23) 0 0 0 0 0 36400 0 0 0 0 0 36400 0 0 PART I, LINE 3 COMPENSATION IS PAID BY A RELATED ORGANIZATION, MARIN COMMUNITY FOUNDATION (MCF). THE FOLLOWING IS THE REVIEW AND APPROVAL PROCESS IN DETERMINING COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND CEO: THE PRESIDENT AND CEO IS THE TOP MANAGEMENT OFFICIAL OF THE ORGANIZATION, AND THEIR COMPENSATION PACKAGE IS REVIEWED AND DECIDED UPON ANNUALLY. A EXECUTIVE COMMITTEE OF THE BOARD COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS IS ESTABLISHED ANNUALLY. AS PART OF THIS PROCESS, THE EXECUTIVE COMMITTEE OF THE BOARD PREPARES A WRITTEN PERFORMANCE APPRAISAL WITH INPUT FROM ALL BOARD MEMBERS. FURTHER, THE COMMITTEE COMPARES THE PRESIDENT'S COMPENSATION TO THAT OF OTHERS IN SIMILAR POSITIONS USING VARIOUS SURVEYS. EVERY FEW YEARS, THE COMMITTEE ENGAGES AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT TO EVALUATE THE PRESIDENT'S COMPENSATION PACKAGE TO DETERMINE IF THE COMPONENTS, AS WELL AS THE PACKAGE AS A WHOLE CONTINUE TO BE FAIR AND REASONABLE. DURING EXECUTIVE SESSION AT THE END OF THE FISCAL YEAR, WITH ALL BOARD MEMBERS ATTENDING, THE COMMITTEE REPORTS THEIR FINDINGS, THE OVERALL APPRAISAL, AND THEIR RECOMMENDATION. AFTER REVIEW AND DISCUSSION, THE BOARD DETERMINES THE PRESIDENT AND CEO'S COMPENSATION FOR THE NEXT YEAR. PART I, LINE 4A S.A. HARTMAN, FORMER CHIEF FINANCIAL OFFICER, AND LANI ALO, FORMER DIRECTOR, RECEIVED SEVERANCE COMPENSATION TOTALING $495,834.96 AND $36,400, RESPECTIVELY, DURING THE 2024 TAX YEAR. THESE SEVERANCE PAYMENTS WERE PAID DIRECTLY BY A RELATED ORGANIZATION, MARIN COMMUNITY FOUNDATION. DAGMAR DOLBY BOARD CHAIR TO ENSURE SUFFICIENT CASH AVAILABLE TO SATISFY THE CAPITAL COMMITMENTS. X 30000000 47600000 0 1 1 47600000 PART II, LOANS TO AND/OR FROM INTERESTED PERSONS: ON AUGUST 23, 2023, THE RELATED PARTY NO INTEREST LOAN LIMIT WAS RETROACTIVELY INCREASED TO $60 MILLION. FORM 990, PART VI, SECTION A, LINE 7A DDF HAS 2 CLASSES OF DIRECTORS THAT EACH CAN APPOINT DIRECTORS: THE MARIN COMMUNITY FOUNDATION (MCF) CLASS AND THE DONOR CLASS. THE MCF CLASS APPOINTED DIRECTORS ALWAYS HOLD A MAJORITY OF THE BOARD SEATS. THE CURRENT BOARD HAS 2 MCF CLASS DIRECTORS AND THE DONOR CLASS HAS 1 DIRECTOR ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B DAGMAR DOLBY FUND'S GOVERNANCE DECISIONS, PARTICULARLY AMENDMENT TO THE BY-LAWS, ALSO HAVE TO BE APPROVED BY THE GOVERNING BODY OF MCF, IT'S PARENT ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION WILL DISTRIBUTE A FULL COPY OF THE FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BOARD, OFFICERS AND KEY EMPLOYEES MUST ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE CONCERNING COMPLIANCE ON AN ANNUAL BASIS. THE FORMS ARE REVIEWED BY THE CORPORATE SECRETARY AND CFO TO ENSURE ONGOING COMPLIANCE AND DETERMINE WHETHER A CONFLICT EXISTS. ALL CONFLICTS AND POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED, AND THE PERSON IS EXCLUDED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS CONCERNING THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 MCF STAFF PROVIDING SERVICES WERE HIRED FOLLOWING THE POLICIES AND PROCEDURES OF ITS PARENT ORGANIZATION, THE MARIN COMMUNITY FOUNDATION (MCF). MCF'S TOP MANAGEMENT OFFICIAL'S COMPENSATION PACKAGE IS REVIEWED AND DECIDED ANNUALLY BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS IS ESTABLISHED ANNUALLY. EVERY FEW YEARS, THE COMMITTEE ENGAGES AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT TO EVALUATE THE PRESIDENT'S AND CFO COMPENSATION PACKAGES TO DETERMINE IF THE COMPONENTS, AS WELL AS THE PACKAGE AS A WHOLE, CONTINUE TO BE FAIR AND REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN B: RHEA SUH, SA HARTMAN (THRU 12/23), LAUREN MCCLELLAND, JANELLE CAVANAGH, VIKKI GARROD, LANI ALO (THRU 10/23) AND ASHLEY SMITH (THRU 03/25) ARE FULL-TIME EMPLOYEES OF MARIN COMMUNITY FOUNDATION. ALCOHOL JUSTICE 24 BELVEDERE STREET SAN RAFAEL CA 94901 680152770 PROMOTE PUBLIC HEALTH CA 501(C)(3) LINE 12A, I MARIN COMMUNITY FOUNDATION 0 CERITY PARTNERS FOUNDATION 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 510515757 GRANTMAKING CA 501(C)(3) LINE 12A, I MARIN COMMUNITY FOUNDATION 0 MCF SUPPORTING ORGANIZATION FKA KURLAND FAMILY FOUNDATION 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 870749260 GRANTMAKING CA 501(C)(3) LINE 12A, I MARIN COMMUNITY FOUNDATION 0 LYNX FOUNDATION 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 262717594 GRANTMAKING CA 501(C)(3) LINE 12A, I MARIN COMMUNITY FOUNDATION 0 MARGARET E HAAS FUND 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 510533111 GRANTMAKING CA 501(C)(3) LINE 12A, I MARIN COMMUNITY FOUNDATION 0 MARIN COMMUNITY FOUNDATION 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 943007979 GRANTMAKING CA 501(C)(3) LINE 8 N/A 0 PRESIDIO THEATRE 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 841695823 SUPPORT THE DEVELOPMENT & OPERATION OF A COMMUNITY THEATER IN THE PRESIDIO CA 501(C)(3) LINE 12A, I MARIN COMMUNITY FOUNDATION 0 MCF GIFT FUND INC 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 680477815 SUPPORT MARIN COMMUNITY FOUNDATION AND ITS GOALS CA 501(C)(3) LINE 12B, II MARIN COMMUNITY FOUNDATION 0 RAY DOLBY LEGACY FUND 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 510666996 GRANTMAKING CA 501(C)(3) LINE 12A, I MARIN COMMUNITY FOUNDATION 0 PETER E HAAS JR FAMILY FUND 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 141962681 GRANTMAKING CA 501(C)(3) LINE 12A, I MARIN COMMUNITY FOUNDATION 0 EQUATION CAMPAIGN & GLOBAL CLIMATE LEGAL DEFENSE 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 873636370 GRANTMAKING CA 501(C)(3) LINE 12A, I MARIN COMMUNITY FOUNDATION 0 MCF PHILANTHROPIC FUND 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 992016872 SUPPORT MARIN COMMUNITY FOUNDATION AND ITS GOALS CA 501(C)(3) LINE 12B, II MARIN COMMUNITY FOUNDATION 0 0 1 1 0 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0