2022-09-12T11:52:16-07:00 2021-12-31 950858589 Hutchinson and Bloodgood LLP 579 Auto Center Drive Watsonville CA 95076 990 2021-01-01 941615897 COMMUNITY FOUNDATION FOR MONTEREY COUNTY COMM 8313759712 2354 GARDEN ROAD MONTEREY CA 93940 DANIEL BALDWIN President & CEO 2022-09-12 true DANIEL BALDWIN 999009999 KIMBRA SAID CPA P01596055 8317242441 2 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z DANIEL BALDWIN 2354 GARDEN ROAD MONTEREY CA 93940 62077139 false X WWW.CFMCO.ORG X 1945 CA TO INSPIRE PHILANTHROPY AND BE A CATALYST FOR STRENGTHENING COMMUNITIES THROUGHOUT MONTEREY COUNTY. 19 19 29 40 0 57254956 41129307 418197 355874 1646241 13955448 52519 257172 59371913 55697801 27933827 36836163 0 2348997 2786348 0 615990 1554057 1825883 31836881 41448394 27535032 14249407 347659194 385630163 75730082 82419942 271929112 303210221 X TO INSPIRE PHILANTHROPY AND BE A CATALYST FOR STRENGTHENING COMMUNITIES THROUGHOUT MONTEREY COUNTY. false false 29052238 27983740 505749 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. THE COMMUNITY FOUNDATION ALSO PROVIDES LEADERSHIP WITH SCHOLARSHIP PROGRAMS AND COMMUNITY INITIATIVES, INCLUDING THE COVID-19 COLLABORATIVE AND THE SALINAS INCLUSIVE ECONOMIC DEVELOPMENT INITIATIVE . THESE GRANTS ARE MADE THROUGH A VARIETY OF FUND TYPES, INCLUDING DONOR ADVISED, SCHOLARSHIP, DESIGNATED, FIELD OF INTEREST AND UNRESTRICTED. 7914971 7706356 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 2021, 171 ORGANIZATIONS PARTICIPATED TO RAISE A TOTAL OF $9.7 MILLION. MC GIVES! HAS NOW RAISED AND CONTRIBUTED OVER $45 MILLION DOLLARS SINCE ITS INCEPTION TWELVE YEARS AGO. 1277193 1109507 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. 750600 36560 38995002 true true false false false true false false false true true false false true true true false true false false false false false false false false false true false true false false false false false false false false true false false false true false false false false true 126 0 true 29 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 313635 0 40440 DIANE NONELLA RETIRED 101 VPFINANCE & HR 40.00 0.00 X 161035 0 24667 CHRISTINE DAWSON SR.VP PHILANTHROPY 40.00 0.00 162206 0 23248 LAUREL LEE-ALEXANDER VP OF GRANTS 40.00 0.00 145226 0 27097 KIM DRABNER VPFINANCE & HR 40.00 0.00 X 111292 0 7073 TERI BELLI CHAIR 2.00 0.00 X X 0 0 0 BETSY BUCHALTER ADLER VICE CHAIR 2.00 0.00 X X 0 0 0 KIRK GAFILL Secretary 2.00 0.00 X X 0 0 0 JAN VANDERBILT Treasurer 2.00 0.00 X X 0 0 0 JUDY GUZMAN-KRUEGER BOARD MEMBER 2.00 0.00 X 0 0 0 DR ROMERO JALOMO BOARD MEMBER 2.00 0.00 X 0 0 0 ELSA MENDOZA JIMENEZ BOARD MEMBER 2.00 0.00 X 0 0 0 BIRT JOHNSON JR BOARD MEMBER 2.00 0.00 X 0 0 0 NOLAN KENNEDY BOARD MEMBER 2.00 0.00 X 0 0 0 GIFF LEHMAN BOARD MEMBER 2.00 0.00 X 0 0 0 ADRIANA MELGOZA BOARD MEMBER 2.00 0.00 X 0 0 0 FRED MEURER BOARD MEMBER 2.00 0.00 X 0 0 0 BETSEY PEARSON 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 WILLIAM SHARPE BOARD MEMBER 2.00 0.00 X 0 0 0 LOREN STECK BOARD MEMBER 2.00 0.00 X 0 0 0 ABBY TAYLOR-SILVA BOARD MEMBER 2.00 0.00 X 0 0 0 JENNIFER WALKER BOARD MEMBER 2.00 0.00 X 0 0 0 893394 122525 5 false true false VERUS 999 THIRD AVENUE SUITE 4200 SEATTLE WA 98104 INVESTMENT ADVISOR 155000 KIM STEMLER 3123 OCEAN TERRACE MARINA CA 93933 COVID COLLABORATIVE 106390 CONSENSUS BUILDING INSTITUTE 2067 MASSACHUSETTS AVE STE 3 CAMBRIDGE MA 02140 COVID COLLABORATIVE 104055 3 5401053 35728254 4887210 41129307 CRT AND ADMIN FEES 525920 355298 355298 WORKSHOP INCOME 611600 576 576 355874 13163347 13163347 0 0 107297 107297 107297 107297 4885328 2286111 4541838 1837500 343490 448611 792101 792101 0 0 0 MISC ADMIN INCOME 900099 149875 149875 149875 55697801 1405147 13163347 36836163 36836163 0 0 0 843596 231820 358275 253501 0 1380570 658172 639040 83358 0 414105 147141 210927 56037 148077 63614 60312 24151 0 600406 408932 119362 72112 39974 17473 13343 9158 0 0 0 8801 3847 2938 2016 113439 83147 23131 7161 19499 7552 9123 2824 0 0 146053 56540 68352 21161 0 0 0 0 0 67313 26059 31502 9752 11805 4570 5525 1710 OTHER FUND MGMT EXPENSE 278577 134679 122528 21370 DONOR DEVELOPMENT 145530 86726 46337 12467 REPAIRS AND MAINTENANCE 133506 51685 62478 19343 BANK AND OTHER FEES 100235 94273 4564 1398 160745 82609 59665 18471 41448394 38995002 1837402 615990 0 28046167 35972741 0 283909 444672 0 0 0 0 7345 10324 2612630 773330 3705150 1839300 274944520 307918986 9287312 9953299 0 0 31384791 29490841 347659194 385630163 187443 202928 1498437 2038614 11580 74044202 80166820 75730082 82419942 X 71806093 81794964 200123019 221415257 271929112 303210221 347659194 385630163 X 14249407 26083358 -9051656 X false true X true false X 46500784 20585171 29838139 57254956 41129307 195308357 0 0 46500784 20585171 29838139 57254956 41129307 195308357 11427612 183880745 5888501 6467608 7287024 7170447 13163347 39976927 0 0 235285284 0.78150 0.77450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 236 401 10322403 30806904 11752647 25083516 93824884 209385337 true true 187812660 6253482 24196091 6446027 2723172 209093034 161596558 13065186 20924974 5532102 2241956 187812660 141189002 7644516 21474204 5125665 1359401 2226098 161596558 135783913 21568284 -6585873 5046894 4530428 141189002 120443446 3886078 17943040 4429585 2059066 135783913 0.75700 0.24300 false false false 461627 461627 1083488 277819 805669 775842 273503 502339 135442 132965 2477 156231 89043 67188 1839300 BENEFICIAL INT IN ASSETS HELD BY OTHERS 978035 CHARITABLE GIFT ANNUITIES 4590276 CRT INVESTMENTS 22099313 PROGRAMMATIC LOANS 1823217 29490841 FUNDS HELD AS AGENCY ENDOWMENT 8371490 LIABILITIES UNDER CGA 2130575 LIABILITIES UNDER CRT 8813418 LIABILITIES UNDER SPLIT INTEREST 4401408 STEWARDSHIP FUNDS 56449929 80166820 X 70538156 26083358 3618086 29701444 40836712 147380 14713709 14861089 55697801 39257047 39257047 147380 2043967 2191347 41448394 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 $3618086 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S CONTRIBUTIONS RECEIVED FOR OTHERS $6248697 INVESTMENT GAIN ON FUNDS HELD FOR OTHERS $8465012 FUNDRAISING EXPENSES $0 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S GRANTS DISTRIBUTED FOR OTHER FUNDS $2043967 true DETAILED SCHEDULE ATTACHED VARIOUS VARIOUS CA 99999 35090949 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 PHILANTHROPY 162206 9693 13555 185454 DANIEL BALDWIN President & CEO 313635 18818 21622 354075 DIANE NONELLA RETIRED 101 VPFINANCE & HR 161035 6997 17670 185702 LAUREL LEE-ALEXANDER VP OF GRANTS 145226 8675 18422 172323 X 136 4887210 STOCK EXCHANGE false true false Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: ALL OTHER PROGRAMSSEE WWW.CFMCO.ORG FOR ALL OTHER PROGRAMS. SEE SCHEDULE O FOR NEIGHBORHOOD GRANTS PROGRAM DESCRIPTION. 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. OTHER PROGRAM SERVICES 6: 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 2021, 171 ORGANIZATIONS PARTICIPATED TO RAISE A TOTAL OF $9.7 MILLION. MC GIVES! HAS NOW RAISED AND CONTRIBUTED OVER $45 MILLION DOLLARS SINCE ITS INCEPTION TWELVE YEARS AGO. Form 990, Part VI, Line 11b: Form 990 Review Process 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management 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, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. Other Changes In Net Assets Or Fund Balances - Other Increases CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS = $3618086 Other Changes In Net Assets Or Fund Balances - Other Decreases CONTRIBUTIONS FOR STEWARDSHIP AND AGENCY FUNDS = -$6248697 Other Changes In Net Assets Or Fund Balances - Other Increases GRANTS DISTRIBUTED ON BEHALF OF OTHER FUNDS = $2043967 Other Changes In Net Assets Or Fund Balances - Other Decreases INVESTMENT GAINS FOR STEWARDSHIP AND AGENCY FUNDS = -$8465012 CFMC-REAL ESTATE NO 1 LLC 2354 GARDEN RD MONTEREY CA 93940 208880596 HOLD REAL ESTATE CA 555908 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