2026-03-03T11:51:52-06:00 2025-06-30 271155496 RLA LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2024-07-01 942871701 MENLO PARK-ATHERTON EDUCATION FOUNDATION MENL 6503250100 PO BOX 584 MENLO PARK CA 94026 CARRIE CHEN EXECUTIVE DIRECTOR 6503250100 2026-02-25 1 1 NICHOLAS PETERSEN P01274743 4088556770 2024 2025-03-06 01:10:19Z CARRIE CHEN PO BOX 584 MENLO PARK CA 94026 5521377 0 X WWW.MPAEF.ORG X 1982 CA THE FOUNDATION SEEKS TO ENABLE AN EXCEPTIONAL EDUCATION TO ALL STUDENTS AT FOUR LOCAL SCHOOLS. 62 62 4 125 0 0 4828663 4881877 0 0 497399 553448 14368 -101475 5340430 5333850 4583809 4656614 0 0 351573 305833 0 0 394053 163615 174453 5098997 5136900 241433 196950 12907837 13804270 4020844 4122439 8886993 9681831 ESTABLISHED IN 1982. THE MENLO PARK ATHERTON EDUCATION FOUNDATION (MPAEF) SEEKS TO ENABLE THE MENLO PARK CITY SCHOOL DISTRICT (MPCSD) TO PROVIDE AN EXCEPTIONAL EDUCATION TO STUDENTS AT LAUREL, ENCINAL, OAK KNOLL, AND HILLVIEW SCHOOLS. 0 0 4656614 4656614 PROVIDE GRANT FUNDING TO THE MPCSD AND DISBURSE FUNDS TO FOUR SEPARATE PARENT TEACHER ORGANIZATIONS (PTOS) TO SUPPORT DISTRICT-WIDE EDUCATIONAL INITIATIVES AND A COLLABORATIVE FUNDRAISING CAMPAIGN FOR THE 2024-2025 SCHOOL YEAR. FUNDS WILL BE USED TO ENHANCE STUDENT LEARNING OPPORTUNITIES, SUPPORT INSTRUCTIONAL RESOURCES, AND PROMOTE COORDINATED EFFORTS AMONG SCHOOL-BASED PTOS TO RAISE AND ALLOCATE RESOURCES THAT DIRECTLY BENEFIT STUDENTS, EDUCATORS, AND SCHOOL COMMUNITIES ACROSS THE DISTRICT. 4656614 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 62 62 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 6503250100 PO BOX 584 MENLO PARK CA 94026 CARRIE CHEN EXECUTIVE DIRECTOR 40.00 X X 186905 0 0 SALLY LOVERRO CO-PRESIDENT 10.00 X X 0 0 0 JENNIFER BASKIN CO-PRESIDENT 10.00 X X 0 0 0 NIHAR NAIGONKAR TREASURER 3.00 X X 0 0 0 NATARA GAROVOY SECRETARY 1.50 X X 0 0 0 LAURA LOW AH KEE COMMUNITY CO-CHAIR 1.50 X 0 0 0 KATHERINE ARMSTRONG-HOCKSTETLER ENDOWMENT CO-CHAIR 1.50 X 0 0 0 CATHERINE GILLIS PTO LIAISON CHAIR 1.50 X 0 0 0 MICHELLE EAKIN AUCTION CO-CHAIR 3.00 X 0 0 0 BRENDA LO BUSINESS & REALTOR CO-CHAIR 1.50 X 0 0 0 JESSICA GILMARTIN MARKETING CHAIR 1.50 X 0 0 0 LENNARD HACHMANN SCHOOLHOUSE ROCKS RUN CHAIR 1.50 X 0 0 0 MARIA LEHMKUHL JEANIE RITCHIE GRANT CO-CHAIR 1.50 X 0 0 0 SUZANNE YONKERS PAST PRESIDENT/ENDOWMENT CO-CHAIR 1.50 X 0 0 0 KATHERINE GLASS JEANIE RITCHIE GRANT CO-CHAIR 1.50 X 0 0 0 SAM SCHROEDER ASSISTANT TREASURER 1.50 X 0 0 0 STEPHANIE ALBURGER AUCTION C0-CHAIR 1.50 X 0 0 0 MEREDITH NONNENBURG COMMUNITY CO-CHAIR 1.50 X 0 0 0 GABBY HEBERT OCC AMBASSADOR CO-CHAIR 1.50 X 0 0 0 SABAH MANSOOR OCC AMBASSADOR CO-CHAIR 1.50 X 0 0 0 ASHLEY MILLER BUSINESS & REALTOR CO-CHAIR 1.50 X 0 0 0 PAIGE ARATA ENCINAL AMBASSADOR - 5TH & HILLVIEW AMBASSADOR - 8 0.30 X 0 0 0 HILARY ALLEN LAUREL AMBASSADOR - 4TH 0.30 X 0 0 0 FRANCESCA BARRAGIOLI ENCINAL AMBASSADOR - 2ND 0.30 X 0 0 0 KENDRA BARTLOW ENCINAL AMBASSADOR - TK 0.30 X 0 0 0 LILLY BILLINGS ENCINAL AMBASSADOR - K & AUCTION SOLICITATIONS LEA 0.30 X 0 0 0 MEAGAN CARABETTA GRAPHIC DESIGNER 0.30 X 0 0 0 ALLISON CARLSON ENCINAL PTO LIAISON 0.30 X 0 0 0 KATE CARY ENCINAL AMBASSADOR - 4TH 0.30 X 0 0 0 VANESSA CLARK OAK KNOLL AMBASSADOR - 1ST 0.30 X 0 0 0 MICHELLE FONG UPPER LAUREL PTO LIAISON 0.30 X 0 0 0 CRISTINA GIBBS OAK KNOLL PTO LIAISON & HILLVIEW AMBASSADOR - 6TH 0.30 X 0 0 0 KOMAL GOEL OAK KNOLL AMBASSADOR - 5TH 0.30 X 0 0 0 JULIE HARTSTEIN SOCIAL MEDIA 0.30 X 0 0 0 ANDREA HENRY AUCTION TEAM 0.30 X 0 0 0 ALLISON JAGTIANI ENCINAL AMBASSADOR - 3RD 0.30 X 0 0 0 MIYA KANG OAK KNOLL AMBASSADOR - 3RD 0.30 X 0 0 0 WENDI KARAM OAK KNOLL AMBASSADOR - K 0.30 X 0 0 0 JACQUELINE KORT OAK KNOLL AMBASSADOR - TK 0.30 X 0 0 0 AMY KURPIUS OAK KNOLL PTO LIAISON 0.30 X 0 0 0 TOM LENTO COMMUNITY/BUSINESS ENGAGEMENT & WINE WALK 0.30 X 0 0 0 BETSY MCBRIDE HILLVIEW AMBASSADOR - 7TH 0.30 X 0 0 0 FELICIA MCGREW LOWER LAUREL PTO LIAISON 0.30 X 0 0 0 ERIKA MOVESESYAN BUSINESS PARTNER FULFILLMENT 0.30 X 0 0 0 LINDSAY NALEVANKO HILLVIEW PTO LIAISON 0.30 X 0 0 0 KIM NOVELLO COMMUNITY/BUSINESS ENGAGEMENT 0.30 X 0 0 0 LUCY PIEPER LAUREL AMBASSADOR - K 0.30 X 0 0 0 NICOLE POLLOCK ENDOWMENT STEWARD 0.30 X 0 0 0 SARAH RACHLIN SCHOOLHOUSE ROCKS FESTIVAL CO-CHAIR 0.30 X 0 0 0 LISA RACKOWSKI LAUREL AMBASSADOR - 5TH 0.30 X 0 0 0 AZADEH RASMUSSEM LAUREL AMBASSADOR - TK 0.30 X 0 0 0 ERIN REUTHER LAUREL AMBASSADOR - 2ND 0.30 X 0 0 0 KRISTA ROSA HV AMBASSADOR - 6TH 0.30 X 0 0 0 SHU ROSENTHAL DINE OUT / SHOPPING 0.30 X 0 0 0 KATIE ROTTIER OAK KNOLL AMBASSADOR - 4TH 0.30 X 0 0 0 TRISHA ROY SCHOOLHOUSE ROCKS FESTIVAL CO-CHAIR 0.30 X 0 0 0 KATHERINE RUNDELL AUCTION TEAM 0.30 X 0 0 0 PARISA SABETTI HV AMBASSADOR - 8TH 0.30 X 0 0 0 AARATI SOMAN REAL ESTATE PARTNER FULFILLMENT 0.30 X 0 0 0 MCKENNA SWEAZY AUCTION TEAM 0.30 X 0 0 0 BEN WANG WINE WALK & HILLVIEW STEWARD - 8TH 0.30 X 0 0 0 KATE WESSEL OAK KNOLL AMBASSADOR - 2ND 0.30 X 0 0 0 LEAH WOLF ENCINAL AMBASSADOR - 1ST 0.30 X 0 0 0 186905 0 0 1 0 1 0 0 587420 4294457 109617 4881877 435339 435339 200000 81891 118109 118109 118109 4161 587420 105636 -101475 -101475 5333850 0 0 451973 4656614 4656614 151675 15167 136508 102410 102410 26853 1778 25075 24895 3393 21502 45010 45010 15585 4716 10869 21608 21608 5676 5676 125 125 2095 2095 10995 10995 LICENSES & FEES 67707 666 67041 BAD DEBT 1944 1944 MEALS 1733 1733 DUES & SUBSCRIPTIONS 1631 1631 344 344 5136900 4656614 86233 394053 4408730 4484485 18162 25933 6448 750 8474497 9293102 12907837 13804270 12355 13066 4008489 4109373 4020844 4122439 X 409866 378335 8477127 9303496 8886993 9681831 12907837 13804270 196950 597888 0 X X 0 1 X 1 0 X 4562704 6179415 5715340 4828663 4881877 26167999 4562704 6179415 5715340 4828663 4881877 26167999 26167999 134709 203184 271516 371432 435339 1416180 240536 14368 254904 27839083 0.94000 0.94970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8474497 34209 994790 200000 9303496 7727721 79358 867418 200000 8474497 6429008 6429008 5841854 1549847 -812693 150000 6429008 4725120 31169 1235565 150000 5841854 0.54470 0.45530 0 0 0 INVESTMENTS 9293102 F 9293102 X 5976388 597888 44650 642538 5333850 0 5333850 5181550 44650 44650 5136900 0 5136900 PART X, LINE 2: THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2025, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. AUCTION 520963 516802 4161 39518 38037 SCHOOLHOUSE ROCKS 5K RUN 70618 70618 3917 24164 591581 587420 4161 43435 62201 105636 -101475 0 MENLO PARK CITY SCHOOL DISTRICT 181 ENCINAL AVENUE ATHERTON CA 94027 943084034 501(C)3 4109373 0 EDUCATIONAL PROGRAMS ENCINAL SCHOOL PTO 195 ENCINAL AVENUE ATHERTON CA 94027 201194660 501(C)3 116831 0 EDUCATIONAL PROGRAMS LAUREL SCHOOL PTO 95 EDGE ROAD ATHERTON CA 94027 201194687 501(C)3 142532 0 EDUCATIONAL PROGRAMS OAK KNOLL SCHOOL PTO 1895 OAK KNOLL LANE MENLO PARK CA 94025 201192341 501(C)3 131128 0 EDUCATIONAL PROGRAMS HILLVIEW MIDDLE SCHOOL PTO 1100 ELDER AVENUE MENLO PARK CA 94025 201194928 501(C)3 156750 0 EDUCATIONAL PROGRAMS 5 PART 1 LINE 2: THE FOUNDATION MEETS PERIODICALLY WITH THE DISTRICT SUPERINTENDENT AND RECEIVES AN UPDATE FROM THE SUPERINTENDENT AT REGULAR MONTHLY BOARD MEETINGS. X 0 0 0 0 0 0 0 0 0 CARRIE CHEN EXECUTIVE DIRECTOR 173705 0 0 0 13200 0 0 0 0 0 186905 0 0 0 X 1386 109367 FMV X MATERIALS 1 250 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE 990 BY COMPARING IT WITH ITS ANNUAL BUDGET. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS POLICY BY HOLDING MONTHLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BOARD ANNUALLY REVIEWS STAFF COMPENSATION AND SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING BOARD PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO ANYONE REQUESTING THEM. FURTHERMORE, THE CALIFORNIA ATTORNEY GENERAL MAINTAINS A PUBLICLY VIEWABLE WEBSITE WITH SCANNED COPIES OF THE ORGANIZATION'S 990 INFORMATION RETURNS. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR.