Nonprofit · EIN 23-7165412
MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND
Tax-exempt · MONTEREY, CA 93940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $29,752 | $26,634 | $3,118 | $101,415 | $0 | $101,415 |
| December 31, 2024 | 990-PF | $16,043 | $43,192 | -$27,149 | $95,484 | $0 | $95,484 |
| December 31, 2023 | 990-PF | $47,308 | $32,841 | $14,467 | $122,633 | $0 | $122,633 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $17,952
- Dividends
- $1,255
- Other income
- $10,545
Expenses
- Grants and similar amounts paid
- $22,900
- Disbursements for charitable purposes
- $22,900
- Excise tax on investment income
- $17
Balance sheet and other
- Total assets, start of year
- $95,484
- Total assets, end of year
- $101,415
- Total liabilities, end of year
- $0
- Net assets, end of year
- $101,415
- Qualifying distributions
- $22,900
- Net investment income
- $1,255
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Danette Roberts PO Box 350, Carmel, CA 93921 | Trustee | 0 | $0 |
| Suzanne Menendez-Herbst 201A Calle Del Oaks, Del Rey Oaks, CA 93940 | Trustee | 0 | $0 |
| Molly McGee 201A Calle Del Oaks, Del Rey Oaks, CA 93940 | Trustee | 0 | $0 |
| Douglas Toby 26135 Carmel Rancho Blvd F200, Carmel, CA 93923 | Trustee | 0 | $0 |
| Elizabeth Williams 26135 Carmel Rancho Blvd F200, Carmel, CA 93923 | Trustee | 0 | $0 |
| Joseph Sanchez 201A Calle Del Oaks, Del Rey Oaks, CA 93940 | Trustee | 0 | $0 |
| Christine Riise 26390 Carmel Rancho Lane, Carmel, CA 93923 | Trustee | 0 | $0 |
| Daniel Rodriguez 7965 San Miguel Cyn, Prunedale, CA 93907 | Trustee | 0 | $0 |
| Ben Beesley 26435 Carmel Rancho Rd, Carmel, CA 93923 | Trustee | 0 | $0 |
| Dean Provence 261 Webster street, Monterey, CA 93940 | Trustee | 0 | $0 |
| Renee Garner 126 Clock Tower Place Se 100, Carmel, CA 93923 | Chairman | 0 | $0 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Danette Roberts PO Box 350, Carmel, CA 93921 | Trustee | 0 | $0 |
| Suzanne Menendez-Herbst 201A Calle Del Oaks, Del Rey Oaks, CA 93940 | Trustee | 0 | $0 |
| Molly McGee 201A Calle Del Oaks, Del Rey Oaks, CA 93940 | Trustee | 0 | $0 |
| Douglas Toby 26135 Carmel Rancho Blvd F200, Carmel, CA 93923 | Trustee | 0 | $0 |
| Elizabeth Williams 26135 Carmel Rancho Blvd F200, Carmel, CA 93923 | Trustee | 0 | $0 |
| Joseph Sanchez 201A Calle Del Oaks, Del Rey Oaks, CA 93940 | Trustee | 0 | $0 |
| Christine Riise 26390 Carmel Rancho Lane, Carmel, CA 93923 | Trustee | 0 | $0 |
| Daniel Rodriguez 7965 San Miguel Cyn, Prunedale, CA 93907 | Trustee | 0 | $0 |
| Ben Beesley 26435 Carmel Rancho Rd, Carmel, CA 93923 | Trustee | 0 | $0 |
| Dean Provence 261 Webster street, Monterey, CA 93940 | Trustee | 0 | $0 |
| Renee Garner 126 Clock Tower Place Se 100, Carmel, CA 93923 | Chairman | 0 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Danette Roberts PO Box 350, Carmel, CA 93921 | Trustee | 0 | $0 |
| Suzanne Menendez-Herbst 201A Calle Del Oaks, Del Rey Oaks, CA 93940 | Trustee | 0 | $0 |
| Molly McGee 201A Calle Del Oaks, Del Rey Oaks, CA 93940 | Trustee | 0 | $0 |
| Douglas Toby 26135 Carmel Rancho Blvd F200, Carmel, CA 93923 | Trustee | 0 | $0 |
| Elizabeth Williams 26135 Carmel Rancho Blvd F200, Carmel, CA 93923 | Trustee | 0 | $0 |
| Joseph Sanchez 201A Calle Del Oaks, Del Rey Oaks, CA 93940 | Trustee | 0 | $0 |
| Christine Riise 26390 Carmel Rancho Lane, Carmel, CA 93923 | Trustee | 0 | $0 |
| Daniel Rodriguez 7965 San Miguel Cyn, Prunedale, CA 93907 | Trustee | 0 | $0 |
| Ben Beesley 26435 Carmel Rancho Rd, Carmel, CA 93923 | Trustee | 0 | $0 |
| Dean Provence 261 Webster street, Monterey, CA 93940 | Trustee | 0 | $0 |
| Renee Garner 126 Clock Tower Place Se 100, Carmel, CA 93923 | Chairman | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5 HARRIS CT BLDG A, MONTEREY, CA 93940-7826
- Signed the 990-PF
- Kevin Stone, Foundation Manager
- Phone
- (831) 393-8660
- Return prepared by
- GANELES & ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7165412 or by the name MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7165412
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $101,415
- Income (IRS master file)
- $29,752
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $29,752 | $26,634 | $101,415 | XML |
| 990-PF | December 2024 | $16,043 | $43,192 | $95,484 | XML |
| 990-PF | December 2023 | $47,308 | $32,841 | $122,633 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7165412).
Questions about MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND
- What is the EIN of MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND?
- The employer identification number (EIN) of MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND is 23-7165412.
- Is MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does MONTEREY PENINSULA BOARD OF REALTORS SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $29,752, expenses of $26,634 and total assets of $101,415 at year end.
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