2024-11-15T16:58:51+00:00 2023-12-31 350921680 CROWE LLP 575 Market Street Suite 3300 San Francisco CA 941055829 990PF 2023-01-01 946102700 The McConnell Foundation MCCO 5302266200 800 SHASTA VIEW DRIVE REDDING CA 96003 John Mancasola President & CEO 2024-11-15 true Diane Kirmaci P01578407 4155761100 2024-11-15 2023 2024-10-15 13:58:12Z X 555917121 X 3166138 18668 18668 6399028 10848649 2880931 2880931 2880931 12638979 40925364 6934193 0 0 0 4193577 1855185 0 29297321 22537626 0 1317064 221944 0 1095121 2875193 484511 0 2390683 1525944 257143 0 1268801 500226 312289 0 187937 89275 46393 0 26783 1905876 1905876 0 0 76812 71318 0 5493 275752 472285 9 9506 2662595 931665 0 349476 44274 0 305202 100540 6738 0 93802 35860 1327 0 34532 5959893 4966560 0 4897396 17674506 9722323 9 10315256 9766288 9780004 27440794 9722323 9 20095260 1856527 12815303 0 2710 2200 2200 10270670 6395800 6395800 0 0 0 0 0 0 0 0 0 1795540 0 2091566 1795540 1795540 0 0 0 281982642 296337875 431039949 0 0 52578617 11740228 40274109 40838389 40844015 1479919 1608094 1608094 99770769 34098142 65243637 65672627 66334589 9317346 7896934 7896934 410662599 420547459 555917121 112845 103256 0 0 2479231 1637990 0 0 0 8925745 50020 3438 2642096 10670429 X 384559879 385874621 23460624 24002409 408020503 409877030 410662599 420547459 408020503 1856527 0 409877030 0 409877030 PUBLICLY TRADED SECURITIES P 31385799 28232604 3153195 0 3153195 GAIN FROM ALTERNATIVE INVESTMENTS P 3541741 3541741 0 0 3541741 Private Equities P 239257 239257 0 239257 6934193 0 178133 178133 178133 389762 389762 211629 211629 0 false false false false false true true false true true CA true false false true true true HTTP://WWW.MCCONNELLFOUNDATION.ORG John Mancasola 5302266200 800 Shasta View Drive Redding CA 96003 false false false false true false false false false false true false false false false false false true false true true false false false false William W Cox 800 SHASTA VIEW DRIVE REDDING CA 96003 Secretary 10.000 30000 0 0 John A Mancasola 800 SHASTA VIEW DRIVE REDDING CA 96003 President & CEO 50.000 629495 94333 0 Shannon Phillips 800 SHASTA VIEW DRIVE REDDING CA 96003 Chief Operating Officer 50.000 353970 79405 0 Lee W Salter 800 SHASTA VIEW DRIVE REDDING CA 96003 Treasurer 10.000 30000 0 0 Eva Jimenez 800 SHASTA VIEW DRIVE REDDING CA 96003 Chair of the Board 10.000 35000 0 0 Pamela Newman 800 SHASTA VIEW DRIVE Redding CA 96003 Director 10.000 30000 0 0 Darin Sanders 800 SHASTA VIEW DRIVE REDDING CA 96003 IT Administrator 50.000 190110 78763 0 David Tanner 800 SHASTA VIEW DRIVE REDDING CA 96003 Sr Program Officer 40.000 169130 48771 0 Alex Carter 800 SHASTA VIEW DRIVE REDDING CA 96003 Dir Land Mgmt 40.000 153971 48151 0 Rebecca Andrews 800 SHASTA VIEW DRIVE REDDING CA 96003 Controller 50.000 202965 41797 0 Kelly Salter 800 SHASTA VIEW DRIVE REDDING CA 96003 Sr Program Officer 40.000 186660 50760 0 20 Modern Building Inc PO Box 772 Chico CA 95927 General Contractor 1532359 Vestra Resources Inc 5300 Aviation Drive Redding CA 96002 Engineer/GIS Services 1516944 LSV Asset Management One North Wacker Drive Chicago IL 60606 Investment Management 702188 Trinity County Resource Conservation District PO Box 1450 Weaverville CA 96093 Site Work/GIS/Environmental 590939 Peterson Timber Inc PO Box 772 Cottonwood CA 96022 Logging Contractor 583138 16 See Supplemental Information. 2701757 See Supplemental Information. 2685907 See Supplemental Information. 878302 See Supplemental Information. 756956 See Supplemental Information. 2899165 See Supplemental Information. 123310 85000 3107475 409078411 4360349 68127834 481566594 0 481566594 7223499 474343095 23717155 23717155 178133 0 178133 23539022 4744374 28283396 0 28283396 20095260 3107475 2116022 0 0 25318757 28283396 0 2021 2020 2019 0 0 0 0 0 552765 552765 25318757 0 0 0 25318757 0 552765 552765 0 0 0 0 2411874 0 0 0 0 0 0 0 0 DAVE TANNER 800 SHASTA VIEW DRIVE REDDING CA 96003 5302266233 PAPER APPLICATIONS AND SUBMISSION OF TRANSCRIPTS, STANDARDIZED TEST SCORES, AND STUDENT AID REPORTS (SAR) SHOWING EXPECTED FAMILY CONTRIBUTION. MARCH 05 SCHOLARSHIP ELIGIBILITY IS RESTRICTED TO RESIDENTS OF MODOC, SHASTA, SISKIYOU, TEHAMA, AND TRINITY COUNTIES. OTHER ELIGIBILITY FACTORS INCLUDE BUT ARE NOT LIMITED TO FINANCIAL NEED AND ACADEMIC PERFORMANCE. RELATIVES OF MCCONNELL FOUNDATION DISQUALIFIED PERSONS ARE INELIGIBLE. Acorn Community Enterprises PO Box 188 Montgomery Creek CA 96065 NONE PC General funds (match to donations made in 2022) 1801 Advance Redding 700 Auditorium Dr Redding CA 960010919 NONE PC Payee: Project Bandaloop 1601 18th Street Oakland, CA 94607 public performance at Sundial Bridge Celebrate 20 23750 Arizona State University PO Box 870412 Financial Aid and Sch olarship Tempe AZ 852870412 NONE GOV 2021 McConnell Scholars ($7,251), 2018 McConnell Scholars ($15,612) 22863 Ascend Wilderness Experience PO Box 3263 Weaverville CA 960933263 NONE PC Operating costs for kids' summer excursions 450 Axiom Repertory Theatre 2613 Bechelli Lane Redding CA 96002 NONE PC Sponsorship of the play "The Tempest" 3000 Bella Vista Elementary School 22661 OLD ALTURAS ROAS BELLA VISTA CA 96008 NONE GOV In-kind donation of irrigation and soil the Bella Vista Elementary Garden Club 874 Best Friends Animal Society 5001 Angel Canyon Rd Kanab UT 847415000 NONE PC Membership and general support 384 Boston Conservatory at Berklee 921 Boylston Street Student Financi al Services Boston MA 02215 NONE GOV 2021 McConnell Scholars 5000 Butte Community College 3536 Butte Campus Drive Attn Busine ss Office Oroville CA 95965 NONE GOV 2023 McConnell Scholars 3000 Cabrillo College 6500 Soquel Drive Aptos CA 95003 NONE GOV 2020 McConnell Scholars 26500 California Humanities 538 9th Street Suite 210 Oakland CA 94607 NONE PC General Support 750 California Polytechnic State University Humboldt 1 Harpst Street Humboldt Arcata CA 95521 NONE GOV 2018 McConnell Scholars ($29,256), 2019 McConnell Scholar ($20,620), 2022 McConnell Scholar ($21,137) 71013 California Polytechnic State University Pomona 3801 West Temple Avenue Office of F in Aid Scholarships Pomona CA 91768 NONE GOV 2022 McConnell Scholars 3750 California Polytechnic State University San Luis Obispo 1 Grand Avenue San Luis Obispo CA 93407 NONE GOV 2019 McConnell Scholars 12270 California State University Chico Kendall Hall 105 Chico CA 959290722 NONE GOV 2017 McConnell Scholars ($6,853), 2018 McConnell Scholars ($2,716), 2019 McConnell Scholars ($17,940), 2020 McConnell Scholars ($19,896), 2021 McConnell Scholars ($7,512), 2022 McConnell Scholars ($24,650), and 2023 McConnell Scholars ($32,299), Office of Graduate Studies ($300) 112166 California State University Fresno 5150 North Maple Avenue M/S JA 58 Fresno CA 937400826 NONE GOV 2018 McConnell Scholars 16000 California State University Fullerton PO Box 6808 Fullerton Student Finan cial Services Fullerton CA 928346808 NONE GOV 2018 McConnell Scholars ($15,000) and 2021 McConnell Scholars ($7,500) 22500 California State University Long Beach 1250 Bellflower Blvd Brotman Hall 1 55 Long Beach CA 90840 NONE GOV 2022 McConnell Scholars 7500 California State University Monterey Bay 100 Campus Center Seaside CA 93955 NONE GOV 2023 McConnell Scholars 7500 California State University Northridge 18111 Nordhoff Street Northridge St udent Services Center Northridge CA 913308307 NONE GOV 2020 McConnell Scholars 3750 California State University Sacramento 6000 J Street Sacramento State Burs ars Office Sacramento CA 95819 NONE GOV 2018 McConnell Scholars ($13,134), 2019 McConnell Scholars ($19,532), 2021 McConnell Scholars ($7,500), 2022 McConnell Scholars ($7,500), and 2023 McConnell Scholars ($2,758) 50424 California-Hawaii Elks Major Project Inc 5450 E Lamona Ave Fresno CA 937272224 NONE PC General Donation - Purple Pig 75 Chabot College 25555 Hesperian Blvd Financial Aid Office Hayward CA 94545 NONE GOV 2022 McConnell Scholars 14000 Childrens Legacy Center 1095 Hilltop Drive 369 Redding CA 960033811 NONE PC General Support 10500 College of the Redwoods 7351 Tompkins Hill Road Scholarship Office Eureka CA 95501 NONE GOV 2021 McConnell Scholars ($5,000) and 2023 McConnell Scholars ($13,500) 18500 College of the Siskiyous 800 College Avenue Weed CA 96094 NONE GOV 2022 McConnell Scholars 2000 College OPTIONS Inc 1321 Butte Street Redding CA 96001 NONE PC College and Career Options 2022-2023 and 2024-2026 525000 Dartmouth College 6024 McNutt Hall Hanover NH 03755 NONE GOV 2022 McConnell Scholars 3750 Dnaconnect Org 550 W 2450 N Lehi UT 840433158 NONE PC DNA Test Kits 150 Elks National Foundation Inc 2750 North Lakeview Avenue Chicago IL 606142256 NONE PC General Donation 75 Evergreen Elementary School 19500 Learning Way Cottonwood CA 96022 NONE GOV Miss Abbadessa's needs for her classroom or upcoming fieldtrip 300 Friends of Sacramento National Wildlife Refuge 621 S Plumas Street Willows CA 95988 NONE PC General Support 750 Friends of the Smithsonian PO Box 37012 Washington DC 200137012 NONE PC General Support 375 Girl Scouts Of Minnesota And Wisconsin River Valleys Inc 400 Robert Street Saint Paul MN 551072214 NONE PC general support (credit to Meadow Gibas) 150 Girl Scouts of Northern California 1670 Market Street Redding CA 960011046 NONE PC Troop #70173 general fund 300 Girls Incorporated of the Northern Sacramento Valley PO Box 494081 Redding CA 96049 NONE PC General Support 375 Havene Human Society PO Box 992202 Redding CA 960992202 NONE PC General support of Haven Humane Society in appreciation of Connie Grinols, Misty Lee Fund in memory of Geoff Grinols ($300), General Maintenance and welfare of the animals at Haven Humane in memory of Jeff Grinols ($375), Doggie Dash Sponsorship ($300), Bark Wine & Brew Best Friend Sponsorship ($938), Misty Lee Fund in memory of Geoff Grinols ($4,500) 6713 Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 968134317 NONE PC Maui Strong Fund ($300), At the discretion of the Hawaii Community Foundation. ($300) 600 Henry L Stimson Center 1211 Connecticut Ave NW 8th Floor Washington DC 200362701 NONE PC Early Warning System for Debris Floods in Nepal - Phase I 85000 Indian Cultural Organization 14840 Bear Mountain Road Redding CA 960037823 NONE PC Support for Organizational Efforts to Restore Chinook Salmon 250000 Institute for Nonprofit News 1647 Yuba Street 991215 Redding CA 96099 NONE PC Shasta Scout 750 Irvine Valley College 5500 Irvine Center Drive Financial Aid Office Irvine CA 92168 NONE GOV 2022 McConnell Scholars 1000 Jeremy Stoke Legacy Fire Foundation 3478 Meridian Drive Redding CA 96002 NONE PC Restricted to the Redding Fire Department Memorial 375 Redding Parks Foundation 777 Cypress Avenue Redding CA 960012718 NONE PC Future of Redding Trails Master Plan 15000 Lake Tahoe Community College One College Drive Lake Tahoe CA 96150 NONE GOV 2022 McConnell Scholars 2500 Leadership Redding PO Box 992526 Redding CA 960992526 NONE PC Golf Tournament Sponsorship 750 Local Indians For Education PO Box 686 Shasta Lake CA 96019 NONE PC Native American Graduation 375 Lucile Packard Foundation for Children's Health 400 Hamilton Avenue Suite 340 Palo Alto CA 943011805 NONE PC Donation in honor of Colette Crannell, restricted to Thrift Box Auxiliary in San Jose 500 MAHILA SHAKTI BIKASH KENDRA NEPAL (MSBKN) Ganesh Basti Maharajgang Chakrapath NP 44600 NONE NC Rural Women's Leadership Development Project: Phase VII 208000 Manton Parks 32580 Forward Road Manton CA 96059 NONE PC Manton School Community Center 75000 Mercy Foundation North 2625 Edith Avenue Redding CA 96001 NONE PC General Support ($750), Oncology Center ($15,000), Catherine McAuley Circle MMC Redding 2022 ($750), Hospice Program in memory of Margaret and Rudy Balma ($750), NICU Campaign ($1,500), Catherine McAuley Circle ($750), Pledge for Regional Cancer Center Project ($24,000), 2023-2024 Catherine McAuley Circle ($750) 44250 Missouri Valley College 500 E College Street Office of Fina ncial Aid Marshall MO 65340 NONE GOV 2018 McConnell Scholars 4268 Modern Widows Club Inc 127 W Fairbanks Ave 282 Winter Park FL 32789 NONE PC Unrestricted 120 Museum of Northern California Art 900 Esplanade Chico CA 959263909 NONE PC Programs and future construction 300 National Parks Conservation Association 777 6th Street NW Washington DC 200013723 NONE PC General Support 750 National University PO Box 33248 San Diego CA 921633248 NONE GOV 2020 McConnell Scholars 8500 NATURAL RESOURCE CONFLICT TRANSFORMATION CENTER - NEPAL (NRCTC) MADHYAPURTHIMI MUNICIPALITY WARD NO 3 Madhyapur Thimi KAUSALTAR NP 44600 NONE NC Phase VII: Together for Peace 516500 NatureBridge 1033 Fort Cronkhite Sausalito CA 94965 NONE PC general support (Invoice Nos. 1226 and 1227) 600 Nepal Youth Foundation 1016 Lincoln Blvd Suite 222 San Francisco CA 94129 NONE PC Educating Dalit Lawyers Project 20000 Norcal OUTreach Project PO Box 494761 Redding CA 96049 NONE PC Underwriting and General Support 1125 North State Public Radio NSPR 35 Main Street Suite 101 Chico CA 95928 NONE GOV General Support 750 North State Symphony 400 W First Street Chico CA 959290116 NONE GOV Musician Sponsorship: Li Yuan Ho 750 Northern Arizona University PO Box 4108 Flagstaff AZ 86011 NONE GOV 2017 McConnell Scholars 8925 Northern California Educational Television Assn Inc 603 North Market Street Redding CA 96003 NONE PC General funds (match to donations made in 2022) 1800 Northern Valley Catholic Social Service Inc 2400 Washington Avenue Redding CA 96001 NONE PC CASA Program in Appreciation of John Mancasola 300 Oklahoma State University 119 Student Union Office of Scholar ships Financial Stillwater OK 740785061 NONE GOV 2021 McConnell Scholars ($11,750) and 2022 McConnell Scholars ($7,500) 19250 Open Collective Foundation 440 N Barranca Avenue 3717 Covina CA 91723 NONE PC General Support 1125 Oregon Institute of Technology 3201 Campus Drive Financial Aid Off ice Klamath Falls OR 97601 NONE GOV 2022 McConnell Scholars 5000 Pistols Rescue Ranch 924 W Hatch Road Modesto CA 95351 NONE PC As Founder/Director sees fit for her rescue shelter 1500 Planned Parenthood Federation of America 123 William Street New York NY 10038 NONE PC General Support 750 Planned Parenthood Shasta Diablo Inc 2185 Pacheco St Concord CA 945202309 NONE PC 29635 DMFM23 CDA 51/0 General Support 750 Redding Fashion Alliance Incorporated Suite B-6 1320 Yuba Street Redding CA 96001 NONE PC Activation and Community Engagement 150000 Redding City of 777 Cypress Avenue Redding CA 96001 NONE GOV City of Redding Block 7 HCD/AHSC Funding and 2023-2027 4th of July Fireworks 1177273 Redding West Rotary Foundation PO Box 993928 Redding CA 960993928 NONE PC Restricted to the Tutudesk Campaign 375 Shasta Lake City of P O Box 777 Shasta Lake CA 96019 NONE GOV Bizz Johnson Ballpark Concession and Bathroom Replacement Project 165000 Regional Training Consortium 4300 Caterpillar Rd Redding CA 960031422 NONE PC Fund-A-Need May Event 750 Rotary Club of Redding Charitable Foundation 1700 Pine Street Redding CA 96001 NONE PC Lee's Paul Harris Fellow ($300), Rotary endowment ($600), $200 Club; $200 Polio; $1,000 Paul Harris; $1,000 Jason Salter's Paul Harris 2700 San Diego State University 5500 Campanile Drive San Diego CA 92182 NONE GOV 2021 McConnell Scholars 7500 San Jose State University One Washington Square Financial Aid Scholarships San Jose CA 95192 NONE GOV 2022 McConnell Scholars 7500 Saola Foundation 512 N 50th Street Milwaukee WI 532083636 NONE PC Laboratory Testing of Saola Dung Samples 9800 Shasta College PO Box 496006 Redding CA 960496006 NONE GOV 2014 McConnell Scholars ($5,000), 2020 McConnell Scholars ($1,000), 2022 McConnell Scholars ($7,500), and 2023 McConnell Scholars ($9,000) 22500 Shasta College Foundation PO Box 496006 Redding CA 960496006 NONE PC North State Together 2020-2027 and Shasta College Global Expeditions Program (2023-2029) 736000 Shasta County Arts Council 1313 Market Street Redding CA 96001 NONE PC Accelerating the Redding Cultural District 25000 Shasta County Chemical People Inc PO Box 493777 Redding CA 96049 NONE PC African American Graduation 375 Shasta County Young Men's Christian Association 1155 N Court Streeet Redding CA 96001 NONE PC 2023 Annual Campaign ($1,500), Kids' Playground Upgrade Project ($7,500), The new playground project ($3,750), General Support ($750), Big Bike Weekend Community Fund ($4,021), and Healthy Shasta Partnership 2023-2025 ($60,000) 72750 Shasta Historical Society 1449 Market Street Redding CA 960011026 NONE PC OPERATING SUPPORT ($750), Giving Tuesday 2023 ($750) 1500 JPR Foundation 1250 Siskiyou Blvd Ashland OR 975205001 NONE PC Operating support (match to 2022 ACHs to JPR Foundation) [$1,575}, Operating support (match to 2021 ACH draws) [$675], General funds (match to donations made in 2022) [$1,800], and General Support of Cascade Theatre in Appreciation of China Rose Morrison ($200) 4625 Shasta Land Trust 5170 Bechelli Lane Redding CA 96002 NONE PC Sustainable Agricultural Land Conservation Capacity and Project Development Grant Match and Gore Ranch Conservation Easement Associated Costs ($103,291), Gore Ranch Conservation Easement (in kind donation 25% of fair market value) ($775,000) 878291 Shasta Living Streets 1313 California Street Redding CA 960010602 NONE PC BCycle Bikeshare Equipment, Third Party Payee The Roehr Agency - SLS Bike Depot Insurance, Operating Support, Occupancy-Rent and Utility Subsidy and Third Party Payee Liberty Mutual Insurance - SLS Bike Depot Insurance 586459 Southern Oregon University 1250 Siskiyou Blvd Ashland OR 97520 NONE GOV 2020 McConnell Scholars ($17,977) and 2022 McConnell Scholars ($2,500) 20477 Shasta Valley Cemetery District 853 Evergreen Lane Yreka CA 96097 NONE GOV Evergreen Cemetery general support 5000 Sonoma State University 1801 East Cotati Avenue Rohnert Park CA 94928 NONE GOV 2019 McConnell Scholars ($6,857), 202 McConnell Scholars ($7,500), and 2022 McConnell Scholars ($4,250) 18607 South Siskiyou Swim 601 W Barr Road Mount Shasta CA 96067 NONE PC South Siskiyou Swim Team 3000 Turtle Bay Exploration Park 1335 Arboretum Drive Redding CA 96003 NONE PC General Support ($990), Cats & Dogs Pet Sponsorship ($375), Membership ($75), Family Membership: Jonathan & Nicolette Reeves ($75), Family Membership: Diane Degen & Kristin Pope ($75), Funding Families ($1,500), General Support ($750), Sponsorship of Al Exhibit ($11,250), Gift membership for Todd Harpst and Shannon Harrison-Harpst ($75), Family Membership for Paul Souza, Kasandra Schrumpf and children ($75), Fund-A-Need ($15,000), Donation in Memory of Sherrill Bambauer ($1,000), and Operating Support for Calendar Year 2023 and Sustainability Gardens - Site Maintenance 2023 ($1,570,000) 1601240 Tarleton State University Box T-0760 Office of Scholarships Stephenville TX 76402 NONE GOV 2022 McConnell Scholars 7500 The Asia Foundation 465 California Street 9th Floor San Francisco CA 94104 NONE PC River Basin Management Project and Improving Access to Justice for All Lao Citizens: Phase IV 230000 The Jefferson Pipe Band Inc 2925 Pioneer Drive Redding CA 960010204 NONE PC Youth Programs 750 The Rotary Foundation of Rotary International 1560 Sherman Avenue Evanston IL 602014818 NONE PC Annual Fund - SHARE ($75), Polio Plus ($600), Paul Harris Fellow ($750), Annual Fund - SHARE ($750) 2850 The Salvation Army 2691 Larkspur Lane Redding CA 96002 NONE PC Project Stay in Your Home 1500 The Unyoke Foundation 79 KOMMISSARIS STREET WELGEMOED CAPE TOWN SF 7530 NONE NC Peacebuilders' Unyoke Retreat: II 10000 Tortoise Acres Rescue and Sanctuary 3365 East Street Suite A Anderson CA 960073046 NONE PC general support 225 Touro University California 1310 Club Drive Vallejo CA 94592 NONE GOV 2017 McConnell Scholars 8842 Tri County Community Network 37477 Main Street Burney CA 960134373 NONE PC General Support 5000 Truckee Meadows Community College 7000 Dandini Boulevard RDMT 315 C Reno NV 895123999 NONE GOV 2022 McConnell Scholars 5856 Shasta Regional Community Foundation 1335 Arboretum Drive Suite B Redding CA 96003 NONE PC Giving Tuesday 2023, Operating Support for Occupancy Expenses 1335 Arboretum Drive, Suite B (2023-2025), Operating Support 2022-2026, and The McConnell Fund at the Community Foundation of the North State 2023 1081163 United Way of Northern California 3300 Churn Creek Road Redding CA 96002 NONE PC North State Equity Fund 50000 University of California Berkeley 201 Sproul Hall Financial Aid Offic e Berkeley CA 947201960 NONE GOV 2019 McConnell Scholars ($30,000) and 2021 McConnell Scholars ($7,253) 37253 University of California Davis PO Box 989062 UC Davis Campus Cashi ering West Sacramento CA 957989062 NONE GOV Winnemem Wintu Collaboration Research Project, Marc Dadigan, Doctoral Candidate Teaching Assistant UC-Davis Native American Studies ($9,100), 2019 McConnell Scholars ($16,599), 2020 McConnell Scholars (13,166), 2021 McConnell Scholars ($17,111), and 2022 McConnell Scholars ($2,486) 58462 University of California Los Angeles 405 Hilgard Avenue Box 957089 1125 Murphy Hall Los Angeles CA 900959000 NONE GOV 2022 McConnell Scholars ($167), and 2023 McConnell Scholars ($2,000) 2167 University of California Merced 5200 N Lake Road Office of Financia l Aid and Scholar Merced CA 95343 NONE GOV 2022 McConnell Scholars ($10,000) and 2023 McConnell Scholars ($6,391) 16391 University of California San Diego 9500 Gilman Drive 0026 La Jolla CA 920930026 NONE GOV 2022 McConnell Scholars ($11,654) and 2023 McConnell Scholars ($450) 12104 University of California Santa Barbara FINA Mail Code 3180 Santa Barbara CA 93106 NONE GOV 2019 McConnell Scholars ($2,500), 2020 McConnell Scholars ($5,005), and 2021 McConnell Scholars ($8,728) 16233 University of California Santa Cruz 1156 High Street 205 Hahn Student S ervices Building Santa Cruz CA 95064 NONE GOV 2021 McConnell Scholars ($3,738) and 2023 McConnell Scholars ($2,332) 6070 University of Nevada Las Vegas 4505 S Maryland Pkway Las Vegas NV 89154 NONE GOV 2023 McConnell Scholars 7500 University of Nevada Reno Mail Stop 0076 Student Financial Ai d and Scholarsh Reno NV 89557 NONE GOV 2022 McConnell Scholars 7000 University of Oregon 1226 University of Oregon Eugene OR 974031226 NONE GOV 2018 McConnell Scholars 3417 University of Portland 5000 N Willamette Blvd Office of Fi nancial Aid Portland OR 972035798 NONE GOV 2021 McConnell Scholars ($15,000) and 2023 McConnell Scholars ($7,500) 22500 University of Puget Sound 1500 N Warner St CMB 1039 Tacoma WA 984161039 NONE GOV 2023 McConnell Scholars 3750 Viva Downtown Redding 1725 Market Street Redding CA 96001 NONE PC Viva Downtown Butte Street Revitalization-Rent & Utility Subsidy 2023-2025 264195 Watershed Research And Training Center PO Box 356 Hayfork CA 960410356 NONE PC Weaver Basin Trails - Expansion & Improvement 112500 West Valley High School 3805 Happy Valley Road Cottonwood CA 96022 NONE GOV West Valley High School Swim Team fundraiser (funds to be used at the discretion of coach Kathy Crawford) 150 Western Folklife Center 501 Railroad Street Elko NV 89801 NONE PC Membership 375 World Central Kitchen Incorporated 200 Massachusetts Ave NW Washington DC 20001 NONE PC Matching grant 315 Alternatives to Violence DBA Empower Tehama PO Box 135 1805 Walnut Street Red Bluff CA 960800135 NONE PC FOOD DONATIONS 5580 Empire Hotel Eharc Inc 1237 California Street Redding CA 96001 NONE PC FOOD DONATIONS 5385 Shasta Senior Nutrition Program 100 Mercy Oaks Drive Redding CA 96003 NONE PC FOOD DONATIONS 7109 Trinity County Food Assistance Program PO Box 1123 105 CD Circle Weaverville CA 96096 NONE PC FOOD DONATIONS 9673 Great Northern Services 780 South Davis Street Weed CA 96094 NONE PC FOOD DONATIONS 5689 Shasta Women's Refuge PO Box 991060 2280 Benton Drive Redding CA 96099 NONE PC FOOD DONATIONS 7583 NorCal Outreach 2024 Market Street Redding CA 960010618 NONE PC FOOD DONATIONS 1417 Shasta Trinity Tehama HIV Food Bank PO Box 493283 925 Wall Street Redding CA 96049 NONE PC FOOD DONATIONS 6106 Anderson Cottonwood Christian Assistance 2979 E Center Street Anderson CA 96007 NONE PC FOOD DONATIONS 5251 9780004 0 14 18668 14 6399028 16 2880931 18 12638979 WATER RIGHTS INCOME 1 750606 OTHER INCOME 1 327131 PARTNERSHIP INCOME 525990 -64355 1 1861074 Private Equity Income 1 1319121 -64355 26195538 0 26131183 false false false false false false false false false false X X 1 Cal OESFEMA Recovery Financial Processing Unit 3650 Schriever Avenue Mather CA 95655 1234741 X 2 California Department of Forestry & Forest Protection 1416 Ninth Street A-45 Sacramento CA 95814 802959 X 3 Natural Resources Conservation Service for USDA 3644 Avtech Pkwy Redding CA 960029241 56165 X 4 State of California Housing & Community Development 2020 West El Camino Avenue Ste 330 Sacramento CA 95833 1072273 X ACCOUNTING FEES 89275 46393 0 26783 See Supplemental Information. 85000 Depreciation Expense 1604656 931507 0 Depreciation Expense - Charitable Use 1057939 0 0 Depletion - Royalty Interest 0 158 0 Mahila Shakti Bikash Kendra Nepal Ganesh Basti Maharajgang Chakrapath Kathmandu NP 2022-01-01 890000 Women's Leadership Development Program - Phase VII(b) 818911 None 08/02/22 PROGRESS REPORT and 2/6/2023 Progress Report 2023-02-09 Activities continue on track. No cost extension - plan approved through August 31, 2024. Natural Resource Conflict Transformation Center Madhyapur Thimi Ward No 3 Kausaltar Bhaktipur NP 2020-02-15 30000 Global Platform (b) 30000 NONE 6/1/2023 Final Report and 07/04/22 PROGRESS REPORT 2023-06-16 Grant fully expended on approved activities, audit is completed. Natural Resource Conflict Transformation Center Madhyapur Thimi Ward No 3 Kausaltar Bhaktipur NP 2020-10-01 690000 Natural Resource Conflict Transformation Project Phase VI - Sustainable Growth 690000 None 1/31/2022 AND 5/6/2022 PROGRESS REPORT, 10/20/2022 NCE PROPOSAL, 12/29/2022 FINAL REPORT 2023-01-14 Grant was fully expended by December 2022. $0 spent in 2023, but final report and verification done in January 2023. Completed in good standing. Community Conservation Nepal Sauraha Ward No 6 Ratnagar Chitwan NP 2022-12-01 8000 Environmental Justice in Nepal Book Project 4993 None Progress report received June 1, 2023 2023-06-08 Second event well organized and attended. Funds remain. Plans for the next activities approved for 2024 and 2025. Block 7 Retail LLC 1401 California Street Redding CA 96001 2019-06-19 4000000 Pass through grant to convey IIG funds for parking garage construction to its development entity Block 7 Retail, LLC. In 2022, payment was treated as equity contribution by TMF to Block 7 Retail LLC 3762438 NONE 3/12/2021 Expense documentation , 5/24/2021 Grants approved. 5/25/2021 funds to B7 Retail 2021-05-14 Parking garage in operation 2022. Construction costs billed by Modern Construction reconciled by TMF. Received close of construction of Affordable Housing project November 2023. TMF billed IIG retention $237,562 to HCD in 2024 and funds received by HCD and final equity contribution paid to Block 7 Retail by TMF in 2024. Paseo California LLC 1011 Parkview Avenue Ste A Redding CA 96001 2023-01-31 10000000 Cash flow for design and development and future construction of redevelopment projects on parcels within downtown Redding (Opportunity Zone). 123310 NONE Amortization schedules provided to partnership accounting team monthly 2024-04-03 Design concept and "pitch" phase. Securities 31474685 28286385 3188300 Limited Partnerships 360662 0 360662 Private Equity 5410898 0 5410898 Fixed Assets 3679119 0 3679119 LINE 1 Form 990-PF, Part VIII-A Cal Fire/FEMA Hazard Mitigation/Carr Fire - The McConnell Foundation received multiple Cal Fire and FEMA grants for hazardous fuel reduction treatments (removal of dead and dying trees and brush and resprouting brush) along specific locations identified in Shasta and Trinity Counties to mitigate wildfire danger. The value of the fuel treatments, both in terms of reduced fire behavior/intensity and in terms of impacts (i.e. promoting resprouting of desirable tree species through fuel reduction treatment of competing shrub and invasive species) will produce long-term benefits. These benefits include reductions in vertical and horizontal continuity of fuels and removing competition from many small, closely spaced, fire-vulnerable species into a smaller number of resilient larger trees, thereby improving overall fire resiliency and carbon stocks. This project will lessen the probability of subsequent moderate- to high-severity re-burns. Reducing the probability of re-burns will reduce loss of life and/or personal injury and protect critical facilities, essential services, infrastructure, continuity of government operations, and public and private property. Reducing the occurrence of re-burns will protect ecosystem services such as water quality, flood control, green infrastructure, wildlife habitat, soil structure, and carbon sequestration. Roadside removal of dead and dying trees combined with roadside hazard fuel mitigation efforts will decrease the risk of human caused fire starts by decreasing the volume of hazard fuels in close proximity to roadways. Vehicle-started fires are the second leading cause of fire starts in the CalFire Shasta-Trinity Unit and caused the Carr Fire. These fuel reduction treatments allow roadways to serve as safe ingress and egress for residents in the event of fire, as well as providing tactical areas for suppression activities by hampering fire's ability to 'jump' roadways. Reducing fuel loading around vital firefighting infrastructure will increase efficiency of local response efforts by promoting safe access to and use of fire hydrants, water drafting locations, staging areas, etc. Finally, the removal of hazardous trees and vegetation creates defensible space around habitable structures, both those still standing post-Carr Fire and those that will be rebuilt. This will slow the spread of fire either from direct flame contact or radiant heat and provide firefighters with a safe area from which to defend a threatened home. Expenses: $2,701,757 LINE 2 Form 990-PF, Part VIII-A Trails and Open Space - The McConnell Foundation has over 400 acres of public park land including 8 miles of maintained trails. Thousands of local residents and visitors use the parks annually. The Lema Ranch park space is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. Expenses: $2,685,907 LINE 3 Form 990-PF, Part VIII-A Meeting Facilities for Charitable Organizations - Lema Ranch provides approximately 10,000 square feet of meeting room space that is available at no charge to non-profit organizations, governmental agencies and public schools. In 2023 the Foundation hosted 60 of these groups with 2,142 attendees. The Meeting Room Facility is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. Expenses: $878,302 LINE 4 Form 990-PF, Part VIII-A Bell Plaza Bike Depot and Courtyard - The McConnell Foundation developed and built a "green transit" hub proximate to Block 7 Affordable Housing partnership project and Redding's Downtown Transit Center. Certificate of Occupancy was received 12/20/2023. The green transit hub is the home base for tenant and TMF grantee Shasta Living Street which operates Redding bikeshare, a deliverable for the HCD AHSC grant funding for the Affordable Housing project. The Bike Depot features a secure public bike storage room, classroom/event space for cycling encouragement classes, a bike repair stand and other cycling amenities, urban greening, bike racks, benches for seating and more. Bell Plaza Bike Depot is linked to the Affordable Housing project and to Redding's Sacramento River trail by a downtown bicycle corridor (built by the City of Redding and also funded by HCD AHSC grant) that connects Dieselhorst Bridge to Sundial Bridge Parkway. Bell Pipeline Restaurant - as of 12/31/2023, The McConnell Foundation is developing and building a restaurant in its continued mission to revitalize downtown Redding. The tenant and operator, Pipeline Restaurant, will in particular to serve the bicycle community using the bike share program at the Bike Depot and for bicyclists riding from the river trail system or from the affordable housing development. The two storey restaurant features indoor and outdoor courtyard seating. Certificate of Occupancy was received 9/30/2024. The entire Bell Plaza facility is situated within an Opportunity Zone. Expenses: $756,956 LINE 5 Form 990-PF, Part VIII-A In partnership with the City of Redding and a local developer, The McConnell Foundation developed and built 78 units of affordable housing, a Community Leadership Center in conjunction with a community college, and supportive infrastructure including a five story parking garage. The Block 7 development also includes streetscape amenities to make downtown more bikeable and walkable, as well as a public park. Expenses: $675,223 LINE 6 Form 990-PF, Part VIII-A Center of Hope - In partnership with the City of Redding, Shasta County, and a local developer, The McConnell Foundation developed and built 49 units of affordable housing, a portion of which are targeted to at risk populations and those needing permanent supportive services. Phase I received Temporary Certificate of Occupancy in November 2023 in order to begin lease up, and CoO 1/31/2024. The Center of Hope Development has case managed housing units operated by the adjacent health clinic. Space on first floors will co-locate educational space for California Heritage Youth Build Academy, a local charter school which serves students ages 16-24 with job training and pre-apprenticeship opportunities in nursing and construction industries. Phase 2 will an additional 49 units of affordable housing. Funding escrow close for phase 2 is slated for 11/7/2024. Expenses: $414,433 LINE 7 Form 990-PF, Part VIII-A Yosemite Program - The Yosemite Program is a five-day residential environmental education program provided by NatureBridge in Yosemite National Park. Each spring, The McConnell Foundation supports participation in the program by North State high school sophomores and juniors from public high schools and public charter schools in Modoc, Shasta, Siskiyou, Tehama and Trinity counties, and Big Valley High School in Lassen County. Groups of students, led by NatureBridge educators, explore the park and participate in discussions and activities designed to heighten awareness of the importance of our natural world. The goal of the program is to inspire students to develop a connection to the natural world and empower them to act as responsible stewards of natural resources. The Foundation provides full funding for student and chaperone tuition, covers the cost of transportation, and administers the program. Expenses: $125,966 LINE 1 Form 990-PF, Part VIII-B In partnership with the City of Redding and a local developer, The McConnell Foundation developed and built 78 units of affordable housing, a Community Leadership Center in conjunction with a community college, and supportive infrastructure including a five story parking garage. The Block 7 development also includes streetscape amenities to make downtown more bikeable and walkable, as well as a public park. LINE 2 Form 990-PF, Part VIII-B Paseo California, LLC is a 50-50 partnership between The McConnell Foundation and ADK Properties, LLC. Activities in this entity include the development, potential lease, and potential operation of projects designed to activate and bring jobs to the Redding downtown core. Current focus includes the South block of the three block tract that was purchased from the City of Redding in 2018, as well as a site at 1313 California Street currently owned by TMF. These redevelopment projects occur within Opportunity Zones, including zip codes designated federally as Low Income Communities. LINE 3 Form 990-PF, Part VIII-B Center of Hope: In partnership with the City of Redding, Shasta County, and a local developer, The McConnell Foundation developed and built 49 units of affordable housing, a portion of which are targeted to at risk populations and those needing permanent supportive services. Phase I received Temporary Certificate of Occupancy in November 2023 in order to begin lease up, and CoO 1/31/2024. The Center of Hope Development has case managed housing units operated by the adjacent health clinic. Space on first floors will co-locate educational space for California Heritage Youth Build Academy, a local charter school which serves students ages 16-24 with job training and pre-apprenticeship opportunities in nursing and construction industries. Phase 2 will create an additional 49 units of affordable housing. Funding escrow close for phase 2 is slated for 11/7/2024. Equities 145515154 280217228 Fixed Income 18833242 18833242 Real Estate 1250644 1250644 Alternative Investments 130738835 130738835 Building 19271211 11597143 7674068 7674068 Land 33138845 0 33138845 33142627 Equipment 168561 143085 25476 27320 RIVERVIEW AT COST 8050 8050 ANTIQUE RANCH EQUIPMENT AT COST 72020 72020 ART & COLLECTIBLES AT COST 783971 783971 LIMITED PARTNERSHIP INTEREST AT COST 744053 744053 Buildings 54937542 25056335 29881207 30312051 Equipment 10063555 9041807 1021748 1159855 Land 34769672 0 34769672 34862683 LEGAL FEES 500226 312289 0 187937 0 CHARLES SCHWAB Line of Credit None 8890000 8925745 2019-09 2025-06 SECURITIES Charitable operations and community revitalization Collateralized by various securities 8925745 Refundable Deposit/Rdg Water Agreement LRGC 5000 5000 5000 LAND WATER RIGHTS LEASEHOLD CONTRACT 439890 439890 439890 Program Related Investments 8864111 7428172 7428172 Advances Receivable from Daffodil LLC 8345 23872 23872 Charitable activities costs 306090 0 0 306090 Qualifying memberships 29600 0 0 29600 Direct Charitable Activities - Special Projects 310438 0 0 310438 Chemicals & Fertilizers 19441 1906 0 17536 Computer 201542 58646 0 142896 Consulting Commissions 151043 151043 0 0 Gas, Oil, Fuel 47072 6494 0 40578 Insurance Liab 569249 64194 0 505056 Maintenance & Repair 574690 114163 0 460528 Meals 17769 2458 0 15311 Outside Services 2998462 114259 0 2884203 Misc Contributions & Support 69189 0 0 69189 Uniforms 15661 1127 0 14534 Managed Prop Expenses 1498043 1498043 0 0 Misc Investment Expenses 0 2938778 0 0 Federal Excise Tax -929000 0 0 0 Foreign Tax -36286 0 0 0 Dues, Fees & Permits 10872 1980 0 8891 Office Supplies & Expense 106018 13469 0 92546 Partnership Income 1796719 536064 0 Private Equity Income 1319121 1319121 0 Miscellaneous Income 327131 0 0 Water Rights Income 750606 0 0 Block 7 pass through liability 49550 -450 Taxes Payable - Sales Tax liability 470 3888 Note Receivable - Turtle Bay Exploration Park N/A 2091566 1730379 2022-11 2027-11 6.0 N/A REAL ESTATE DEVELOPMENT 1730379 Note Receivable - California Sporting Company LLC N/A 70000 65161 2023-09 2026-12 7.0 N/A REAL ESTATE DEVELOPMENT 65161 INVESTMENT EXPENSE 1551376 1551376 0 0 INVESTMENT EXPENSE-LPS 354500 354500 0 0 STATE TAX 56787 0 0 0 PROPERTY TAX - Investment Property 209459 209459 0 0 PROPERTY TAX - Charitable Property 9506 0 0 9506 FOREIGN TAXES 0 262826 9 0 DAFFODIL VENTURES LLC 800 SHASTA VIEW DRIVE REDDING CA 96003 853131527 None 0