MCCONNELL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MCCONNELL FOUNDATION (EIN 94-6102700)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349109711
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:02:03-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street Suite 3300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946102700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McConnell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCO | BusinessNameControlTxt |
| Phone | 5302266200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SHASTA VIEW DRIVE | AddressLine1Txt |
| City | REDDING | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Mancasola | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Mancasola | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $566,266,758 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,396,943 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,039 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,039 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,751,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,091,435 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,591,091 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,591,091 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,591,091 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $51,122,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,428,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,863,316 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $4,326,820 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,655,943 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $72,189,566 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,202,824 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,178,205 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $323,677 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $854,528 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,664,647 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $343,022 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,321,625 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,533,423 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $231,162 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,302,261 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $372,005 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $258,395 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $113,610 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $96,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $67,480 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $28,920 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,058,093 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,058,093 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $253,837 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $240,027 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $13,811 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,717,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $485,586 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,853 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,680,288 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $828,024 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $337,095 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $44,238 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $292,857 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,310 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,035 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,275 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $89,270 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,513 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $87,757 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,710,629 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,375,284 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,183,286 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,710,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,257,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,221,783 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,305,221 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,300,697 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,015,383 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,257,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,522,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,174,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,945,288 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,200 | CashBOYAmt |
| Cash EOY | $2,200 | CashEOYAmt |
| Cash EOYFMV | $2,200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,731,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,719,322 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,719,322 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $17,535,072 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $17,376,648 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $17,535,072 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $17,889,270 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $238,802,063 | CorporateStockBOYAmt |
| Corporate Stock EOY | $265,473,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $433,687,643 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $44,804,173 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $10,201,754 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $36,468,745 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $34,602,419 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $34,652,293 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,687,919 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,687,919 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,687,919 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $96,134,274 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,886,749 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $62,779,351 | LandBOYAmt |
| Land EOY | $65,247,525 | LandEOYAmt |
| Land EOYFMV | $66,644,566 | LandEOYFMVAmt |
| Other Assets BOY | $7,136,062 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,893,715 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,983,545 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $379,984,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $396,162,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $566,266,758 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,749,254 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,793,140 | AccountsPayableEOYAmt |
| Grants Payable BOY | $28,713,770 | GrantsPayableBOYAmt |
| Grants Payable EOY | $17,848,783 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $1,859,294 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $1,738,610 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $26,877,980 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,001,627 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $59,200,298 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,382,160 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $297,793,050 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $344,599,225 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $22,990,931 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $27,180,670 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $320,783,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $371,779,895 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $379,984,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $396,162,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $320,783,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,174,183 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,821,731 | OtherIncreasesAmt |
| Subtotal | $371,779,895 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $371,779,895 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $63,428,905 | $36,170,266 | $27,258,639 | $0 | $27,258,639 |
| GAIN FROM ALTERNATIVE INVESTMENTS | $20,604,677 | $20,604,677 | $0 | $20,604,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,863,316 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $749,840 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $749,840 | SubtotalAmt |
| Tax Based On Investment Income | $749,840 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $724,912 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $194,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $918,912 | TotalPaymentsAndCreditsAmt |
| Overpayment | $169,072 | OverpaymentAmt |
| Applied To ES Tax | $169,072 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://www.mcconnellfoundation.org | WebsiteAddressTxt |
| Individual With Books | John Mancasola | IndividualWithBooksNm |
| Phone | 5302266200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Shasta View Drive | AddressLine1Txt |
| City | Redding | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| John A Mancasola | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | President & CEO | 50.000 | $572,251 | $79,864 | $0 |
| Shannon Phillips | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Chief Operating Officer | 50.000 | $308,720 | $76,046 | $0 |
| Lee W Salter | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Chair of the Board | 10.000 | $27,500 | $0 | $0 |
| Eva Jimenez | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Secretary | 10.000 | $27,500 | $0 | $0 |
| William W Cox | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Treasurer | 10.000 | $27,500 | $0 | $0 |
| Doreeta J Domke | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Director | 10.000 | $27,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Darin Sanders | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | IT Administrator | 50.000 | $167,430 | $71,549 | $0 |
| David Tanner | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Program Officer | 40.000 | $150,430 | $46,156 | $0 |
| Kelly Salter | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Sr. Program Officer | 40.000 | $165,154 | $60,754 | $0 |
| Rebecca Andrews | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Controller | 50.000 | $179,050 | $37,810 | $0 |
| Rachel Hatch | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Sr. Program Officer | 50.000 | $142,428 | $48,014 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 20 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Modern Building Inc | |||||
| PO Box 772 | chico | CA | 95927 | General contractor | $2,463,689 |
| LSV Asset Management | |||||
| One North Wacker Drive | chicago | IL | 60606 | investment management | $716,690 |
| Carr Kennedy Peterson & Frost | |||||
| 420 Redcliff Dr | Redding | CA | 96002 | Legal services | $316,502 |
| Pacific Strucframe LLC | |||||
| 1600 Chicago Ave Ste R11 | Riverside | CA | 92507 | Engineering services | $311,394 |
| Cox Real Estate Consultants | |||||
| PO Box 991479 | Redding | CA | 960991479 | Property management | $179,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 12 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Supplemental Information. | Description1Txt |
| Expenses1 | $2,499,398 | Expenses1Amt |
| Description2 | See Supplemental Information. | Description2Txt |
| Expenses2 | $884,510 | Expenses2Amt |
| Description3 | See Supplemental Information. | Description3Txt |
| Expenses3 | $722,875 | Expenses3Amt |
| Description4 | See Supplemental Information. | Description4Txt |
| Expenses4 | $121,165 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Supplemental Information. | Description1Txt |
| Expenses1 | $660,494 | Expenses1Amt |
| Description2 | See Supplemental Information. | Description2Txt |
| Expenses2 | $394,920 | Expenses2Amt |
| Total | $1,055,414 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $401,240,157 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,022,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $76,804,633 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $484,067,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $484,067,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,261,007 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $476,806,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,840,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,840,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $749,840 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $749,840 | TotalTaxAmt |
| Distributable Before Adj | $23,090,465 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,329,874 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,420,339 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,420,339 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,522,480 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,055,414 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,638,252 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $27,216,146 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,420,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $337,839 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,216,146 | QualifyingDistributionsAmt |
| Applied To Year1 | $337,839 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,878,307 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,542,032 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVE TANNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SHASTA VIEW DRIVE | AddressLine1Txt |
| City | REDDING | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5302266233 | RecipientPhoneNum |
| Form And Info And Materials | PAPER APPLICATIONS AND SUBMISSION OF TRANSCRIPTS, STANDARDIZED TEST SCORES, AND STUDENT AID REPORTS (SAR) SHOWING EXPECTED FAMILY CONTRIBUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 05 | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Block 7 Retail Investors LLC | ||||||||||||||
| 1011 Parkview Avenue Suite A | Redding | CA | 96001 | None | NC | Parking Garage for Block 7 Net Zero Housing and Downtown Activation Project | $3,762,438 | |||||||
| Redding City of | ||||||||||||||
| 777 Cypress Avenue | Redding | CA | 96001 | None | GOV | City of Redding Block 7 HCD/AHSC Funding ($3,603,661); 2018-2022 4th of July Fireworks ($85,0000); Redding Police Explorers Program in honor of Bob Blankenship ($25,000) | $3,713,661 | |||||||
| Shasta Regional Community Foundation | ||||||||||||||
| 1335 Arboretum Drive Suite B | Redding | CA | 96003 | None | PC | Operating Support | $1,067,048 | |||||||
| College OPTIONS Inc | ||||||||||||||
| 1321 Butte Street | Redding | CA | 96001 | None | PC | College OPTIONS | $592,386 | |||||||
| Shasta College Foundation | ||||||||||||||
| PO Box 496006 | Redding | CA | 960496006 | None | PC | North State Together 2020-2027 ($778,800); Trio Programs; Veterans Career Pathway Program ($4,500) | $783,300 | |||||||
| Viva Downtown Redding | ||||||||||||||
| 1725 Market Street | Redding | CA | 96001 | None | PC | Viva Downtown Butte Street Revitalization-Operating Grant ($100,000); Viva Downtown Butte Street Revitalization-Rent Subsidy ($74,714) | $174,714 | |||||||
| California Bicycle Coalition Education Fund | ||||||||||||||
| 1313 California Street | Redding | CA | 96001 | None | PC | Shasta Living Streets Bike & Walk Downtown | $245,375 | |||||||
| Redding Fashion Alliance Incorporated | ||||||||||||||
| 1698 Market Street | Redding | CA | 96001 | None | PC | Incubation Spaces to Activate Vacant Property - Years 3 and 4 (95,000); Fashion Education & Production Studios Programming ($50,000); Fashion Week sponsorships ($6,390) | $151,390 | |||||||
| Shasta County Arts Council | ||||||||||||||
| 1313 Market Street | Redding | CA | 96001 | None | PC | Accelerating the Redding Cultural District | $25,000 | |||||||
| IUCN International Union for Conservation Of Nature & Natural Resources | ||||||||||||||
| None | PC | Lao Ecology Small Grant Program (Second Amendment to MOA) | $173,000 | 63 Sukhumvit 39 | Soi Prompong | Bangkok | TH | 10110 | ||||||
| Center for Lao Studies | ||||||||||||||
| PO Box 843 | South San Francisco | CA | 940830843 | None | GOV | Between Two Worlds Exhibit: Interim Support | $7,000 | |||||||
| The Asia Foundation | ||||||||||||||
| 465 California Street 9th Floor | San Francisco | CA | 940830843 | None | PC | Improving Access to Justice for All Lao Citizens: Phase IV ($200,000): River Basin Management Project ($100,000) | $300,000 | |||||||
| Mahila Shakti Bikash Kendra Nepal (MSBKN) | ||||||||||||||
| None | NC | Rural Women's Leadership Development Project: Phase VII | $433,000 | Ganesh Basti Maharajgunj | Chakrapath | NP | 00977 | |||||||
| Natural Resource Conflict Transformation Center - Nepal (NRCTC) | ||||||||||||||
| None | NC | NRCTP Phase VI: Sustainable Growth ($350,000); Covid-19 Rapid Response Project ($50,000) | $400,000 | Madhyapurthimi Municipality | Kausaltar | NP | 00977 | Ward No 3 | ||||||
| MSI-US | ||||||||||||||
| 1730 Rhode Island Ave NW Suite 807 | Washington | DC | 200363101 | None | SO I | Continuing Women's Health Services During the Covid-19 Pandemic in Nepal | $60,000 | |||||||
| Give2Asia | ||||||||||||||
| 340 Pine Street Suite 501 | San Francisco | CA | 94104 | None | PC | Aid to Covid-19 Crisis in Nepal | $100,000 | |||||||
| Henry L Stimson Center | ||||||||||||||
| 1211 Connecticut Ave NW 8th Floor | Washington | DC | 200363101 | None | PC | US-Mekong Caucus General Support | $10,000 | |||||||
| Trinity Center Community Services District | ||||||||||||||
| Trinity Center | Trinity Center | CA | 96091 | None | GOV | Apparatus Building Project | $100,000 | |||||||
| Fall River Resource Conservation District | ||||||||||||||
| PO Box 83 | McArthur | CA | 96056 | None | PC | Forest Health Project Planning and Environmental Compliance | $100,000 | |||||||
| Redding Trail Alliance Inc | ||||||||||||||
| 3335 Placer Street Suite 389 | Redding | CA | 96001 | None | PC | Salt Creek Trail and Bridge Project ($50,000); Unrestricted ($300) | $55,300 | |||||||
| Mount Shasta Trail Association Inc | ||||||||||||||
| P O Box 36 | Mount Shasta | CA | 96067 | None | PC | Gateway Two Trail Development 2018-2021 ($50,300); Salt Creek Trail ($5,000) | $105,000 | |||||||
| Shasta County Young Men's Christian Association | ||||||||||||||
| 1155 N Court Street | Redding | CA | 96001 | None | PC | Healthy Shasta Partnership 2019-2021 ($75,000); General Support ($25,551) | $100,551 | |||||||
| Turtle Bay Exploration Park | ||||||||||||||
| 1335 Arboretum Drive Suite A | Redding | CA | 96003 | None | PC | Operating Support for Calendar Year 2020 ($1,500,000); Sustainability Gardens - 2020 Site Maintenance ($70,000); general support ($13,181) | $1,583,181 | |||||||
| Boise State University | ||||||||||||||
| Financial Aid and Scholarship Offic | Boise | ID | 837251315 | None | GOV | 2019 McConnell Scholars | $8,333 | e 1910 University Drive | ||||||
| Boston Conservatory at Berklee | ||||||||||||||
| Student Financial Services921 Boyls | Boston | MA | 02215 | None | GOV | 2021 McConnell Scholars | $15,000 | ton Street 2nd Floor | ||||||
| Western Oregon University | ||||||||||||||
| Financial Aid Office Administration | Monmouth | OR | 97361 | None | GOV | 2021 McConnell Scholars | $8,000 | 101 345 Monmouth Ave N | ||||||
| University of California Los Angeles | ||||||||||||||
| UCLA Remittance Center Box 957089 1 | Los Angeles | CA | 900959000 | None | GOV | 2017 McConnell Scholars | $3,951 | 125 Murphy Hall 405 Hilgard Avenue | ||||||
| California Polytechnic State University San Luis Obispo | ||||||||||||||
| 1 Grand Avenue | San Luis Obispo | CA | 93407 | None | GOV | 2018 McConnell Scholars | $12,082 | |||||||
| California State University Fullerton | ||||||||||||||
| Student Financial Services Attn Cas | Fullerton | CA | 928346808 | None | GOV | 2021 McConnell Scholars | $3,750 | hiers PO Box 6808 | ||||||
| California State University Northridge | ||||||||||||||
| Student Services Center 18111 Nordh | Northridge | CA | 913308307 | None | GOV | 2020 McConnell Scholars | $11,250 | off Street | ||||||
| Oklahoma State University | ||||||||||||||
| Office of Scholarships Financial Ai | Stillwater | OK | 740785061 | None | GOV | 2021 McConnell Scholars | $7,500 | d 119 Student Union | ||||||
| Reedley College | ||||||||||||||
| Financial Aid Department 995 N Reed | Reedley | CA | 93654 | None | GOV | 2021 McConnell Scholars | $3,750 | Avenue | ||||||
| Sacramento City College | ||||||||||||||
| Business Services Rodda Hall North | Sacramento | CA | 95822 | None | GOV | 2020 McConnell Scholars | $7,500 | RHN 173 3835 Freeport Blvd | ||||||
| San Diego State University | ||||||||||||||
| 5500 Campanile Drive | San Diego | CA | 92182 | None | GOV | 2021 McConnell Scholars ($7,500); 2021 McConnell Scholars ($349) | $7,849 | |||||||
| University of Portland | ||||||||||||||
| Office of Financial Aid 5000 N Will | Portland | OR | 972035798 | None | GOV | 2021 McConnell Scholars | $7,500 | amette Blvd | ||||||
| University of the Pacific | ||||||||||||||
| Financial Aid Office 3601 Pacific A | Stockton | CA | 95211 | None | GOV | 2016 Vista and McConnell Scholars | $11,250 | venue | ||||||
| University of California San Francisco | ||||||||||||||
| 500 Parnassus Ave MU-201W | San Francisco | CA | 94143 | None | GOV | 2015 Vista and McConnell Scholars | $3,438 | |||||||
| California State University Monterey Bay | ||||||||||||||
| Financial Aid 100 Campus Center | Seaside | CA | 93955 | None | GOV | 2018 McConnell Scholars ($13,295); 2016 Vista and McConnell Scholars ($6,618) | $19,913 | |||||||
| California State University Sacramento | ||||||||||||||
| Sacramento State Bursars Office Att | Sacramento | CA | 95819 | None | GOV | 2019 McConnell Scholars ($40,115); 2018 McConnell Scholars ($34,152); 2016 Vista and McConnell Scholars ($ 22,537) | $96,804 | n Scholarship Office 6000 J Street | ||||||
| Clemson University | ||||||||||||||
| Office of Scholarships G-02 Sikes H | Clemson | SC | 29634 | None | GOV | 2016 Vista and McConnell Scholars | $5,000 | all Box 345123 | ||||||
| Humboldt State University | ||||||||||||||
| 1 Harpst Street | Arcata | CA | 95521 | None | GOV | 2021 McConnell Scholars ($7,500); 2019 McConnell Scholars ($7,125); 2018 McConnell Scholars ($28,870); 2017 McConnell Scholars ($2,598) | $46,093 | |||||||
| Oregon Institute of Technology | ||||||||||||||
| Financial Aid Office 3201 Campus Dr | Klamath Falls | OR | 97601 | None | GOV | 2019 McConnell Scholars ($9,613); 2016 Vista and McConnell Scholars ($4,164) | $13,777 | ive | ||||||
| College of the Redwoods | ||||||||||||||
| Scholarship Office 7351 Tompkins Hi | Eureka | CA | 95501 | None | GOV | 2020 McConnell Scholars | $4,000 | ll Road | ||||||
| Linn-Benton Community College | ||||||||||||||
| Business Office 6500 Pacific Blvd S | Albany | OR | 97321 | None | GOV | 2018 McConnell Scholars | $4,000 | W | ||||||
| University of California Berkeley | ||||||||||||||
| Financial Aid Office 201 Sproul Hal | Berkeley | CA | 947201960 | None | GOV | 2018 McConnell Scholars ($7,250); 2017 McConnell Scholars ($12,239) | $19,489 | l | ||||||
| University of Oregon | ||||||||||||||
| 1226 University of Oregon | Eugene | OR | 974031226 | None | GOV | 2021 McConnell Scholars ($3,407); 2018 McConnell Scholars ($8,668) | $12,075 | |||||||
| Southern Oregon University | ||||||||||||||
| 1250 Siskiyou Blvd | Ashland | OR | 97520 | None | GOV | 2021 McConnell Scholars ($3,750); 2020 McConnell Scholars ($24,669); 2018 McConnell Scholars ($9,731); 2017 McConnell Scholars ($17,489) | $55,669 | |||||||
| University of California Irvine | ||||||||||||||
| Office of Financial Aid and Scholar | Irvine | CA | 926972825 | None | GOV | 2020 McConnell Scholars ($7,333); 2020 McConnell Scholars ($7,833) | $15,166 | ships 102 Aldrich Hall | ||||||
| Sonoma State University | ||||||||||||||
| 1801 East Cotati Avenue | Rohnert Park | CA | 94928 | None | GOV | 2021 McConnell Scholars ($7,500); 2020 McConnell Scholars ($11,250); 2019 McConnell Scholars ($14,651) | $33,401 | |||||||
| University of California Davis | ||||||||||||||
| One Shields Avenue | Davis | CA | 95616 | None | GOV | 2021 McConnell Scholars ($7,666); 2020 McConnell Scholars ($14,834); 2019 McConnell Scholars ($4,913); 2018 McConnell Scholars ($7,700); 2017 McConnell Scholars ($5,334); 2013 Vista and McConnell Scholars ($11,802); Support for the 9th annual Native American Studies Graduate Student Research Symposium ($300) | $52,549 | |||||||
| Butte Community College | ||||||||||||||
| Attn Business Office 3536 Butte Cam | Oroville | CA | 95965 | None | GOV | 2020 McConnell Scholars ($3,000); 2019 McConnell Scholars ($22,977); 2018 McConnell Scholars ($1,000) | $26,977 | pus Drive | ||||||
| College of the Siskiyous | ||||||||||||||
| 800 College Avenue | Weed | CA | 96094 | None | GOV | 2021 McConnell Scholars | $1,805 | |||||||
| California State University Chico | ||||||||||||||
| Kendall Hall 105 | Chico | CA | 959290722 | None | PC | 2021 McConnell Scholars ($185); 2020 McConnell Scholars ($46,423); 2019 McConnell Scholars ($54,176); 2018 McConnell Scholars ($24,675); 2017 McConnell Scholars ($29,856) | $155,315 | |||||||
| University of California Santa Barbara | ||||||||||||||
| Office of Financial Aid and Scholar | Santa Barbara | CA | 93106 | None | GOV | 2021 McConnell Scholars ($5,478); 2020 McConnell Scholars ($8,900); 2019 McConnell Scholars ($7,500); 2018 McConnell Scholars ($7,500); 2017 McConnell Scholars ($2,500) | $31,878 | ships | ||||||
| Shasta College | ||||||||||||||
| PO Box 496006 | Redding | CA | 960496006 | None | GOV | 2019 McConnell Scholars ($2,813); 2018 McConnell Scholars ($12,524) | $15,337 | |||||||
| Schoolcraft College | ||||||||||||||
| Office of Financial Aid McDowell St | Livonia | MI | 48152 | None | GOV | 2020 McConnell Scholars | $1,827 | udent Center 18600 Haggerty Road | ||||||
| Arizona State University | ||||||||||||||
| Financial Aid and Scholarship Servi | Tempe | AZ | 852870412 | None | GOV | 2019 McConnell Scholars ($11,406); 2019 McConnell Scholars ($1,000) | $12,406 | ce PO Box 870412 | ||||||
| Mercy Foundation North | ||||||||||||||
| 2625 Edith Avenue Suite E | Redding | CA | 96001 | None | PC | Catherine McAuley Circle; NICU Campaign | $26,250 | |||||||
| Haven Humane Society | ||||||||||||||
| P O Box 992202 | Redding | CA | 960992202 | None | PC | Misty Lee Fund | $5,823 | |||||||
| Friends of Shasta County Libraries | ||||||||||||||
| 1100 Parkview Avenue | Redding | CA | 96001 | None | PC | match to Giving Tuesday donation | $6,351 | |||||||
| Shasta Women's Refuge | ||||||||||||||
| PO Box 991060 | Redding | CA | 96099 | None | PC | Giving Tuesday ($6,351); Food Donations ($163) | $6,514 | |||||||
| Axiom Repertory Theatre | ||||||||||||||
| 2613 Bechelli Lane | Redding | CA | 96002 | None | PC | Gala; Lion in the Winter sponsorship; sponsorship of Rocky Horror Picture Show ($5,350); Donation of 2 computers ($500) | $5,750 | |||||||
| Girls Incorporated of the Northern Sacramento Valley | ||||||||||||||
| PO Box 494081 | Redding | CA | 96049 | None | PC | Fun Run; educational programs in schools; annual campaign ($4,500); Donation of 2 computers ($500) | $5,000 | |||||||
| Planned Parenthood Federation of America | ||||||||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | None | GOV | general support | $3,450 | |||||||
| Rotary Club of Redding Charitable Foundation | ||||||||||||||
| 1700 Pine Street Suite 210 | Redding | CA | 96001 | None | PC | General support; Paul Harris; Dollars for Dares | $3,300 | |||||||
| Northern Valley Catholic Social Service Inc | ||||||||||||||
| 2400 Washington Avenue | Redding | CA | 96001 | None | PC | match to Giving Tuesday donation | $3,176 | |||||||
| Lassen Park Foundation | ||||||||||||||
| 310 Hemsted Drive Suite 210 | Redding | CA | 96002 | None | PC | virtual auction; general support | $1,875 | |||||||
| JPR Foundation | ||||||||||||||
| 1250 Siskiyou Blvd | Ashland | OR | 975205001 | None | PC | general support ($1,800); Donation of 4 computers ($1,000) | $2,800 | |||||||
| California Humanities | ||||||||||||||
| 538 9th Street Suite 210 | Oakland | CA | 94607 | None | PC | Library Project; general support | $1,500 | |||||||
| Dogwood Animal Rescue Project Inc | ||||||||||||||
| 1415 Fulton Road Suite 205 Box 432 | Santa Rosa | CA | 954037661 | None | PC | general support | $1,500 | |||||||
| Regional Training Consortium | ||||||||||||||
| 4300 Caterpillar Rd | Redding | CA | 960031422 | None | PC | as they see fit | $1,500 | |||||||
| Weed Recreation and Parks District | ||||||||||||||
| 161 E Lincoln Avenue | Weed | CA | 96094 | None | GOV | community pool | $1,500 | |||||||
| North State Public Radio NSPR | ||||||||||||||
| 35 Main Street Suite 100 | Chico | CA | 95928 | None | PC | general support | $1,275 | |||||||
| Shasta Land Trust | ||||||||||||||
| PO Box 992026 | Redding | CA | 960992026 | None | PC | General support; Drone Program ($1,062); Ross Ranch Conservation Easement ($1,362,500) | $1,363,562 | |||||||
| Khan Academy | ||||||||||||||
| PO Box 1630 | Mountain View | CA | 940421630 | None | PC | general support | $769 | |||||||
| Happy Camp Community Action Inc | ||||||||||||||
| PO Box 201 | Happy Camp | CA | 96039 | None | PC | Holiday Giving Program | $750 | |||||||
| National Parks Conservation Association | ||||||||||||||
| 777 6th Street NW Suite 700 | Washington | DC | 200013723 | None | PC | general support | $750 | |||||||
| North State Symphony | ||||||||||||||
| 400 West First Street | Chico | CA | 959290805 | None | PC | musician chair sponsorship for Li Yuan Ho | $750 | |||||||
| Oregon Shakespeare Festival | ||||||||||||||
| PO Box 158 | Ashland | OR | 975200158 | None | PC | general support | $750 | |||||||
| Planned Parenthood Shasta Diablo Inc | ||||||||||||||
| 2185 Pacheco St | Concord | CA | 945202309 | None | PC | general support | $750 | |||||||
| Shasta Library Foundation | ||||||||||||||
| PO Box 993366 | Redding | CA | 960993366 | None | PC | "Out of the Woodworks" sponsorship | $750 | |||||||
| Siskiyou Community Resource Collaborative | ||||||||||||||
| PO Box 206 | Yreka | CA | 960970206 | None | PC | Dolly Parton's Imagination Library | $750 | |||||||
| The California 4-H Foundation | ||||||||||||||
| 2801 Second Street | Davis | CA | 956187717 | None | PC | River Valley 4-H Happy Camp, Ca. | $750 | |||||||
| The Rotary Foundation of Rotary International | ||||||||||||||
| 1560 Sherman Avenue | Evanston | IL | 602014818 | None | PC | Annual Fund | $750 | |||||||
| The Ryan O'Callaghan Foundation | ||||||||||||||
| 2654 Clover Creek Street | Redding | CA | 960021512 | None | PC | general support | $750 | |||||||
| Social Good Fund | ||||||||||||||
| PO Box 5473 | Richmond | CA | 94085 | None | PC | General support; Donor-Advised Fund: Liberated Capital (Decolonizing Wealth) | $688 | |||||||
| Children's Hope Foster Family Agency | ||||||||||||||
| PO Box 901 | Gridley | CA | 95948 | None | PC | Extended Foster Care-THP-Plus Program | $450 | |||||||
| The Rotary Club of Northern California Foundation Against Substance Abuse | ||||||||||||||
| 340 Hartnell Avenue Suite A | Redding | CA | 96002 | None | PC | President Chris' club goal; general support | $450 | |||||||
| Chrysalis Charter School | ||||||||||||||
| PO Box 709 | Palo Cedro | CA | 96073 | None | PC | general support | $375 | |||||||
| Friends of the Smithsonian | ||||||||||||||
| PO Box 37012 MRC 712 | Washington | DC | 200137012 | None | GOV | general support | $375 | |||||||
| NAMI Shasta County | ||||||||||||||
| 1401 Gold Street | Redding | CA | 960011937 | None | PC | Christmas party | $375 | |||||||
| National Park Foundation | ||||||||||||||
| 1500 K Street NW Suite 700 | Washington | DC | 200051257 | None | PC | General Support | $375 | |||||||
| Northern California Educational Television Assn Inc | ||||||||||||||
| 603 North Market Street | Redding | CA | 96003 | None | PC | general support | $375 | |||||||
| Western Folklife Center | ||||||||||||||
| 501 Railroad Street | Elko | NV | 89801 | None | PC | membership | $375 | |||||||
| American Whitewater | ||||||||||||||
| PO Box 1540 | Cullowhee | NC | 28723 | None | GOV | Standard membership renewal | $300 | |||||||
| Cottonwood K-8 Parent Club | ||||||||||||||
| 20512 1st Street | Cottonwood | CA | 960228808 | None | PC | 2021-2022 Un-Fundraiser | $300 | |||||||
| Indian Cultural Organization | ||||||||||||||
| 14840 Bear Mountain Road | Redding | CA | 960037823 | None | PC | Run4Salmon; general support | $300 | |||||||
| Rotary Club of Redding Sunrise Foundation | ||||||||||||||
| 2205 Hilltop Drive PMB 145 | Redding | CA | 960020511 | None | PC | general support | $300 | |||||||
| Shasta County Chemical People Inc | ||||||||||||||
| PO Box 493777 | Redding | CA | 96049 | None | PC | SHS Sober Grad | $300 | |||||||
| Asian Art Museum Foundation Of San Francisco | ||||||||||||||
| 200 Larkin Street | San Francisco | CA | 94102 | None | PC | Membership | $188 | |||||||
| Best Friends Animal Society | ||||||||||||||
| 5001 Angel Canyon Rd | Kanab | UT | 847415000 | None | PC | Annual Membership | $180 | |||||||
| Ascend Wilderness Experience | ||||||||||||||
| PO Box 3263 | Weaverville | CA | 960933263 | None | PC | free or low-cost wilderness trips for kids in our region | $165 | |||||||
| Dakota State University Foundation | ||||||||||||||
| 820 N Washington Ave | Madison | SD | 570421735 | None | PC | Trojan Athletics Strength & Conditioning Fund; Trojan Athletics Football | $160 | |||||||
| Entertainment Industry Foundation | ||||||||||||||
| 10880 Wilshire Blvd Suite 1400 | Los Angeles | CA | 900244119 | None | PC | Stand Up To Cancer | $159 | |||||||
| Network For Good | ||||||||||||||
| 1140 Connecticut Ave NW Suite 700 | Washington | DC | 200364011 | None | PC | AAPI Civic Engagement Fund | $150 | |||||||
| Wolfpack Clubhouse | ||||||||||||||
| 22049 Old 44 Drive Suite 3 | Palo Cedro | CA | 96073 | None | PC | unrestricted donation ($150); Donation of 2 computers ($500) | $650 | |||||||
| Alzheimers Disease And Related Disorders Association Inc | ||||||||||||||
| 2290 N First Street Suite 101 | San Jose | CA | 951312014 | None | PC | Yuba City Alzheimer's Walk on September 11, 2021 | $75 | |||||||
| Asian AmericansPacific Islanders in Philanthropy | ||||||||||||||
| 300 Frank H Ogawa Plaza Suite 290 | Oakland | CA | 94612 | None | PC | Unrestricted | $75 | |||||||
| Elks National Foundation Inc | ||||||||||||||
| 2750 North Lakeview Avenue | Chicago | IL | 606142256 | None | PC | Endowment Fund | $75 | |||||||
| Foothill High School | ||||||||||||||
| 9733 Deschutes Road | Palo Cedro | CA | 96073 | None | PC | supplies for Mrs. Carpenter's Art Class | $75 | |||||||
| Institute for the Future | ||||||||||||||
| 201 Hamilton Ave | Palo Alto | CA | 943012530 | None | PC | unrestricted | $75 | |||||||
| Positive Futures Network | ||||||||||||||
| 284 Madrona Way NE Suite 116 | Bainbridge Island | WA | 981102870 | None | PC | general support | $75 | |||||||
| Women's Health Specialists of California | ||||||||||||||
| PO Box 494369 | Redding | CA | 96049 | None | PC | unrestricted | $75 | |||||||
| Sacramento River Watershed Program | ||||||||||||||
| PO Box 9233 | Chico | CA | 959279233 | None | PC | as fiscal agent for Oliview Farms for "Oliview Community Building Farm Project" | $9,625 | |||||||
| Southeast Asian Christian Ministry | ||||||||||||||
| 2315 Placer Street | Redding | CA | 960011541 | None | PC | In memory of Barbara Grosch | $5,000 | |||||||
| The Appeal Of The Nobel Peace Laureates Foundation Inc | ||||||||||||||
| PO Box 4503 | Charlottesville | VA | 229054503 | None | PC | Support to Myanmar Peacebuilders in Exile | $22,000 | |||||||
| Epilepsy Foundation Of Northern California | ||||||||||||||
| 909 Marina Village Pkwy 239 | Alameda | CA | 945011048 | None | PC | Donation of 2 computers | $500 | |||||||
| Hope Healing Restoration And New Beginnings | ||||||||||||||
| PO Box 80 | Newcastle | CA | 956580080 | None | PC | Donation of 6 computers | $1,500 | |||||||
| McArthur Fire Protection District | ||||||||||||||
| PO Box 670 | McArthur | CA | 96056 | None | PC | Donation of 2 Computers | $500 | |||||||
| Riverfront Playhouse | ||||||||||||||
| PO Box 994666 | Redding | CA | 96099 | None | PC | Donation of 2 computers | $500 | |||||||
| ShiningCare Inc | ||||||||||||||
| 1551 E Cypress Ave Suite B | Redding | CA | 960021357 | None | PC | Donation of 1 computer | $250 | |||||||
| Tri County Community Network | ||||||||||||||
| 37477 Main Street | Burney | CA | 960134373 | None | PC | Donation of 2 computers | $500 | |||||||
| Empower Tehama | ||||||||||||||
| PO Box 135 1805 Walnut Street | Red Bluff | CA | 960800135 | None | PC | Food donation | $5,354 | |||||||
| Empire hotel Eharc Inc | ||||||||||||||
| 1237 California Street | Redding | CA | 96001 | none | PC | Food donations | $5,077 | |||||||
| Shasta Senior Nutrition Program | ||||||||||||||
| 100 Mercy Oaks Drive | Redding | CA | 96003 | none | PC | Food doantions | $4,751 | |||||||
| Trinity County Food Assistance Program | ||||||||||||||
| PO Box 1123 105 CD Circle | Weaverville | CA | 960931123 | none | PC | Food Donations | $5,224 | |||||||
| Great Northern Services | ||||||||||||||
| 780 South Davis Street | Weed | CA | 96094 | none | PC | Food Donations | $6,028 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,300,697 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,039 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,339,903 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,411,629 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,591,091 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $20,604,677 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,517,464 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| WATER RIGHTS INCOME | 1 | $593,667 |
| OTHER INCOME | 1 | $91,191 |
| PARTNERSHIP INCOME | 1 | $1,838,283 |
| Private Equity Income | 1 | $1,803,679 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24,944,580 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,848,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,792,623 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| California Department of Housing & Community Development | |||||||
| 1 | 2020 West El Camino Avenue | Sacramento | CA | 95833 | $3,762,438 | Yes (X) | |
| California Department of Housing & Community Development | |||||||
| 2 | 2020 West El Camino Avenue | Sacramento | CA | 95833 | $3,641,123 | Yes (X) | |
| US SMALL BUSINESS ADMINISTRATION | |||||||
| 3 | 409 3RD ST SW | Washington | DC | 20416 | $860,000 | Yes (X) | |
| Frances E Spence Living Trust | |||||||
| 4 | c/o Kathleen Starr PO Box 790 | Yreka | CA | 96027 | $6,451 | Yes (X) | |
| CALIFORNIA DEPARTMENT OF FOOD AND AGRICULTURE | |||||||
| 5 | OFFICE OF GRANTS ADMINISTRATION 122 | SACRAMENTO | CA | 95814 | $6,245 | Yes (X) | 0 N STREET ROOM 120 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $96,400 | Amt |
| Net Investment Income | $67,480 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,920 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Depreciation Expense | $828,024 | $828,024 |
| Depreciation Expense - Charitable Use | $1,852,264 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mahila Shakti Bikash Kendra Nepal | ||||||||||||||||
| Ganesh Basti | Maharajgang | Chakrapath | Kathmandu | NP | 2018-06-01 | $612,000 | Women's Leadership Development Program - Phase VI | $612,000 | 0 | 1/9/20 Progress Report; 7/14/20 Progress Report; 11/6/20 Planning Meeting; 3/15/21 Final Report | 2021-03-16 | Extended until January 31, 2021. Some Pandemic-related implementation delays. Project completed in January 2021 in good standing. Fully Expended. | ||||
| Hill Country Community Clinic (NMTC Center of Hope) | ||||||||||||||||
| 2019-12-04 | $2,000,000 | Parcel acquisition and cash for construction costs of Center of Hope Clinic | $2,000,000 | 0 | 10/17/20 construction updates; 10/21/20 Sources & Uses Budget; 7/1/21 TMF CCO Site visit & tour | 2021-07-01 | First patients seen July 2021. Site visit and tour by TMF CCO July 2021. | 29632 Highway 299 East PO Box 228 | Round Mountain | CA | 96084 | |||||
| Natural Resource Conflict Transformation Center | ||||||||||||||||
| Madhyapur Thimi | Ward No 3 | Kausaltar | Bhaktipur | NP | 2020-02-15 | $42,700 | Global Platform (b) | $2,366 | 0 | 1/15/20 Report and in person proposal; 2/4/20 Final proposal, 8/7/20 Verbal progress report | 2021-11-16 | Budget and activity schedule reviewed and updated for 2022 implementation. | ||||
| Mahila Shakti Bikash Kendra Nepal | ||||||||||||||||
| Ganesh Basti | Maharajgang | Chakrapath | Kathmandu | NP | 2020-01-01 | $433,500 | Phase VII (a) year 3: Rural Women's Leadership Development Project | $380,435 | 0 | 3/15/21 Progress Report; 8/9/21 Progress Report | 2021-08-10 | 3-month NCE granted through March 2022. | ||||
| Natural Resource Conflict Transformation Center | ||||||||||||||||
| Madhyapur Thimi | Ward No 3 | Kausaltar | Bhaktipur | NP | 2020-10-01 | $690,000 | Natural Resource Conflict Transformation Project Phase VI - Sustainable Growth | $376,123 | 0 | 6/25/2021 Progress Report; 11/12/2021 Progress Report | 2021-11-12 | Project on track. | ||||
| Natural Resource Conflict Transformation Center | ||||||||||||||||
| Madhyapur Thimi | Ward No 3 | Kausaltar | Bhaktipur | NP | 2021-05-20 | $50,000 | NRCTC Covid-19 Rapid Response | $50,000 | 0 | 10/21/21 Progress Report; 1/4/22 Final Report | 2021-10-22 | Project completed and fully expended. | ||||
| Block 7 Retail LLC | ||||||||||||||||
| 2019-06-19 | $4,000,000 | Pass through grant to convey IIG funds for parking garage construction to its development entity Block 7 Retail, LLC | $3,762,438 | 0 | 3/12/21 Expenses sent; 5/24/21 Grant apprvd, funds rec'd; 5/25/21 TMF passed funds to B7 Retail | 2021-05-14 | Awaiting close of construction January 2023 to bill retention $237,562 to HCD. | 1401 California Street | Redding | CA | 96001 | |||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| SECURITIES | $63,428,905 | $33,911,254 | $29,517,651 |
| LIMITED PARTNERSHIPS | $2,009,498 | $2,009,498 | |
| PRIVATE EQUITIES | $15,615,929 | $15,615,929 | |
| FIXED ASSETS | $3,979,063 | $3,979,063 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (7 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Line 2 | 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 IS DEVELOPING AND BUILDING 49 UNITS OF AFFORDABLE HOUSING, A PORTION OF WHICH ARE TARGETED TO AT RISK POPULATIONS AND THOSE NEEDING PERMANENT SUPPORTIVE SERVICES. THE CENTER OF HOPE DEVELOPMENT WILL HAVE CASE MANAGED HOUSING UNITS OPERATED BY HILL COUNTRY MEDICAL CLINIC, WHICH IS ADJACENT TO THE HOUSING SITE. ACTIVE NEGOTIATIONS ARE UNDERWAY TO 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. |
| Line 1 | 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. During Covid restrictions in 2020-21, public trail usage notably increased as local residents sought healthy ways to leave the confinement of their homes. All Grounds staff continued their normal full time schedules, following social distancing and using masks and other PPE, in order to maintain the trails and ensure public safety. The Lema Ranch park space is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. Expenses: $2,499,398 |
| Line 2 | 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 March 2020, the Foundation followed Governor Newsom's mandates and the CDC's guidelines for Shelter in Place due to the Covid pandemic and closed meeting rooms to the public and headquarters office space to all staff who could perform their work remotely. The McConnell Foundation continued its moratorium on outside meetings through 2021 as variants continued through the year. For the first half of 2021, outside Grounds staff and some indoors Facilities staff classified as "essential workers", following masking and social distancing rules, were provided with additional PPE measures and remained on campus to ensure our site would be safe and ready to resume activities when restrictions were lifted. In certain circumstances facilities staff were paid to remain home safely. All buildings were maintained, and some major repairs were made while the facilities were mostly unoccupied until late July 2021 when all staff returned to the office with safety precautions/restrictions in place. The Meeting Room Facility is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. Expenses: $844,510 |
| Line 3 | Form 990-PF, Part VIII-A | Bell Plaza Bike Depot, Cafe, and Courtyard - The McConnell Foundation is developing and building a sheltered waiting area proximate to the Downtown Transit Center, featuring a Bike Depot with bike storage room, classroom space for cycling encouragement classes, a bike repair stand and other cycling amenities, urban greening, bike racks, benches for seating and more. This site will feature a bikeshare station, and will be the home base for bikeshare operations. The Bell Plaza complex is sited within an Opportunity Zone. Expenses: $530,140 |
| Line 4 | Form 990-PF, Part VIII-A | Cal Fire Hazard Mitigation/Carr Fire - The McConnell Foundation received a $12.7 million dollar Cal Fire grant for hazardous fuel reduction treatments (removal of dead and dying trees and brush and resprouting brush) along specific locations identified within the Carr Fire Footprint in West Redding to mitigate wildfire danger. The work during grant period 8/28/19-3/15/25 will take place in and around the communities of Old Shasta, Keswick and French Gulch on approximately 800 private property parcels and miscellaneous Bureau of Land Management parcels for a treatment area of approximately 3,000 to 3,500 acres. 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: $121,165 |
| Line 5 | 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: $62,452 |
| Line 1 | 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 is developing and building 49 units of affordable housing, a portion of which are targeted to at risk populations and those needing permanent supportive services. The Center of Hope Development will have case managed housing units operated by Hill Country Medical Clinic, which is adjacent to the housing site. 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. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities | $126,826,894 | $295,040,654 |
| Fixed Income | $29,202,415 | $29,202,415 |
| Real Estate | $1,250,644 | $1,250,644 |
| Alternative Investments | $108,193,930 | $108,193,930 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Building | $17,358,009 | $10,036,501 | $7,321,508 | $7,307,374 |
| Land | $27,218,222 | $0 | $27,218,222 | $27,268,096 |
| Equipment | $227,942 | $165,253 | $62,689 | $76,823 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIVERVIEW | AT COST | $8,050 | $8,050 |
| ANTIQUE RANCH EQUIPMENT | AT COST | $72,020 | $72,020 |
| ART & COLLECTIBLES | AT COST | $655,796 | $655,796 |
| LIMITED PARTNERSHIP INTEREST | AT COST | $744,053 | $744,053 |
| STOCK SHARES - SSR VENTURES, INC. | AT COST | $208,000 | $208,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $52,673,794 | $22,110,243 | $30,563,551 | $30,564,574 |
| Land | $33,926,174 | $0 | $33,926,174 | $35,322,192 |
| Equipment | $9,534,306 | $8,776,506 | $757,800 | $757,800 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $372,005 | LegalFeesAmt |
| Net Investment Income | $258,395 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $113,610 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Refundable Deposit/Rdg Water Agreement LRGC | $5,000 | $5,000 | $5,000 |
| LAND WATER RIGHTS LEASEHOLD CONTRACT | $439,890 | $439,890 | $439,890 |
| Advances Receivable on Program Related Investments | $6,581,223 | $1,306,839 | $1,396,669 |
| Interest Receivable on Program Related Investments | $109,949 | $138,961 | $138,961 |
| Advances Receivable from Daffodil LLC | $3,025 | $3,025 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Charitable prog costs | $102,750 | $102,750 | |
| Qualifying memberships | $18,500 | $18,500 | |
| Special Projects | $17,004 | $17,004 | |
| Chemicals & Fertilizers | $14,866 | $13,380 | $1,486 |
| Computer | $150,141 | $106,443 | $43,698 |
| Dues | $7,550 | $6,040 | $1,510 |
| Consulting Commissions | $142,045 | $142,045 | |
| Gas, Oil, Fuel | $29,498 | $25,443 | $4,054 |
| Insurance liabilities | $333,770 | $279,906 | $53,864 |
| Maintenance & repair | $337,856 | $295,551 | $42,305 |
| Meals | $8,936 | $8,214 | $722 |
| Office expense | $31,163 | $26,483 | $4,680 |
| Office supplies | $8,882 | $7,552 | $1,330 |
| Other misc expens | $1,820 | $1,820 | |
| Outside services | $237,392 | $202,612 | $34,780 |
| Misc contributions & support | $56,076 | $56,076 | |
| Shop supplies | $6,323 | $5,691 | $632 |
| Uniforms | $11,915 | $10,751 | $1,164 |
| Managed prop expenses | $1,193,091 | $1,193,091 | |
| License & Permits | $1,051 | $890 | $161 |
| Misc Investment Expenses | $0 | $2,847,942 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | $1,838,283 | $2,655,943 |
| Private Equity Income | $1,803,679 | |
| Miscellaneous Income | $91,191 | |
| Water Rights Income | $593,667 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain | Desc |
| Amt | $10,821,731 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Loan Payable - KBK Foundation | $3,201,656 | $2,951,656 |
| Loan Payable - Charles Schwab | $22,766,324 | $0 |
| Loan Payable - PPP | $860,000 | $0 |
| Block 7 pass through liability | $50,000 | $49,550 |
| Taxes Payable - Sales Tax liability | $0 | $421 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|
| Line of Credit - Turtle Bay Exploration Park | ||||||||
| N/A | $1,656,842 | $11,631,760 | 2015-08 | 2020-12 | 6.0 | N/A | REAL ESTATE DEVELOPMENT | $11,631,760 |
| Note Receivable SSR Ventures Inc | ||||||||
| N/A | $6,184,000 | $5,903,312 | 2015-08 | 2032-01 | 6.0 | N/A | $6,257,510 | |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXPENSE | $1,706,914 | $1,706,914 |
| INVESTMENT EXPENSE - LPS | $351,179 | $351,179 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $80,000 | ||
| FEDERAL EXCISE TAX | $1,365,886 | ||
| PROPERTY TAX - Investment Property | $252,941 | $252,941 | |
| FOREIGN TAX | $279 | $232,451 | |
| PROPERTY TAX - Charitable Property | $5,688 | $5,853 | |
| TAX EXPENSE-OUT OF STATE | $12,972 | ||
| SALES TAX EXPENSE | $194 | $194 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YET2VENTURES DOUBLEDUTCH INVESTORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 N MARKET STREET SUITE 1800 | AddressLine1Txt |
| City | wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474661301 | EIN |
| Desc | n/a | Desc |
| Amt | $0 | Amt |