MCCONNELL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MCCONNELL FOUNDATION (EIN 94-6102700)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349109620
- Schema version
- 2020v4.0
- 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
- Acty Not Previously Rpt Expln
- 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 Decreases 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 | 2021-11-15T18:32:21-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 400 Capitol Mall Suite 1400 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958144498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-11-15 | 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 Brown | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 9164411000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $513,986,986 | 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 | $1,376,079 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,333 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,333 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,100,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,376,646 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,969,117 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,969,117 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,969,117 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $11,692,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,677,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,240,239 | 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 | $2,728,486 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,705,972 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $21,867,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,293,307 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,148,550 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $318,727 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $829,823 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,690,182 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $396,345 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,293,837 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,604,105 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $246,355 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,390,372 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $338,423 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $62,030 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $276,393 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $148,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $103,880 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $44,520 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,737,895 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,737,895 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $189,328 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $117,925 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $71,404 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $355,295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $356,868 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $6,105 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,986,057 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,032,794 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $340,834 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $44,873 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $295,961 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,428 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,034 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,394 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $56,063 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,727 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $54,336 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,253,154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,992,671 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,260,914 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,866,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,413,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,541,059 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,067,242 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,088,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,933,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,413,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,629,801 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,066,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,880,183 | 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 | $7,382,131 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,731,291 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,731,291 | 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 | $17,376,648 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $17,050,371 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $17,376,648 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $17,761,902 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $228,997,872 | CorporateStockBOYAmt |
| Corporate Stock EOY | $238,802,063 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $370,959,931 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $45,857,873 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $9,389,128 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $36,710,846 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $36,468,745 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $36,528,259 | 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 | $91,861,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,082,362 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $64,403,382 | LandBOYAmt |
| Land EOY | $62,779,351 | LandEOYAmt |
| Land EOYFMV | $64,179,422 | LandEOYFMVAmt |
| Other Assets BOY | $562,838 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,136,062 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,136,062 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $356,797,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $379,984,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $513,986,986 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,621,730 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,749,254 | AccountsPayableEOYAmt |
| Grants Payable BOY | $21,999,884 | GrantsPayableBOYAmt |
| Grants Payable EOY | $28,713,770 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $3,088,383 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $1,859,294 | 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 | $3,451,656 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,877,980 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $30,161,653 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,200,298 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $304,436,370 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $297,793,050 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $22,199,536 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $22,990,931 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $326,635,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $320,783,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $356,797,559 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $379,984,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $326,635,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,066,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,086,882 | OtherIncreasesAmt |
| Subtotal | $327,656,126 | SubtotalAmt |
| Other Decreases | $6,872,145 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $320,783,981 | 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 | $19,677,587 | $13,967,152 | $5,710,435 | $0 | $5,710,435 |
| GAIN FROM ALTERNATIVE INVESTMENTS | $6,529,804 | $6,529,804 | $0 | $6,529,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,240,239 | 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 | $179,035 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $179,035 | SubtotalAmt |
| Tax Based On Investment Income | $179,035 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $407,947 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $407,947 | TotalPaymentsAndCreditsAmt |
| Overpayment | $228,912 | OverpaymentAmt |
| Applied To ES Tax | $228,912 | 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 | Yes (true) | 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 | Yes (true) | 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 | $566,321 | $80,977 | $0 |
| Shannon Phillips | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Chief Operating Officer | 50.000 | $287,400 | $76,097 | $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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|
| Darin Sanders | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | IT Administrator | 50.000 | $160,110 | $0 |
| David Tanner | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Program Officer | 40.000 | $144,391 | $0 |
| Kelly Salter | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Sr. Program Officer | 40.000 | $168,111 | $0 |
| Martha Miller | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Senior Accountant | 40.000 | $144,423 | $0 |
| Rebecca Andrews | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Controller | 50.000 | $168,841 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 19 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Eddie Axner Construction | |||||
| 5249A Old Oregon Trail | Redding | CA | 96002 | CONSTRUCTION | $1,841,476 |
| Vestra Resources Inc | |||||
| 5300 Aviation Dr | Redding | CA | 96002 | Engineering services | $1,341,762 |
| Modern Building Inc | |||||
| PO Box 772 | chico | CA | 95927 | construction services | $884,151 |
| Modus Dmarc | |||||
| 1328 Alcatraz Ave | berkeley | CA | 94901 | Architecture | $874,235 |
| LSV Asset Management | |||||
| One North Wacker Drive | chicago | IL | 60606 | investment management | $511,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 23 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Supplemental Information. | Description1Txt |
| Expenses1 | $2,481,820 | Expenses1Amt |
| Description2 | See Supplemental Information. | Description2Txt |
| Expenses2 | $1,221,326 | Expenses2Amt |
| Description3 | See Supplemental Information. | Description3Txt |
| Expenses3 | $1,045,082 | Expenses3Amt |
| Description4 | See Supplemental Information. | Description4Txt |
| Expenses4 | $377,503 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Supplemental Information. | Description1Txt |
| Expenses1 | $4,342,918 | Expenses1Amt |
| Description2 | See Supplemental Information. | Description2Txt |
| Expenses2 | $151,424 | Expenses2Amt |
| Total | $4,494,342 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $317,621,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,716,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $74,405,537 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $398,743,740 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $398,743,740 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,981,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $392,762,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,638,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,638,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $179,035 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $179,035 | TotalTaxAmt |
| Distributable Before Adj | $19,459,094 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $21,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,480,594 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,480,594 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,629,801 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $4,494,342 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $321,137 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $19,445,280 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $19,445,280 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,480,594 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $302,525 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | 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 | $19,445,280 | QualifyingDistributionsAmt |
| Applied To Year1 | $302,525 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,142,755 | 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 | $337,839 | 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 (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Acorn Community Enterprises | ||||||||||||
| dba KKRN Community Radio | montgomery Creek | CA | 96065 | NONE | GOV | unrestricted | $1,800 | |||||
| Alternatives to Violence DBA Empower Tehama | ||||||||||||
| PO Box 135 1805 Walnut Street | Red Bluff | CA | 960800135 | none | PC | food donations | $3,146 | |||||
| American River College | ||||||||||||
| Financial Aid Office | Sacremento | CA | 95841 | NONE | PC | 2015 Vista and McConnell Scholars | $3,197 | |||||
| American River Natural History Association | ||||||||||||
| Effie Yeaw Nature Center 102 Aldric | Carmichael | CA | 956090241 | NONE | GOV | Effie Yeaw Nature Center | $1,500 | h Hall | ||||
| American Whitewater | ||||||||||||
| PO Box 1540 102 Aldrich Hall | Cullowhee | NC | 28723 | NONE | GOV | Membership | $300 | |||||
| anderson cottonwood christain assistance | ||||||||||||
| 2979 e center street | anderson | CA | 96007 | none | PC | food donations | $2,323 | |||||
| Another Chance Animal Welfare League | ||||||||||||
| PO Box 494274 Mailcode 3180 | Redding | CA | 960494274 | NONE | GOV | general support | $1,500 | |||||
| Armenia Fund Inc | ||||||||||||
| 111 N Jackson Street Suite 205 Mail | Glendale | CA | 912064375 | NONE | GOV | general support | $375 | code 3180 | ||||
| Asian Art Museum Foundation Of San Francisco | ||||||||||||
| 200 Larkin Street PO Box 188 | San Francisco | CA | 94102 | NONE | PC | Member | $188 | |||||
| Best Friends Animal Society | ||||||||||||
| 5001 Angel Canyon Rd PO Box 241 | Kanab | UT | 847415000 | NONE | PC | general support | $155 | |||||
| Boise State University | ||||||||||||
| Financial Aid and Scholarship Offic | Boise | ID | 837251315 | NONE | GOV | 2019 McConnell Scholars | $8,333 | e Mailcode 3180 | ||||
| Butte Community College | ||||||||||||
| Attn Business Office 1226 Universit | Oroville | CA | 95965 | NONE | GOV | 2018 McConnell Scholars ($2,500), 2019 McConnell Scholars ($1,000), 2020 McConnell Scholars ($3,000) | $6,500 | y of Oregon | ||||
| Butte County Office of Education | ||||||||||||
| 2491 Carmichael Drive Suite 500 122 | Chico | CA | 95928 | NONE | GOV | 2019 McConnell Scholars | $4,475 | 6 University of Oregon | ||||
| California Bicycle Coalition Education Fund | ||||||||||||
| 1313 California Street | Redding | CA | 96001 | NONE | PC | Shasta Living Streets Bike & Walk Downtown | $245,000 | |||||
| California Humanities | ||||||||||||
| 538 9th Street Suite 210 | Oakland | CA | 94607 | NONE | PC | general support | $1,500 | |||||
| California Polytechnic State University Pomona | ||||||||||||
| Office of Financial Aid Scholarship | Pomona | CA | 91768 | NONE | GOV | 2018 McConnell Scholars ($15,063), 2016 McConnell Scholars ($9,056), 2019 McConnell Scholars ($2,500) | $26,619 | s Mailcode 3180 | ||||
| California State Parks Foundation | ||||||||||||
| 33 New Montgomery Street Suite 520 | San Francisco | CA | 941054536 | NONE | PC | general support | $375 | |||||
| California State University Chico | ||||||||||||
| Kendall Hall 105 | Chico | CA | 959290722 | NONE | PC | McConnell Scholars 2013 ($1,988), 2015($5,000),2016 ($5,460), 2017($12,914), 2018($7,191),2019($27,062), 2020($8750) | $68,365 | |||||
| California State University East Bay | ||||||||||||
| Cashiers Office | Hayward | CA | 94542 | NONE | GOV | 2017 McConnell Scholars | $7,500 | |||||
| California State University Fullerton | ||||||||||||
| Student Financial Services Attn Cas | Fullerton | CA | 928346808 | NONE | GOV | 2017 McConnell Scholars | $3,566 | hiers | ||||
| California State University Monterey Bay | ||||||||||||
| Financial Aid 500 Parnassus Ave MU- | Seaside | CA | 93955 | NONE | GOV | 2016 Vista and McConnell Scholars ($7,309), 2018 McConnell Scholars ($3,500) | $10,809 | 201W | ||||
| California State University Northridge | ||||||||||||
| Student Services Center Mailcode 31 | northridge | CA | 913308307 | NONE | GOV | 2020 McConnell Scholars | $3,750 | 80 | ||||
| California State University Sacramento | ||||||||||||
| 6000 J St 405 Hilgard Avenue | Sacremento | CA | 95819 | NONE | GOV | McConnell Scholars 2016 ($3,914), 2018($22,102),2019($18,948), 2020($7,500) | $52,464 | |||||
| California-Hawaii Elks Major Project Inc | ||||||||||||
| 5450 E Lamona Ave | Fresno | CA | 937272224 | NONE | PC | Major-Project Purple Pig | $525 | |||||
| Camfed U S A Foundation | ||||||||||||
| 466 Geary Street Suite 400 | San Francisco | CA | 941021262 | NONE | PC | general support | $450 | |||||
| Captains For Clean Water Inc | ||||||||||||
| PO Box 1653 | Fort Myers | FL | 33902 | NONE | PC | General Support | $3,000 | |||||
| Center for Lao Studies | ||||||||||||
| PO Box 843 | South San Francisco | CA | 940830843 | NONE | GOV | Between Two Worlds Exhibit: Richmond | $21,090 | |||||
| Central Coast Youth Babe Ruth League | ||||||||||||
| dba CCYB/Central Coast Crew Basebal | East Garrison | CA | 93933 | NONE | PC | general support | $75 | l | ||||
| Central Valley High School | ||||||||||||
| 4066 La Mesa Avenue | Shasta Lake | CA | 96019 | NONE | PC | support of CVHS Interact Club | $75 | |||||
| Childrens Legacy Center | ||||||||||||
| 1095 Hilltop Drive 369 | Redding | CA | 960033811 | NONE | PC | capital campaign | $15,000 | |||||
| Chrysalis Charter School | ||||||||||||
| PO Box 709 | Palo Cedro | CA | 96073 | NONE | PC | Friend Drive 2020 | $300 | |||||
| College Dreams Inc | ||||||||||||
| 2158 NE Industry Drive | Grants Pass | OR | 975261670 | NONE | PC | Fire Relief Fund | $300 | |||||
| College of the Redwoods | ||||||||||||
| Scholarship Office | eureka | CA | 95501 | NONE | GOV | 2020 McConnell Scholars | $7,500 | |||||
| College of the Siskiyous | ||||||||||||
| 800 College Avenue | Weed | CA | 96094 | NONE | GOV | 2019 McConnell Scholars | $5,891 | |||||
| Cottonwood Creek Charter School | ||||||||||||
| 3425 Brush Street 21627 Ord Avenue | Cottonwood | CA | 96022 | NONE | PC | restricted to 8th Grade Washington DC trip | $1,500 | |||||
| Eglise Evangelique De La Renaissance | ||||||||||||
| 129 Lower Swiftwater Rd | Swiftwater | PA | 183707723 | NONE | GOV | food pantry implementation | $6,000 | |||||
| Elks National Foundation Inc | ||||||||||||
| 2750 North Lakeview Avenue | Chicago | IL | 606142256 | NONE | PC | general donation | $525 | |||||
| Empire Hotel Eharc Inc dba empire recovery center | ||||||||||||
| 1237 California street | redding | CA | 96001 | none | PC | food donations | $3,531 | |||||
| Fall River Resource Conservation District | ||||||||||||
| PO Box 83 | McArthur | CA | 96056 | NONE | PC | Forest Health Project Planning and Environmental Compliance | $200,000 | |||||
| Foothill High School | ||||||||||||
| 9733 Deschutes Road | Palo Cedro | CA | 96073 | NONE | PC | art supplies for Ms. Dickey's art classes | $150 | |||||
| Forward Redding Foundation | ||||||||||||
| 1321 Butte Street Suite 100 | Redding | CA | 96001 | NONE | PC | Frank Strazzarino Scholarship Fund | $2,250 | |||||
| Friends of the Intermountain Libraries Inc | ||||||||||||
| 37038 Siskiyou Street | Burney | CA | 960134157 | NONE | PC | Burney Library Project | $100,000 | |||||
| Friends of the Smithsonian | ||||||||||||
| PO Box 37012 MRC 712 | Washington | DC | 200137012 | NONE | GOV | general support | $750 | |||||
| Girls Incorporated of the Northern Sacramento Valley | ||||||||||||
| PO Box 494081 | Redding | CA | 96049 | NONE | PC | general support | $4,125 | |||||
| great northern services | ||||||||||||
| 780 south davis street | weed | CA | 96094 | NONE | PC | food donations | $4,774 | |||||
| Habitat for Humanity International | ||||||||||||
| 285 Peachtree Center Avenue NE | Atlanta | GA | 303031220 | NONE | PC | general support | $75 | |||||
| Happy Camp Community Action Inc | ||||||||||||
| dba Happy Camp Community Center | Happy Camp | CA | 96039 | NONE | GOV | Holiday Giving Program | $750 | |||||
| Haven Humane Society | ||||||||||||
| P O Box 992202 | Redding | CA | 960992202 | NONE | PC | Misty Lee Fund | $2,572 | |||||
| Henry L Stimson Center | ||||||||||||
| 1211 Connecticut Ave NW 8th Floor | Washington | DC | 200362701 | NONE | PC | US-Mekong Caucus | $5,000 | |||||
| Hill Country Community Clinic | ||||||||||||
| 29632 Highway 299 East | Round Mountain | CA | 96084 | NONE | PC | Center of Hope Project and Capital Campaign | $7,875 | |||||
| Humboldt State University | ||||||||||||
| 1 Harpst Street 100 Campus Center | Arcata | CA | 95521 | NONE | GOV | McConnell Scholars 2016 ($12,171), 2017($4,902), 2018($14,702),2019($14,348), 2020($8,750) | $46,123 | |||||
| Institute for the Future | ||||||||||||
| 201 Hamilton Ave | Palo Alto | CA | 943012530 | NONE | PC | unrestricted 12/1 | $75 | |||||
| JPR Foundation | ||||||||||||
| 1250 Siskiyou Blvd | Ashland | OR | 975205001 | NONE | PC | Cascade Theatre Matching Gift Challenge | $8,300 | |||||
| Klamath Community College | ||||||||||||
| 7390 South 6th Street Arcata CA 955 | Klamath Falls | OR | 97603 | NONE | GOV | 2017 McConnell Scholars | $1,750 | 21 | ||||
| Lassen Community College | ||||||||||||
| Financial Aid Department | SusanVille | CA | 96130 | NONE | GOV | 2019 McConnell Scholars | $7,500 | |||||
| Lassen Park Foundation | ||||||||||||
| 310 Hemsted Drive Suite 210 PO Box | Redding | CA | 96002 | NONE | PC | sending underpriviledged kids to camp | $1,500 | 201 | ||||
| Linn-Benton Community College | ||||||||||||
| Business Office | Albany | OR | 97321 | NONE | GOV | 2018 McConnell Scholars | $2,000 | |||||
| Local Indians For Education | ||||||||||||
| 4440 Shasta Dam Blvd | Shasta Lake | CA | 96019 | NONE | PC | Support for Community Graduation Celebrations (LIFE) | $500 | |||||
| Mercy Foundation North | ||||||||||||
| 2625 Edith Avenue Suite E | Redding | CA | 96001 | NONE | PC | Catherine McAuley Circle, nutrition, MMCR-Echocardiogram, general support | $28,500 | |||||
| Mount Shasta Trail Association Inc | ||||||||||||
| P O Box 36 | Mount Shasta | CA | 96067 | NONE | PC | Gateway Two (Trail Development 2018-21) | $105,000 | |||||
| NAMI Shasta County | ||||||||||||
| 1401 Gold Street PO Box 228 | Redding | CA | 960011937 | NONE | PC | Christmas party | $375 | |||||
| National Parks Conservation Association | ||||||||||||
| 777 6th Street NW Suite 700 | Washington | DC | 200013723 | NONE | PC | general support - membership renewal | $750 | |||||
| Native Womens Collective | ||||||||||||
| 2327 Karen Court | Arcata | CA | 95521 | NONE | PC | unrestricted 7/22 | $75 | |||||
| Natural Resource Conflict Transformation Center - Nepal (NRCTC) | ||||||||||||
| NONE | NC | NRCT: Global Platform II ($30,000), Stay Home, Stay Safe ($49,700), NRCTP Phase VI ($150,000) | $229,700 | Madhyapurthimi Municipality | Ward 3 | Kausaltar | NP | |||||
| NatureBridge | ||||||||||||
| 28 Geary Street Suite 650 | San Francisco | CA | 94108 | NONE | PC | 2020 Gala sponsorship converted to unrestricted grant | $5,000 | |||||
| Norcal OUTreach Project | ||||||||||||
| PO Box 494761 | Redding | CA | 96049 | NONE | PC | general support | $375 | |||||
| North State Public Radio NSPR | ||||||||||||
| 35 Main Street Suite 100 | Chico | CA | 95928 | NONE | PC | general support | $300 | |||||
| North State Symphony | ||||||||||||
| 400 West First Street | Chico | CA | 959290805 | NONE | PC | sponsorship of POPs Concert, Prelude Party/scholarship fund for young music students, general support | $4,125 | |||||
| Northern California Educational Television Assn Inc | ||||||||||||
| dba KIXE-TV | Redding | CA | 96003 | NONE | PC | general support | $900 | |||||
| Northern California Veterans Support Group | ||||||||||||
| PO Box 990177 | Redding | CA | 960990177 | NONE | PC | general support | $750 | |||||
| Northern Valley Catholic Social Service Inc | ||||||||||||
| 2400 Washington Avenue | Redding | CA | 96001 | NONE | GOV | The Woodlands II ($200,000), Adopt-A-Family($3,000) | $203,000 | |||||
| Oceana | ||||||||||||
| 1025 Connecticut Avenue NW Suite 20 | Washington | DC | 200360000 | NONE | GOV | unrestricted | $4,200 | 0 | ||||
| Ore-Cal Resource Conservation and Development Area Council | ||||||||||||
| PO Box 383 2001 Campus Drive | Yreka | CA | 960970383 | NONE | PC | Butte Valley Community Center Building Addition | $185,000 | |||||
| Oregon Institute of Technology | ||||||||||||
| Financial Aid Office 2043 College W | Klamath Falls | OR | 97601 | NONE | GOV | 2015 Vista and McConnell Scholars ($3,289), 2016 Vista and McConnell Scholars ($12,489), 2019 McConnell Scholars ($9,285) | $25,063 | ay | ||||
| Pacific University | ||||||||||||
| Financial Aid Office | Forest Grove | OR | 97116 | NONE | PC | 2013 Vista and McConnell Scholars | $15,000 | |||||
| Planned Parenthood Federation of America | ||||||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | NONE | GOV | general support | $3,150 | |||||
| Planned Parenthood Shasta Diablo Inc | ||||||||||||
| dba Planned Parenthood of Northern | Concord | CA | 945202309 | NONE | PC | general support | $750 | California 603 North Market Street | ||||
| Raphael House of Portland | ||||||||||||
| 4110 SE Hawthorne Blvd 503 | Portland | OR | 972145246 | NONE | PC | Gala Fund-A-Need | $3,750 | |||||
| Redding Fashion Alliance Incorporated | ||||||||||||
| 1698 Market Street | Redding | CA | 96001 | NONE | PC | Incubation Spaces to Activate Vacant Property - Years 3 and 4 ($95,000), General Support ($4,950) | $99,950 | |||||
| Redding Parks Foundation | ||||||||||||
| 777 Cypress Ave | Redding | CA | 960012718 | NONE | PC | "Friend" sponsorship of pickleball tournament | $750 | |||||
| Redding Trail Alliance Inc | ||||||||||||
| 3335 Placer Street Suite 389 | Redding | CA | 96001 | NONE | PC | Shasta County Trail Planning, Building and Promoting 2018-2020 | $60,000 | |||||
| Redding City of | ||||||||||||
| 777 Cypress Avenue | Redding | CA | 96001 | NONE | GOV | 2018-2022 4th of July Fireworks ($85,000), California Soccer Park ($1,000,000), RPD Chaplaincy Program ($1,800) | $1,086,800 | |||||
| Rotary Club of Redding Charitable Foundation | ||||||||||||
| 1700 Pine Street Suite 210 2185 Pac | Redding | CA | 96001 | NONE | PC | Endowment Fund | $750 | heco St | ||||
| Sacramento Food Bank Services | ||||||||||||
| 3333 Third Avenue | Sacramento | CA | 958172808 | NONE | PC | general support | $450 | |||||
| San Jose State University | ||||||||||||
| Financial Aid Scholarships Arcata C | San Jose | CA | 95192 | NONE | GOV | 2017 McConnell Scholars | $7,500 | A 95521 | ||||
| Santa Cruz Museum Of Natural History | ||||||||||||
| 1305 East Cliff Drive | Santa Cruz | CA | 950623722 | NONE | PC | general support | $3,000 | |||||
| Save Our Shores | ||||||||||||
| 345 Lake Avenue | Santa Cruz | CA | 95062 | NONE | PC | general support | $750 | |||||
| Schoolcraft College | ||||||||||||
| McDowell Student Center 18111 Nordh | livonia | MI | 48152 | NONE | GOV | 2020 McConnell Scholars | $666 | off Street | ||||
| Shasta College | ||||||||||||
| PO Box 496006 | Redding | CA | 960496006 | NONE | GOV | 2017 McConnell Scholars ($4,788), 2018 McConnell Scholars ($10,825) | $15,593 | |||||
| Shasta College Foundation | ||||||||||||
| PO Box 496006 | Redding | CA | 96049 | NONE | PC | Scholarships for the Shasta College Global Education Program Expeditions 2016-2020 ($10,000), Shields Center ($8,625) | $18,625 | |||||
| Shasta County Chemical People Inc | ||||||||||||
| PO Box 493777 | Redding | CA | 96049 | NONE | PC | Support for Community Graduation Celebrations (SCCP as fiscal agent for Shasta Coalition of African Americans for Community Health, Education, and Empowerment (SCOACHE)) | $500 | |||||
| Shasta County Young Mens Christian Association | ||||||||||||
| 1155 N Court Street | Redding | CA | 96001 | NONE | PC | Purchase of 1740 Eureka Way ($1,280,515), Healthy Shasta Partnership ($75,000), General Support ($27,750), Matching grants ($9,000) | $1,392,265 | |||||
| Shasta Historical Society | ||||||||||||
| 1449 Market Street | Redding | CA | 960011026 | NONE | PC | membership, general support | $5,325 | |||||
| Shasta Land Trust | ||||||||||||
| PO Box 992026 | Redding | CA | 960992026 | NONE | PC | general support ($6,630), Conservation ($28,000) | $34,630 | |||||
| Shasta Library Foundation | ||||||||||||
| PO Box 993366 1155 N Court Street | Redding | CA | 960993366 | NONE | PC | general support | $1,218 | |||||
| Shasta Meadows Elementary School | ||||||||||||
| 2825 Yana Avenue 1155 N Court Stree | Redding | CA | 96002 | NONE | PC | Shasta Meadows Heartathon | $75 | t | ||||
| Shasta Regional Community Foundation | ||||||||||||
| 1335 Arboretum Drive Suite B | Redding | CA | 96003 | NONE | PC | Operating Support f($254,618), McConnell Fund ($123,750), Giving Tuesday ($33,358), Happy Camp ($50,000) | $461,726 | |||||
| Shasta Senior Nutrition Program | ||||||||||||
| 100 Mercy Oaks Drive | Redding | CA | 96003 | none | PC | food donations | $2,786 | |||||
| Shasta Trinity Tehama HIV Food Bank | ||||||||||||
| PO Box 493283 925 wall street | redding | CA | 96049 | NONE | PC | food donations | $2,004 | |||||
| Shasta Womens Refuge | ||||||||||||
| dba One SAFE Place | Redding | CA | 96099 | NONE | PC | general support, in memory of Bob Blankenship ($6,225), Food donations ($3,341) | $9,566 | |||||
| Shriners Hospitals for Children | ||||||||||||
| 2900 Rocky Point Dr | Tampa | FL | 33607 | NONE | PC | general support | $675 | |||||
| Sonoma State University | ||||||||||||
| 1801 East Cotati Avenue 478-200 Hig | Rohnert Park | CA | 94928 | NONE | GOV | 2019 McConnell Scholars ($3,000), 2020 McConnell Scholars ($3,750) | $6,750 | hway 139 | ||||
| Southern Oregon University | ||||||||||||
| 1250 Siskiyou Blvd | Ashland | OR | 97520 | NONE | GOV | 2017 McConnell Scholars ($3,744), 2020 McConnell Scholars ($11,050) | $14,794 | |||||
| Spring Rivers Foundation | ||||||||||||
| PO Box 143 | Cassel | CA | 960160143 | NONE | PC | outdoor education | $15,000 | |||||
| St Jude Childrens Research Hospital Inc | ||||||||||||
| MS 271 Room C7045 | Memphis | TN | 381053678 | NONE | GOV | as needed | $600 | |||||
| The ALS Association | ||||||||||||
| Greater Sacramento Chapter 1335 Arb | Citrus Heights | CA | 95610 | NONE | PC | PALS 4 Life Program | $750 | oretum Drive Suite B | ||||
| The Asia Foundation | ||||||||||||
| 465 California Street 9th Floor | San Francisco | CA | 94104 | NONE | PC | Improving Access to Justice for All Lao Citizens: Phase IV | $200,000 | |||||
| The Foundation for Promoting Arts Education | ||||||||||||
| c/o Redding School of the Arts PO B | Redding | CA | 96003 | NONE | PC | RSA FoxTrot, general support | $345 | ox 991060 | ||||
| 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 | PolioPlus Fund, Annual Fund | $825 | |||||
| The Ryan OCallaghan Foundation | ||||||||||||
| 2654 Clover Creek Street 262 Danny | Redding | CA | 960021512 | NONE | PC | general support | $225 | Thomas Place | ||||
| The Salvation Army | ||||||||||||
| Del Oro Division 5701 Sunrise Blvd | Sacramento | CA | 95834 | NONE | PC | general support | $4,500 | |||||
| trinity county food assistance program | ||||||||||||
| po box 1123 105 cd circle | weaverville | CA | 960931123 | none | PC | food donations | $4,515 | |||||
| Turtle Bay Exploration Park | ||||||||||||
| 1335 Arboretum Drive Suite A | Redding | CA | 96003 | NONE | PC | Operating Support ($1,500,000), Sustainability Gardens ($70,000), Memberships ($21,756) | $1,591,756 | |||||
| UC Santa Cruz | ||||||||||||
| Seymour Marine Discovery Center | Santa Cruz | CA | 95060 | NONE | PC | scholarship fund to support Ocean Explorers and school program scholarships | $3,000 | |||||
| University of California Berkeley | ||||||||||||
| UC Berkeley 3201 Campus Drive | Berkely | CA | 947201960 | NONE | GOV | 2016 Vista and McConnell Scholars ($513), 2017 McConnell Scholars ($23,983), 2018 McConnell Scholars ($3,250). | $27,746 | |||||
| University of California Davis | ||||||||||||
| One Shields Avenue 4700 College Oak | Davis | CA | 95616 | NONE | GOV | 2015 Vista and McConnell Scholars ($1,972), 2016 Vista and McConnell Scholars ($2,855), 2017 McConnell Scholars ($2,967), 2018 McConnell Scholars($6,899), 2019 McConnell Scholars ($8,513), 2020 McConnell Scholars ($5,966) | $29,172 | Drive | ||||
| University of California Irvine | ||||||||||||
| Office of Financial Aid and Scholar | Irvine | CA | 926972825 | NONE | GOV | 2017 McConnell Scholars ($11,834), 2020 McConnell Scholars ($2,666) | $14,500 | ships 201 Sproul Hall | ||||
| University of California Los Angeles | ||||||||||||
| Box 957089 1125 Murphy Hall 102 Ald | Los Angeles | CA | 900959000 | NONE | GOV | 2017 McConnell Scholars | $13,550 | rich Hall | ||||
| University of California San Diego | ||||||||||||
| 9500 Gilman Drive 0026 405 Hilgard | La Jolla | CA | 920930026 | NONE | GOV | 2017 McConnell Scholars | $2,975 | Avenue | ||||
| University of California San Francisco | ||||||||||||
| MAIL TO UCSF Student Financial Serv | San Francisco | CA | 94143 | NONE | GOV | 2015 Vista and McConnell Scholars ($6,876) | $6,876 | ices | ||||
| University of California Santa Barbara | ||||||||||||
| Office of Financial Aid and Scholar | Santa Barbara | CA | 93106 | NONE | GOV | 2017 McConnell Scholars ($7,000), 2018 McConnell Scholars($7,500), 2019 McConnell Scholars ($6,197), 2020 McConnell Scholars ($3,333) | $24,030 | ships Mailcode 3180 | ||||
| University of Oregon | ||||||||||||
| Office of the President | Eugene | OR | 974031226 | NONE | GOV | 2018 McConnell Scholars | $8,667 | |||||
| University of the Pacific | ||||||||||||
| Financial Aid Office | Stockton | CA | 95211 | NONE | GOV | 2016 Vista and McConnell Scholars | $7,500 | |||||
| Viva Downtown Redding | ||||||||||||
| 1725 Market Street | Redding | CA | 96001 | NONE | PC | Viva Downtown Butte Street Revitalization-Operating Grant | $172,228 | |||||
| Western Folklife Center | ||||||||||||
| 501 Railroad Street | Elko | NV | 89801 | NONE | PC | membership | $375 | |||||
| Womens Health Specialists of California | ||||||||||||
| PO Box 494369 | Redding | CA | 96049 | NONE | PC | general funds | $300 | |||||
| Wounded Warrior Project Inc | ||||||||||||
| 4899 Belfort Road Suite 300 3755 N | Jacksonville | FL | 322566033 | NONE | PC | general support | $75 | Freeway Blvd | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,088,742 | 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 | $1,333 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,100,174 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,969,117 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,692,105 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| WATER RIGHTS INCOME | 1 | $77,575 |
| OTHER INCOME | 1 | $447,189 |
| PARTNERSHIP INCOME | 1 | $1,208,858 |
| Private Equity Income | 1 | $994,864 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,491,215 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,491,215 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Frances E Spence Living Trust | |||||||
| 1 | c/o Kathleen Starr PO Box 790 | Yreka | CA | 96027 | $135,884 | Yes (X) | |
| CALIFORNIA DEPARTMENT OF FOOD AND AGRICULTURE | |||||||
| 2 | OFFICE OF GRANTS ADMINISTRATION 122 | SACREMENTO | CA | 95814 | $11,085 | 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 | $148,400 | Amt |
| Net Investment Income | $103,880 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,520 | DisbursementsCharitablePrpsAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Block 7: In partnership with the City of Redding and a local developer, The McConnell Foundation is developing and building 78 units of affordable housing, a Community Leadership Center in conjunction with a community college, and supportive infrastructure. The Block 7 development also includes streetscape amenities to make downtown more bikeable and walkable, as well as development of a public park. 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. | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Leasehold Amortization | $117,948 | $117,948 |
| Depreciation Expense | $909,956 | $909,956 |
| Depreciation Expense - Charitable Use | $1,958,153 | |
| Depletion | $4,890 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Natural Resource Conflict Transformation Center | ||||||||||||||||
| Madhyapur Thimi | Ward No 16 | Lokanthali | Bhaktipur | NP | 2017-04-01 | $55,800 | Global Platform (a) | $55,800 | 0 | 07/11/19 | 2020-03-13 | Completed in good standing. Fully expended. | ||||
| Mahila Shakti Bikash Kendra Nepal | ||||||||||||||||
| Ganesh Basti | Maharajgang | Chakrapath | Kathmandu | NP | 2019-07-01 | $11,040 | Leadership Development Workshop: Organizational Leadership and Management | $11,040 | 0 | 8/15/19 progress report 12/12/20 Final Report | 2020-12-19 | Completed in good standing. Fully expended. | ||||
| 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 Report7/14/20 Progress Report11/6/20 Planning Meeting | 2020-07-20 | Extended until January 31, 2021. Some Pandemic-related implementation delays. On Track. | ||||
| Natural Resource Conflict Transformation Center | ||||||||||||||||
| Madhyapur Thimi | Ward No 3 | Kausaltar | Bhaktipur | NP | 2018-04-01 | $700,000 | Natural Resource Conflict Transformation Project Phase V - Partnerships for Peace | $700,000 | 0 | 1/20/20 In person progress report and site visit 10/20/20 Progress Report | 2020-11-02 | Completed 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 update provided; 10/21/20 Sources and Use Budget provided | 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) | $2,088 | 0 | 1/15/20 Report and in person proposal 2/4/20 Final proposal 8/7/20 Verbal progress report | 2020-08-07 | In progress. Limited activity due to Pandemic delays. | ||||
| Natural Resource Conflict Transformation Center | ||||||||||||||||
| Madhyapur Thimi | Ward No 3 | Kausaltar | Bhaktipur | NP | 2020-04-01 | $49,700 | Stay Home - Stay Safe | $49,700 | 0 | 4/5/20 Financial progress report 11/20/20 Progress Report | 2020-04-10 | Completed in good standing. Fully expended. | ||||
| 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 | $78,044 | 0 | 6/25/20 Progress Report | 2020-06-29 | Underway and on track. | ||||
| 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 | $0 | 0 | Grant work not yet started | N/A | |||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| SECURITIES | $19,677,587 | $14,225,535 | $5,452,052 |
| LIMITED PARTNERSHIPS | $1,355,466 | -$1,355,466 | |
| PRIVATE EQUITIES | $7,717,629 | $7,717,629 | |
| FIXED ASSETS | $122,110 | -$122,110 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (10 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Line 3 | Form 990-PF, Part IX-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. The McConnell Foundation hosted 18 of these groups with 495 attendees in the first quarter of 2020 and none thereafter for the year. 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. 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. The Meeting Room Facility is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. EXPENSES: $1,045,082 |
| Line 4 | Form 990-PF, Part IX-A | Bell Plaza Bike Depot 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. EXPENSES: $377,503 |
| Line 5 | Form 990-PF, Part IX-A | Children, Youth and Education Program - The McConnell Foundation's Children, Youth and Education program provides funding to programs and services that have an impact on the development, well-being and education of children, youth and young adults in the Foundation's service area. The Program Officer worked with grantees on the timing of grant and contract funding as scheduling shifted during the pandemic. EXPENSES: $297,995 |
| Line 6 | Form 990-PF, Part IX-A | Scholarship Program - The McConnell Foundation Scholars Program provides monetary and non-financial support to local students who are attending four-year colleges and universities and two-year community colleges. All recipients are awarded up to a total of $30,000 with six years of eligibility. Recipients may request up to one-fourth of the total ($7,500) per year, depending on their unmet need. Unused amounts may be rolled forward to subsequent years. Recipients who complete their degree programs may use any remaining eligibility and funding towards the next higher degree. Scholars receive mentoring and support from the scholarship program officer and attend periodic events such as personal, academic and professional development workshops and conferences, volunteer service projects, and college trips. During Covid Shelter in Place restrictions, student enrollment dropped sharply, and remained markedly lower than previously, even as distance learning measures were implemented at many colleges and universities. The Foundation's Officer for the Scholarships program maintained close contact with members of each cohort to plan deferment and/or deployment of scholarship funds during the many shifts in the education system. EXPENSES: $292,945 |
| Line 7 | Form 990-PF, Part IX-A | International Program - The McConnell Foundation supports projects to improve social health and welfare for citizens in Nepal and Laos. Initiatives include Access to Justice, Community and Natural Resource Conflict Mediation, Water Resource Management and Leadership Development. The Covid pandemic halted many of the grantee programs internationally due to logistics and/or to shelter in place restrictions, even as the coronavirus infection rate spiked in Nepal and Laos later than in the U.S. The Foundation's Officer for the International program maintained contact with grantees via zoom, email, and telephone and deferred/modified the deployment of grant funds in accordance with the readiness of grantees. All international travel by Foundation staff has been suspended. EXPENSES: $279,670 |
| Lines 8 & 9 | Form 990-PF, Part IX-A | Community Vitality/Livable Communities - The McConnell Foundation supports projects that make the communities we serve more vital and livable. We work with government agencies and non-profits to this end. Focus Areas include creative place making, civic engagement, fostering "Local," future readiness and active lifestyles. Community Vitality Program gives grants to support downtown Redding revitalization. We work with government agencies (example: grant to plant trees in public streetscapes in downtown Redding), and nonprofits (example: grant to our local Main Street America organization for public events to enliven downtown with people and events). The Community Vitality Program Officer worked closely with grantees whose work was impacted by Covid Shelter in Place restrictions to defer funding in accordance with grantee readiness. EXPENSES: $154,103 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: $147,009 |
| Line 1 | Form 990-PF, Part IX-B | Block 7: In partnership with the City of Redding and a local developer, The McConnell Foundation is developing and building 78 units of affordable housing, a Community Leadership Center in conjunction with a community college, and supportive infrastructure. The Block 7 development also includes streetscape amenities to make downtown more bikeable and walkable, as well as development of a public park. |
| Line 2 | Form 990-PF, Part IX-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 2 | Form 990-PF, Part IX-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 8/28/19-3/15/22 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: $1,221,326 |
| Line 1 | Form 990-PF, Part IX-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, 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: $2,481,820 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities | $122,255,929 | $254,413,798 |
| Fixed Income | $13,786,247 | $13,786,246 |
| Real Estate | $1,254,857 | $1,254,857 |
| Alternative Investments | $101,505,030 | $101,505,030 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Building | $17,614,185 | $9,261,065 | $8,353,120 | $8,360,881 |
| Land | $28,028,242 | $0 | $28,028,242 | $28,079,995 |
| Equipment | $215,446 | $128,063 | $87,383 | $87,383 |
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 | $50,104,215 | $20,664,427 | $29,439,788 | $29,443,028 |
| Land | $32,221,582 | $0 | $32,221,582 | $33,618,413 |
| Equipment | $9,535,916 | $8,417,935 | $1,117,981 | $1,117,981 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $338,423 | LegalFeesAmt |
| Net Investment Income | $62,030 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $276,393 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 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 | $557,838 | $439,890 | $439,890 |
| Advances Receivable on Program Related Investments | $0 | $6,581,223 | $6,581,223 |
| Interest Receivable on Program Related Investments | $0 | $109,949 | $109,949 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss | Desc |
| Amt | $6,872,145 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Charitable prog costs | $194,453 | $0 | $194,453 |
| Qualifying memberships | $18,500 | $0 | $18,500 |
| Special Projects | $34,909 | $0 | $34,909 |
| Chemicals & Fertilizers | $8,754 | $875 | $7,879 |
| Computer | $187,646 | $47,844 | $139,802 |
| Dues | $5,828 | $1,166 | $4,662 |
| Consulting Commissions | $150,317 | $150,317 | $0 |
| Gas, Oil, Fuel | $20,044 | $2,446 | $17,598 |
| Insurance liabilities | $523,979 | $131,220 | $392,759 |
| Maintenance & repair | $443,571 | $59,309 | $384,262 |
| Meals | $6,689 | $495 | $6,194 |
| Office expense | $25,148 | $3,882 | $21,266 |
| Office supplies | $8,918 | $1,334 | $7,584 |
| Other misc expens | $3,126 | $3,126 | $0 |
| Outside services | $947,262 | $8,004 | $939,258 |
| Misc contributions & support | $69,605 | $0 | $69,605 |
| Shop supplies | $5,327 | $533 | $4,794 |
| Uniforms | $8,436 | $551 | $7,885 |
| Managed prop expenses | $1,590,642 | $1,590,642 | $0 |
| Inbound grant overhead allocation expense | $0 | $0 | $9,504 |
| Misc Investment Expenses | $0 | $2,990,927 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | $1,208,858 | $1,705,972 |
| Private Equity Income | $994,864 | |
| Miscellaneous Income | $447,189 | |
| Water Rights Income | $77,575 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECLASSIFICATION OF 2019 LINE 23 EXPENSE TO 2020 PART II, COLUMN C | Desc |
| Amt | $2,086,882 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Loan Payable - KBK Foundation | $3,451,656 | $3,201,656 |
| Loan Payable - Charles Schwab | $0 | $22,766,324 |
| Loan Payable - PPP | $0 | $860,000 |
| Block 7 pass through liability | $0 | $50,000 |
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 | $10,973,336 | 2015-08 | 2020-12 | 6.0 | N/A | REAL ESTATE DEVELOPMENT | $10,973,336 |
| Note Receivable SSR Ventures Inc | ||||||||
| N/A | $6,184,000 | $6,403,312 | 2015-08 | 2032-01 | 6.0 | N/A | $6,788,566 | |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXPENSE | $1,533,554 | $1,533,554 |
| INVESTMENT EXPENSE - LPS | $204,341 | $204,341 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $24,010 | ||
| FEDERAL EXCISE TAX | $80,000 | ||
| PROPERTY TAX - Investment Property | $226,762 | $226,762 | |
| FOREIGN TAX | $3,605 | $130,032 | |
| PROPERTY TAX - Charitable Property | $5,687 | $5,687 | |
| TAX EXPENSE-OUT OF STATE | $14,739 | ||
| SALES TAX EXPENSE | $492 | $74 | $418 |
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 |