MCCONNELL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MCCONNELL FOUNDATION (EIN 94-6102700)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349104929
- Schema version
- 2019v5.0
- 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
- 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 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 | 2020-11-16T15:30:35-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 958144434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $464,743,952 | 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 | $1,443,223 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,502 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,502 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,522,123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,611,176 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,904,559 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,904,559 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,904,559 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $23,179,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,151,677 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,522,607 | 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 | $2,284,623 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,518,779 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $34,335,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,558,623 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,088,179 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $304,749 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $783,430 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,587,537 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $379,278 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,208,259 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,615,630 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $247,275 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,368,355 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $152,323 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $37,421 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $114,902 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $123,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $86,370 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $37,016 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,745,997 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,745,997 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $568,439 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $568,439 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $539,483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $379,972 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,533 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,986,961 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,033,031 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $294,493 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $37,088 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $257,405 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $82,847 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,856 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $78,991 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $93,912 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,740 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $92,172 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,688,996 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,844,293 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,581,258 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,568,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,669,509 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,527,321 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,823,461 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,864,242 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,391,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,669,509 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,391,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,943,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,889,114 | 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 | $1,775,617 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,382,131 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,382,131 | 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 | $17,050,371 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $15,757,247 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $17,050,371 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $17,050,371 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $226,547,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $228,997,872 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $332,837,758 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $46,067,295 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $9,356,449 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $35,830,835 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $36,710,846 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $36,745,002 | 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 | $91,567,918 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,164,536 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $66,062,690 | LandBOYAmt |
| Land EOY | $64,403,382 | LandEOYAmt |
| Land EOYFMV | $66,388,851 | LandEOYFMVAmt |
| Other Assets BOY | $739,760 | OtherAssetsBOYAmt |
| Other Assets EOY | $562,838 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,649,720 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $348,403,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $356,797,559 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $464,743,952 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,428,211 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,621,730 | AccountsPayableEOYAmt |
| Grants Payable BOY | $12,827,455 | GrantsPayableBOYAmt |
| Grants Payable EOY | $21,999,884 | GrantsPayableEOYAmt |
| Deferred Revenue EOY | $3,088,383 | 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 | $3,092,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,451,656 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,347,666 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,161,653 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $310,554,926 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $304,436,370 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $20,501,110 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $22,199,536 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $331,056,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $326,635,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $348,403,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $356,797,559 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $331,056,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,943,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $335,999,581 | SubtotalAmt |
| Other Decreases | $9,363,675 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $326,635,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| Publicly Traded Securities | $55,151,677 | $39,006,859 | $16,144,818 | $0 | $16,144,818 | |
| GAIN FROM ALTERNATIVE INVESTMENTS | $6,377,789 | $6,377,789 | $0 | $6,377,789 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,522,607 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,905,560 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $400,212,743 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044740 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,700,362 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $389,129,217 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050627 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,379,762 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $361,102,924 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025975 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,276,314 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $365,480,671 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030853 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,935,625 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $366,064,224 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032605 | DistributionYr5Rt |
| Total Distribution | 0.184800 | TotalDistributionRt |
| Average Distribution | 0.036960 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $391,762,118 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,479,528 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $238,891 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,718,419 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,757,073 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $238,891 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $238,891 | SubtotalAmt |
| Tax Based On Investment Income | $238,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $566,838 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $646,838 | TotalPaymentsAndCreditsAmt |
| Overpayment | $407,947 | OverpaymentAmt |
| Applied To ES Tax | $407,947 | 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 | 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 | $548,880 | $88,240 | $0 |
| Shannon Phillips | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Chief Operating Officer | 50.000 | $270,768 | $70,292 | $0 |
| Doreeta J Domke | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Chair of the Board | 10.000 | $27,500 | $0 | $0 |
| Lee W Salter | ||||||||
| 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 |
| Robert P Blankenship | ||||||||
| 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 |
|---|---|---|---|---|---|---|---|
| Rebecca Andrews | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Controller | 50.000 | $154,554 | $0 |
| Darin Sanders | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | IT Administrator | 50.000 | $150,478 | $0 |
| David Tanner | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Program Officer | 40.000 | $135,912 | $0 |
| Kelly Salter | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Sr. Program Officer | 40.000 | $163,978 | $0 |
| Rachel Hatch | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Program Officer | 50.000 | $117,995 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 18 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Modus Dmarc | ||||||
| 1414 4th Street | 200B | San Rafael | CA | 94901 | Architecture | $859,573 |
| LSV Asset Management | ||||||
| One North Wacker Drive | Chicago | IL | 60606 | Investment Manager | $589,678 | |
| Trilogy Architecture | ||||||
| 2055 Pine Street | Redding | CA | 96001 | Architectural | $351,971 | |
| Carr Kennedy Peterson & Frost | ||||||
| 420 Redcliff Dr | Redding | CA | 96002 | LEGAL SERVICES | $258,357 | |
| Interface Engineering | ||||||
| 135 Main St suite 400 | San Francisco | CA | 94105 | Engineering services | $146,175 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 13 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Supplemental Information. | Description1Txt |
| Expenses1 | $2,516,060 | Expenses1Amt |
| Description2 | See Supplemental Information. | Description2Txt |
| Expenses2 | $1,305,830 | Expenses2Amt |
| Description3 | See Supplemental Information. | Description3Txt |
| Expenses3 | $718,525 | Expenses3Amt |
| Description4 | See Supplemental Information. | Description4Txt |
| Expenses4 | $481,674 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | In partnership with the City of Redding a local developer, The McConnell Foundation is developing and building 79 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. | Description1Txt |
| Expenses1 | $2,086,882 | Expenses1Amt |
| Total | $2,086,882 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $324,965,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,463,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $70,299,222 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $397,728,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $397,728,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,965,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $391,762,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,588,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,588,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $238,891 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $238,891 | TotalTaxAmt |
| Distributable Before Adj | $19,349,215 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $37,980 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,387,195 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,387,195 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,391,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $2,086,882 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $278,628 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $19,757,073 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $238,891 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,518,182 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,387,195 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $672,403 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | 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 Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,757,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $672,403 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,084,670 | 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 | $302,525 | 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 (136 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 | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alta California Community Media | ||||||||||||||
| PO Box 991046 | Redding | CA | 96099 | NONE | PC | KFOI in memory of Doug Bennett | $1,000 | |||||||
| Alternatives to Violence DBA Empower Tehama | ||||||||||||||
| PO Box 135 1805 Walnut Street | Red Bluff | CA | 960800135 | NONE | PC | In-kind donation of meat purchased at Jr Livestock Auctions (249 lbs) | $5,291 | |||||||
| Alzheimers Disease And Related Disorders Association Inc | ||||||||||||||
| 2290 N First Street Suite 101 | San Jose | CA | 951312014 | NONE | PC | Matching Gifts | $150 | |||||||
| American River College | ||||||||||||||
| 4700 College Oak Drive | Sacramento | CA | 95841 | NONE | GOV | 2015 Vista and McConnell Scholars | $7,220 | |||||||
| American River Natural History Association | ||||||||||||||
| PO Box 241 | Carmichael | CA | 956090241 | NONE | PC | Matching Gifts | $750 | |||||||
| American Whitewater | ||||||||||||||
| PO Box 1540 | Cullowhee | NC | 28723 | NONE | PC | Matching Gifts | $300 | |||||||
| Anderson Cottonwood Christian Assistance | ||||||||||||||
| 2979 E Center Street | Anderson | CA | 96007 | NONE | PC | In-kind donation of meat purchased at Jr Livestock Auctions (196 lbs) | $4,160 | |||||||
| Another Chance Animal Welfare League | ||||||||||||||
| PO Box 494274 | Redding | CA | 960494274 | NONE | PC | Matching Gifts | $1,500 | |||||||
| Art From The Ashes | ||||||||||||||
| 1332 Gladstone Ave | Azusa | CA | 91702 | NONE | PC | Art From the Ashes-Materials Storage Expenses ($4626) Seeds of Regrowth ($40000) | $44,626 | |||||||
| Asian Art Museum Foundation Of San Francisco | ||||||||||||||
| 200 Larkin Street | San Francisco | CA | 94102 | NONE | PC | Matching Gifts | $101 | |||||||
| Best Friends Animal Society | ||||||||||||||
| 5001 Angel Canyon Rd | Kanab | UT | 847415000 | NONE | PC | Matching Gifts | $75 | |||||||
| Boise State University | ||||||||||||||
| 1910 University Drive | Boise | ID | 837251315 | NONE | GOV | 2019 McConnell Scholars | $5,000 | |||||||
| Boulder Creek Elementary School | ||||||||||||||
| 505 Springer Drive | Redding | CA | 96002 | NONE | GOV | Matching Gifts | $1,013 | |||||||
| Butte Community College | ||||||||||||||
| 3536 Butte Campus Drive | Oroville | CA | 95965 | NONE | GOV | 2018 McConnell Scholars ($7500) 2019 McConnell Scholars ($1500) | $9,000 | |||||||
| California Bicycle Coalition Education Fund | ||||||||||||||
| 1313 California Street | Redding | CA | 96001 | NONE | PC | California Streets Labs ($35000) Shasta Living Streets Marketing & Communications ($8978) Shasta Living Streets Bike & Walk Downtown ($100000) | $143,798 | |||||||
| California Humanities | ||||||||||||||
| 538 9th Street Suite 210 | Oakland | CA | 94607 | NONE | PC | Matching Gifts | $2,400 | |||||||
| California Polytechnic State University Pomona | ||||||||||||||
| 3801 West Temple Avenue | Pomona | CA | 91768 | NONE | GOV | 2018 McConnell Scholars | $10,688 | |||||||
| California Polytechnic State University San Luis Obispo | ||||||||||||||
| 1 Grand Avenue | San Luis Obispo | CA | 93407 | NONE | GOV | 2016 Vista and McConnell Scholars ($42625) 2017 McConnell Scholars ($5000) 2019 McConnel Scholars ($5000) | $52,625 | |||||||
| California State University Chico | ||||||||||||||
| Kendall Hall 105 | Chico | CA | 959290722 | NONE | GOV | 2013 Vista and McConnell Scholars ($10184) 2014 Vista and McConnell Scholars ($5777) 2015 Vista and McConnell Scholars ($32594) 2016 Vista and McConnell Scholars ($39842) 2017 McConnell Scholars ($12000) 2018 McConnell Scholars ($17966) 2019 McConnell Scholars ($42504) | $164,863 | |||||||
| California State University East Bay | ||||||||||||||
| 25800 Carlos Bee Boulevard | Hayward | CA | 94542 | NONE | GOV | 2017 McConnell Scholars | $7,500 | |||||||
| California State University Fullerton | ||||||||||||||
| PO Box 6808 | Fullerton | CA | 928346808 | NONE | GOV | 2017 McConnell Scholars | $7,500 | |||||||
| California State University Monterey Bay | ||||||||||||||
| 100 Campus Center | Seaside | CA | 93955 | NONE | GOV | 2016 Vista and McConnell Scholars ($10685) 2018 McConnell Scholars ($8000) | $18,685 | |||||||
| California State University Sacramento | ||||||||||||||
| 6000 J Street | Sacramento | CA | 95819 | NONE | GOV | 2016 Vista and McConnell Scholars ($15000) 2018 McConnell Scholars ($26123) 2019 McConnell Scholars ($29457) | $70,580 | |||||||
| California-Hawaii Elks Major Project Inc | ||||||||||||||
| 5450 E Lamona Ave | Fresno | CA | 937272224 | NONE | PC | Matching Gifts | $1,725 | |||||||
| Center for Lao Studies | ||||||||||||||
| PO Box 843 | South San Francisco | CA | 940830843 | NONE | PC | Between Two Worlds Exhibits | $42,506 | |||||||
| Chico State Enterprises | ||||||||||||||
| 25 Main St Unit 203 | Chico | CA | 959285388 | NONE | PC | 2014 Vista and McConnell Scholars | $1,200 | |||||||
| Chrysalis Charter School | ||||||||||||||
| PO Box 709 | Palo Cedro | CA | 96073 | NONE | PC | Matching Gifts | $750 | |||||||
| College of the Redwoods | ||||||||||||||
| 7351 Tompkins Hill Road | Eureka | CA | 95501 | NONE | GOV | 2015 Vista and McConnell Scholars | $7,500 | |||||||
| College of the Siskiyous | ||||||||||||||
| 800 College Avenue | Weed | CA | 96094 | NONE | GOV | 2014 Vista and McConnell Scholars ($4902) 2018 McConnell Scholars ($16600) | $21,502 | |||||||
| College of the Siskiyous | ||||||||||||||
| 800 College Avenue | Weed | CA | 96094 | NONE | GOV | 2019 McConnell Scholars | $400 | |||||||
| College OPTIONS Inc | ||||||||||||||
| 1321 Butte Street | Redding | CA | 96001 | NONE | PC | College OPTIONS | $665,000 | |||||||
| Corning Union High School | ||||||||||||||
| 643 Blackburn Avenue | Corning | CA | 96021 | NONE | GOV | Earth Science Class Field Trips to Lassen Volcanic National Park | $2,055 | |||||||
| Cottonwood Creek Charter School | ||||||||||||||
| 3425 Brush Street | Cottonwood | CA | 96022 | NONE | GOV | Matching Gifts | $600 | |||||||
| East Redding Little League | ||||||||||||||
| 2205 Hilltop Drive 102 | Redding | CA | 96002 | NONE | PC | Matching Gifts | $263 | |||||||
| Economic Development Corporation of Shasta County | ||||||||||||||
| 777 Auditorium Drive | Redding | CA | 96001 | NONE | PC | Redding Venture Conference | $10,000 | |||||||
| Eglise Evangelique De La Renaissance | ||||||||||||||
| 129 Lower Swiftwater Rd | Swiftwater | PA | 183707723 | NONE | PC | Matching Gifts | $6,000 | |||||||
| Elks National Foundation Inc | ||||||||||||||
| 2750 N Lakeview Ave | Chicago | IL | 606142256 | NONE | PC | Matching Gifts | $1,500 | |||||||
| Empire Hotel Eharc Inc | ||||||||||||||
| 1237 California Street | Redding | CA | 96001 | NONE | PC | In-kind donation of meat purchased at Jr Livestock Auctions (188 lbs) | $3,996 | |||||||
| Equal Justice Initiative | ||||||||||||||
| 122 Commerce St | Montgomery | AL | 361042538 | NONE | PC | Matching Gifts | $150 | |||||||
| Evergreen Elementary School | ||||||||||||||
| 19415 Hooker Creek Road | Cottonwood | CA | 96022 | NONE | GOV | Matching Gifts | $188 | |||||||
| First 5 Shasta | ||||||||||||||
| 393 Park Marina Circle | Redding | CA | 96001 | NONE | GOV | Reach Higher Shasta: Kindergarten Readiness Snapshot Project | $3,000 | |||||||
| Florence Immigrant & Refugee Rights Project | ||||||||||||||
| PO Box 654 | Florence | AZ | 851323012 | NONE | PC | Matching Gifts | $750 | |||||||
| Folk Alliance International | ||||||||||||||
| 5427 Valleyridge Drive | Redding | CA | 960032613 | NONE | PC | Redding Roots Revival music festival October 2019 ($10000) Redding Roots Revival Music Festival 2020 (support rolled to 2021)($10000) | $20,000 | |||||||
| Fort Wayne Pet Food Pantry | ||||||||||||||
| 2502 Church Street | Fort Wayne | IN | 46809 | NONE | PC | Matching Gifts | $375 | |||||||
| Forward Redding Foundation | ||||||||||||||
| 1321 Butte Street Suite 100 | Redding | CA | 96001 | NONE | PC | Redding City Identity Project (RCIP) | $75,000 | |||||||
| Friends of the Schreder Planetarium | ||||||||||||||
| PO Box 993891 | Redding | CA | 960993891 | NONE | PC | Matching Gifts | $11,250 | |||||||
| Friends of the Smithsonian | ||||||||||||||
| PO Box 37012 MRC 712 | Washington | DC | 200137012 | NONE | PC | Matching Gifts | $375 | |||||||
| Girl Scouts of Northern California | ||||||||||||||
| 1670 Market Street Suite 248 | Redding | CA | 960011046 | NONE | PC | Matching Gifts | $150 | |||||||
| Great Northern Services | ||||||||||||||
| 780 South Davis Street | Weed | CA | 96094 | NONE | PC | In-kind donation of meat purchased at Jr Livestock Auctions (418 lbs) | $10,214 | |||||||
| Happy Camp Community Center | ||||||||||||||
| PO Box 201 | Happy Camp | CA | 96039 | NONE | PC | Matching Gifts | $300 | |||||||
| Haven Humane Society | ||||||||||||||
| P O Box 992202 | Redding | CA | 960992202 | NONE | PC | Matching Gifts | $5,053 | |||||||
| Hill Country Community Clinic | ||||||||||||||
| 29632 Highway 299 East PO Box 228 | Round Mountain | CA | 96084 | NONE | PC | Center of Hope Campus (acquisition of Cypress/Industrial parcel) | $2,000,000 | |||||||
| Humboldt State University | ||||||||||||||
| 1 Harpst Street | Arcata | CA | 95521 | NONE | GOV | 2015 Vista and McConnell Scholars ($19514) 2016 Vista and McConnell Scholars ($20500) 2017 McConnell Scholars ($7500) 2018 McConnell Scholars ($27331) 2019 McConnell Scholars ($11250) | $86,095 | |||||||
| Humboldt State University | ||||||||||||||
| 1 Harpst Street | Arcata | CA | 95521 | NONE | GOV | 2018 McConnell Scholars | $1,286 | |||||||
| International Rescue Committee | ||||||||||||||
| 122 East 42nd Street | New York | NY | 101681299 | NONE | PC | Matching Gifts | $750 | |||||||
| Invisible Vets Limited | ||||||||||||||
| 2701 Clara Avenue | Fort Wayne | IN | 45805 | NONE | PC | Matching Gifts | $375 | |||||||
| IUCN International Union for Conservation Of Nature & Natural Resources | ||||||||||||||
| NONE | PC | Lao Ecology Small Grant Program I | $67,000 | 28 Rue Mauverney | Gland | SZ | CH1196 | |||||||
| JPR Foundation | ||||||||||||||
| 1250 Siskiyou Blvd | Ashland | OR | 975205001 | NONE | PC | Matching Gifts | $1,800 | |||||||
| Klamath Community College | ||||||||||||||
| 7390 South 6th Street | Klamath Falls | OR | 97603 | NONE | GOV | 2017 McConnell Scholars | $5,250 | |||||||
| Lacesout dba The Ryan O'Callaghan Foundation | ||||||||||||||
| 4103 Saratoga Drive | Redding | CA | 960023769 | NONE | PC | Matching Gifts | $750 | |||||||
| Lassen Community College | ||||||||||||||
| 478-200 Highway 139 | Susanville | CA | 96130 | NONE | GOV | 2019 McConnell Scholars | $7,500 | |||||||
| Lassen Park Foundation | ||||||||||||||
| 1699 Highway 273 | Anderson | CA | 96007 | NONE | PC | Matching Gifts | $150 | |||||||
| Leukemia & Lymphoma Society | ||||||||||||||
| 340 West Fallbrook Avenue Suite 101 | Fresno | CA | 93711 | NONE | PC | Matching Gifts | $75 | |||||||
| Local Indians For Education | ||||||||||||||
| 4440 Shasta Dam Blvd | Shasta Lake | CA | 96019 | NONE | PC | Native Roots Network Bioneers Conference ($6400) Support for Community Graduation Celebrations (LIFE) ($500) | $6,900 | |||||||
| Mahila Shakti Bikash Kendra Nepal (MSBKN) | ||||||||||||||
| NONE | NC | Rural Women's Leadership Development Project | $273,040 | Ganesh Basti Maharajgang | Chakrapath | NP | Kathmandu | |||||||
| Mayers Memorial Hospital District | ||||||||||||||
| PO Box 459 43563 Highway 299E | Fall River Mills | CA | 96028 | NONE | GOV | New Hospital Wing at Mayers Memorial Hospital | $1,000,000 | |||||||
| Mercy Foundation North | ||||||||||||||
| 2625 Edith Avenue Suite E | Redding | CA | 96001 | NONE | PC | Matching Gifts | $36,450 | |||||||
| 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 | Redding | CA | 960011937 | NONE | PC | Matching Gifts | $375 | |||||||
| National Parks Conservation Association | ||||||||||||||
| 777 6th Street NW Suite 700 | Washington | DC | 200013723 | NONE | PC | Matching Gifts | $750 | |||||||
| Natural Resource Conflict Transformation Center - Nepal (NRCTC) | ||||||||||||||
| NONE | NC | Natural Resource Conflict Transformation Project: Phase V: Partnerships for Peace | $300,000 | Madhyapur Thimi | Lokanthali | NP | Bhaktipur | Ward No 16 | ||||||
| NatureBridge | ||||||||||||||
| 28 Geary Street Suite 650 | San Francisco | CA | 94108 | NONE | PC | In-kind donation of 150 polyester bandanas | $1,281 | |||||||
| North State Public Radio NSPR | ||||||||||||||
| 35 Main Street 101 | Chico | CA | 95928 | NONE | GOV | Matching Gifts | $300 | |||||||
| North State Symphony | ||||||||||||||
| 400 West First Street | Chico | CA | 959290805 | NONE | PC | Music in the Heart of the Redding Cultural District ($17500) May 11 concerts ($3500) Matching Gifts ($4275) | $24,975 | |||||||
| North Valley Community Foundation | ||||||||||||||
| 240 Main Street Suite 260 | Chico | CA | 959285374 | NONE | PC | Music in the Heart of the Redding Cultural District ($17500) May 11 concerts ($3500) Matching Gifts ($4275) | $300 | |||||||
| Northern California Educational Television Assn Inc | ||||||||||||||
| 603 North Market Street | Redding | CA | 96001 | NONE | PC | KIXE Programming at California Street Labs | $7,270 | |||||||
| Northern California Veterans Support Group | ||||||||||||||
| PO Box 990177 | Redding | CA | 960990177 | NONE | PC | Matching Gifts | $4,200 | |||||||
| Oregon Institute of Technology | ||||||||||||||
| 3201 Campus Drive | Klamath Falls | OR | 97601 | NONE | GOV | 2015 Vista and McConnlel Scholars ($10985) 2016 Vista and McConnell Scholars ($8326) 2019 mcConnell Scholars ($7500) | $26,811 | |||||||
| Pacific University | ||||||||||||||
| 2043 College Way | Forest Grove | OR | 97116 | NONE | GOV | 2013 Vista and McConnell Scholars | $15,000 | |||||||
| Redding Area Bus Authority | ||||||||||||||
| 3333 S Market Street | Reddint | CA | 96001 | NONE | GOV | Bell Plaza premium payment (above FMV) | $224,263 | |||||||
| Redding Fashion Alliance Incorporated | ||||||||||||||
| 1698 Market Street | Redding | CA | 96001 | NONE | PC | Incubation Spaces to Activate Vacant Property - Year 2 ($130000) Incubation Spaces to Activate Vacant Property - Years 3 and 4 ($100000) Matching Gifts ($750) | $230,750 | |||||||
| Redding School of the Arts | ||||||||||||||
| 955 Inspiration Place | Redding | CA | 96003 | NONE | PC | In-kind donation of twenty-eight 24" computer monitors | $2,800 | |||||||
| 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 | Support for Safety Fair Event ($2000) Downtowm Parking Shuttle-Pilot ($80000) 2020 Safety Fair ($12500) 2018-2022 4th of July Fireworks($85000) Matching Gifts ($1350) | $180,850 | |||||||
| Refugee & Immigrant Center for Education & Legal Services | ||||||||||||||
| 1305 N Flores Street | San Antonio | TX | 78212 | NONE | PC | Matching Gifts | $750 | |||||||
| Rotary Club of Redding Charitable Foundation | ||||||||||||||
| 1700 Pine Street Suite 210 | Redding | CA | 96001 | NONE | PC | Matching Gifts | $1,800 | |||||||
| San Diego State University | ||||||||||||||
| 5500 Campanile Drive | San Diego | CA | 92182 | NONE | GOV | 2015 Vista and McConnell Scholars | $5,000 | |||||||
| San Jose State University | ||||||||||||||
| One Washington Square | San Jose | CA | 95192 | NONE | GOV | 2016 Vista and McConnell Scholars ($7500) 2017 McConnell Scholars ($7500) | $15,000 | |||||||
| Santa Cruz Museum Of Natural History | ||||||||||||||
| 1305 East Cliff Drive | Santa Cruz | CA | 950623722 | NONE | PC | Matching Gifts | $1,500 | |||||||
| Save Our Shores | ||||||||||||||
| 345 Lake Avenue | Santa Cruz | CA | 95062 | NONE | PC | Matching Gifts | $750 | |||||||
| Shasta College | ||||||||||||||
| PO Box 496006 | Redding | CA | 960496006 | NONE | GOV | 2017 McConnell Scholars ($30603) 2018 McConnell Scholars ($15251) Gatway to College Program ($2200) | $48,054 | |||||||
| Shasta College Foundation | ||||||||||||||
| PO Box 496006 | Redding | CA | 960496006 | NONE | PC | Scholarships for the Shasta College Global Education Program Expeditions 2016-2020 ($10000) North State Together - North State Collective Impact Partnership ($23662) North State Together 2020-2027 ($939978) Matching Gifts ($4500) | $995,732 | |||||||
| Shasta County Arts Council | ||||||||||||||
| 1313 Market Street | Redding | CA | 96001 | NONE | PC | Matching Gifts | $900 | |||||||
| 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 Mien Community | ||||||||||||||
| PO Box 492614 | Redding | CA | 960492614 | NONE | PC | Matching Gifts | $300 | |||||||
| Shasta County Young Men's Christian Association | ||||||||||||||
| 1155 N Court Street | Redding | CA | 96001 | NONE | PC | Healthy Shasta Partnership 2019-2021 ($75000) Matching Gifts ($25290) GRO Assessment ($21000) Escrow Costs related to Purchase of 1740 Eureka Way ($79884) | $201,174 | |||||||
| Shasta Historical Society | ||||||||||||||
| 1449 Market Street | Redding | CA | 960011026 | NONE | PC | Collection Shelving Units ($8263) Railraod towns Project ($2000) Hisotric Building Inventory Project ($2500) Matching Gifts ($7125) | $19,888 | |||||||
| Shasta Humanity Project Inc | ||||||||||||||
| 340 Hartnell Avenue Suite A | Redding | CA | 96002 | NONE | PC | Matching Gifts | $3,750 | |||||||
| Shasta Land Trust | ||||||||||||||
| PO Box 992026 | Redding | CA | 960992026 | NONE | PC | Matching Gifts | $6,450 | |||||||
| Shasta Library Foundation | ||||||||||||||
| PO Box 993366 | Redding | CA | 960993366 | NONE | PC | Matching Gifts | $8,250 | |||||||
| Shasta Regional Community Foundation | ||||||||||||||
| 1335 Arboretum Drive Suite B | Redding | CA | 96003 | NONE | PC | Operating Support for Occupancy Expenses 1335 Arboreum Drive Suite B (2016-2020) ($70956) The McConnell Fund at the Shasta Regional Community Foundation 2020 ($618750) Operating Support 2017-2021 ($181626) Matching Gifts ($41725) | $921,057 | |||||||
| Shasta Senior Nutrition Program | ||||||||||||||
| 100 Mercy Oaks Drive | Redding | CA | 96003 | NONE | PC | In-kind donation of meat purchased at Jr Livestock Auctions (216 lbs) | $4,587 | |||||||
| Shasta Trinity Tehama HIV Food Bank | ||||||||||||||
| PO Box 493283 925 Wall Street | Redding | CA | 96049 | NONE | PC | In-kind donation of meat purchased at Jr Livestock Auctions (148 lbs) | $3,140 | |||||||
| Shasta Women's Refuge | ||||||||||||||
| PO Box 991060 | Redding | CA | 96099 | NONE | PC | Operating Support and Challenge Grant ($100000) Matching Gifts ($10125) | $110,125 | |||||||
| Shasta Women's Refuge | ||||||||||||||
| PO Box 991060 2280 Benton Drive | Redding | CA | 96099 | NONE | PC | In-kind donation of meat purchased at Jr Livestock Auctions (213 lbs) | $4,517 | |||||||
| Sonoma State University | ||||||||||||||
| 1801 East Cotati Avenue | Rohnert Park | CA | 94928 | NONE | GOV | 2017 McConnell Scholars | $3,750 | |||||||
| Spring Rivers Foundation | ||||||||||||||
| PO Box 143 | Cassel | CA | 960160143 | NONE | PC | Matching Gifts | $15,000 | |||||||
| St Jude Children's Research Hospital Inc | ||||||||||||||
| 262 Danny Thomas Place | Memphis | TN | 381053678 | NONE | PC | Matching Gifts | $600 | |||||||
| The ALS Association | ||||||||||||||
| 5701 Sunrise Blvd | Citrus Heights | CA | 95610 | NONE | PC | Matching Gifts | $750 | |||||||
| The Asia Foundation | ||||||||||||||
| 465 California Street 9th Floor | San Francisco | CA | 94104 | NONE | PC | Improving Access to Justice for All Lao Citizens: Phase IV ($200000) River Basin Management Project ($200000) | $400,000 | |||||||
| The Foundation for Promoting Arts Education | ||||||||||||||
| 955 Inspiration Place | Redding | CA | 96003 | NONE | PC | Matching Gifts | $150 | |||||||
| The Rotary Club of Northern California Foundation Against Substance Abuse | ||||||||||||||
| 340 Hartnell Avenue Suite A | Redding | CA | 96002 | NONE | PC | Matching Gifts | $375 | |||||||
| The Rotary Foundation of Rotary International | ||||||||||||||
| 1560 Sherman Avenue | Evanston | IL | 602014818 | NONE | PC | Matching Gifts | $300 | |||||||
| Trinity County Food Assistance Program | ||||||||||||||
| PO Box 1123 105 CD Circle | Weaverville | CA | 960931123 | NONE | PC | In-kind donation of meat purchased at Jr Livestock Auctions (225 lbs) | $4,779 | |||||||
| Turtle Bay Exploration Park | ||||||||||||||
| 1335 Arboretum Drive Suite A | Redding | CA | 96003 | NONE | PC | Sustainability Gardens - 2019 Site Maintenance ($70000) Operating Support for Calendar Year 2019 ($1500000) Matching Gifts ($17783) In memory of Dennis Bambauer ($1000) External security cameras at TBEP/SRCF administration offices ($7107) | $1,595,890 | |||||||
| UC Regents | ||||||||||||||
| 1111 Franklin St | Oakland | CA | 94607 | NONE | GOV | 2018 McConnell Scholars | $3,400 | |||||||
| UC Santa Cruz | ||||||||||||||
| 100 McAllister Way | Santa Cruz | CA | 95060 | NONE | GOV | Matching Gifts | $9,000 | |||||||
| United Way of Northern California | ||||||||||||||
| 2280 Benton Drive Building B | Redding | CA | 96003 | NONE | PC | $25K to United Way as fiscal agent for Pathways to Housing Facility on Kenyon Drive ($10000 from grant #2015/18; additional $15000 from Discretionary Fund: $15K to United Way as fiscal agent for Bridge to Housing Program) | $25,000 | |||||||
| University of California Berkeley | ||||||||||||||
| 201 Sproul Hall | Berkeley | CA | 947201960 | NONE | GOV | 2016 Vista and McConnell Scholars ($18743) 2017 McConnell Scholars ($7500) 2018 McConnell Scholars ($8193) | $34,436 | |||||||
| University of California Davis | ||||||||||||||
| One Shields Avenue | Davis | CA | 95616 | NONE | GOV | 2014 Vista and McConnell Scholars ($2412) 2015 Vista and McConnell Scholars ($10156) 2016 Vista and McConnell Scholars ($9044) 2017 McConnell Scholars ($5069) 2018 McConnell Scholars Refund ($3400) 2019 McConnell Scholars ($6662) | $37,179 | |||||||
| University of California Davis | ||||||||||||||
| One Shields Avenue | Davis | CA | 95616 | NONE | GOV | 2018 McConnell Scholars | $3,497 | |||||||
| University of California Irvine | ||||||||||||||
| 102 Aldrich Hall | Irvine | CA | 926972825 | NONE | GOV | 2017 McConnell Scholars | $15,683 | |||||||
| University of California Los Angeles | ||||||||||||||
| Box 957089 1125 Murphy Hall 405 Hil | Los Angeles | CA | 900959000 | NONE | GOV | 2015 Vista and McConnell Scholars ($2363) 2017 McConnel Scholars ($15290) | $17,653 | gard Avenue | ||||||
| University of California Los Angeles | ||||||||||||||
| 405 Hilgard Avenue | Los Angeles | CA | 900959000 | NONE | GOV | 2013 Vista and McConnell Scholars | $1,758 | |||||||
| University of California San Diego | ||||||||||||||
| 9500 Gilman Drive 0026 | La Jolla | CA | 920930026 | NONE | GOV | 2014 Vista and McConnell Scholars ($11783) 2015 Vista and McConnell Scholars ($3334) 2017 McConnell Scholars ($17891) 2018 McConnell Scholars ($7500) 2019 McConnell Scholars ($1533) | $9,117 | |||||||
| University of California Santa Barbara | ||||||||||||||
| UC SANTA BARBARA | Santa Barbara | CA | 93106 | NONE | GOV | 2014 Vista and McConnell Scholars ($11783) 2015 Vista and McConnell Scholars ($3334) 2017 McConnell Scholars ($17891) 2018 McConnell Scholars ($7500) 2019 McConnell Scholars ($1533) | $41,872 | |||||||
| University of Oregon | ||||||||||||||
| 1226 University of Oregon | Eugene | OR | 974031226 | NONE | GOV | 2018 McConnell Scholars | $7,111 | |||||||
| University of Washington | ||||||||||||||
| Box 355880 | Seattle | WA | 981955880 | NONE | GOV | 2013 Vista and McConnell Scholars | $2,443 | |||||||
| Viva Downtown Redding | ||||||||||||||
| 1725 Market Street | Redding | CA | 96001 | NONE | PC | Viva Downtown Butte Street Revitalization-Operating Grant ($100000) Downtown Holiday Tree Stand ($40000) Viva Downtown Butte Street Revitalization- Rent Subsidy ($6002) | $146,002 | |||||||
| Wakami Foundation | ||||||||||||||
| 1435 Pulaski Road | Buffalo | MN | 553132225 | NONE | PC | Matching Gifts | $150 | |||||||
| Washington University School of Medicine | ||||||||||||||
| 660 S Euclid Avenue Campus Box 8059 | St Louis | MO | 63110 | NONE | GOV | 2014 Vista and McConnell Scholars | $7,500 | |||||||
| Western Folklife Center | ||||||||||||||
| 501 Railroad Street | Elko | NV | 89801 | NONE | PC | Matching Gifts | $375 | |||||||
| Western Michigan University | ||||||||||||||
| 1903 W Michigan Ave | Kalamazoo | MI | 490085337 | NONE | GOV | 2017 McConnell Scholars | $3,750 | |||||||
| Whitmore Volunteer Fire Company | ||||||||||||||
| PO Box 91 | Whitmore | CA | 96096 | NONE | PC | Matching Gifts | $75 | |||||||
| Wounded Warrior Project Inc | ||||||||||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 322566033 | NONE | PC | Matching Gifts | $300 | |||||||
| Youth Violence Prevention Council of Shasta County | ||||||||||||||
| 1700 Pine St Ste 250 | Redding | CA | 960011939 | NONE | PC | Matching Gifts | $150 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,864,242 | 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 | $1,502 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,522,123 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,904,559 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,179,158 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| WATER RIGHTS INCOME | 1 | $30,582 |
| OTHER INCOME | 1 | $12,079 |
| PARTNERSHIP INCOME | 1 | $1,444,742 |
| Private Equity Income | 1 | $797,220 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,891,965 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,891,965 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Frances E Spence Living Trust | |||||||
| 1 | co Kathleen Starr PO Box 790 | Yreka | CA | 96027 | $1,329,788 | Yes (X) | Yes (X) |
| California Department of Food and Agriculture | |||||||
| 2 | 1220 N Street Rm 120 | Sacramento | CA | 95814 | $34,155 | Yes (X) | |
| California Department of Forestry & Forest Protection | |||||||
| 3 | 1416 Ninth Street A-45 | Sacramento | CA | 95814 | $3,167,296 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Securities Bequested | NoncashPropertyDesc |
| Fair Market Value | $1,329,788 | FairMarketValueAmt |
| Received | 2019-02-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $123,385 | Amt |
| Net Investment Income | $86,370 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,016 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Leasehold Amortization | $176,922 | $176,922 |
| Depreciation Expense | $845,576 | $845,576 |
| Depreciation Expense - Charitable Use | $1,964,463 | $10,533 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 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 | In-person PowerPoint Final report 7/11/19 | 2020-03-13 | 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 | $459,538 | 0 | 6/30/19 Progress Report | 2019-07-10 | Field Visits 3/7/19 and 10/16/19. On track to be completed in late- 2020. Some Covid-related implementation delays. | ||||
| Natural Resource Conflict Transformation Center | ||||||||||||||||
| Madhyapur Thimi | Ward No 16 | Lokanthali | Bhaktipur | NP | 2018-06-01 | $700,000 | Natural Resource Conflict Transformation Project Phase V - Partnerships for Peace | $554,460 | 0 | 6/15/2019 Progress Report | 2019-06-20 | Field Visits 3/10/20 and 10/14/20. On track to be completed in mid- 2020. | ||||
| Mahila Shakti Bikash Kendra Nepal | ||||||||||||||||
| Ganesh Basti | Maharajgang | Chakrapath | Kathmandu | NP | 2019-07-01 | $11,040 | Leadership Development Workshop: Oranizational Leadership and Management | $9,731 | 0 | 8/15/19 FINAL Report | 2019-08-20 | Field Visit 7/10/19. Remaining funds being applied to trainings in 2020. | ||||
| 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 | 10/17/2020; 10/21/2020 Sources and Uses Budget provided | 2020-10-21 | Various site visits by TMF admin staff; local news articles showing progress of project Construction on track for completion Dec 2020. | 29632 Highway 299 East PO Box 228 | Round Mountain | CA | 96084 | |||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| Securities | $55,151,677 | $38,611,616 | $16,540,061 |
| Limited Partnerships | $123,841 | $123,841 | |
| Private Equities | $4,881,959 | $4,881,959 | |
| Fixed Assets | $1,633,297 | $1,633,297 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (10 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Line 2 | Form 990-PF, Part IX-A | In partnership with the City of Redding a local developer, The McConnell Foundation is developing and building 79 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. Expenses: 1,305,830 |
| 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. The Lema Ranch park space is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. Expenses: 2,516,060 |
| 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. In 2019 the Foundation hosted 107 of these groups with over 3,790 attendees. The Meeting Room Facility is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. Expenses:718,525 |
| 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: 481,674 |
| Line 5 | 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. Expenses: 340,970 |
| 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. Expenses: 295,568 |
| Line 7 | 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. Expenses: 264,939 |
| Line 8 | 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). Expenses: 251,911 |
| Line 9 | 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: 228,934 |
| Line 10 | Form 990-PF, Part IX-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: 208,411 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities | $117,426,585 | $221,266,471 |
| Fixed Income | $16,747,586 | $16,747,586 |
| Real Estate | $1,386,533 | $1,386,533 |
| Alternative Investments | $93,437,168 | $93,437,168 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Building | $18,119,939 | $9,246,070 | $8,873,869 | $8,775,977 |
| Land | $27,732,173 | $27,732,173 | $27,782,047 | |
| Equipment | $215,183 | $110,379 | $104,804 | $186,978 |
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 | $49,982,277 | $19,301,066 | $30,681,211 | $30,678,721 |
| Land | $32,207,503 | $32,207,503 | $34,191,461 | |
| Equipment | $9,378,138 | $7,863,470 | $1,514,668 | $1,518,669 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $152,323 | LegalFeesAmt |
| Net Investment Income | $37,421 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $114,902 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 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 | $734,760 | $557,838 | $557,838 |
| Accounts receivable | $2,086,882 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss | Desc |
| Amt | $9,363,675 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Charitable prog costs | $545,487 | $545,487 | |
| Qualifying memberships | $26,000 | $26,000 | |
| Special Projects | $2,086,882 | ||
| Chemicals & Fertilizers | $18,616 | $16,909 | $1,706 |
| Computer | $181,182 | $132,291 | $48,891 |
| Dues | $7,825 | $6,277 | $1,547 |
| Consulting Commissions | $129,958 | $129,958 | |
| Gas, Oil, Fuel | $26,746 | $22,836 | $3,910 |
| Insurance liabilities | $216,606 | $149,147 | $67,460 |
| License & permits | $992 | $992 | |
| Maintenance & repair | $479,225 | $372,514 | $106,711 |
| Meals | $18,955 | $17,412 | $1,543 |
| Office expense | $47,789 | $40,620 | $7,168 |
| Office supplies | $11,899 | $10,114 | $1,785 |
| Other misc expens | $3,500 | $3,500 | |
| Outside services | $138,078 | $127,581 | $10,497 |
| Misc contributions & support | $99,452 | $99,452 | |
| Shop supplies | $7,207 | $6,486 | $721 |
| Uniforms | $7,833 | $7,164 | $669 |
| Managed prop expenses | $1,634,305 | $1,634,305 | |
| Inbound grant overhead allocation expense | $459 | $968 | -$509 |
| Misc Investment Expenses | $2,823,439 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | $1,444,742 | $1,518,779 |
| Private Equity Income | $797,220 | |
| Miscellaneous Income | $12,079 | |
| Water Rights Income | $30,582 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Loan Payable - KBK Foundation | Desc |
| BOY Book Value | $3,092,000 | BOYBookValueAmt |
| EOY Book Value | $3,451,656 | EOYBookValueAmt |
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 | $10,147,059 | 2015-08 | 2020-12 | 6.0 | N/A | REAL ESTATE DEVELOPMENT | $10,147,059 |
| Note Receivable SSR Ventures Inc | ||||||||
| N/A | $6,184,000 | $6,903,312 | 2015-08 | 2032-01 | 6.0 | N/A | $6,903,312 | |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXPENSE | $2,413,934 | $2,413,934 |
| INVESTMENT EXPENSE - LPS | $332,063 | $332,063 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $20,000 | ||
| FEDERAL EXCISE TAX | $200,000 | ||
| PROPERTY TAX - Investment Property | $228,227 | $228,227 | |
| FOREIGN TAX | $655 | $151,643 | |
| PROPERTY TAX - Charitable Property | $4,957 | $4,957 | |
| TAX EXPENSE-OUT OF STATE | $84,966 | ||
| SALES TAX EXPENSE | $678 | $102 | $576 |
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 |