2020-11-16T15:30:35-06:00 2019-12-31 350921680 CROWE LLP 400 Capitol Mall Suite 1400 Sacramento CA 958144434 990PF 2019-01-01 946102700 The McConnell Foundation MCCO 5302266200 800 SHASTA VIEW DRIVE REDDING CA 96003 John Mancasola President & CEO 2020-11-16 true Diane Brown P01578407 9164411000 2019 2021-04-22 16:20:28Z X 464743952 X 1443223 1502 1502 4522123 7611176 2904559 2904559 2904559 23179158 55151677 22522607 0 0 0 2284623 1518779 0 34335188 34558623 0 1088179 304749 783430 2587537 379278 2208259 1615630 247275 1368355 152323 37421 0 114902 123385 86370 0 37016 2745997 2745997 0 0 568439 568439 539483 379972 0 5533 2986961 1033031 0 294493 37088 257405 82847 3856 78991 93912 1740 92172 5688996 4844293 0 1581258 18568182 10669509 0 6527321 10823461 10864242 29391643 10669509 0 17391563 4943545 23889114 0 2200 2200 2200 1775617 7382131 7382131 0 0 0 0 0 0 0 0 0 17050371 0 15757247 17050371 17050371 0 0 0 226547434 228997872 332837758 0 0 46067295 9356449 35830835 36710846 36745002 1687919 1687919 1687919 91567918 27164536 66062690 64403382 66388851 739760 562838 2649720 348403702 356797559 464743952 1428211 1621730 12827455 21999884 3088383 0 0 0 0 3092000 3451656 17347666 30161653 X 310554926 304436370 20501110 22199536 331056036 326635906 348403702 356797559 331056036 4943545 0 335999581 9363675 326635906 Publicly Traded Securities 55151677 39006859 16144818 0 16144818 GAIN FROM ALTERNATIVE INVESTMENTS P 6377789 6377789 0 6377789 22522607 0 false 17905560 400212743 0.044740 19700362 389129217 0.050627 9379762 361102924 0.025975 11276314 365480671 0.030853 11935625 366064224 0.032605 0.184800 0.036960 391762118 14479528 238891 14718419 19757073 X 238891 238891 238891 566838 80000 646838 407947 407947 0 false false false false false true true false true true CA true false false true true true http://www.mcconnellfoundation.org John Mancasola 5302266200 800 Shasta View Drive Redding CA 96003 false false false false true false false false false false true false false false false false false true false false true false false false false John A Mancasola 800 SHASTA VIEW DRIVE REDDING CA 96003 President & CEO 50.000 548880 88240 0 Shannon Phillips 800 SHASTA VIEW DRIVE REDDING CA 96003 Chief Operating Officer 50.000 270768 70292 0 Doreeta J Domke 800 SHASTA VIEW DRIVE REDDING CA 96003 Chair of the Board 10.000 27500 0 0 Lee W Salter 800 SHASTA VIEW DRIVE REDDING CA 96003 Secretary 10.000 27500 0 0 William W Cox 800 SHASTA VIEW DRIVE REDDING CA 96003 Treasurer 10.000 27500 0 0 Robert P Blankenship 800 SHASTA VIEW DRIVE REDDING CA 96003 Director 10.000 27500 0 0 Rebecca Andrews 800 SHASTA VIEW DRIVE REDDING CA 96003 Controller 50.000 154554 0 Darin Sanders 800 SHASTA VIEW DRIVE REDDING CA 96003 IT Administrator 50.000 150478 0 David Tanner 800 SHASTA VIEW DRIVE REDDING CA 96003 Program Officer 40.000 135912 0 Kelly Salter 800 SHASTA VIEW DRIVE REDDING CA 96003 Sr. Program Officer 40.000 163978 0 Rachel Hatch 800 SHASTA VIEW DRIVE REDDING CA 96003 Program Officer 50.000 117995 0 18 Modus Dmarc 1414 4th Street 200B San Rafael CA 94901 Architecture 859573 LSV Asset Management One North Wacker Drive Chicago IL 60606 Investment Manager 589678 Trilogy Architecture 2055 Pine Street Redding CA 96001 Architectural 351971 Carr Kennedy Peterson & Frost 420 Redcliff Dr Redding CA 96002 LEGAL SERVICES 258357 Interface Engineering 135 Main St suite 400 San Francisco CA 94105 Engineering services 146175 13 See Supplemental Information. 2516060 See Supplemental Information. 1305830 See Supplemental Information. 718525 See Supplemental Information. 481674 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. 2086882 2086882 324965480 2463337 70299222 397728039 0 397728039 5965921 391762118 19588106 19588106 238891 238891 19349215 37980 19387195 19387195 17391563 2086882 278628 0 19757073 238891 19518182 19387195 672403 2017 2016 2015 0 0 0 0 0 0 19757073 672403 0 0 19084670 0 0 0 0 0 0 302525 0 0 0 0 0 0 0 0 DAVE TANNER 800 SHASTA VIEW DRIVE REDDING CA 96003 5302266233 PAPER APPLICATIONS AND SUBMISSION OF TRANSCRIPTS, STANDARDIZED TEST SCORES, AND STUDENT AID REPORTS (SAR) SHOWING EXPECTED FAMILY CONTRIBUTION. MARCH 05 SCHOLARSHIP ELIGIBILITY IS RESTRICTED TO RESIDENTS OF MODOC, SHASTA, SISKIYOU, TEHAMA, AND TRINITY COUNTIES. OTHER ELIGIBILITY FACTORS INCLUDE BUT ARE NOT LIMITED TO FINANCIAL NEED AND ACADEMIC PERFORMANCE. RELATIVES OF MCCONNELL FOUNDATION DISQUALIFIED PERSONS ARE INELIGIBLE. Alta California Community Media PO Box 991046 Redding CA 96099 NONE PC KFOI in memory of Doug Bennett 1000 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) 5291 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 7220 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) 4160 Another Chance Animal Welfare League PO Box 494274 Redding CA 960494274 NONE PC Matching Gifts 1500 Art From The Ashes 1332 Gladstone Ave Azusa CA 91702 NONE PC Art From the Ashes-Materials Storage Expenses ($4626) Seeds of Regrowth ($40000) 44626 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 5000 Boulder Creek Elementary School 505 Springer Drive Redding CA 96002 NONE GOV Matching Gifts 1013 Butte Community College 3536 Butte Campus Drive Oroville CA 95965 NONE GOV 2018 McConnell Scholars ($7500) 2019 McConnell Scholars ($1500) 9000 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) 143798 California Humanities 538 9th Street Suite 210 Oakland CA 94607 NONE PC Matching Gifts 2400 California Polytechnic State University Pomona 3801 West Temple Avenue Pomona CA 91768 NONE GOV 2018 McConnell Scholars 10688 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) 52625 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) 164863 California State University East Bay 25800 Carlos Bee Boulevard Hayward CA 94542 NONE GOV 2017 McConnell Scholars 7500 California State University Fullerton PO Box 6808 Fullerton CA 928346808 NONE GOV 2017 McConnell Scholars 7500 California State University Monterey Bay 100 Campus Center Seaside CA 93955 NONE GOV 2016 Vista and McConnell Scholars ($10685) 2018 McConnell Scholars ($8000) 18685 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) 70580 California-Hawaii Elks Major Project Inc 5450 E Lamona Ave Fresno CA 937272224 NONE PC Matching Gifts 1725 Center for Lao Studies PO Box 843 South San Francisco CA 940830843 NONE PC Between Two Worlds Exhibits 42506 Chico State Enterprises 25 Main St Unit 203 Chico CA 959285388 NONE PC 2014 Vista and McConnell Scholars 1200 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 7500 College of the Siskiyous 800 College Avenue Weed CA 96094 NONE GOV 2014 Vista and McConnell Scholars ($4902) 2018 McConnell Scholars ($16600) 21502 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 665000 Corning Union High School 643 Blackburn Avenue Corning CA 96021 NONE GOV Earth Science Class Field Trips to Lassen Volcanic National Park 2055 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 10000 Eglise Evangelique De La Renaissance 129 Lower Swiftwater Rd Swiftwater PA 183707723 NONE PC Matching Gifts 6000 Elks National Foundation Inc 2750 N Lakeview Ave Chicago IL 606142256 NONE PC Matching Gifts 1500 Empire Hotel Eharc Inc 1237 California Street Redding CA 96001 NONE PC In-kind donation of meat purchased at Jr Livestock Auctions (188 lbs) 3996 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 3000 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) 20000 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) 75000 Friends of the Schreder Planetarium PO Box 993891 Redding CA 960993891 NONE PC Matching Gifts 11250 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) 10214 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 5053 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) 2000000 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) 86095 Humboldt State University 1 Harpst Street Arcata CA 95521 NONE GOV 2018 McConnell Scholars 1286 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 28 Rue Mauverney Gland SZ CH1196 NONE PC Lao Ecology Small Grant Program I 67000 JPR Foundation 1250 Siskiyou Blvd Ashland OR 975205001 NONE PC Matching Gifts 1800 Klamath Community College 7390 South 6th Street Klamath Falls OR 97603 NONE GOV 2017 McConnell Scholars 5250 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 7500 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) 6900 Mahila Shakti Bikash Kendra Nepal (MSBKN) Ganesh Basti Maharajgang Chakrapath Kathmandu NP NONE NC Rural Women's Leadership Development Project 273040 Mayers Memorial Hospital District PO Box 459 43563 Highway 299E Fall River Mills CA 96028 NONE GOV New Hospital Wing at Mayers Memorial Hospital 1000000 Mercy Foundation North 2625 Edith Avenue Suite E Redding CA 96001 NONE PC Matching Gifts 36450 Mount Shasta Trail Association Inc P O Box 36 Mount Shasta CA 96067 NONE PC Gateway Two (Trail Development 2018-21) 105000 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) Madhyapur Thimi Ward No 16 Lokanthali Bhaktipur NP NONE NC Natural Resource Conflict Transformation Project: Phase V: Partnerships for Peace 300000 NatureBridge 28 Geary Street Suite 650 San Francisco CA 94108 NONE PC In-kind donation of 150 polyester bandanas 1281 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) 24975 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 7270 Northern California Veterans Support Group PO Box 990177 Redding CA 960990177 NONE PC Matching Gifts 4200 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) 26811 Pacific University 2043 College Way Forest Grove OR 97116 NONE GOV 2013 Vista and McConnell Scholars 15000 Redding Area Bus Authority 3333 S Market Street Reddint CA 96001 NONE GOV Bell Plaza premium payment (above FMV) 224263 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) 230750 Redding School of the Arts 955 Inspiration Place Redding CA 96003 NONE PC In-kind donation of twenty-eight 24" computer monitors 2800 Redding Trail Alliance Inc 3335 Placer Street Suite 389 Redding CA 96001 NONE PC Shasta County Trail Planning Building and Promoting 2018-2020 60000 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) 180850 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 1800 San Diego State University 5500 Campanile Drive San Diego CA 92182 NONE GOV 2015 Vista and McConnell Scholars 5000 San Jose State University One Washington Square San Jose CA 95192 NONE GOV 2016 Vista and McConnell Scholars ($7500) 2017 McConnell Scholars ($7500) 15000 Santa Cruz Museum Of Natural History 1305 East Cliff Drive Santa Cruz CA 950623722 NONE PC Matching Gifts 1500 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) 48054 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) 995732 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) 201174 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) 19888 Shasta Humanity Project Inc 340 Hartnell Avenue Suite A Redding CA 96002 NONE PC Matching Gifts 3750 Shasta Land Trust PO Box 992026 Redding CA 960992026 NONE PC Matching Gifts 6450 Shasta Library Foundation PO Box 993366 Redding CA 960993366 NONE PC Matching Gifts 8250 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) 921057 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) 4587 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) 3140 Shasta Women's Refuge PO Box 991060 Redding CA 96099 NONE PC Operating Support and Challenge Grant ($100000) Matching Gifts ($10125) 110125 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) 4517 Sonoma State University 1801 East Cotati Avenue Rohnert Park CA 94928 NONE GOV 2017 McConnell Scholars 3750 Spring Rivers Foundation PO Box 143 Cassel CA 960160143 NONE PC Matching Gifts 15000 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) 400000 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) 4779 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) 1595890 UC Regents 1111 Franklin St Oakland CA 94607 NONE GOV 2018 McConnell Scholars 3400 UC Santa Cruz 100 McAllister Way Santa Cruz CA 95060 NONE GOV Matching Gifts 9000 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) 25000 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) 34436 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) 37179 University of California Davis One Shields Avenue Davis CA 95616 NONE GOV 2018 McConnell Scholars 3497 University of California Irvine 102 Aldrich Hall Irvine CA 926972825 NONE GOV 2017 McConnell Scholars 15683 University of California Los Angeles Box 957089 1125 Murphy Hall 405 Hil gard Avenue Los Angeles CA 900959000 NONE GOV 2015 Vista and McConnell Scholars ($2363) 2017 McConnel Scholars ($15290) 17653 University of California Los Angeles 405 Hilgard Avenue Los Angeles CA 900959000 NONE GOV 2013 Vista and McConnell Scholars 1758 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) 9117 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) 41872 University of Oregon 1226 University of Oregon Eugene OR 974031226 NONE GOV 2018 McConnell Scholars 7111 University of Washington Box 355880 Seattle WA 981955880 NONE GOV 2013 Vista and McConnell Scholars 2443 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) 146002 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 7500 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 3750 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 10864242 0 14 1502 14 4522123 16 2904559 18 23179158 WATER RIGHTS INCOME 1 30582 OTHER INCOME 1 12079 PARTNERSHIP INCOME 1 1444742 Private Equity Income 1 797220 0 32891965 0 32891965 false false false false false false false false false false X X 1 Frances E Spence Living Trust co Kathleen Starr PO Box 790 Yreka CA 96027 1329788 X X 2 California Department of Food and Agriculture 1220 N Street Rm 120 Sacramento CA 95814 34155 X 3 California Department of Forestry & Forest Protection 1416 Ninth Street A-45 Sacramento CA 95814 3167296 X 1 Securities Bequested 1329788 2019-02-13 ACCOUNTING FEES 123385 86370 37016 Leasehold Amortization 176922 176922 Depreciation Expense 845576 845576 Depreciation Expense - Charitable Use 1964463 10533 Natural Resource Conflict Transformation Center Madhyapur Thimi Ward No 16 Lokanthali Bhaktipur NP 2017-04-01 55800 Global Platform (a) 55800 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 612000 Women's Leadership Development Program - Phase VI 459538 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 700000 Natural Resource Conflict Transformation Project Phase V - Partnerships for Peace 554460 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 11040 Leadership Development Workshop: Oranizational Leadership and Management 9731 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) 29632 Highway 299 East PO Box 228 Round Mountain CA 96084 2019-12-04 2000000 Parcel acquisition and cash for construction costs of Center of Hope Clinic 2000000 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. Securities 55151677 38611616 16540061 Limited Partnerships 123841 123841 Private Equities 4881959 4881959 Fixed Assets 1633297 1633297 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 Equities 117426585 221266471 Fixed Income 16747586 16747586 Real Estate 1386533 1386533 Alternative Investments 93437168 93437168 Building 18119939 9246070 8873869 8775977 Land 27732173 27732173 27782047 Equipment 215183 110379 104804 186978 RIVERVIEW AT COST 8050 8050 ANTIQUE RANCH EQUIPMENT AT COST 72020 72020 ART & COLLECTIBLES AT COST 655796 655796 LIMITED PARTNERSHIP INTEREST AT COST 744053 744053 STOCK SHARES - SSR VENTURES, INC. AT COST 208000 208000 Buildings 49982277 19301066 30681211 30678721 Land 32207503 32207503 34191461 Equipment 9378138 7863470 1514668 1518669 LEGAL FEES 152323 37421 114902 Refundable Deposit/Rdg Water Agreement LRGC 5000 5000 5000 LAND WATER RIGHTS LEASEHOLD CONTRACT 734760 557838 557838 Accounts receivable 2086882 Unrealized loss 9363675 Charitable prog costs 545487 545487 Qualifying memberships 26000 26000 Special Projects 2086882 Chemicals & Fertilizers 18616 1706 16909 Computer 181182 48891 132291 Dues 7825 1547 6277 Consulting Commissions 129958 129958 Gas, Oil, Fuel 26746 3910 22836 Insurance liabilities 216606 67460 149147 License & permits 992 992 Maintenance & repair 479225 106711 372514 Meals 18955 1543 17412 Office expense 47789 7168 40620 Office supplies 11899 1785 10114 Other misc expens 3500 3500 Outside services 138078 10497 127581 Misc contributions & support 99452 99452 Shop supplies 7207 721 6486 Uniforms 7833 669 7164 Managed prop expenses 1634305 1634305 Inbound grant overhead allocation expense 459 -509 968 Misc Investment Expenses 2823439 Partnership Income 1444742 1518779 Private Equity Income 797220 Miscellaneous Income 12079 Water Rights Income 30582 Loan Payable - KBK Foundation 3092000 3451656 Line of Credit - Turtle Bay Exploration Park N/A 1656842 10147059 2015-08 2020-12 6.0 N/A REAL ESTATE DEVELOPMENT 10147059 Note Receivable SSR Ventures Inc N/A 6184000 6903312 2015-08 2032-01 6.0 N/A 6903312 INVESTMENT EXPENSE 2413934 2413934 INVESTMENT EXPENSE - LPS 332063 332063 STATE TAX 20000 FEDERAL EXCISE TAX 200000 PROPERTY TAX - Investment Property 228227 228227 FOREIGN TAX 655 151643 PROPERTY TAX - Charitable Property 4957 4957 TAX EXPENSE-OUT OF STATE 84966 SALES TAX EXPENSE 678 102 576 YET2VENTURES DOUBLEDUTCH INVESTORS LLC 1105 N MARKET STREET SUITE 1800 wilmington DE 19801 474661301 n/a 0