MCCONNELL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MCCONNELL FOUNDATION (EIN 94-6102700)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349103240
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T18:04:31-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-15 | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $428,224,319 | 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 | $210,216 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,033 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,033 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,472,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,365,653 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,683,462 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,683,462 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,683,462 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $25,086,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,164,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,190,633 | 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 | $2,504,776 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,712,847 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $34,958,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,953,628 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,379,090 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $395,516 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $983,574 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,427,435 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $341,019 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,086,416 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,718,023 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $312,215 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,405,807 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $43,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $34,379 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,220 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,470 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,630 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,592,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,592,446 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $674,533 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $318,716 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $355,817 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $458,310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $787,431 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,704 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,843,378 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $894,690 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $297,522 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $36,729 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $260,793 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $82,952 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,341 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $74,611 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $177,884 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,626 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $176,258 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,157,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,892,196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,229,243 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,894,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,644,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,599,073 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,865,485 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,965,852 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,760,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,644,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,564,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,197,887 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,308,854 | 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 | $5,612,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,775,617 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,775,617 | 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 | $15,757,247 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $15,215,365 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $15,757,247 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $15,757,247 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $239,630,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $226,547,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $304,858,261 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $44,345,114 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $8,514,279 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $34,440,799 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $35,830,835 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $35,900,196 | 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 | $91,395,944 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,333,254 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $67,321,477 | LandBOYAmt |
| Land EOY | $66,062,690 | LandEOYAmt |
| Land EOYFMV | $67,503,119 | LandEOYFMVAmt |
| Other Assets BOY | $916,684 | OtherAssetsBOYAmt |
| Other Assets EOY | $739,760 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $739,760 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $364,827,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $348,403,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $428,224,319 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,665,945 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,428,211 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,364,238 | GrantsPayableBOYAmt |
| Grants Payable EOY | $12,827,455 | GrantsPayableEOYAmt |
| 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 | $27,726,476 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,092,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $44,756,659 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,347,666 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $297,384,569 | UnrestrictedBOYAmt |
| Unrestricted EOY | $310,554,926 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $22,686,397 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $20,501,110 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $320,070,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $331,056,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $364,827,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $348,403,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $320,070,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,197,887 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,787,183 | OtherIncreasesAmt |
| Subtotal | $331,056,036 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $331,056,036 | 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 | $116,164,509 | $96,488,822 | $19,675,687 | $0 | $19,675,687 | |
| GAIN FROM ALTERNATIVE INVESTMENTS | $5,514,946 | $5,514,946 | $0 | $5,514,946 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,190,633 | 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 | $19,700,362 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $389,129,217 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050627 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,379,762 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $361,102,924 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025975 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,276,314 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $365,480,671 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030853 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,935,625 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $366,064,224 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032605 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,081,097 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $332,591,666 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036324 | DistributionYr5Rt |
| Total Distribution | 0.176384 | TotalDistributionRt |
| Average Distribution | 0.035277 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $400,212,743 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,118,305 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $263,089 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,381,394 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,168,649 | 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 | $263,089 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $263,089 | SubtotalAmt |
| Tax Based On Investment Income | $263,089 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $629,927 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $629,927 | TotalPaymentsAndCreditsAmt |
| Overpayment | $366,838 | OverpaymentAmt |
| Applied To ES Tax | $366,838 | 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 | Yes (true) | 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 |
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 | $501,980 | $101,397 | $0 |
| Lee W Salter | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Secretary | 15.000 | $522,590 | $80,175 | $0 |
| Robert P Blankenship | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Director | 10.000 | $27,500 | $0 | $0 |
| Shannon Phillips | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Chief Operating Officer | 50.000 | $249,957 | $70,227 | $0 |
| Doreeta J Domke | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Chair of the Board | 10.000 | $27,500 | $0 | $0 |
| William W Cox | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Treasurer | 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 |
|---|---|---|---|---|---|---|---|
| Brian Sindt | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Program Officer | 40.000 | $118,830 | $0 |
| Darin Sanders | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | IT Administrator | 50.000 | $139,410 | $0 |
| David Tanner | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Program Officer | 40.000 | $127,645 | $0 |
| Diana Stewart | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Director of Admin | 50.000 | $162,619 | $0 |
| Kelly Salter | |||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Sr. Program Officer | 40.000 | $156,757 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 17 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| LSV Asset Management | ||||||
| One North Wacker Drive | Chicago | IL | 60606 | Investment Manager | $773,513 | |
| Baron Capital Management | ||||||
| 767 Fifth Avenue | New York | NY | 10153 | Investment Manager | $135,559 | 49th Floor |
| Argus Investors Counsel | ||||||
| PO Box 3414 | Buffalo | NY | 142402999 | Investment Manager | $107,471 | |
| Trilogy Architecture | ||||||
| 2055 Pine Street | Redding | CA | 96001 | Architectural | $103,646 | |
| D'Annunzio Consulting Group | ||||||
| 621 Pacific Avenue Ste 216 | Tacoma | WA | 98402 | Consulting Services | $95,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Supplemental Information. | Description1Txt |
| Expenses1 | $2,480,746 | Expenses1Amt |
| Description2 | See Supplemental Information. | Description2Txt |
| Expenses2 | $915,893 | Expenses2Amt |
| Description3 | See Supplemental Information. | Description3Txt |
| Expenses3 | $615,020 | Expenses3Amt |
| Description4 | See Supplemental Information. | Description4Txt |
| Expenses4 | $495,075 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $336,591,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,097,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,618,397 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $406,307,353 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $406,307,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,094,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $400,212,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,010,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,010,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $263,089 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $263,089 | TotalTaxAmt |
| Distributable Before Adj | $19,747,548 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $95,267 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,842,815 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,842,815 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,564,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $603,724 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $18,168,649 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $263,089 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,905,560 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,842,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,001,763 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,001,763 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,168,649 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,168,649 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,001,763 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,001,763 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $672,403 | 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 (146 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Advance Redding | |||||||||||||
| 700 Auditorium Dr | Redding | CA | 96001 | NONE | PC | Redd Sun Festival Art installation | $10,000 | ||||||
| Active 20-30 Club of Redding Foundation | |||||||||||||
| PO BOX 991566 | Redding | CA | 96099 | NONE | PC | 2018 Sundial Film Festival Sponsorship | $2,500 | ||||||
| Alta California Community Media | |||||||||||||
| PO Box 991046 | Redding | CA | 96099 | NONE | PC | Community Radio | $13,000 | ||||||
| American River College | |||||||||||||
| Attn Kim Gardner 4700 College Oak D | Sacramento | CA | 95841 | NONE | GOV | 2016 Vista and McConnell Scholars | $7,000 | rive | |||||
| Brown University | |||||||||||||
| Cashier Office 164 Angell Street Bo | Providence | RI | 02912 | NONE | GOV | 2014 Vista and McConnell Scholars | $3,750 | x 1911 | |||||
| Butte Community College | |||||||||||||
| Attn Business Office 3536 Butte Cam | Oroville | CA | 95965 | NONE | GOV | 2018 McConnell Scholars | $8,801 | pus Drive | |||||
| California Bicycle Coalition Education Fund | |||||||||||||
| dba Shasta Living Streets PO Box 94 | Palo Cedro | CA | 96073 | NONE | PC | Support of organization's mission and contributions to the vitality of our community | $100,000 | 1 | |||||
| California Humanities | |||||||||||||
| 1313 California Street | Redding | CA | 96001 | NONE | PC | CA 2020: Democracy and the Informed Citizen | $20,000 | ||||||
| California Polytechnic State University | |||||||||||||
| Office of Financial Aid Scholarshi | West Temple Avenue | CA | 91768 | NONE | GOV | 2018 McConnell Scholars | $4,312 | ps | |||||
| California Polytechnic State University Pomona | |||||||||||||
| San Luis Obispo | San Luis Obispo | CA | 93407 | NONE | GOV | Vista and McConnell Scholars: 2014 ($2,875); 2016 ($24,267); 2017 ($5,000) | $32,142 | ||||||
| California State University Chico | |||||||||||||
| Kendall Hall 105 | Chico | CA | 959290722 | NONE | GOV | Vista and McConnell Scholars: 2013 ($5,092); 2014 ($36,920); 2015 ($43,341); 2016 ($25,000); 2017 ($7,000); 2018 (18,497) | $135,850 | ||||||
| California State University East Bay | |||||||||||||
| Cashiers Office 25800 Carlos Bee Bo | Hayward | CA | 94542 | NONE | GOV | 2017 McConnell Scholars | $10,334 | ulevard | |||||
| California State University Fresno | |||||||||||||
| Cashiering Services - Joyal Admin B | Fresno | CA | 937400826 | NONE | GOV | 2017 McConnell Scholars | $7,500 | LDG 5150 N Maple Ave M/S JA 58 | |||||
| California State University Fullerton | |||||||||||||
| Student Financial Services Attn Cas | Fullerton | CA | 928346808 | NONE | GOV | Vista and McConnell Scholars: 2014 (9,224); 2017 ($5,187) | $14,411 | hiers PO Box 6808 | |||||
| California State University Long Beach | |||||||||||||
| Brotman Hall 155 1250 Bellflower Bl | Long Beach | CA | 90840 | NONE | GOV | 2015 Vista and McConnell Scholars | $4,500 | vd | |||||
| California State University Monterey Bay | |||||||||||||
| Financial Aid 100 Campus Center | Seaside | CA | 93955 | NONE | GOV | 2018 McConnell Scholars | $8,057 | ||||||
| California State University Sacramento | |||||||||||||
| 6000 J Street | Sacramento | CA | 95819 | NONE | GOV | Vista and McConnell Scholars: 2015 refund (-$220); 2016 ($5,000); 2017 ($14,759); 2018 ($18,529) | $50,854 | ||||||
| Center for Lao Studies | |||||||||||||
| PO Box 843 | South San Francisco | CA | 94080 | NONE | PC | Between Two Worlds Exhibit: Redding | $86,000 | ||||||
| City of Redding | |||||||||||||
| 777 Cypress Avenue | Redding | CA | 96001 | NONE | GOV | Urban Forestry: Downtown Street Trees ($41,500); 2018-2020 4th of July Fireworks ($85,000); Public Safety Equipment for Redding Police Department ($40,000) | $166,500 | ||||||
| College of the Siskiyous | |||||||||||||
| 800 College Avenue | Weed | CA | 96094 | NONE | GOV | Vista and McConnell Scholars: 2015 refund (-$2,660); 2016 ($7,180); 2017 ($533) | $7,713 | ||||||
| College OPTIONS Inc | |||||||||||||
| 1321 Butte Street | Redding | CA | 96001 | NONE | PC | College OPTIONS | $1,330,000 | ||||||
| County of Shasta | |||||||||||||
| 1450 Court Street Suite 308A | Redding | CA | 96001 | NONE | GOV | Healthy Shasta Partnership 2017-2019 ($40,000); Continuum of Care Coordinator/Point-in-Time Contract ($16,000) | $59,750 | ||||||
| County of Tehama | |||||||||||||
| PO Box 250 | Red Bluff | CA | 96080 | NONE | GOV | Children's Library | $500,000 | ||||||
| Enterprise High School | |||||||||||||
| 3411 Churn Creek Road | Redding | CA | 96002 | NONE | GOV | Yosemite Program 2018 | $2,500 | ||||||
| Foothill High School | |||||||||||||
| 9733 Deschutes Road | Palo Cedro | CA | 96073 | NONE | GOV | Yosemite Program 2018 | $2,500 | ||||||
| Forward Redding Foundation | |||||||||||||
| 1321 Butte Street Suite 100 | Redding | CA | 96001 | NONE | PC | Redding City Identity Project (RCIP) | $77,500 | ||||||
| Freeland Foundation | |||||||||||||
| NONE | NC | Shared Situational Analysis Convening | $15,000 | 92 1 Soi Phahonyothin | 5 Phahonyothin Road | Khwaeng Phaya Thai Khet | Phaya Thai | TH | |||||
| Humboldt State University | |||||||||||||
| 1 Harpst St | Arcata | CA | 95521 | NONE | GOV | Vista and McConnell Scholars: 2013 ($21,846); 2015 ($28,573); 2016 ($15,000); 2017 ($15,000); 2018 ($8,608) | $96,527 | ||||||
| International Union for Conservation Of Nature and Natural Resources | |||||||||||||
| NONE | NC | Lao Ecology Small Grant Program I | $120,000 | 63 Sukhumvit 39 | Soi Prompong | TH | |||||||
| Local Indians For Education | |||||||||||||
| 4440 Shasta Dam Blvd | Shasta Lake | CA | 96019 | NONE | PC | Support for Community Graduation Celebrations (LIFE) | $500 | ||||||
| Mahila Shakti Bikash Kendra Nepal (MSBKN) | |||||||||||||
| NONE | NC | Rural Women's Leadership Development Program: Phase VI ($350,000); Women's Leadership Development Program - Phase V ($150,000) | $500,000 | Ganesh Basti Maharajganj | Chakrapath | Kathmandu | NP | ||||||
| Marin Ventures | |||||||||||||
| 350 Merrydale Rd | San Rafael | CA | 94903 | NONE | PC | Donation in memory of Kendra Elizabeth Young | $1,000 | ||||||
| Mount Shasta Trail Association Inc | |||||||||||||
| PO Box 36 | Mount Shasta | CA | 96067 | NONE | PC | Gateway Two (Trail Development 2018-21) | $105,000 | ||||||
| Mountain Communities Healthcare District | |||||||||||||
| PO Box 1229 | Weaverville | CA | 96067 | NONE | GOV | Equipment and Furnishings for Trinity Community Health Clinic | $160,000 | ||||||
| Mountain Valleys Health Centers | |||||||||||||
| dba Fall River Valley Health Center | Fall River Mills | CA | 96028 | NONE | PC | Fall River Valley Health Center Capital Campaign | $100,000 | PO Box 490 | |||||
| National University | |||||||||||||
| Redding Office 760 Cypress Avenue S | Redding | CA | 96001 | NONE | GOV | 2012 Vista and McConnell Scholars | $4,159 | uite 210 | |||||
| Natural Resource Conflict Transformation Center | |||||||||||||
| NONE | NC | Natural Resource Conflict Transformation Project: Phase V: Partnerships for Peace | $400,000 | Madhyapur Thimi 44600 | Madhyapur | Thimi | NP | ||||||
| NatureBridge | |||||||||||||
| 28 Geary Street Suite 650 | San Francisco | CA | 94108 | NONE | PC | Yosemite Program 2018 | $74,325 | ||||||
| North Valley Community Foundation | |||||||||||||
| 240 Main Street Suite 260 | Chico | CA | 95928 | NONE | PC | Camp Fire Relief Fund | $100,000 | ||||||
| Oregon Institute of Technology | |||||||||||||
| Financial Aid Office 3201 Campus Dr | Klamath Falls | OR | 97601 | NONE | GOV | 2015 Vista and McConnell Scholars | $7,136 | ive | |||||
| Redding Trail Alliance Inc | |||||||||||||
| 624 1/2 State Street | Redding | CA | 960013309 | NONE | PC | Shasta County Trail Planning, Building and Promoting 2018-2020 | $60,000 | ||||||
| Redding School of the Arts | |||||||||||||
| 955 Inspiration Place | Redding | CA | 96003 | NONE | PC | RSA Music Program in honor of Jean Hatch's retirement | $500 | ||||||
| San Diego State University | |||||||||||||
| 5500 Campanile Drive | San Diego | CA | 92182 | NONE | GOV | 2015 Vista and McConnell Scholars | $5,000 | ||||||
| San Francisco State University | |||||||||||||
| Bursars Office ADM 155 1600 Hollowa | San Francisco | CA | 941324033 | NONE | GOV | 2013 Vista and McConnell Scholars | $553 | y Avenue | |||||
| San Jose State University | |||||||||||||
| Financial Aid Scholarships One Was | San Jose | CA | 95192 | NONE | GOV | Vista and McConnell Scholars: 2016 ($7,500); 2017 ($7,500) | $15,000 | hington Square | |||||
| Shasta College | |||||||||||||
| PO Box 496006 | Redding | CA | 960496006 | NONE | GOV | Vista and McConnell Scholars: 2013 Refund ($-3,750), 2014 ($8,500), 2016 ($4,200), 2017 ($22,775); 2018 ($8,830) | $32,055 | ||||||
| Shasta College Foundation | |||||||||||||
| PO Box 496006 | Redding | CA | 960496006 | NONE | PC | Scholarships for the Shasta College Global Education Program Expeditions 2016-2020 ($10,000); North State Together - North State Collective Impact Partnership ($1,643,750) | $1,653,750 | ||||||
| Shasta County Arts Council | |||||||||||||
| 1313 Market Street | Redding | CA | 96001 | NONE | PC | Redding Cultural District ($155,000); Redding Fashion Alliance - Incubation Spaces to Activate Vacant Property ($115,000) | $270,000 | ||||||
| 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 Office of Education | |||||||||||||
| 1644 Magnolia Avenue | Redding | CA | 96001 | NONE | GOV | Ignite Opportunity STEM Career Day ($10,000) | $10,000 | ||||||
| Shasta County Young Men's Christian Association aka Shasta Family YMCA | |||||||||||||
| aka Shasta Family YMCA 1155 N Court | Redding | CA | 96001 | NONE | PC | Healthy Shasta Partnership 2017-2019 ($35,000); Power Scholars Academy Training ($1,700) | $36,700 | Street | |||||
| Shasta Historical Society | |||||||||||||
| 1449 Market Street | Redding | CA | 96001 | NONE | PC | Collections Digitalization ($9,250); Historical Building Inventory Project ($2,500) | $11,750 | ||||||
| Shasta Library Foundation | |||||||||||||
| PO Box 993366 | Redding | CA | 96099 | None | PC | Donation for Children's Books | $5,000 | ||||||
| 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) ($68,892); Operating Support 2017-2021 ($182,460); The McConnell Fund at the Shasta Regional Community Foundation 2018 ($742,500); The McConnell Fund at the Shasta Regional Community Foundation 2019 ($742,500); Community Disaster Relief Fund-Carr Fire ($100,000) | $1,836,352 | ||||||
| Shasta Women's Refuge | |||||||||||||
| dba One SAFE Place PO Box 991060 | Redding | CA | 96099 | NONE | PC | Operating Support and Challenge Grant | $100,000 | ||||||
| Sonoma State University | |||||||||||||
| 1801 East Cotati Avenue | Rohnert Park | CA | 94928 | NONE | GOV | Vista and McConnell Scholars: 2015 ($21,382); 2017 ($11,500) | $36,362 | ||||||
| Southern Oregon University | |||||||||||||
| 1250 Siskiyou Blvd | Ashland | OR | 97520 | NONE | GOV | Vista and McConnell Scholars: 2012 ($2,928) | $2,928 | ||||||
| Turtle Bay Exploration Park | |||||||||||||
| 1335 Arboretum Drive Suite A | Redding | CA | 96003 | NONE | PC | Sustainability Gardens - 2018 Site Maintenance ($70,000); Operating Support for Calendar Year 2018 ($1,500,000); Between Two Worlds Exhibit ($11,900) | $1,581,900 | ||||||
| American Red Cross of Northeastern California | |||||||||||||
| 2125 East Onstott Road | Yuba City | CA | 95991 | NONE | PC | Matching Gift | $1,500 | ||||||
| American River Natural History Association | |||||||||||||
| Effie Yeaw Nature Center PO Box 241 | Carmichael | CA | 956090241 | NONE | PC | Matching Gift | $3,000 | ||||||
| American Whitewater | |||||||||||||
| PO Box 1540 | Cullowhee | NC | 28723 | NONE | PC | Matching Gift | $300 | ||||||
| Another Chance Animal Welfare League | |||||||||||||
| PO Box 494274 | Redding | CA | 960494274 | NONE | PC | Matching Gift | $3,000 | ||||||
| Boulder Creek Elementary School | |||||||||||||
| 505 Springer Drive | Redding | CA | 960074913 | NONE | PC | Matching Gift | $225 | ||||||
| Butte Community College | |||||||||||||
| 3536 Butte Campus Drive SAS 355 | Oroville | CA | 959658303 | None | PC | Matching Gift | $750 | ||||||
| California Humanities | |||||||||||||
| 538 9th Street Suite 210 | Oakland | CA | 94607 | NONE | PC | Matching Gift | $1,500 | ||||||
| Captains For Clean Water Inc | |||||||||||||
| 12360 Flintlock Lane | Fort Myers | FL | 33912 | NONE | PC | Matching Gift | $375 | ||||||
| Communities For Police Canines | |||||||||||||
| PO Box 901575 | Redding | CA | 96099 | NONE | PC | Matching Gift | $150 | ||||||
| Cottonwood Citizens Patrol Inc | |||||||||||||
| P O Box 1481 | Cottonwood | CA | 96022 | NONE | PC | Matching Gift | $750 | ||||||
| Cottonwood Creek Charter School | |||||||||||||
| PO Box 1648 | Cottonwood | CA | 96022 | NONE | GOV | Matching Gift | $1,350 | ||||||
| Education First Foundation | |||||||||||||
| c/o Redding School District 5885 Ea | Redding | CA | 96099 | NONE | PC | Matching Gift | $300 | st Bonnyview Road | |||||
| Eglise Evangelique De La Renaissance | |||||||||||||
| 129 Lower Swiftwater Rd | Swiftwater | PA | 183707723 | NONE | PC | Matching Gift | $9,000 | ||||||
| Esophageal Cancer Awareness Association Inc | |||||||||||||
| PO Box 55071 | Boston | MA | 96002 | NONE | PC | Matching Gift | $450 | ||||||
| Family Dynamics Resource Center | |||||||||||||
| PO Box 990207 | Redding | CA | 960990207 | NONE | PC | Matching Gift | $1,650 | ||||||
| First 5 Shasta | |||||||||||||
| 393 Park Marina Circle | Redding | CA | 96001 | NONE | GOV | Matching Gift | $3,750 | ||||||
| Fort Wayne Pet Food Pantry | |||||||||||||
| 2502 Church Street | Fort Wayne | IN | 46809 | None | PC | Matching Gift | $375 | ||||||
| Friends of the Smithsonian | |||||||||||||
| PO Box 37012 MRC 712 | Washington | DC | 200137012 | NONE | PC | Matching Gift | $375 | ||||||
| Girl Scouts of Northern California | |||||||||||||
| 1670 Market Street Suite 248 | Redding | CA | 96001 | None | PC | Matching Gift | $150 | ||||||
| Girls Incorporated of the Northern Sacramento Valley | |||||||||||||
| PO Box 494081 | Redding | CA | 96049 | NONE | PC | Matching Gift | $375 | ||||||
| Happy Camp Community | |||||||||||||
| PO Box 1129 | Happy Camp | CA | 96039 | None | PC | Matching Gift | $1,200 | ||||||
| Haven Humane Society | |||||||||||||
| P O Box 992202 | Redding | CA | 960992202 | NONE | PC | Matching Gift | $14,888 | ||||||
| Hope Hospice Inc | |||||||||||||
| 6377 Clark Ave Ste 100 | Dublin | CA | 945683024 | NONE | PC | Matching Gift | $750 | ||||||
| Invisible Vets Limited | |||||||||||||
| PO Box 5729 | Fort Wayne | IN | 46895 | NONE | PC | Matching Gift | $1,500 | ||||||
| JPR Foundation | |||||||||||||
| 1250 Siskiyou Blvd | Ashland | OR | 975205025 | NONE | PC | Matching Gift | $375 | ||||||
| Kidsfirst | |||||||||||||
| 124 Main St | Roseville | CA | 95678 | NONE | PC | Matching Gift | $900 | ||||||
| League of Women Voters of the Redding Area | |||||||||||||
| PO Box 991463 | Redding | CA | 96001 | NONE | PC | Matching Gift | $75 | ||||||
| Mercy Foundation North | |||||||||||||
| 2625 Edith Avenue Suite E | Redding | CA | 96001 | NONE | PC | Matching Gift | $13,500 | ||||||
| Mountain View Middle School | |||||||||||||
| 675 Shasta View Drive | Redding | CA | 96003 | NONE | GOV | Matching Gift | $600 | ||||||
| NAMI Shasta County | |||||||||||||
| 1401 Gold St | Redding | CA | 960011937 | NONE | PC | Matching Gift | $375 | ||||||
| National Parks Conservation Association | |||||||||||||
| 777 6th Street NW Suite 700 | Washington | DC | 20001 | NONE | PC | Matching Gift | $825 | ||||||
| North State Symphony | |||||||||||||
| 400 West First Street | Chico | CA | 959290805 | NONE | PC | Matching Gift | $1,500 | ||||||
| North Valley Community Foundation | |||||||||||||
| 240 Main Street Suite 260 | Chico | CA | 959285374 | NONE | PC | Matching Gift | $10,800 | ||||||
| Northern California Educational Television Assn Inc | |||||||||||||
| dba KIXE-TV 603 North Market Street | Redding | CA | 96003 | NONE | PC | Matching Gift | $300 | ||||||
| Palo Cedro Volunteer Fire Company | |||||||||||||
| PO Box 86 | Palo Cedro | CA | 96073 | NONE | PC | Matching Gift | $75 | ||||||
| Paradise Historical Society | |||||||||||||
| PO Box 94 | Henryville | PA | 18332 | NONE | PC | Matching Gift | $5,250 | ||||||
| Paradise Rotary Foundation | |||||||||||||
| 5951 Almond Street | Paradise | CA | 95969 | NONE | PC | Matching Gift | $150 | ||||||
| Planned Parenthood Federation of America | |||||||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | NONE | PC | Matching Gift | $750 | ||||||
| Redding Fashion Alliance | |||||||||||||
| 1698 Market Street | Redding | CA | 96001 | NONE | PC | Matching Gift | $3,825 | ||||||
| Redding Piano Angels | |||||||||||||
| 2440 Pinion Court | Redding | CA | 96002 | NONE | PC | Matching Gift | $375 | ||||||
| Rotary Club of Redding Charitable Foundation | |||||||||||||
| 1700 Pine Street Suite 210 | Redding | CA | 96001 | NONE | PC | Matching Gift | $1,980 | ||||||
| Save Our Shores | |||||||||||||
| 345 Lake Avenue | Santa Cruz | CA | 95062 | NONE | PC | Matching Gift | $2,250 | ||||||
| Shasta College FOundation | |||||||||||||
| PO Box 496006 | Redding | CA | 96049 | NONE | PC | Matching Gift | $300 | ||||||
| Shasta College | |||||||||||||
| PO Box 496006 | Redding | CA | 96049 | NONE | GOV | Matching Gift | $7,500 | ||||||
| Shasta County Arts Council | |||||||||||||
| 1313 Market Street | Redding | CA | 96001 | NONE | PC | Matching Gift | $375 | ||||||
| Shasta County Chemical People Inc | |||||||||||||
| PO Box 493777 | Redding | CA | 96049 | NONE | PC | Matching Gift | $150 | ||||||
| Shasta County Mien Community | |||||||||||||
| PO Box 492614 | Redding | CA | 96049 | NONE | PC | Matching Gift | $450 | ||||||
| Shasta County Young Men's Christian Association | |||||||||||||
| dba Shasta Family YMCA 1155 N Court | Redding | CA | 96001 | NONE | PC | Matching Gift | $34,440 | Street | |||||
| Shasta Historical Society | |||||||||||||
| 1449 Market Street | Redding | CA | 960011026 | NONE | PC | Matching Gift | $7,275 | ||||||
| Shasta Humanity Project Inc | |||||||||||||
| 340 Hartnell Avenue Suite A | Redding | CA | 96002 | NONE | PC | Matching Gift | $3,000 | ||||||
| Shasta Land Trust | |||||||||||||
| PO Box 992026 | Redding | CA | 960992026 | NONE | PC | Matching Gift | $7,500 | ||||||
| Shasta Library Foundation | |||||||||||||
| PO Box 993366 | Redding | CA | 960993366 | NONE | PC | Matching Gift | $3,150 | ||||||
| Shasta Regional Community Foundation | |||||||||||||
| 1335 Arboretum Drive Suite B | Redding | CA | 96003 | NONE | PC | Matching Gift | $58,260 | ||||||
| Shasta Women's Refuge | |||||||||||||
| dba One SAFE Place PO Box 991060 | Redding | CA | 96099 | NONE | PC | Matching Gift | $1,650 | ||||||
| Spring Rivers Foundation | |||||||||||||
| PO Box 143 | Cassel | CA | 960160143 | NONE | PC | Matching Gift | $15,000 | ||||||
| St Jude Children's Research Hospital Inc | |||||||||||||
| Administration MS 271 Room C7045 26 | Memphis | TN | 381053678 | NONE | PC | Matching Gift | $300 | 2 Danny Thomas Place | |||||
| The Foundation for Promoting Arts Education | |||||||||||||
| c/o Redding School of the Arts 955 | Redding | CA | 96099 | NONE | PC | Matching Gift | $2,025 | Inspiration Place | |||||
| The Jefferson Pipe Band Inc | |||||||||||||
| 2925 Pioneer Dr | Redding | CA | 960010204 | NONE | PC | Matching Gift | $750 | ||||||
| The Rotary Club of Northern California Foundation Against Substance Abuse | |||||||||||||
| 340 Hartnell Avenue Suite A | Redding | CA | 96002 | NONE | PC | Matching Gift | $450 | ||||||
| The Salvation Army | |||||||||||||
| Redding Corps PO Box 492528 | Redding | CA | 960492528 | NONE | PC | Matching Gift | $3,000 | ||||||
| Turtle Bay Exploration Park | |||||||||||||
| 1335 Arboretum Drive Suite A | Redding | CA | 96003 | NONE | PC | Matching Gift | $11,993 | ||||||
| UC Santa Cruz | |||||||||||||
| Friends of Seymour Marine Discovery | Santa Cruz | CA | 95064 | NONE | GOV | Matching Gift | $3,000 | Center 1156 High Street | |||||
| United Way of Northern California | |||||||||||||
| 2280 Benton Drive Building B | Redding | CA | 96003 | NONE | PC | Matching Gift | $75 | ||||||
| Victory Ensured Thru Service | |||||||||||||
| 2171 Hartly Circle | Redding | CA | 960039045 | NONE | PC | Matching Gift | $7,500 | ||||||
| World Central Kitchen Incorporated | |||||||||||||
| 1875 Connecticut Avenue NW 10th Flo | Washington | DC | 20009 | NONE | PC | Matching Gift | $750 | or | |||||
| Yosemite Foundation | |||||||||||||
| 101 Montgomery Street Suite 1700 | San Francisco | CA | 94104 | NONE | PC | Matching Gift | $375 | ||||||
| Youth Violence Prevention Council of Shasta County | |||||||||||||
| 1700 Pine Street Suite 250 | Redding | CA | 96001 | NONE | PC | Matching Gift | $600 | ||||||
| University of California Berkeley | |||||||||||||
| Financial Aid and Scholarships Offi | Berkeley | CA | 947201960 | NONE | GOV | Vista and McConnell Scholars: 2016 ($17,429); 2017 ($6,000) | $23,429 | ce 16 Sproul Hall 1960 | |||||
| University of California Davis | |||||||||||||
| One Shields Avenue | Davis | CA | 95616 | NONE | GOV | Vista and McConnell Scholars: 2014 ($26,072); 2015 ($27,810); 2016 ($9,000); 2017 ($4,767) | $81,010 | ||||||
| University of California Irvine | |||||||||||||
| Office of Financial Aid and Scholar | Irvine | CA | 926972825 | NONE | GOV | 2017 McConnell Scholars | $15,784 | ships 102 Aldrich Hall | |||||
| University of California Los Angeles | |||||||||||||
| UCLA Remittance Center Box 957089 1 | Los Angeles | CA | 900959000 | NONE | GOV | Vista and McConnell Scholars: 2015 ($12,255); 2017 ($14,610) | $26,865 | 125 Murphy Hall 405 hilgard Avenue | |||||
| University of California San Diego | |||||||||||||
| 9500 Gilman Drive 0026 | La Jolla | CA | 920930026 | NONE | GOV | 2017 McConnell Scholars | $7,150 | ||||||
| University of California Santa Barbara | |||||||||||||
| UC Santa Barbara | Santa Barbara | CA | 93106 | NONE | GOV | Vista and McConnell Scholars: 2014 ($39,131); 2015 ($5,833); 2017 ($6,898); 2018 ($5,000) | $56,862 | ||||||
| University of California Santa Cruz | |||||||||||||
| Financial Aid and Scholarship Offic | Santa Cruz | CA | 95064 | NONE | GOV | 2014 Vista and McConnell Scholars | $2,400 | e 1156 High Street | |||||
| University of Oregon | |||||||||||||
| Office of the President 1226 Univer | Eugene | OR | 974031226 | NONE | GOV | 2018 Mcconnell Scholars | $2,664 | sity of Oregon | |||||
| University of Washington | |||||||||||||
| Office of Student Financial Aid Box | Seattle | WA | 981955880 | NONE | GOV | 2013 Vista and McConnell Scholars | $5,150 | 355880 | |||||
| Viva Downtown Redding | |||||||||||||
| 1721 Market Street | Redding | CA | 960011933 | NONE | PC | Busker Music by Major 7th Band | $2,150 | ||||||
| Weed Recreation and Parks District | |||||||||||||
| 450 College Avenue | Weed | CA | 96094 | NONE | GOV | New Weed Community Center ($221,000); Weed Community Center ($200,000) | $421,000 | ||||||
| Washington University School of Medicine | |||||||||||||
| Office of Student Financial Plannin | St Louis | MO | 63110 | None | GOV | 2014 Vista and McConnell Scholars | $7,500 | g 660 S Euclid Avenue Box 8059 | |||||
| Foothill High School | |||||||||||||
| 9733 Deschutes Road Campus Box 8059 | Palo Cedro | CA | 96073 | NONE | PC | In-kind Donation of Kubota Utility Vehicle (2,629 hours) | $2,500 | ||||||
| Shasta College | |||||||||||||
| PO Box 496006 | Redding | CA | 96049 | NONE | PC | In-kind Donation of Kubota Utility Vehicle (2,597 hours) | $2,500 | ||||||
| Alternatives to Violence | |||||||||||||
| PO Box 135 | Red Bluff | CA | 96080 | NONE | PC | In-kind donation of meat purchased at Jr. Livestock Auctions (168 lbs) | $4,714 | ||||||
| Empire Hotel Eharc Inc | |||||||||||||
| 1237 California Street | Redding | CA | 96001 | NONE | PC | In-kind donation of meat purchased at Jr. Livestock Auctions (190.5 lbs) | $5,346 | ||||||
| Shasta Senior Nutrition Program | |||||||||||||
| 100 Mercy Oaks Drive | Redding | CA | 96003 | NONE | PC | In-kind donation of meat purchased at Jr. Livestock Auctions (157.9 lbs) | $4,431 | ||||||
| Trinity County Food Asssistance Porgram | |||||||||||||
| PO Box 1123 | Weaverville | CA | 96093 | NONE | PC | In-kind donation of meat purchased at Jr. Livestock Auctions (334.7 lbs) | $9,392 | ||||||
| Great Northern Services | |||||||||||||
| 780 South Davis Street | Weed | CA | 96094 | NONE | PC | In-kind donation of meat purchased at Jr. Livestock Auctions (244.4 lbs) | $6,858 | ||||||
| Shasta Women's Refuge | |||||||||||||
| PO Box 991060 | Redding | CA | 96099 | NONE | PC | In-kind donation of meat purchased at Jr. Livestock Auctions (230.4 lbs) | $6,465 | ||||||
| Shasta Trinity Tehama HIV Food Bank | |||||||||||||
| PO Box 493283 | Redding | CA | 96049 | NONE | PC | In-kind donation of meat purchased at Jr. Livestock Auctions (98.9 lbs) | $2,775 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,965,852 | 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 | $1,033 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,472,331 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,683,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,086,195 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| WATER RIGHTS INCOME | 1 | $75,661 |
| OTHER INCOME | 1 | $17,725 |
| PARTNERSHIP INCOME | 1 | $1,557,542 |
| Private Equity Income | 1 | $853,848 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,747,797 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,747,797 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Frances E Spence Living Trust | |||||||
| 1 | 518 South Street | Yreka | CA | 96097 | $200,000 | Yes (X) | Yes (X) |
| California Department of Food and Agriculture | |||||||
| 2 | 1220 N Street Rm 120 | Sacramento | CA | 95814 | $10,216 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Interest in Real Property and Publicly Traded securities | NoncashPropertyDesc |
| Fair Market Value | $200,000 | FairMarketValueAmt |
| Received | 2018-08-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $42,100 | Amt |
| Net Investment Income | $29,470 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,630 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Leasehold Amortization | $176,922 | $179,050 |
| Depreciation Expense | $698,939 | $707,344 |
| Depreciation Expense - Charitable Use | $1,967,517 | |
| Depletion | $8,296 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)
| Address Line1ForeignAddress/AddressLine1Txt | 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 Line2ForeignAddress/AddressLine2Txt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Working Women Journalists | |||||||||||||
| HOUSE NO 83/18 PRAGOATI MARG | HANUMANSTHAN ANAMNAGAR | KATHMANDU | NP | 2016-03-01 | $25,000 | Developing and Supporting Women Journalists in Nepal - Phase III | $25,000 | 0 | 6/21/2018 Final Report | 2018-06-28 | Completed in good standing. Fully expended. | ||
| Natural Resource Conflict Transformation Center | |||||||||||||
| MADHYAPUR THIMI | LOKANTHALI | BHAKTIPUR | NP | 2016-02-01 | $700,000 | Natural Resource Conflict Transformation Project - Phase IV | $700,000 | 0 | 1/15/2018 Finance Report, 7/29/2018 Final Report | 2018-10-05 | Completed in good standing. Fully expended. | WARD NO 16 | |
| Mahila Shakti Bikash Kendra Nepal | |||||||||||||
| GANESH BASTI MAHARAJGANG | CHAKRAPATH | KATHMANDU | NP | 2016-06-01 | $750,000 | Women's Leadership Development Program - Phase V | $750,000 | 0 | 1/20/2018 Progress Report, 6/9/2018 FINAL Report | 2018-06-13 | Completed in good standing. Fully expended. | ||
| Natural Resource Conflict Transformation Center | |||||||||||||
| MADHYAPUR THIMI | LOKANTHALI | BHAKTIPUR | NP | 2017-04-01 | $55,800 | Global Platform | $52,774 | 0 | 8/1/2018 Progress Report | 2019-08-10 | Around $3,000 remaining in account for website work. Ongoing, ontrack. | WARD NO 16 | |
| Mahila Shakti Bikash Kendra Nepal | |||||||||||||
| GANESH BASTI MAHARAJGANG | CHAKRAPATH | KATHMANDU | NP | 2018-06-01 | $612,000 | Women's Leadership Development Program - Phase VI | $134,833 | 0 | 12/28/2018 Progress Report | 2018-12-03 | On track to be completed in mid- 2020. | ||
| Natural Resource Conflict Transformation Center | |||||||||||||
| MADHYAPUR THIMI | LOKANTHALI | BHAKTIPUR | NP | 2018-04-01 | $700,000 | Natural Resource Conflict Transformation Project - Phase V | $200,808 | 0 | 12/3/2018 Progress Report | 2018-12-08 | On track to be completed in mid- 2020. | WARD NO 16 | |
| Freeland Foundation | |||||||||||||
| 92/1 Soi Phahonyothin 5 | Bangkok | TH | 2018-08-15 | $9,263 | Coordination of Situational Analysis Convening | $9,263 | 0 | 10/1/2018 FINAL Report | 2018-10-05 | Completed in good standing. Fully expended. | Phahonyothin Road Phaya Thai | 10400 | |
| International Union for the Conservation of Nature | |||||||||||||
| 28 rue Mauverney | Gland | SZ | 2018-11-01 | $194,000 | Lao Ecology Small Grants I | $194,000 | 0 | N/A | Underway | CH1196 | |||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| Securities | $116,164,509 | $94,658,550 | $21,505,959 |
| Limited Partnerships | $935,823 | $935,823 | |
| Private Equities | $2,661,020 | $2,661,020 | |
| Fixed Assets | $16,607 | -$16,607 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (7 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| 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: $2,480,746 |
| Line 2 | 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 2018 the Foundation hosted over 94 outside groups with over 3,329 attendees. 2018 meetings for charitable organizations was down significantly from prior year with cancelations due to the 2018 Carr, Hirz, and Delta Fires between late July and early October. The Meeting Room Facility is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. Expenses: $915,893 |
| Line 3 | Form 990-PF, Part IX-A | Community Vitality/Livable Communities - The McConnell Foundation supports projects that make the communities we serve more vital and liveable. We work with government agencies and non-profits to this end. Focus Areas include creative placemaking, civic engagement, fostering "Local," future readiness and active lifestyles. In partnership with the City of Redding and a local developer, The McConnell Foundation is developing and building 79 Affordable Housing units as well as bike transportation infrastructure and amenities to revitalize the Redding Downtown core. Expenses: $615,020 |
| Line 4 | 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: $495,075 |
| Line 5 | Form 990-PF, Part IX-A | Children, Youth and Education Program - The McConnell Foundation's Children, Youth and Education program provides funding to programs and services that have an impact on the development, well-being and education of children, youth and young adults in the Foundation's service area. Expenses: $472,564 |
| Line 6 | Form 990-PF, Part IX-A | Scholarship Program - The McConnell Foundation Scholars Program provide 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. 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. Participants of both programs 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: $459,177 |
| Line 7 | Form 990-PF, Part IX-A | Yosemite Program - The Yosemite Program is a five-day outdoor environmental education program provided by NatureBridge. Each spring, The McConnell Foundation offers to 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 the opportunity to participate in the program at Yosemite National Park. Groups of students, led by NatureBridge field instructors, 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 tuition, transportation, and administration. Expenses: $232,877 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities | $120,927,716 | $137,097,948 |
| Fixed Income | $19,227,664 | $4,427,325 |
| Real Estate | $1,623,668 | $1,102,617 |
| Alternative Investments | $84,768,386 | $162,230,371 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Building | $17,232,012 | $8,424,146 | $8,807,866 | $8,790,755 |
| Land | $27,001,261 | $27,001,261 | $27,051,135 | |
| Equipment | $111,841 | $90,133 | $21,708 | $58,306 |
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 | $49,663,015 | $18,009,619 | $31,653,396 | $31,653,888 |
| Land | $32,387,590 | $32,387,590 | $33,827,527 | |
| Equipment | $9,345,339 | $7,323,635 | $2,021,704 | $2,021,704 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $43,600 | LegalFeesAmt |
| Net Investment Income | $34,379 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,220 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 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 | $911,684 | $734,760 | $734,760 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER | $182,292 | $52,100 | $130,193 |
| CHEMICALS & FERTILIZERS | $19,173 | $1,917 | $17,256 |
| DUES | $8,287 | $1,657 | $6,629 |
| CONSULTING COMISSIONS | $50,501 | $50,501 | |
| GAS, OIL, FUEL | $26,573 | $3,405 | $23,168 |
| INSURANCE | $182,822 | $42,567 | $140,255 |
| License & Permits | $317 | $317 | |
| MAINTENANCE & REPAIR | $369,222 | $16,635 | $352,588 |
| MEALS | $15,742 | $780 | $14,962 |
| OFFICE EXPENSE | $63,387 | $9,508 | $53,879 |
| OFFICE SUPPLIES | $10,425 | $1,564 | $8,861 |
| Other Miscellaneous Expense | $4,767 | $3,860 | $907 |
| Outside Services | $19,957 | $3,398 | $16,559 |
| UNIFORMS | $5,178 | $411 | $4,767 |
| Managed Property Expense | $1,738,890 | $1,738,890 | |
| CHARITABLE PROGRAMS | $358,440 | $358,440 | |
| SHOP SUPPLIES | $6,162 | $616 | $5,546 |
| Qualifying memberships | $40,200 | $40,200 | |
| Misc Contributions | $55,033 | $55,033 | |
| Misc Investment Expenses | $2,964,070 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | $1,557,542 | $1,712,847 |
| Private Equity Income | $853,848 | |
| Miscellaneous Income | $17,725 | |
| Water Rights Income | $75,661 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain | Desc |
| Amt | $2,787,183 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CHARLES SCHWAB | $24,634,476 | $0 |
| SSR VENTURES, INC. | $3,092,000 | $3,092,000 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|
| Line of Credit - Turtle Bay Exploration Park | ||||||||
| N/A | $1,656,842 | $9,573,247 | 2015-08 | 2020-12 | 6.0 | N/A | REAL ESTATE DEVELOPMENT | $9,573,247 |
| Note Receivable SSR Ventures Inc | ||||||||
| N/A | $6,184,000 | $6,184,000 | 2015-08 | 2032-01 | 6.0 | N/A | $6,184,000 | |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXPENSE | $2,230,986 | $2,230,986 |
| INVESTMENT EXPENSE - LPS | $361,460 | $361,460 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $48,396 | ||
| FEDERAL EXCISE TAX | $225,000 | ||
| PROPERTY TAX - Investment Property | $177,965 | $177,965 | |
| FOREIGN TAX | $2,245 | $609,466 | |
| PROPERTY TAX - Charitable Property | $4,704 | $4,704 |
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 |