2019-11-15T18:04:31-06:00 2018-12-31 350921680 CROWE LLP 400 Capitol Mall Suite 1400 Sacramento CA 958144434 990PF 2018-01-01 946102700 The McConnell Foundation MCCO 5302266200 800 SHASTA VIEW DRIVE REDDING CA 96003 John Mancasola President & CEO 2019-11-15 true Diane Brown P01578407 9164411000 2018 2020-03-31 21:24:44Z X 428224319 X 210216 1033 1033 4472331 7365653 2683462 2683462 2683462 25086195 116164509 25190633 0 0 0 2504776 1712847 0 34958013 36953628 0 1379090 395516 983574 2427435 341019 2086416 1718023 312215 1405807 43600 34379 0 9220 42100 29470 0 12630 2592446 2592446 0 0 674533 318716 355817 458310 787431 0 4704 2843378 894690 0 297522 36729 260793 82952 8341 74611 177884 1626 176258 3157368 4892196 0 1229243 15894641 10644774 0 6599073 10865485 10965852 26760126 10644774 0 17564925 8197887 26308854 0 2200 2200 2200 5612498 1775617 1775617 0 0 0 0 0 0 0 0 0 15757247 0 15215365 15757247 15757247 0 0 0 239630684 226547434 304858261 0 0 44345114 8514279 34440799 35830835 35900196 1687919 1687919 1687919 91395944 25333254 67321477 66062690 67503119 916684 739760 739760 364827626 348403702 428224319 1665945 1428211 15364238 12827455 0 0 0 0 27726476 3092000 44756659 17347666 X 297384569 310554926 22686397 20501110 320070966 331056036 364827625 348403702 320070966 8197887 2787183 331056036 0 331056036 PUBLICLY TRADED SECURITIES 116164509 96488822 19675687 0 19675687 GAIN FROM ALTERNATIVE INVESTMENTS P 5514946 5514946 0 5514946 25190633 0 false 19700362 389129217 0.050627 9379762 361102924 0.025975 11276314 365480671 0.030853 11935625 366064224 0.032605 12081097 332591666 0.036324 0.176384 0.035277 400212743 14118305 263089 14381394 18168649 X 263089 263089 263089 629927 629927 366838 366838 0 false false false false true 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 John A Mancasola 800 SHASTA VIEW DRIVE REDDING CA 96003 President & CEO 50.000 501980 101397 0 Lee W Salter 800 SHASTA VIEW DRIVE REDDING CA 96003 Secretary 15.000 522590 80175 0 Robert P Blankenship 800 SHASTA VIEW DRIVE REDDING CA 96003 Director 10.000 27500 0 0 Shannon Phillips 800 SHASTA VIEW DRIVE REDDING CA 96003 Chief Operating Officer 50.000 249957 70227 0 Doreeta J Domke 800 SHASTA VIEW DRIVE REDDING CA 96003 Chair of the Board 10.000 27500 0 0 William W Cox 800 SHASTA VIEW DRIVE REDDING CA 96003 Treasurer 10.000 27500 0 0 Brian Sindt 800 SHASTA VIEW DRIVE REDDING CA 96003 Program Officer 40.000 118830 0 Darin Sanders 800 SHASTA VIEW DRIVE REDDING CA 96003 IT Administrator 50.000 139410 0 David Tanner 800 SHASTA VIEW DRIVE REDDING CA 96003 Program Officer 40.000 127645 0 Diana Stewart 800 SHASTA VIEW DRIVE REDDING CA 96003 Director of Admin 50.000 162619 0 Kelly Salter 800 SHASTA VIEW DRIVE REDDING CA 96003 Sr. Program Officer 40.000 156757 0 17 LSV Asset Management One North Wacker Drive Chicago IL 60606 Investment Manager 773513 Baron Capital Management 767 Fifth Avenue 49th Floor New York NY 10153 Investment Manager 135559 Argus Investors Counsel PO Box 3414 Buffalo NY 142402999 Investment Manager 107471 Trilogy Architecture 2055 Pine Street Redding CA 96001 Architectural 103646 D'Annunzio Consulting Group 621 Pacific Avenue Ste 216 Tacoma WA 98402 Consulting Services 95000 3 See Supplemental Information. 2480746 See Supplemental Information. 915893 See Supplemental Information. 615020 See Supplemental Information. 495075 0 336591872 2097084 67618397 406307353 0 406307353 6094610 400212743 20010637 20010637 263089 0 263089 19747548 95267 19842815 19842815 17564925 0 603724 0 18168649 263089 17905560 19842815 0 2016 2015 2014 0 0 0 0 0 1001763 1001763 18168649 0 0 0 18168649 0 1001763 1001763 0 0 0 0 672403 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. Advance Redding 700 Auditorium Dr Redding CA 96001 NONE PC Redd Sun Festival Art installation 10000 Active 20-30 Club of Redding Foundation PO BOX 991566 Redding CA 96099 NONE PC 2018 Sundial Film Festival Sponsorship 2500 Alta California Community Media PO Box 991046 Redding CA 96099 NONE PC Community Radio 13000 American River College Attn Kim Gardner 4700 College Oak D rive Sacramento CA 95841 NONE GOV 2016 Vista and McConnell Scholars 7000 Brown University Cashier Office 164 Angell Street Bo x 1911 Providence RI 02912 NONE GOV 2014 Vista and McConnell Scholars 3750 Butte Community College Attn Business Office 3536 Butte Cam pus Drive Oroville CA 95965 NONE GOV 2018 McConnell Scholars 8801 California Bicycle Coalition Education Fund dba Shasta Living Streets PO Box 94 1 Palo Cedro CA 96073 NONE PC Support of organization's mission and contributions to the vitality of our community 100000 California Humanities 1313 California Street Redding CA 96001 NONE PC CA 2020: Democracy and the Informed Citizen 20000 California Polytechnic State University Office of Financial Aid Scholarshi ps West Temple Avenue CA 91768 NONE GOV 2018 McConnell Scholars 4312 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) 32142 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) 135850 California State University East Bay Cashiers Office 25800 Carlos Bee Bo ulevard Hayward CA 94542 NONE GOV 2017 McConnell Scholars 10334 California State University Fresno Cashiering Services - Joyal Admin B LDG 5150 N Maple Ave M/S JA 58 Fresno CA 937400826 NONE GOV 2017 McConnell Scholars 7500 California State University Fullerton Student Financial Services Attn Cas hiers PO Box 6808 Fullerton CA 928346808 NONE GOV Vista and McConnell Scholars: 2014 (9,224); 2017 ($5,187) 14411 California State University Long Beach Brotman Hall 155 1250 Bellflower Bl vd Long Beach CA 90840 NONE GOV 2015 Vista and McConnell Scholars 4500 California State University Monterey Bay Financial Aid 100 Campus Center Seaside CA 93955 NONE GOV 2018 McConnell Scholars 8057 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) 50854 Center for Lao Studies PO Box 843 South San Francisco CA 94080 NONE PC Between Two Worlds Exhibit: Redding 86000 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) 166500 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) 7713 College OPTIONS Inc 1321 Butte Street Redding CA 96001 NONE PC College OPTIONS 1330000 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) 59750 County of Tehama PO Box 250 Red Bluff CA 96080 NONE GOV Children's Library 500000 Enterprise High School 3411 Churn Creek Road Redding CA 96002 NONE GOV Yosemite Program 2018 2500 Foothill High School 9733 Deschutes Road Palo Cedro CA 96073 NONE GOV Yosemite Program 2018 2500 Forward Redding Foundation 1321 Butte Street Suite 100 Redding CA 96001 NONE PC Redding City Identity Project (RCIP) 77500 Freeland Foundation 92 1 Soi Phahonyothin 5 Phahonyothin Road Khwaeng Phaya Thai Khet Phaya Thai TH NONE NC Shared Situational Analysis Convening 15000 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) 96527 International Union for Conservation Of Nature and Natural Resources 63 Sukhumvit 39 Soi Prompong TH NONE NC Lao Ecology Small Grant Program I 120000 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) Ganesh Basti Maharajganj Chakrapath Kathmandu NP NONE NC Rural Women's Leadership Development Program: Phase VI ($350,000); Women's Leadership Development Program - Phase V ($150,000) 500000 Marin Ventures 350 Merrydale Rd San Rafael CA 94903 NONE PC Donation in memory of Kendra Elizabeth Young 1000 Mount Shasta Trail Association Inc PO Box 36 Mount Shasta CA 96067 NONE PC Gateway Two (Trail Development 2018-21) 105000 Mountain Communities Healthcare District PO Box 1229 Weaverville CA 96067 NONE GOV Equipment and Furnishings for Trinity Community Health Clinic 160000 Mountain Valleys Health Centers dba Fall River Valley Health Center PO Box 490 Fall River Mills CA 96028 NONE PC Fall River Valley Health Center Capital Campaign 100000 National University Redding Office 760 Cypress Avenue S uite 210 Redding CA 96001 NONE GOV 2012 Vista and McConnell Scholars 4159 Natural Resource Conflict Transformation Center Madhyapur Thimi 44600 Madhyapur Thimi NP NONE NC Natural Resource Conflict Transformation Project: Phase V: Partnerships for Peace 400000 NatureBridge 28 Geary Street Suite 650 San Francisco CA 94108 NONE PC Yosemite Program 2018 74325 North Valley Community Foundation 240 Main Street Suite 260 Chico CA 95928 NONE PC Camp Fire Relief Fund 100000 Oregon Institute of Technology Financial Aid Office 3201 Campus Dr ive Klamath Falls OR 97601 NONE GOV 2015 Vista and McConnell Scholars 7136 Redding Trail Alliance Inc 624 1/2 State Street Redding CA 960013309 NONE PC Shasta County Trail Planning, Building and Promoting 2018-2020 60000 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 5000 San Francisco State University Bursars Office ADM 155 1600 Hollowa y Avenue San Francisco CA 941324033 NONE GOV 2013 Vista and McConnell Scholars 553 San Jose State University Financial Aid Scholarships One Was hington Square San Jose CA 95192 NONE GOV Vista and McConnell Scholars: 2016 ($7,500); 2017 ($7,500) 15000 Shasta College PO Box 496006 Redding CA 960496006 NONE GOV Vista and McConnell Scholars: 2013 Refund ($-3,750), 2014 ($8,500), 2016 ($4,200), 2017 ($22,775); 2018 ($8,830) 32055 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) 1653750 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) 270000 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) 10000 Shasta County Young Men's Christian Association aka Shasta Family YMCA aka Shasta Family YMCA 1155 N Court Street Redding CA 96001 NONE PC Healthy Shasta Partnership 2017-2019 ($35,000); Power Scholars Academy Training ($1,700) 36700 Shasta Historical Society 1449 Market Street Redding CA 96001 NONE PC Collections Digitalization ($9,250); Historical Building Inventory Project ($2,500) 11750 Shasta Library Foundation PO Box 993366 Redding CA 96099 None PC Donation for Children's Books 5000 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) 1836352 Shasta Women's Refuge dba One SAFE Place PO Box 991060 Redding CA 96099 NONE PC Operating Support and Challenge Grant 100000 Sonoma State University 1801 East Cotati Avenue Rohnert Park CA 94928 NONE GOV Vista and McConnell Scholars: 2015 ($21,382); 2017 ($11,500) 36362 Southern Oregon University 1250 Siskiyou Blvd Ashland OR 97520 NONE GOV Vista and McConnell Scholars: 2012 ($2,928) 2928 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) 1581900 American Red Cross of Northeastern California 2125 East Onstott Road Yuba City CA 95991 NONE PC Matching Gift 1500 American River Natural History Association Effie Yeaw Nature Center PO Box 241 Carmichael CA 956090241 NONE PC Matching Gift 3000 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 3000 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 1500 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 1350 Education First Foundation c/o Redding School District 5885 Ea st Bonnyview Road Redding CA 96099 NONE PC Matching Gift 300 Eglise Evangelique De La Renaissance 129 Lower Swiftwater Rd Swiftwater PA 183707723 NONE PC Matching Gift 9000 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 1650 First 5 Shasta 393 Park Marina Circle Redding CA 96001 NONE GOV Matching Gift 3750 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 1200 Haven Humane Society P O Box 992202 Redding CA 960992202 NONE PC Matching Gift 14888 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 1500 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 13500 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 1500 North Valley Community Foundation 240 Main Street Suite 260 Chico CA 959285374 NONE PC Matching Gift 10800 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 5250 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 3825 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 1980 Save Our Shores 345 Lake Avenue Santa Cruz CA 95062 NONE PC Matching Gift 2250 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 7500 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 Street Redding CA 96001 NONE PC Matching Gift 34440 Shasta Historical Society 1449 Market Street Redding CA 960011026 NONE PC Matching Gift 7275 Shasta Humanity Project Inc 340 Hartnell Avenue Suite A Redding CA 96002 NONE PC Matching Gift 3000 Shasta Land Trust PO Box 992026 Redding CA 960992026 NONE PC Matching Gift 7500 Shasta Library Foundation PO Box 993366 Redding CA 960993366 NONE PC Matching Gift 3150 Shasta Regional Community Foundation 1335 Arboretum Drive Suite B Redding CA 96003 NONE PC Matching Gift 58260 Shasta Women's Refuge dba One SAFE Place PO Box 991060 Redding CA 96099 NONE PC Matching Gift 1650 Spring Rivers Foundation PO Box 143 Cassel CA 960160143 NONE PC Matching Gift 15000 St Jude Children's Research Hospital Inc Administration MS 271 Room C7045 26 2 Danny Thomas Place Memphis TN 381053678 NONE PC Matching Gift 300 The Foundation for Promoting Arts Education c/o Redding School of the Arts 955 Inspiration Place Redding CA 96099 NONE PC Matching Gift 2025 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 3000 Turtle Bay Exploration Park 1335 Arboretum Drive Suite A Redding CA 96003 NONE PC Matching Gift 11993 UC Santa Cruz Friends of Seymour Marine Discovery Center 1156 High Street Santa Cruz CA 95064 NONE GOV Matching Gift 3000 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 7500 World Central Kitchen Incorporated 1875 Connecticut Avenue NW 10th Flo or Washington DC 20009 NONE PC Matching Gift 750 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 ce 16 Sproul Hall 1960 Berkeley CA 947201960 NONE GOV Vista and McConnell Scholars: 2016 ($17,429); 2017 ($6,000) 23429 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) 81010 University of California Irvine Office of Financial Aid and Scholar ships 102 Aldrich Hall Irvine CA 926972825 NONE GOV 2017 McConnell Scholars 15784 University of California Los Angeles UCLA Remittance Center Box 957089 1 125 Murphy Hall 405 hilgard Avenue Los Angeles CA 900959000 NONE GOV Vista and McConnell Scholars: 2015 ($12,255); 2017 ($14,610) 26865 University of California San Diego 9500 Gilman Drive 0026 La Jolla CA 920930026 NONE GOV 2017 McConnell Scholars 7150 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) 56862 University of California Santa Cruz Financial Aid and Scholarship Offic e 1156 High Street Santa Cruz CA 95064 NONE GOV 2014 Vista and McConnell Scholars 2400 University of Oregon Office of the President 1226 Univer sity of Oregon Eugene OR 974031226 NONE GOV 2018 Mcconnell Scholars 2664 University of Washington Office of Student Financial Aid Box 355880 Seattle WA 981955880 NONE GOV 2013 Vista and McConnell Scholars 5150 Viva Downtown Redding 1721 Market Street Redding CA 960011933 NONE PC Busker Music by Major 7th Band 2150 Weed Recreation and Parks District 450 College Avenue Weed CA 96094 NONE GOV New Weed Community Center ($221,000); Weed Community Center ($200,000) 421000 Washington University School of Medicine Office of Student Financial Plannin g 660 S Euclid Avenue Box 8059 St Louis MO 63110 None GOV 2014 Vista and McConnell Scholars 7500 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) 2500 Shasta College PO Box 496006 Redding CA 96049 NONE PC In-kind Donation of Kubota Utility Vehicle (2,597 hours) 2500 Alternatives to Violence PO Box 135 Red Bluff CA 96080 NONE PC In-kind donation of meat purchased at Jr. Livestock Auctions (168 lbs) 4714 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) 5346 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) 4431 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) 9392 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) 6858 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) 6465 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) 2775 10965852 0 14 1033 14 4472331 16 2683462 18 25086195 WATER RIGHTS INCOME 1 75661 OTHER INCOME 1 17725 PARTNERSHIP INCOME 1 1557542 Private Equity Income 1 853848 0 34747797 0 34747797 false false false false false false false false false false X X 1 Frances E Spence Living Trust 518 South Street Yreka CA 96097 200000 X X 2 California Department of Food and Agriculture 1220 N Street Rm 120 Sacramento CA 95814 10216 X 1 Interest in Real Property and Publicly Traded securities 200000 2018-08-29 ACCOUNTING FEES 42100 29470 12630 Leasehold Amortization 176922 179050 Depreciation Expense 698939 707344 Depreciation Expense - Charitable Use 1967517 Depletion 8296 Working Women Journalists HOUSE NO 83/18 PRAGOATI MARG HANUMANSTHAN ANAMNAGAR KATHMANDU NP 2016-03-01 25000 Developing and Supporting Women Journalists in Nepal - Phase III 25000 0 6/21/2018 Final Report 2018-06-28 Completed in good standing. Fully expended. Natural Resource Conflict Transformation Center MADHYAPUR THIMI WARD NO 16 LOKANTHALI BHAKTIPUR NP 2016-02-01 700000 Natural Resource Conflict Transformation Project - Phase IV 700000 0 1/15/2018 Finance Report, 7/29/2018 Final Report 2018-10-05 Completed in good standing. Fully expended. Mahila Shakti Bikash Kendra Nepal GANESH BASTI MAHARAJGANG CHAKRAPATH KATHMANDU NP 2016-06-01 750000 Women's Leadership Development Program - Phase V 750000 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 WARD NO 16 LOKANTHALI BHAKTIPUR NP 2017-04-01 55800 Global Platform 52774 0 8/1/2018 Progress Report 2019-08-10 Around $3,000 remaining in account for website work. Ongoing, ontrack. Mahila Shakti Bikash Kendra Nepal GANESH BASTI MAHARAJGANG CHAKRAPATH KATHMANDU NP 2018-06-01 612000 Women's Leadership Development Program - Phase VI 134833 0 12/28/2018 Progress Report 2018-12-03 On track to be completed in mid- 2020. Natural Resource Conflict Transformation Center MADHYAPUR THIMI WARD NO 16 LOKANTHALI BHAKTIPUR NP 2018-04-01 700000 Natural Resource Conflict Transformation Project - Phase V 200808 0 12/3/2018 Progress Report 2018-12-08 On track to be completed in mid- 2020. Freeland Foundation 92/1 Soi Phahonyothin 5 Phahonyothin Road Phaya Thai Bangkok TH 10400 2018-08-15 9263 Coordination of Situational Analysis Convening 9263 0 10/1/2018 FINAL Report 2018-10-05 Completed in good standing. Fully expended. International Union for the Conservation of Nature 28 rue Mauverney Gland SZ CH1196 2018-11-01 194000 Lao Ecology Small Grants I 194000 0 N/A Underway Securities 116164509 94658550 21505959 Limited Partnerships 935823 935823 Private Equities 2661020 2661020 Fixed Assets 16607 -16607 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 Equities 120927716 137097948 Fixed Income 19227664 4427325 Real Estate 1623668 1102617 Alternative Investments 84768386 162230371 Building 17232012 8424146 8807866 8790755 Land 27001261 27001261 27051135 Equipment 111841 90133 21708 58306 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 49663015 18009619 31653396 31653888 Land 32387590 32387590 33827527 Equipment 9345339 7323635 2021704 2021704 LEGAL FEES 43600 34379 9220 Refundable Deposit/Rdg Water Agreement LRGC 5000 5000 5000 LAND WATER RIGHTS LEASEHOLD CONTRACT 911684 734760 734760 COMPUTER 182292 52100 130193 CHEMICALS & FERTILIZERS 19173 1917 17256 DUES 8287 1657 6629 CONSULTING COMISSIONS 50501 50501 GAS, OIL, FUEL 26573 3405 23168 INSURANCE 182822 42567 140255 License & Permits 317 317 MAINTENANCE & REPAIR 369222 16635 352588 MEALS 15742 780 14962 OFFICE EXPENSE 63387 9508 53879 OFFICE SUPPLIES 10425 1564 8861 Other Miscellaneous Expense 4767 3860 907 Outside Services 19957 3398 16559 UNIFORMS 5178 411 4767 Managed Property Expense 1738890 1738890 CHARITABLE PROGRAMS 358440 358440 SHOP SUPPLIES 6162 616 5546 Qualifying memberships 40200 40200 Misc Contributions 55033 55033 Misc Investment Expenses 2964070 Partnership Income 1557542 1712847 Private Equity Income 853848 Miscellaneous Income 17725 Water Rights Income 75661 Unrealized Gain 2787183 CHARLES SCHWAB 24634476 0 SSR VENTURES, INC. 3092000 3092000 Line of Credit - Turtle Bay Exploration Park N/A 1656842 9573247 2015-08 2020-12 6.0 N/A REAL ESTATE DEVELOPMENT 9573247 Note Receivable SSR Ventures Inc N/A 6184000 6184000 2015-08 2032-01 6.0 N/A 6184000 INVESTMENT EXPENSE 2230986 2230986 INVESTMENT EXPENSE - LPS 361460 361460 STATE TAX 48396 FEDERAL EXCISE TAX 225000 PROPERTY TAX - Investment Property 177965 177965 FOREIGN TAX 2245 609466 PROPERTY TAX - Charitable Property 4704 4704 YET2VENTURES DOUBLEDUTCH INVESTORS LLC 1105 N Market Street Suite 1800 Wilmington DE 19801 474661301 N/A 0