LEONARD & BERYL BUCK FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD & BERYL BUCK FOUNDATION (EIN 94-6485668)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202621349349312922
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T18:30:10-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946485668 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD & BERYL BUCK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WELLS FARGO BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 7045902828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 505 MAC H0006-092 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63166 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGGIE M BASU | PersonNm |
| Person Title | FIDUCIARY | PersonTitleTxt |
| Phone | 7045902828 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WELLS FARGO BANK NA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 505 MAC H0006-092 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $292,307,444 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | GRANT MAKING TO NON-PROFIT CHARITABLE, RELIGIOUS OR EDUCATIONAL ORGS. IN MARIN COUNTY, CA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $3,726,213 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,237,934 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $57,449,073 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,821,444 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $57,449,073 | PYTotalRevenueAmt |
| CY Total Revenue | $62,821,444 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $61,737,167 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,710,613 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,017,454 | PYOtherExpensesAmt |
| CY Other Expenses | $14,937,558 | CYOtherExpensesAmt |
| PY Total Expenses | $75,754,621 | PYTotalExpensesAmt |
| CY Total Expenses | $42,648,171 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$18,305,548 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,173,273 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,083,408,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,133,444,734 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,223,986 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,726,801 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,045,184,542 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,105,717,933 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LEONARD AND BERYL BUCK FOUNDATION IS A CHARITABLE TRUST THAT WAS ESTABLISHED IN 1979 TO DISTRIBUTE FUNDS FOR NON-PROFIT CHARITABLE, RELIGIOUS OR EDUCATIONAL ACTIVITIES IN MARIN COUNTY, CALIFORNIA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $40,687,739 | ExpenseAmt |
| Grant | $27,710,613 | GrantAmt |
| Desc | WELLS FARGO BANK ("WFB"), AS INVESTMENT TRUSTEE, ADMINISTERS THE TRUST AND MANAGES THE TRUST'S INVESTMENTS. AS REQUIRED BY THE COURT ORDERS, THE INVESTMENT TRUSTEE MADE DIRECT DISTRIBUTIONS TO THE BUCK INSTITUTE FOR RESEARCH ON AGING, ALCOHOL JUSTICE, AND THE BUCK INSTITUTE FOR EDUCATION (DBA PBL WORKS), WHICH TOTALED IN THE AMOUNT OF $10,233,343 FOR THE 2025 FISCAL YEAR. MARIN COMMUNITY FOUNDATION ("MCF"), AS DISTRIBUTION TRUSTEE, DISTRIBUTED TRUST FUNDS TO CHARITABLE RECIPIENTS, WHICH TOTALED IN THE AMOUNT OF $17,477,270 FOR THE 2025 FISCAL YEAR. GRANTS BY THE DISTRIBUTION TRUSTEE WERE MADE THROUGHOUT MARIN COUNTY TO SUPPORT MCF'S FOUR STRATEGIC INITATIVES, AS WELL AS THE NINE COMMUNITY GRANT AREAS.(CONTINUED ON SCHEDULE O)THE STRATEGIC INITIATIVES ARE: CLOSING THE EDUCATIONAL ACHIEVEMENT GAP, DEVELOPING AFFORDABLE HOUSING, INCREASING THE ECONOMIC SECURITY AND UPWARD MOBILITY OF POOR AND LOW-INCOME INDIVIDUALS AND FAMILIES, AND ACTING AS A CATALYST FOR CHANGE IN EFFORTS TO REDUCE THE ENVIRONMENTAL IMPACTS OF CLIMATE CHANGE. ISSUE AREAS BEING SUPPORTED UNDER THE COMMUNITY GRANTS AREAS ARE IMMIGRANT INTEGRATION, SERVICES FOR OLDER ADULTS, COMMUNITY HEALTH, LEGAL SERVICES, ARTS EDUCATION AND COMMUNITY ARTS, SOCIAL JUSTICE, AND ACCESS TO PARKS AND OPEN SPACE. | Desc |
| Total Program Service Expenses | $40,687,739 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO TTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7045902828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Institutional TrusteeInstitutionalTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO BANK NA | |||||
| INVESTMENT TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 |
| MARIN COMMUNITY FOUNDATION | |||||
| DISTRIBUTION TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VERSUS ADVISORY | |||||
| 800 5TH AVE 3900 | SEATTLE | WA | 98104 | CONSULTING | $300,000 |
| ARMANINO LLP | |||||
| 12657 ALCOSTA BLVD SUITE 500 | SAN RAMON | CA | 94583 | ACCOUNTING | $211,325 |
| BPM LLP | |||||
| 1 CALIFORNIA ST 2500 | SAN FRANCISCO | CA | 94111 | ACCOUNTING | $155,097 |
| DAVIS WRIGHT TREMAINE LLP | |||||
| 50 CALIFORNIA ST 2300 | SAN FRANCISCO | CA | 94111 | LEGAL | $121,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,749,294 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,417,829 | UnrelatedBusinessRevenueAmt |
| Exclusion | $69,167,123 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $224,558,150 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $229,486,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,927,850 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,927,850 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,144,042 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$10,071,892 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,821,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,726,213 | UnrelatedBusinessRevenueAmt |
| Exclusion | $59,095,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,710,613 | TotalAmt |
| Program Services | $27,710,613 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,770 | TotalAmt |
| Program Services | $41,885 | ProgramServicesAmt |
| Management And General | $41,885 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,634 | TotalAmt |
| Program Services | $206,817 | ProgramServicesAmt |
| Management And General | $206,817 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,314,947 | TotalAmt |
| Program Services | $1,157,474 | ProgramServicesAmt |
| Management And General | $1,157,473 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,676,500 | TotalAmt |
| Program Services | $11,536,201 | ProgramServicesAmt |
| Management And General | $140,299 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,497 | TotalAmt |
| Program Services | $34,749 | ProgramServicesAmt |
| Management And General | $34,748 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBIT | Desc |
| Total | $379,210 | TotalAmt |
| Management And General | $379,210 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,648,171 | TotalAmt |
| Program Services | $40,687,739 | ProgramServicesAmt |
| Management And General | $1,960,432 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,987,159 | BOYAmt |
| EOY | $71,481,719 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,326,003 | BOYAmt |
| EOY | $1,544,434 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,175,595 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,586,856 | BOYAmt |
| EOY | $492,101,478 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,508,510 | BOYAmt |
| EOY | $562,841,508 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,408,528 | BOYAmt |
| EOY | $1,133,444,734 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,508 | BOYAmt |
| EOY | $362,893 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,768,478 | BOYAmt |
| EOY | $26,984,698 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $379,210 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,223,986 | BOYAmt |
| EOY | $27,726,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045,184,542 | BOYAmt |
| EOY | $1,105,717,933 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045,184,542 | BOYAmt |
| EOY | $1,105,717,933 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,408,528 | BOYAmt |
| EOY | $1,133,444,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,173,273 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $46,416,820 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,056,702 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIN COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943007979 | EIN |
| Organization Type | 8 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $42,648,171 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $42,648,171 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION C, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE LEONARD AND BERYL BUCK FOUNDATION ("FOUNDATION") IS A SUPPORTING ORGANIZATION OF MCF. THE FOUNDATION IS A CHARITABLE TRUST. PURSUANT TO THE TERMS OF THE FOUNDATION'S FORMATION DOCUMENTS AND COURT ORDER, MCF IS THE DISTRIBUTION TRUSTEE OF THE FOUNDATION. AS DISTRIBUTION TRUSTEE, MCF HAS THE AUTHORITY TO DIRECT THE DISTRIBUTION OF THE FOUNDATION'S ASSETS FOR CHARITABLE PURPOSES. THUS, MCF CONTROLS THE DISTRIBUTION DECISIONS OF THE FOUNDATION AND IS ABLE TO ENSURE THAT THE FOUNDATION'S ASSETS ARE USED EXCLUSIVELY FOR CHARITABLE PURPOSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $562,841,505 | F |
| REAL ESTATE / MINERAL INTEREST | $3 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $562,841,508 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $379,210 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $379,210 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $109,238,264 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $46,416,820 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $46,416,820 | RevenueNotReportedAmt |
| Revenue Subtotal | $62,821,444 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $62,821,444 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $48,704,873 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $6,056,702 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,056,702 | ExpensesNotReportedAmt |
| Expenses Subtotal | $42,648,171 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,648,171 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | PV DISCOUNT ON NOTES 6,056,702. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PASSIVE INVESTMENTS | $8,265,669 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PASSIVE INVESTMENTS | $28,542,794 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PASSIVE INVESTMENTS | $23,325,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $60,133,645 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $60,133,645 | TotalSpentAmt |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (57 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ENTERPRISE COMMUNITY PARTNERS INC | ||||||||
| 101 MONTGOMERY STREET SUITE 1350 | SAN FRANCISCO | CA | 94104 | 521231931 | 501(C)(3) | $200,000 | $0 | SUPPORT REGIONAL AFFORDABLE HOUSING EFFORTS |
| NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA | ||||||||
| 49 STEVENSON STREET SUITE 500 | SAN FRANCISCO | CA | 94105 | 942741597 | 501(C)(3) | $200,000 | $0 | SUPPORT REGIONAL AFFORDABLE HOUSING EFFORTS IN MARIN |
| MARIN COMMUNITY FOUNDATION | ||||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | 943007979 | 501(C)(3) | $450,000 | $0 | SUPPORT EVENTS HOSTED BY COMMUNITY-BASED ORGANIZATIONS IN MARIN |
| MARIN COMMUNITY FOUNDATION | ||||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | 943007979 | 501(C)(3) | $500,000 | $0 | MATCH STAFF, DIRECTOR, TRUSTEE, AND INVESTMENT COMMITTEE MEMBER GIFTS TO MARIN NONPROFIT ORGANIZATIONS ON A ONE-TO-ONE BASIS |
| DANCE PALACE COMMUNITY CENTER | ||||||||
| PO BOX 217 503 B STREET | POINT REYES STATION | CA | 94956 | 942460193 | 501(C)(3) | $50,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| CENTER FOR VOLUNTEER AND NONPROFIT LEADERSHIP OF MARIN (CVNL) | ||||||||
| 1 MCINNIS PARKWAY SUITE 175 | SAN RAFAEL | CA | 94903 | 680101012 | 501(C)(3) | $1,200,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| BOLINAS COMMUNITY LAND TRUST INC | ||||||||
| PO BOX 805 | BOLINAS | CA | 94924 | 680007197 | 501(C)(3) | $100,000 | $0 | SUPPORT AFFORDABLE HOUSING EFFORTS IN STINSON BEACH |
| PLAY MARIN | ||||||||
| PO BOX 530 | SAUSALITO | CA | 94966 | 831737141 | 501(C)(3) | $150,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| THE CEDARS OF MARIN | ||||||||
| PO BOX 947 115 UPPER ROAD | ROSS | CA | 94957 | 941606518 | 501(C)(3) | $200,000 | $0 | SUPPORT GROUP HOME CAPITAL IMPROVEMENTS |
| COMMUNITY LAND TRUST ASSOCIATION OF WEST MARIN | ||||||||
| PO BOX 273 | POINT REYES STATION | CA | 94956 | 943381744 | 501(C)(3) | $150,000 | $0 | SUPPORT INTERIM AND PERMANENT HOUSING SOLUTIONS FOR HOUSEHOLDS LIVING ON RANCHES IN UNINHABITABLE CONDITIONS AND/OR AT RISK OF DISPLACEMENT |
| SUSTAINABLE MARIN SCHOOLS (MARINLINK INC) | ||||||||
| 5800 NORTHGATE DR 250 | SAN RAFAEL | CA | 94903 | 200879422 | 501(C)(3) | $8,500 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| HABITAT FOR HUMANITY GREATER SAN FRANCISCO INC | ||||||||
| 300 MONTGOMERY STREET SUITE 450 | SAN FRANCISCO | CA | 94104 | 943088881 | 501(C)(3) | $3,000,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| SAN FRANCISCO ESTUARY INSTITUTE | ||||||||
| 4911 CENTRAL AVENUE | RICHMOND | CA | 94804 | 942951373 | 501(C)(3) | $9,200 | $0 | PROVIDE TWO MARIN CBO PARTICIPANTS WITH SCHOLARSHIPS TO ATTEND UC SANTA CRUZ COASTAL CLIMATE RESILIENCE COURSE |
| CANAL ALLIANCE | ||||||||
| 711 GRAND AVENUE MARINA BUILDING | SAN RAFAEL | CA | 94901 | 942832648 | 501(C)(3) | $100,000 | $0 | SUPPORT THE ACQUISITION AND PRESERVATION OF AFFORDABLE HOUSING UNITS IN THE CANAL COMMUNITY OF SAN RAFAEL |
| MARIN COUNTY OFFICE OF EDUCATION | ||||||||
| PO BOX 4925 | SAN RAFAEL | CA | 94913 | 946022431 | GOVERNMENT ENTITY | $300,000 | $0 | SUPPORT THE SCHOOLSRULE MARIN EQUITY IN EDUCATION FUND |
| BOLINAS COMMUNITY LAND TRUST INC | ||||||||
| PO BOX 805 | BOLINAS | CA | 94924 | 680007197 | 501(C)(3) | $500,000 | $0 | SUPPORT AFFORDABLE HOUSING EFFORTS IN STINSON BEACH |
| LEGAL AID OF MARIN | ||||||||
| 1401 LOS GAMOS DRIVE SUITE 101 | SAN RAFAEL | CA | 94903 | 941419330 | 501(C)(3) | $80,000 | $0 | SUPPORT ONE-TIME COSTS ASSOCIATED WITH HIRING AN EXPERIENCED, BILINGUAL MANAGING ATTORNEY THAT WILL INCREASE LAM'S HOUSING WORK, PARTICULARLY IN WEST MARIN |
| MARIN COMMUNITY FOUNDATION | ||||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | 943007979 | 501(C)(3) | $35,000 | $0 | PROVIDE SUPPORT FOR THE COMMUNITY ADVOCACY MARIN 24X7 FUND |
| MARIN COMMUNITY FOUNDATION | ||||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | 943007979 | 501(C)(3) | $171,000 | $0 | TO SUPPORT CATCHAFIRE Y7 CONTRACT |
| COMMUNITY LAND TRUST ASSOCIATION OF WEST MARIN | ||||||||
| PO BOX 273 | POINT REYES STATION | CA | 94956 | 943381744 | 501(C)(3) | $250,000 | $0 | SUPPORT AFFORDABLE HOUSING EFFORTS IN WEST MARIN |
| NORTH BAY ORGANIZING PROJECT | ||||||||
| 1717 YULUPA AVENUE | SANTA ROSA | CA | 95405 | 452369887 | 501(C)(3) | $25,000 | $0 | SUPPORT COMMUNITY ORGANIZING EFFORTS IN WEST MARIN |
| MARIN COMMUNITY FOUNDATION | ||||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | 943007979 | 501(C)(3) | $200,000 | $0 | TO SUPPORT CATCHAFIRE Y7 CONTRACT |
| MARIN ENVIRONMENTAL HOUSING COLLABORATIVE (MEHC) | ||||||||
| PO BOX 9633 | SAN RAFAEL | CA | 94912 | 862659273 | 501(C)(3) | $175,000 | $0 | SUPPORT THE DEVELOPMENT OF A HOUSING COALITION |
| LEGAL AID OF MARIN | ||||||||
| 1401 LOS GAMOS DRIVE SUITE 101 | SAN RAFAEL | CA | 94903 | 941419330 | 501(C)(3) | $330,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| SOCIAL JUSTICE COLLABORATIVE | ||||||||
| 1832 SECOND STREET | BERKELEY | CA | 94710 | 455556421 | 501(C)(3) | $248,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| CANAL ALLIANCE | ||||||||
| 711 GRAND AVENUE MARINA BUILDING | SAN RAFAEL | CA | 94901 | 942832648 | 501(C)(3) | $204,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| FAMILY AND CHILDREN'S LAW CENTER | ||||||||
| 1401 LOS GAMOS DRIVE SUITE 200 | SAN RAFAEL | CA | 94903 | 680072378 | 501(C)(3) | $192,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| MARIN COMMUNITY FOUNDATION | ||||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | 943007979 | 501(C)(3) | $109,000 | $0 | PROVIDE FY25 ADMINISTRATIVE BUDGET SUPPORT FOR THE AFFORDABLE HOUSING & HOMELESSNESS INITIATIVE |
| MARIN PROMISE PARTNERSHIP | ||||||||
| 101 LUCAS VALLEY ROAD SUITE 360 | SAN RAFAEL | CA | 94903 | 844138362 | 501(C)(3) | $35,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| CERES COMMUNITY PROJECT | ||||||||
| PO BOX 1562 | SEBASTOPOL | CA | 95473 | 262250997 | 501(C)(3) | $25,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| HOMEWARD BOUND OF MARIN | ||||||||
| 1385 NORTH HAMILTON PARKWAY | NOVATO | CA | 94949 | 680011405 | 501(C)(3) | $100,000 | $0 | SUPPORT A PREDEVELOPMENT PROJECT FOR UNHOUSED SENIORS IN SAN RAFAEL |
| EDEN HOUSING INC | ||||||||
| 22645 GRAND STREET | HAYWARD | CA | 94541 | 231716750 | 501(C)(3) | $1,000,000 | $0 | SUPPORT THE COAST GUARD AFFORDABLE HOUSING PROJECT IN WEST MARIN |
| THE SAN FRANCISCO FOUNDATION | ||||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | 010679337 | 501(C)(3) | $1,000,000 | $0 | SUPPORT ALL HOME REGIONAL HOMELESSNESS PREVENTION FUND'S PILOT PROGRAM IN MARIN COUNTY |
| NORTH MARIN COMMUNITY SERVICES | ||||||||
| 680 WILSON AVENUE | NOVATO | CA | 94947 | 941735064 | 501(C)(3) | $30,000 | $0 | PROVIDE EMERGENCY FINANCIAL ASSISTANCE FOR DISPLACED HOUSEHOLDS IN NOVATO |
| COMMUNITY LAND TRUST ASSOCIATION OF WEST MARIN | ||||||||
| PO BOX 273 | POINT REYES STATION | CA | 94956 | 943381744 | 501(C)(3) | $1,000,000 | $0 | SUPPORT INTERIM HOUSING IN WEST MARIN |
| ALIADOS HEALTH | ||||||||
| 1310 REDWOOD WAY SUITE 135 | PETALUMA | CA | 94954 | 943220029 | 501(C)(3) | $50,000 | $0 | SUPPORT MARIN'S HEALTH CENTERS TO BECOME MORE CLIMATE RESILIENT |
| MULTICULTURAL CENTER OF MARIN INC | ||||||||
| 709 FIFTH AVENUE | SAN RAFAEL | CA | 94901 | 830485451 | 501(C)(3) | $150,000 | $0 | EDUCATE AND ENGAGE MARIN CITY RESIDENTS IN SMALL-SCALE NATURE-BASED ADAPTATIONS TO ADDRESS STORMWATER DRAINAGE ISSUES AND OTHER CONCERNS |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 94103 | 942939540 | 501(C)(3) | $71,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| MARIN COMMUNITY FOUNDATION | ||||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | 943007979 | 501(C)(3) | $425,000 | $0 | PROVIDE A GRANT FROM COMMUNITY POWER INITIATIVE GRANTMAKING BUDGET, TO COMMUNITY POWER INITIATIVE PROGRAM SUPPORT FUND. FUNDS WILL SUPPORT CONVENING, COMMUNITY LEADERSHIP AND CAPACITY BUILDING ACTIVITIES ASSOCIATED WITH THE COMMUNITY POWER INITIATIVE |
| MULTICULTURAL CENTER OF MARIN | ||||||||
| 709 FIFTH AVENUE | SAN RAFAEL | CA | 94901 | 830485451 | 501(C)(3) | $200,000 | $0 | CONTINUE TO PROVIDE ORGANIZATIONAL SUPPORT TO MULTICULTURAL CENTER OF MARIN |
| MARIN WILDFIRE PREVENTION AUTHORITY | ||||||||
| 1600 LOS GAMOS DR | SAN RAFAEL | CA | 94903 | 874045021 | GOVERNMENT ENTITY | $88,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| MARIN WILDFIRE PREVENTION AUTHORITY | ||||||||
| 1600 LOS GAMOS DR | SAN RAFAEL | CA | 94903 | 874045021 | GOVERNMENT ENTITY | $728,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| MARIN COUNTY COOPERATION TEAM | ||||||||
| 2330 MARINSHIP WAY SUITE 210 | SAUSALITO | CA | 94965 | 863792240 | 501(C)(3) | $70,000 | $0 | SUPPORT AND INVEST IN MARIN CITY YOUTH TOWARD GLOBAL MENTORSHIP, PERSONAL DEVELOPMENT AND COMMUNITY EMPOWERMENT REINVESTMENT PLANNING FOR THE FUTURE |
| FIRE SAFE MARIN | ||||||||
| 1317 BUTTERFIELD RD | SAN ANSELMO | CA | 94960 | 680375763 | 501(C)(3) | $218,000 | $0 | PROVIDE GENERAL OPERATING SUPPORT IN MARIN |
| MARIN CITY FIRST MISSIONARY BAPTIST CHURCH INC | ||||||||
| 501 DRAKE AVENUE | SAUSALITO | CA | 94965 | 680013349 | 501(C)(3) | $32,000 | $0 | SUPPORT DEFERRED MAINTENANCE ON COMMUNITY GARDEN PROJECT |
| COASTAL QUEST | ||||||||
| 2625 ALCATRAZ AVENUE 609 | BERKELEY | CA | 94705 | 311678716 | 501(C)(3) | $95,000 | $0 | SUPPORT INITIAL ENGAGEMENT TO CREATE A COUNTYWIDE CLIMATE COLLABORATIVE |
| GRID ALTERNATIVES | ||||||||
| 1171 OCEAN AVENUE SUITE 200 | OAKLAND | CA | 94608 | 260043353 | 501(C)(3) | $215,000 | $0 | ASSESS AND PLAN FOR OPPORTUNITIES AVAILABLE THROUGH DIRECT PAY INCENTIVES IN MARIN COUNTY |
| GRID ALTERNATIVES | ||||||||
| 1171 OCEAN AVENUE SUITE 200 | OAKLAND | CA | 94608 | 260043353 | 501(C)(3) | $350,000 | $0 | ASSESS AND PLAN FOR OPPORTUNITIES AVAILABLE THROUGH DIRECT PAY INCENTIVES IN MARIN COUNTY |
| GREENBELT ALLIANCE (PEOPLE FOR OPEN SPACE INC) | ||||||||
| 827 BROADWAY SUITE 310 | OAKLAND | CA | 94607 | 941676747 | 501(C)(3) | $450,000 | $0 | GENERAL OPERATING SUPPORT |
| ADOBE HOUSING DEVELOPMENT | ||||||||
| 40849 FREMONT BOULEVARD | FREMONT | CA | 94538 | 943205085 | 501(C)(3) | $100,000 | $0 | GENERAL OPERATING SUPPORT |
| MARIN COMMUNITY FOUNDATION | ||||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | 943007979 | 501(C)(3) | $443,100 | $0 | SUPPORT CONTRACTS FOR THIRD PARTY EVALUATION; STRATEGIC RESEARCH/ADVISING; AND GRANTEE CONVENING |
| MARIN ENVIRONMENTAL HOUSING COLLABORATIVE (MEHC) | ||||||||
| PO BOX 9633 | SAN RAFAEL | CA | 94912 | 862659273 | 501(C)(3) | $75,000 | $0 | SUPPORT THE DEVELOPMENT OF A HOUSING COALITION |
| COMMUNITY LAND TRUST ASSOCIATION OF WEST MARIN | ||||||||
| PO BOX 273 | POINT REYES STATION | CA | 94956 | 943381744 | 501(C)(3) | $150,000 | $0 | SUPPORT INTERIM AND PERMANENT HOUSING SOLUTIONS FOR HOUSEHOLDS LIVING ON RANCHES IN UNINHABITABLE CONDITIONS AND/OR AT RISK OF DISPLACEMENT |
| HOMEWARD BOUND OF MARIN | ||||||||
| 1385 NORTH HAMILTON PARKWAY | NOVATO | CA | 94949 | 680011405 | 501(C)(3) | $666,000 | $0 | SUPPORT CREATING WORKFORCE HOUSING AND ENDING VETERAN HOMELESSNESS IN MARIN |
| BUCK INSTITUTE FOR RESEARCH ON AGING | ||||||||
| 8001 REDWOOD BOULEVARD | NOVATO | CA | 94945 | 943030609 | 501(C)(3) | $7,675,008 | $0 | BUCK FOUNDATION MAJOR PROJECTS |
| BUCK INSTITUTE FOR EDUCATION | ||||||||
| 3 HAMILTON LANDING 220 | NOVATO | CA | 94949 | 680160429 | 501(C)(3) | $1,023,334 | $0 | BUCK FOUNDATION MAJOR PROJECTS |
| ALCOHOL JUSTICE | ||||||||
| 24 BELVEDERE STREET | SAN RAFAEL | CA | 94901 | 680152770 | 501(C)(3) | $1,535,002 | $0 | BUCK FOUNDATION MAJOR PROJECTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 57 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MCF, AS DISTRIBUTION TRUSTEE, IS RESPONSIBLE FOR SELECTING GRANT RECIPIENTS ON BEHALF OF THE FOUNDATION. TO QUALIFY FOR A GRANT DISTRIBUTION FROM THE FOUNDATION, THE GRANTEE MUST SATISFY THE FOUNDATION AND MCF'S DUE DILIGENCE REQUIREMENTS. THIS PROCESS INCLUDES MAKING AN INDEPENDENT INVESTIGATION OF THE PROSPECTIVE GRANTEE TO ESTABLISH THAT IT IS CURRENTLY CLASSIFIED AS EXEMPT UNDER IRC SECTION 501(C)(3). THE PROSPECTIVE GRANTEE MUST ALSO HAVE THE CAPACITY TO FULFILL THE TERMS OF THE GRANT AND BE WILLING TO FURNISH MCF WITH EVALUATIVE REPORTS. THREE OF THE GRANTEES: THE BUCK INSTITUTE FOR RESEARCH ON AGING, ALCOHOL JUSTICE, AND THE BUCK INSTITUTE FOR EDUCATION, RECEIVE ANNUAL GRANTS PURSUANT TO COURT ORDER. THE FOUNDATION CLOSELY MONITORS THESE GRANTEES TO ENSURE THEY ARE QUALIFIED TO RECEIVE GRANTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PROVIDED TO THE TRUSTEES OF THE ORGANIZATION, AND OUTSIDE COUNSEL, FOR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH CO-TRUSTEE OF THE FOUNDATION HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH GOVERNS ITS INTERNAL ACTIVITIES AND WHICH REQUIRES ALL EMPLOYEES OF SUCH CO-TRUSTEE TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICT. SUCH CONFLICT OF INTEREST POLICIES INCORPORATE PROVISIONS WHICH WOULD REQUIRE THE EMPLOYEES INVOLVED IN MANAGING THE FOUNDATION TO DISCLOSE CONFLICTS WITH RESPECT TO THE FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 140,298. MANAGEMENT AND GENERAL EXPENSES 140,299. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 280,597. ADMIN ALLOCATION TO MARIN COMMUNITY FOUNDATION: PROGRAM SERVICE EXPENSES 11,395,903. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,395,903. |
| FORM 990, PART XI, LINE 9: | PV DISCOUNT ON NOTES -6,056,702. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIN COMMUNITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 HAMILTON LANDING STE 200 | AddressLine1Txt |
| City | NOVATO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94949 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943007979 | EIN |
| Primary Activities | GRANTMAKING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 8 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |