2024-10-25T12:41:32-04:00 2023-12-31 371852224 CAL ACCOUNTING 26335 CARMEL RANCHO BLVD SUITE 9 CARMEL CA 93923 990PF 2023-01-01 946121837 ALEXANDER F VICTOR FOUNDATION REED ALEX 8316491100 PO BOX LAW MONTEREY CA 93942 HANSEN P REED PRESIDENT & CEO 8316491100 2024-10-31 false CHRISTOPHER LOCKE P01541040 8312750084 2024-10-24 2023 2024-10-15 13:58:12Z X 53160 X X 55 55 55 21989 21989 209829 209829 209829 204346 9665 42805 266 1080 1080 1080 242618 211230 232953 59000 29500 29500 2114 1057 1057 6707 3353 3354 7636 7636 1209 1209 1209 1547 1547 1547 2848 2848 2727 81061 47150 5483 33911 184000 184000 265061 47150 5483 217911 -22443 164080 227470 41888 53160 53160 326692 304525 48915 35385 127102 48811 79500 78291 496995 471361 53160 0 X 496995 471361 496995 471361 496995 471361 496995 -22443 474552 3191 471361 266 2281 2281 2281 2500 2500 X 56 163 163 false false false false false false false true true CA true false false false false true N/A HANSEN P REED 8316491100 PO BOX LAW MONTEREY CA 93942 false false false false false false false false false false false false false false false false false false false false HANSEN P REED PO BOX LAW MONTEREY CA 93942 PRESIDENT & 000.00 59000 0 0 AMY REED PO BOX LAW MONTEREY CA 93942 TREAS/SEC/VP 000.00 0 0 0 NONE NONE N/A 929323 47424 3300000 4276747 4276747 64151 4212596 210630 210630 2281 2281 208349 208349 208349 217911 217911 208349 8822 8822 217911 208349 9562 18384 0 18384 8822 9562 X HANSEN P REED PO BOX LAW MONTEREY CA 93942 8316491100 HREED@WALLKERANDREED.COM APPLICATIONS SHOULD BE SUBMITTED ON THE LETTERHEAD OF THE APPLICANT. THE APPLICATIONS SHOULD INCLUDE THE ORGANIZATION'S TAX ID NUMBER AND EXEMPTION INFORMATION, THE GENERAL PURPOSE AND ACTIVITIES OF THE APPLICANT, THE NEED FOR THE FUNDS AND THE NAMES OF THE MEMBERS OF THE BOARD OF DIRECTORS. NOVEMBER 15TH OF EVERY YEAR GIFTS ARE ONLY MADE TO CHARITABLE ORGANIZATIONS WITH EXEMPT STATUS FROM FEDERAL AND STATE GOVERNMENTS. COMMUNITY FOUNDATION FOR MONTEREY COUNTY 2354 GARDEN ROAD MONTEREY CA 93940 NONE PC MONTEREY GIVES - SUPPORT FOR VARIOUS 89000 COMMUNITY FOUNDATION FOR MONTEREY COUNTY 2354 GARDEN ROAD MONTEREY CA 93940 NONE PC TO PROVIDE FUNDS TO SUPPORT MC 40000 MONTEREY PENINSULA COLLEGE FOUNDATION 980 FREMONT ST MONTEREY CA 93940 NONE PC BOOSTER CLUB 15000 JOSEPHINE KERNS MEMORIAL POOL 15 PORTOLA AVE MONTEREY CA 93940 NONE PC TO PROVIDE POOL USE FOR THE DISABLED 5000 MONTEREY PENINSULA COLLEGE WOMEN'S BASKETBALL 980 FREMONT ST MONTEREY CA 93940 NONE PC PRESIDENT'S CIRCLE 2000 POPULATION ACTION INTERNATIONAL 3100 19TH STREET NW SUITE 200 WASHINGTON DC DC 20036 NONE PC GENERAL SUPPORT 2000 ROTARY CLUB FOUNDATION PO BOX 669 MONTEREY CA 93942 NONE PC TO PROVIDE FUNDS FOR VARIOUS CAUSES 10000 ROTARY INTERNATIONAL FOUNDATION PO BOX 669 MONTEREY CA 93940 NONE PC TO PROVIDE FUNDS FOR VARIOUS CAUSES 1000 SALINAS VALLEY ALLIANCE FOR CANCER 312 FOUNTAIN AVE PACIFIC GROVE CA 93950 NONE PC TO AIDE THE UNDERSERVED WITH CANCER 1000 NAVAL POSTGRADUATE SCHOOL FOUNDATION 283 COTTAGE WAY MONTEREY CA 93943 NONE PC GENERAL SUPPORT 10000 OLD MONTEREY FOUNDATION 98 DEL MONTE AVE SUITE 201 MONTEREY CA 93940 NONE PC GENERAL SUPPORT 1000 GIRL SCOUTS OF THE CENTRAL COAST 1550 MERRITT STREET CASTROVILLE CA 95012 NONE PC TO PROVIDE LEADERSHIP AND LEARNING 3000 MONTAGE HEALTH FOUNDATION 40 RYAN COURT SE SUITE 200 MONTEREY CA 93940 NONE PC GENERAL SUPPORT 5000 184000 1 55 1 21989 1 204346 1080 9665 226390 10745 237135 false false false false false false false false false false ACCOUNTANT FEES 6707 3353 3354 COTTAGE ROOF 1998-05-07 11426 7215 S/L 39.0000 293 293 293 ROOF- TEA ROSE 2006-05-15 18617 7931 S/L 39.0000 478 478 478 NEW ROOF - COTTAGE 2017-07-01 17059 2386 S/L 39.0000 438 438 438 LAND 2011-01-01 50000 BUILDING 2011-01-01 30000 30000 S/L 39.0000 400 SHS BRISTOL MYERS SQUIBB CO 2014-10 PURCHASE 2023-11 19230 20380 -1150 400 ISHARES COHEN & STEERS REIT 2008-12 PURCHASE 2023-11 21143 7451 13692 450 TEMPLETON EMG MKT INCM FD 2007-02 PURCHASE 2023-11 2166 5309 -3143 RTX CORPORATION 19567 NORTHWESTERN CORPORATION 26427 NOVO NORDISK A/S DR 18641 ORACLE CORP 30865 HONEYWELL INTERNATIONAL 22800 PROCTOR & GAMBLE 27346 SCHLUMBERGER LTD 12372 BRISTOL MYERS SQUIBB CO EATON CORP PLC SHS 22503 JOHNSON & JOHNSON 20413 NEXTERA ENERGY CORP 19510 CHEVRON CORP 19290 CROWN CASTLE INTL CORP 22597 ADVANSIX INC 158 WEYERHAEUSER CO 3117 ONEOK INC 21843 RESIDIO TECHNOLOGIES 853 GARRETT MOTION INC 320 CARRIER GLOBAL CORPORATION 6631 OTIS WORLDWIDE CORP 9272 ISHARES COHEN & STEERS REIT ETF AT COST 7451 TEMPLETON EMG MKT INCM FD AT COST 3460 ISHARES MSCI EAFE ETF AT COST 7888 S&P 500 INDEX FUND AT COST 8647 ISHARES S&P MIDCAP 400 INDEX AT COST 7939 BEG BALANCES 77102 48811 28291 50000 50000 LEGAL FEES 2114 1057 1057 CROWN CASTLE COST BASIS DECREASE 616 WEYERHAEUSER CO 715 ONEOK INC COST BASIS DECREASE 1089 TEMPLETON EMG MKT COST BASIS DECREASE 771 CARMEL PROPERTY INSURANCE 2259 2259 2259 REPAIRS & MAINTENANCE 468 468 468 EXPENSES POSTAGE BANK CHARGES 46 46 REGISTRATION FEES 75 75 NON-DIVIDEND DISTRIBUTIONS 1080 1080 1080 TAXES 7636 7636