2024-11-13T16:26:28-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1188 PADRE DRIVE STE 101 SALINAS CA 93901 990 2023-01-01 262981780 CARMEL MISSION FOUNDATION INC CARM 8316243261 P O BOX 221351 CARMEL CA 939221351 RICHARD DENIER CHAIRMAN 8316243261 2024-11-12 1 1 AUTUMN ROSSI P01404602 8317596300 2024-11-12 2023 2024-10-15 13:58:12Z RICHARD DENIER P O BOX 221351 CARMEL CA 939221351 22133 0 X WWW.CARMELMISSIONFOUNDATION.ORG X 2008 CA TO RESTORE AND PRESERVE HISTORIC BUILDINGS, GROUNDS, AND ARTIFACTS OF THE CARMEL MISSION. 5 5 3 6 0 0 110397 4325 0 0 5464 17530 320 278 116181 22133 0 0 0 0 343423 88120 0 0 114 111491 147881 454914 236001 -338733 -213868 892781 681503 7102 9002 885679 672501 THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, IN FURTHERANCE OF ITS CHARITABLE PURPOSES, THE PRESERVATION, MAINTENANCE AND RESTORATION OF THE PROPERTIES OF MISSION SAN CARLOS BORROMEO DEL RIO CARMELO. 0 0 77927 IN ADDITION TO THE RESTORATION AND PRESERVATION OF STRUCTURES AND ARTIFACTS THROUGHOUT THE HISTORIC CARMEL MISSION PROPERTY, THE CARMEL MISSION FOUNDATION STRIVES TO PRESERVE THE MISSION'S 250+ YEAR HISTORY BY RESEARCHING AND SHARING THE MISSION'S STORY AS IT ENDURED NOT ONLY DURING THE MISSION-ERA, BUT THROUGH THE FORMATION OF OUR 31ST STATE, AND AS THE MONTEREY PENINSULA DEVELOPED AROUND IT. THE FOUNDATION OFFERS EDUCATIONAL AND HISTORICAL PRESENTATIONS AND SPEAKER ENGAGEMENTS, PROVIDE LEADERSHIP AND RESEARCH OPPORTUNITIES FOR LOCAL YOUTH, AND PRESENT ART AND CULTURAL EXHIBITS THAT TIE INTO THE MISSION'S PAST AND HIGHLIGHT CARMEL MISSION'S TRANSFORMATION THROUGH SKETCHES AND PHOTOGRAPHS DATING BACK TO 1789. 77927 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LINDA GARDNER 8316243261 PO BOX 221351 CARMEL CA 939221351 RICHARD DENIER CHAIRMAN 10.00 X X 0 0 0 RICHARD PEPE SECRETARY 4.00 X X 0 0 0 DOUGLAS HAYASHI - 022023 TREASURER 24.00 X X 0 0 0 EDWARD DIYANNI DIRECTOR 4.00 X 0 0 0 VALERA LYLES DIRECTOR 4.00 X 0 0 0 STEPHANIE A ZELEI EXECUTIVE DIR. 40.00 X 56623 0 0 56623 0 0 0 0 0 0 0 4325 4325 17530 17530 CC REWARDS 522210 278 278 278 22133 0 0 17808 56623 28312 28311 31497 15749 15748 62550 62550 41172 20586 20586 5095 5095 170 170 4750 4750 11019 2272 8747 344 344 6807 3404 3403 OFFICE FURNITURE AND EQ 7604 7604 AUDIT 5500 5500 MOVING EXPENSE 1542 1542 MISCELLANEOUS EXPENSE 1139 1139 189 75 114 236001 77927 157960 114 43692 11167 52770 12402 29047 5376 8467 36636 30237 36636 6399 749054 610268 3000 2253 3753 892781 681503 7102 9002 7102 9002 X 0 0 0 0 885679 672501 885679 672501 892781 681503 -213868 690 0 X 1 X 0 1 0 X 2030249 2520698 981331 110397 4325 5647000 2030249 2520698 981331 110397 4325 5647000 5647000 22392 29174 2310 5464 17530 76870 155 -871 -716 5723154 0.98670 0.99060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAINS/LOSSES - 2020 AMOUNT: $ 155. 2021 AMOUNT: $ -871. 36636 30237 6399 6399 SCHWAB ACCOUNT 610268 F 610268 X PART X, LINE 2: INCOME TAXES-THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE FRANCHISE OR INCOME TAX UNDER SECTION 23701(D) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. AS SUCH, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAX EXPENSE. THE ORGANIZATION'S MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS AFTER THEY ARE FILED. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - EACH OFFICER AND DIRECTOR IS FURNISHED WITH A COPY OF THE TAX RETURN PRIOR TO FILING AND THE TAX RETURN IS REVIEWED BEFORE APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY NONRECURRING, NEW OR UNUSUAL TRANSACTION IS BROUGHT BEFORE THE BOARD. EVERY BOARD MEMBER IS REQUIRED TO DISCLOSE ANY CONFLICT DURING THE DISCUSSION AND PRIOR TO VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYMENT AND COMPENSATION MATTERS ARE BROUGHT BEFORE THE EXECUTIVE COMMITTEE ANNUALLY AND REVIEWED FOR CPI INCREASES AND UPON EXECUTIVE COMMITTEE APPROVAL THE MATTERS ARE BROUGHT TO THE ENTIRE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST