2025-03-12T16:30:14-05:00 2024-06-30 941541507 BIANCHI KASAVAN & POPE LLP 450 LINCOLN AVENUE SUITE 200 SALINAS CA 93901 990 2023-07-01 770257681 CARMEL PUBLIC LIBRARY FOUNDATION CARM 8316242811 POST OFFICE BOX 2042 CARMEL CA 93921 MARCI MEAUX PRESIDENT 8316242811 2025-02-25 1 0 JESSE LOPEZ P00312725 8317575311 2025-02-25 2023 2025-03-06 01:10:19Z MARCI MEAUX POST OFFICE BOX 2042 CARMEL CA 93921 3411994 0 X CARMELPUBLICLIBRARYFOUNDATION.ORG X 1990 CA TO PROVIDE FINANCIAL SUPPORT FOR CARMEL PUBLIC LIBRARY. 19 19 2 20 0 0 614716 1542710 5116 4354 29671 189715 -13363 -13980 636140 1722799 291100 341000 0 0 251209 299020 0 0 178655 217594 405387 759903 1045407 -123763 677392 11917628 13818861 35105 51768 11882523 13767093 TO PROVIDE FINANCIAL SUPPORT FOR CARMEL PUBLIC LIBRARY. 0 0 627267 341000 4354 PROVIDE SUPPLEMENTAL FUNDS FOR THE HARRISON MEMORIAL LIBRARY FOR FREE LIBRARY SERVICE TO THE COMMUNITY IT SERVES, AS NEEDED AND REQUESTED BY THE LIBRARY BOARD OF TRUSTEES. THE FUNDS PROVIDED WERE GENERATED FROM THE GROWTH ENDOWMENT AND INVESTED FUNDS. 627267 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 CA X ALEXANDRA FALLON 8316242811 PO BOX 2042 CARMEL CA 93921 MARCI MEAUX PRESIDENT 1.00 X X 0 0 0 LETITIA A BENNETT VICE PRESIDENT 1.00 X X 0 0 0 KEN CRANSTONE TREASURER 1.00 X X 0 0 0 SUSAN GALVAN SECRETARY 1.00 X X 0 0 0 DIANE DANVERS DIRECTOR-AT-LARGE 1.00 X 0 0 0 JACKIE HENNING DIRECTOR 1.00 X 0 0 0 STEPHEN DYER DIRECTOR 1.00 X 0 0 0 PAMELA NEIMAN DIRECTOR 1.00 X 0 0 0 AARON FLINK DIRECTOR 1.00 X 0 0 0 SARA AHMED HOLMAN DIRECTOR 1.00 X 0 0 0 GEOFF ARNOLD DIRECTOR 1.00 X 0 0 0 MARTHA DREXLER LYNN PHD DIRECTOR 1.00 X 0 0 0 BILL KAMINSKI DIRECTOR 1.00 X 0 0 0 LAUREL LEMBO DIRECTOR 1.00 X 0 0 0 DEBBIE LEMMON DIRECTOR 1.00 X 0 0 0 SARA MCCARY DIRECTOR 1.00 X 0 0 0 SUSAN PREST DIRECTOR 1.00 X 0 0 0 GAIL SHERIDAN DIRECTOR 1.00 X 0 0 0 MARY SMITH DIRECTOR 1.00 X 0 0 0 ALEXANDRA FALLON EXECUTIVE DIRECTOR 40.00 X 177204 0 9494 177204 0 9494 1 0 1 0 0 157760 1384950 1542710 COMMUNITY PROGRAMS 900099 4178 4178 MISCELLANEOUS 900099 176 176 4354 346693 346693 1495102 1652080 -156978 -156978 -156978 23135 157760 37115 -13980 -13980 1722799 4354 0 175735 X 341000 341000 224741 38362 124224 62155 37607 6419 20787 10401 1212 207 670 335 19173 3274 10597 5302 16287 2780 9003 4504 215271 168630 31087 15554 35638 35638 8756 1495 4839 2422 135 23 75 37 MARKETING AND COMMUNICA 50241 8576 27770 13895 COMMUNITY PROGRAMS 33471 33471 BUILDING RENOVATION 19808 19808 BOARD AND GENERAL EXPEN 18875 3222 10433 5220 23192 23192 1045407 627267 239485 178655 84504 532530 175932 108624 20000 2100 2021 43146 41787 1494 1359 11489882 12981393 163716 172934 11917628 13818861 10873 16878 24232 34890 35105 51768 X 7698898 8594419 4183625 5172674 11882523 13767093 11917628 13818861 677392 1264326 -57148 0 X 1 X 0 1 0 X X 1 HARRISON MEMORIAL LIBRARY 770210474 6 1 341000 0 1 341000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 5116 4178 5116 4178 154 135 0 0 0 0 4962 4043 11179935 11503688 390240 597412 0 0 11570175 12101100 0 0 0 11570175 12101100 173553 181517 11396622 11919583 398882 417185 0 0 398882 417185 4962 4218 398882 398882 0 398882 341000 0 0 0 0 0 341000 341000 398882 85.490000000000 398882 0 0 0 0 0 167873 167873 0 167873 0 0 341000 0 231009 109991 0 0 109991 0 0 0 0 109991 PART IV, SECTION D, LINE 2: THE CARMEL PUBLIC LIBRARY FOUNDATION IS LOCATED IN THE SAME BUILDING AS THE PARK BRANCH. STAFF COMMUNICATE ON A CONTINUOUS BASIS. FOUNDATION MONTHLY AND ANNUAL FINANCIAL REPORTS ARE PROVIDED TO THE LIBRARY. THERE IS FULL TRANSPARENCY IN THESE REPORTS. LIBRARY REPRESENTATIVES ATTEND THE FOUNDATION BOARD MEETINGS AND FOUNDATION REPRESENTATIVES ATTEND THE LIBRARY MEETINGS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 7344440 2950 906888 35704 8218574 6884836 1100 489146 30642 7344440 7698484 85699 -707890 158400 33057 6884836 4820604 1903405 992518 18043 7698484 5000471 11996 153640 328351 17152 4820604 0.44000 0.35000 0.21000 1 0 5281 4293 988 9437 9066 371 28428 28428 0 1359 ACCRUED VACATIONS 34890 34890 X PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED TO SUPPORT THE OPERATIONS OF THE HARRISON MEMORIAL LIBRARY, LOCATED IN CARMEL-BY-THE-SEA, CA. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE FRANCHISE TAX UNDER CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D) BUT IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME WHEN EARNED. MANAGEMENT HAS CONSIDERED THE FOUNDATION'S TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE FOUNDATION'S RETURNS ARE SUBJECT TO INCOME TAX EXAMINATIONS BY THE FEDERAL AND STATE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. SPRING EVENT 180895 157760 23135 37115 180895 157760 23135 37115 37115 -13980 0 HARRISON MEMORIAL LIBRARY PO BOX 800 CARMEL CA 93921 770210474 341000 0 TO FUND LIBRARY SERVICES. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ALEXANDRA FALLON EXECUTIVE DIRECTOR 177204 0 0 0 0 0 9494 0 0 0 186698 0 0 0 PART I, LINE 1B CPLF HAS A POLICY TO REIMBURSE FOR CPLF BUSINESS USE OF A PERSONAL CELLULAR PHONE. REQUESTS FOR REIMBURSEMENT ARE SUPPORTED BY CELLULAR PHONE STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL REVIEW OF OFFICERS, DIRECTORS, TRUSTEES AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE COMPARES EXECUTIVE DIRECTOR COMPENSATION WITH SIMILAR ORGANIZATIONS LOCALLY AND NATIONALLY; SALARY INCREASES ARE BASED ON COMPENSATION AND PERFORMANCE. THE EXECUTIVE COMMITTEE EVALUATES THE EXECUTIVE DIRECTOR'S PERFORMANCE AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL, ANNUALLY, WITHIN BUDGETARY PARAMETERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FOUNDING DOCUMENTS AND TAX RETURN ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 9,600. MANAGEMENT AND GENERAL EXPENSES 31,087. FUNDRAISING EXPENSES 15,554. TOTAL EXPENSES 56,241. CONSULTING FEES: PROGRAM SERVICE EXPENSES 159,030. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,030.