2025-10-22T12:08:17-05:00 2024-12-31 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-01-01 884077281 MARYMOUNT EDUCATION FOUNDATION MARY 3108530762 35 PENINSULA CENTER ROLLING HILLS ESTATES CA 90274 BRIAN MARCOTTE TREASURER 3108530762 2025-10-21 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2025-10-21 2024 2025-03-06 01:10:19Z ROBYN JONES 35 PENINSULA CENTER ROLLING HILLS ESTATES CA 90274 48319648 0 X WWW.MARYMOUNTEDFOUNDATION.ORG X 2022 CA MARYMOUNT EDUCATION FOUNDATION FUNDS EDUCATIONAL GRANTS, SCHOLARSHIPS, AND PROGRAMS IN ORDER TO PROVIDE OPPORTUNITIES FOR INDIVIDUALS WHO ARE BEYOND THE COMPULSORY SCHOOL ATTENDANCE AGE TO ACQUIRE A HIGHER LEVEL OF KNOWLEDGE, SKILLS, AND SPECIALIZATION IN THEIR CHOSEN AREAS OF INTEREST WITHIN A FORMAL SCHOOL SETTING, INCLUDING, BUT NOT LIMITED TO, UNIVERSITIES AND OTHER DEGREE GRANTING INSTITUTIONS. 9 9 1 9 0 0 1380510 45969595 0 0 134 2350053 0 0 1380644 48319648 154135 155943 0 0 201918 202438 0 0 0 110554 241506 466607 599887 914037 47719761 1034256 53959055 3347 4777598 1030909 49181457 X MARYMOUNT EDUCATION FOUNDATION FUNDS EDUCATIONAL GRANTS, SCHOLARSHIPS, AND PROGRAMS IN ORDER TO PROVIDE OPPORTUNITIES FOR INDIVIDUALS WHO ARE BEYOND THE COMPULSORY SCHOOL ATTENDANCE AGE TO ACQUIRE A HIGHER LEVEL OF KNOWLEDGE, SKILLS, AND SPECIALIZATION IN THEIR CHOSEN AREAS OF INTEREST WITHIN A FORMAL SCHOOL SETTING, INCLUDING, BUT NOT LIMITED TO, UNIVERSITIES AND OTHER DEGREE GRANTING INSTITUTIONS. 0 0 327305 155943 MARYMOUNT SCHOLARS PROGRAM: THE MARYMOUNT SCHOLARS PROGRAM, A CHARITABLE PROGRAM WITHIN THE MARYMOUNT EDUCATION FOUNDATION, CARRIES ON MARYMOUNT CALIFORNIA UNIVERSITY'S ("MCU") MISSION OF TRANSFORMING LIVES THROUGH EDUCATION BY AWARDING COLLEGE SCHOLARSHIPS AND PROVIDING A SUPPORTIVE COMMUNITY TO FRESHMAN AND TRANSFER STUDENTS. THE MARYMOUNT SCHOLARS PROGRAM PARTNERS WITH COLLEGES AND UNIVERSITIES THAT ALIGN WITH MCU'S TRADITION AND VALUES THAT ARE ROOTED IN CATHOLIC HIGHER EDUCATION, INCLUDING: A COMMITMENT TO EDUCATING THE WHOLE PERSON; A PERSONAL, COMMUNAL, AND ETHICS-BASED APPROACH TO LEARNING; RECOGNITION OF THE HARMONY OF FAITH AND REASON; OPENNESS TO ALL BACKGROUNDS AND FAITHS; IMPORTANCE OF INTEGRATIVE KNOWLEDGE; COMMITMENT TO THE DIGNITY OF THE INDIVIDUAL; AND CONCERN FOR WIDER ISSUES OF JUSTICE IN SOCIETY. LIKE AT MCU, THE MARYMOUNT SCHOLARS PROGRAM SEEKS TO ASSIST HIGH POTENTIAL STUDENTS FROM LOWER SOCIO-ECONOMIC BACKGROUNDS IN THE 2.7-3.3 GPA RANGE BY OFFERING FINANCIAL SUPPORT, PERSONAL ATTENTION, AND PROFESSIONAL MENTORSHIP. EDUCATIONAL GRANTS: MEF WILL SUPPORT EDUCATIONAL INITIATIVES THAT PROMOTE ACCESS, DEGREE ATTAINMENT, AND A COMMUNITY OF LEARNERS. THIS PROGRAM IS NOT YET DEFINED AND IS NOT YET ACTIVE. 327305 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X ROBYN JONES 3108530762 35 PENINSULA CENTER ROLLING HILLS ESTATES CA 90274 RICK EDLER CHAIRMAN/PRESIDENT 15.00 X X 0 0 0 ARIANE SCHAUER VICE PRESIDENT/SECRETARY 15.00 X X 0 0 0 BRIAN MARCOTTE TREASURER 15.00 X X 0 0 0 ANTOINE-MARIE BAURIER TRUSTEE 5.00 X 0 0 0 DAVE TOMBLIN TRUSTEE 5.00 X 0 0 0 SUE SOLDOFF TRUSTEE 5.00 X 0 0 0 MARK VILLANO TRUSTEE 5.00 X 0 0 0 CAROLINE SAYERS TRUSTEE 5.00 X 0 0 0 RYAN ALCANTARA TRUSTEE 5.00 X 0 0 0 ROBYN JONES EXECUTIVE DIRECTOR 40.00 X 165000 0 24000 165000 0 24000 1 0 1 0 0 45969595 45969595 2350053 2350053 48319648 0 0 2350053 155943 155943 189000 94500 94500 13438 6719 6719 1614 1614 58585 58585 52609 52609 54787 53294 1493 1371 1371 5799 2149 3650 30750 14700 16050 34049 34049 MEALS 1752 1752 GIFTS 190 190 599887 327305 272582 0 6036 5017711 994560 7482353 33660 389424 36839346 4230221 1034256 53959055 3347 3527 0 4774071 3347 4777598 X 848007 49154498 182902 26959 1030909 49181457 1034256 53959055 47719761 430787 0 X 0 1 X 1 0 X 150000 1380510 45969595 47500105 150000 1380510 45969595 47500105 47500105 4 134 2350053 2350191 49850296 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 HEDGE FUNDS 3801095 F PRIVATE EQUITY FUNDS 429126 F 4230221 RESERVE FUND LIABILITIES 4774071 4774071 X 48697826 430787 430787 48267039 52609 52609 48319648 547278 0 547278 52609 52609 599887 PART X, LINE 2: THE FOUNDATION HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE, RESPECTIVELY. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA PURPOSES IS FOUR YEARS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1110000 0 0 0 0 0 0 1110000 0 1110000 1 0 1 1 1 0 1 MOUNT SAINT MARY'S UNIVERSITY 12001 CHALON RD LOS ANGELES CA 90049 951641455 501(C)(3) 131338 0 STUDENT SCHOLARSHIPS ST MARYS COLLEGE OF CALIFORNIA 1928 SAINT MARYS RD MORAGA CA 94575 941156599 501(C)(3) 24605 0 STUDENT SCHOLARSHIPS 2 PART I, LINE 2: COMPLETE ACCOUNTING DETAILS AND COPIES OF ITEMIZED STUDENT ACCOUNT RECORDS PROVIDED BY THE UNIVERSITY ARE KEPT IN THE ORGANIZATION'S SHAREPOINT SITE, ACCESSIBLE TO ALL BOARD MEMBERS. AT THE BEGINNING OF EACH SEMESTER, AFTER THE ADD/DROP PERIOD, THE UNIVERSITY OFFICE OF STUDENT ACCOUNTS PROVIDES THE MEF EXECUTIVE DIRECTOR WITH ITEMIZED STUDENT ACCOUNT DETAILS FOR EACH SCHOLARSHIP RECIPIENT. SCHOLARSHIP FUNDS ARE DISTRIBUTED DIRECTLY TO THE UNIVERSITY OFFICE OF STUDENT ACCOUNTS TO BE POSTED TO THE STUDENTS' ACCOUNTS. SCHOLARSHIP FUNDS ARE NOT DISTRIBUTED DIRECTLY TO A STUDENT. X X X X 0 0 0 0 0 0 0 0 0 ROBYN JONES EXECUTIVE DIRECTOR 165000 0 0 0 0 0 0 0 24000 0 189000 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990, THEN PROVIDES TO THE FULL BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF TRUSTEE MEMBERS ARE REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING THEY UNDERSTAND THE CONFLICT OF INTEREST POLICY AND THE BOARD OF TRUSTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY SUCH CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S BOARD OF TRUSTEES PERIODICALLY REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE IN ITS DETERMINATION OF COMPENSATION. THE BOARD REVIEWS DATA FROM OTHER SIMILAR-SIZED PRIVATE NON-PROFIT FOUNDATIONS AS WELL AS OTHER DATA SOURCES. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS WILL BE REVIEWED AND PROVIDED UPON APPROVAL. MARYMOUNT CALIFORNIA UNIVERSITY PO BOX 4809 PALOS VERDES PENINSULA CA 90274 952113260 COLLEGE CA 501(C)(3) LINE 2 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0