2025-04-03T12:38:32-04:00 2024-12-31 371852224 CAL ACCOUNTING PC 26335 CARMEL RANCHO BLVD SUITE 9 CARMEL CA 93923 990PF 2024-01-01 946121837 ALEXANDER F VICTOR FOUNDATION ALEX 8316491100 PO BOX LAW MONTEREY CA 93942 HANSEN P REED PRESIDENT & CEO 8316491100 2025-03-30 false CHRISTOPHER LOCKE P01541040 8312750084 2025-03-24 2024 2025-03-06 01:10:19Z X 1166523 X X 103 103 103 22487 22487 228680 228680 228680 211776 57213 67347 3296 3296 311779 228783 254566 60000 30000 30000 3401 1700 1701 8541 4271 4270 2137 2137 1207 1207 1207 1411 1411 1411 14422 14422 14286 91119 55148 16904 35971 200000 200000 291119 55148 16904 235971 20660 173635 237662 53160 85163 85162 304525 293587 855071 35385 35227 149206 127102 50018 78291 77084 77084 471361 491061 1166523 0 X 471361 491061 471361 491061 471361 491061 471361 20660 492021 960 491061 2414 2414 2414 2300 2300 X 53 167 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 60000 0 0 AMY REED PO BOX LAW MONTEREY CA 93942 TREAS/SEC/VP 000.00 0 0 0 NONE NONE N/A 988458 69161 3300000 4357619 4357619 65364 4292255 214613 214613 2414 2414 212199 212199 212199 235971 235971 212199 8822 9562 18384 235971 212199 23772 42156 0 42156 8822 9562 23772 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 115000 COMMUNITY FOUNDATION FOR MONTEREY COUNTY 2354 GARDEN ROAD MONTEREY CA 93940 NONE PC TO PROVIDE FUNDS TO SUPPORT MC 40000 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 NAVAL POSTGRADUATE SCHOOL FOUNDATION 283 COTTAGE WAY MONTEREY CA 93943 NONE PC GENERAL SUPPORT 10000 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 10000 MONTEREY MUSEUM OF ART 559 PACIFIC ST MONTEREY CA 93940 NONE PC GENERAL SUPPORT 2000 200000 1 103 1 22487 1 211776 57213 FEDERAL TAX REFUND 2556 LATE FEE 700 CLASS ACTION PAYMENT 40 234366 60509 294875 false false false false false false false false false false ACCOUNTANT FEES 8541 4271 4270 COTTAGE ROOF 1998-05-07 11426 7508 S/L 39.0000 293 293 293 ROOF- TEA ROSE 2006-05-15 18617 8409 S/L 39.0000 477 477 477 NEW ROOF - COTTAGE 2017-07-01 17059 2824 S/L 39.0000 437 437 437 LAND 2011-01-01 50000 BUILDING 2011-01-01 30000 30000 S/L 39.0000 LT COVERED SECURITIES 2020-01 PURCHASE 2024-12 67347 10134 57213 ADVANSIX INC 158 570 CARRIER GLOBAL CORPORATION 6631 27304 CHEVRON CORP 19290 28968 CROWN CASTLE INTL CORP 21958 27228 EATON CORP PLC SHS 18284 107858 GARRETT MOTION INC 320 451 HONEYWELL INTERNATIONAL 22800 90356 JOHNSON & JOHNSON 20413 28924 NEXTERA ENERGY CORP 19510 57352 NORTHWESTERN CORPORATION 26427 42768 NOVO NORDISK A/S DR 16155 111826 ONEOK INC 21679 54116 ORACLE CORP 27435 133312 OTIS WORLDWIDE CORP 9272 18522 PROCTOR & GAMBLE 27346 67060 RESIDIO TECHNOLOGIES 853 1913 RTX CORPORATION 19567 46288 SCHLUMBERGER LTD 12372 5751 WEYERHAEUSER CO 3117 4504 ISHARES COHEN & STEERS REIT ETF AT COST 7451 24104 ISHARES MSCI EAFE ETF AT COST 7888 15122 ISHARES S&P MIDCAP 400 INDEX AT COST 7939 48290 S&P 500 INDEX FUND AT COST 8647 58868 TEMPLETON EMG MKT INCM FD AT COST 3302 2822 BEG BALANCES 77102 50018 27084 27084 50000 50000 50000 LEGAL FEES 3401 1700 1701 CROWN CASTLE COST BASIS DECREASE 639 ONEOK INC COST BASIS DECREASE 164 TEMPLETON EMG MKT INCM FD COST BASIS DEC 157 CARMEL PROPERTY INSURANCE 14286 14286 14286 REPAIRS & MAINTENANCE EXPENSES BANK CHARGES 61 61 REGISTRATION FEES 75 75 FEDERAL TAX REFUND 2556 2556 LATE FEE 700 700 CLASS ACTION PAYMENT 40 40 FEDERAL TAX 2137 2137