2026-07-28T15:51:44-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 1188 PADRE DRIVE STE 101 SALINAS CA 93901 990 2025-01-01 262981780 CARMEL MISSION FOUNDATION INC CARM 8316243261 P O BOX 221351 CARMEL CA 939221351 EDWARD DIYANNI CHAIRPERSON 8316243261 2026-07-22 1 AUTUMN ROSSI P01404602 8317596300 2026-07-22 2025 2025-03-06 01:10:19Z EDWARD DIYANNI P O BOX 221351 CARMEL CA 939221351 196398 0 1 X WWW.CARMELMISSIONFOUNDATION.ORG X 2008 CA TO RESTORE AND PRESERVE HISTORIC BUILDINGS, GROUNDS, AND ARTIFACTS OF THE CARMEL MISSION. 5 5 1 5 0 0 1299206 122231 0 0 23424 74034 121 133 1322751 196398 0 0 0 0 21652 24659 0 0 1036 79062 61663 100714 86322 1222037 110076 1882074 1990513 1637 0 1880437 1990513 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 21547 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. 21547 1 1 0 0 0 0 0 1 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 7 0 1 1 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 LISA GUTHRIE 8316243261 PO BOX 221351 CARMEL CA 93922 X RICHARD DENIER CHAIRPERSON 10.00 X X 0 0 0 RICHARD PEPE CHAIRPERSON 4.00 X X 0 0 0 LANE LOYKO DIRECTOR 4.00 X 0 0 0 EDWARD DIYANNI DIRECTOR 10.00 X 0 0 0 VALERA LYLES DIRECTOR 4.00 X 0 0 0 0 0 0 0 0 0 0 0 122231 122231 74034 74034 CC REWARDS 522210 133 133 133 196398 0 0 74167 24659 13069 11590 23189 22325 864 131 131 1464 1464 5819 5819 13200 2112 11088 1462 263 1199 8475 4238 4237 OTHER OPERATING EXPENSE 5036 4905 131 UTILITIES 1105 210 895 TELEPHONE 1003 191 812 BANK CHARGES 553 553 226 185 41 86322 21547 63739 1036 1256692 109153 8403 8404 15000 15000 867 868 39635 38803 2294 832 596565 1854003 2253 2253 1882074 1990513 1637 0 1637 0 X 1836535 1946611 43902 43902 1880437 1990513 1882074 1990513 110076 0 X 1 X 0 0 0 X 981331 110397 4325 1299205 122231 2517489 981331 110397 4325 1299205 122231 2517489 1218301 1299188 2310 5464 17530 23424 74034 122762 320 278 121 133 852 2641103 0.49190 0.78020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CREDIT CARD REWARDS - 2022 AMOUNT: $ 320. 2023 AMOUNT: $ 278. 2024 AMOUNT: $ 121. 2025 AMOUNT: $ 133. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 36635 36635 0 3000 2168 832 832 SCHWAB ACCOUNT 1854003 F 1854003 X PART III, LINE 1A: THE CARMEL MISSION FOUNDATION MAINTAINS A SMALL COLLECTION OF HISTORIC BOOKS, LETTER, ARTICLES, PHOTOGRAPHS AND REFERENCE MATERIALS. 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 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. REVIEWED OVER ZOOM AND SECURE EMAIL REVIEW. 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 BOARD ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.