Nonprofit · EIN 51-0189888
PEBBLE BEACH COMPANY FOUNDATION
Tax-exempt · PEBBLE BEACH, CA 93953
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,326,826 | $2,155,680 | $2,171,146 | $32,529,794 | $1,242,042 | $31,287,752 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,478,489
- Program service revenue
- $0
- Investment income
- $848,337
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,032,168
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,045
- Accounting fees
- $33,776
- Program services (functional)
- $2,032,168
- Management and general (functional)
- $123,512
Balance sheet and other
- Total assets, start of year
- $27,960,546
- Total assets, end of year
- $32,529,794
- Total liabilities, end of year
- $1,242,042
- Net assets, end of year
- $31,287,752
- Publicly traded securities
- $28,176,250
- Net assets without donor restrictions
- $31,287,752
- Gross receipts
- $10,649,530
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1975
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN STIVERS | SECRETARY/DIRECTOR Trustee or director, Officer | 10 | $0 |
| JUDAH MATTHEWS | TREASURER/DIRECTOR Trustee or director, Officer | 10 | $0 |
| MERCEDES DE LUCA | VICE PRESIDENT/DIRECTOR Trustee or director, Officer | 10 | $0 |
| SUSAN MERFELD | PRESIDENT/DIRECTOR Trustee or director, Officer | 30 | $0 |
| CHRISTINE PEROCCHI | DIRECTOR Trustee or director | 5 | $0 |
| CINDY ZOLLER | DIRECTOR Trustee or director | 5 | $0 |
| DAN GREEN | DIRECTOR Trustee or director | 5 | $0 |
| HUBERT ALLEN | DIRECTOR Trustee or director | 10 | $0 |
| JOHN SAWIN | DIRECTOR Trustee or director | 10 | $0 |
| ROBERT SKINNER | DIRECTOR Trustee or director | 5 | $0 |
| TEDDY BALESTRERI | DIRECTOR Trustee or director | 5 | $0 |
| KATHLEEN LEE | EXECUTIVE DIRECTOR (AS OF 4/24) Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1767, PEBBLE BEACH, CA 93953-1767
- In care of
- % JUDAH P MATHEWS
- Principal officer (990 for 2024)
- MERCEDES DE LUCA, PO BOX 1767, PEBBLE BEACH, CA 93953
- Signed the 990
- MERCEDES DE LUCA, BOARD PRESIDENT
- Phone
- (831) 649-7651
- Return prepared by
- ERNST & YOUNG US LLP
Mission
Our mission is to provide quality educational opportunities for Monterey County youth. We are committed to funding quality educational programs and awarding scholarships and financial aid to benefit Monterey County students from pre-kindergarten to postgraduate levels. These awards create a brighter future for our youth and our community.
Program accomplishments
- GRANTS TO CHARITABLE ORGANIZATIONS.Expenses $1,887,168 · grants $1,887,168
- PROVIDE SCHOLARSHIPS TO QUALIFIED CHILDREN OF PEBBLE BEACH COMPANY EMPLOYEES.Expenses $145,000 · grants $145,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0189888
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $32,529,794
- Income (IRS master file)
- $10,649,530
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $5,730,456 | $3,289,176 | $27,960,546 | IRS |
| 990 | December 2022 | $3,546,305 | $1,519,666 | $21,356,796 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about PEBBLE BEACH COMPANY FOUNDATION
- What is the EIN of PEBBLE BEACH COMPANY FOUNDATION?
- The employer identification number (EIN) of PEBBLE BEACH COMPANY FOUNDATION is 51-0189888.
- Is PEBBLE BEACH COMPANY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to PEBBLE BEACH COMPANY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PEBBLE BEACH COMPANY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PEBBLE BEACH COMPANY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PEBBLE BEACH COMPANY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PEBBLE BEACH COMPANY FOUNDATION?
- The 990 for the year ended December 31, 2024 names MERCEDES DE LUCA.
- Who are the officers and directors of PEBBLE BEACH COMPANY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does PEBBLE BEACH COMPANY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,326,826, expenses of $2,155,680 and total assets of $32,529,794 at year end.
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