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California · Nonprofit

COMMUNITY FOUNDATION FOR MONTEREY COUNTY

COMMUNITY FOUNDATION FOR MONTEREY COUNTY (California) receives grants from 160 organizations whose IRS filings report $64,448,214 to it, the largest being The James Irvine Foundation ($8,888,250). 58 of them have funded it in more than one year. COMMUNITY FOUNDATION FOR MONTEREY COUNTY administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.

Revenue FY2024
$123M
Funders on record
160
Grants received
$64M
Net assets
$333M
58/160 repeat funders

Hosts funds for others

COMMUNITY FOUNDATION FOR MONTEREY COUNTY administers funds on behalf of other donors. The grants recorded as coming in are contributions into those funds, so they count custody rather than support for a programCOMMUNITY FOUNDATION FOR MONTEREY COUNTY runs itself. This page therefore states the flows and does not draw the comparisons it would draw for an operating charity: concentration, funder retention, grant dependency and the peer field are all left out, because each of them would read a vehicle as if it were a program.

Paid out

$248M

Recipients

0

Contributions on record

$65M

Donors on record

161

Payments out run 3.8x the contributions on record, which says the incoming side is incomplete rather than that the vehicle is unusually busy: most donors to a fund like this are individuals, who file no return for us to read.

01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($53M) Expenses 100 ($20M) Net assets 100 ($214M)2018 Revenue 52 ($28M) Expenses 113 ($23M) Net assets 93 ($198M)2019 Revenue 68 ($36M) Expenses 115 ($23M) Net assets 108 ($230M)2020 Revenue 112 ($59M) Expenses 160 ($32M) Net assets 127 ($272M)2021 Revenue 105 ($56M) Expenses 209 ($41M) Net assets 142 ($303M)2022 Revenue 92 ($49M) Expenses 185 ($37M) Net assets 120 ($257M)2023 Revenue 161 ($85M) Expenses 226 ($45M) Net assets 139 ($298M)2024 Revenue 231 ($123M) Expenses 364 ($72M) Net assets 156 ($333M)
'17'18'19'20'21'22'23'24
Revenue (231)Expenses (364)Net assets (156)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $291M to $348M (+19%).

$266M
$248M
$291M
$348M
$386M
$332M
$380M
$420M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 10% · 2022 6% · 2024 2%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 8 reported years ran a deficit.

$33M
’17
$5.1M
’18
$13M
’19
$28M
’20
$14M
’21
$12M
’22
$40M
’23
$50M
’24
8.9
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Daniel Baldwin

President & CEO

As listed on its FY2024 Form 990.

'17'18'19'20'21'22'23'24
Listed2423242324252727
Joined·+5+4+2+7+5+10+6
No longer listed·6336486
02Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 22 funders to 57 funders, grant income rose $1.8M → $16M.

34 of 160 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 41% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $125k from one payer (the payer shares this organization's board, largest Big Sur Land Trust). These are real filings, and they are not money COMMUNITY FOUNDATION FOR MONTEREY COUNTY raised.

From the IRS filings of COMMUNITY FOUNDATION FOR MONTEREY COUNTY’s funders (the co-funder graph). Top 30 of 160 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

92% of COMMUNITY FOUNDATION FOR MONTEREY COUNTY's grant income comes from California funders.

ME
WA
MT
MN
WI
NY
MA
OR
WY
SD
OH
NJ
CT
RI
CA
UT
CO
KY
DE
AZ
TN
SC
OK
GA
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $27M arriving through sponsors registered in 15 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

03Its place in the field
04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

95% of spending goes to programs.

Program 95%Management 4%Fundraising 2%

Governance

19
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Public support

82%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Part of a family of 2 related entities

  • Cfmc-Real Estate No 1 LLC · disregarded
  • Cfmc-Real Estate No 2 LLC · disregarded

Screen this organization

A dated, signed PDF of the compliance screen for COMMUNITY FOUNDATION FOR MONTEREY COUNTY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds COMMUNITY FOUNDATION FOR MONTEREY COUNTY?
COMMUNITY FOUNDATION FOR MONTEREY COUNTY (California) receives grants from 160 organizations whose IRS filings report $64,448,214 to it, the largest being The James Irvine Foundation ($8,888,250). 58 of them have funded it in more than one year. COMMUNITY FOUNDATION FOR MONTEREY COUNTY administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.
How many funders does COMMUNITY FOUNDATION FOR MONTEREY COUNTY have?
IRS filings report 160 organizations giving $64,448,214 in grants to COMMUNITY FOUNDATION FOR MONTEREY COUNTY, 58 of which have funded it in more than one year.
Who is the largest funder of COMMUNITY FOUNDATION FOR MONTEREY COUNTY?
The James Irvine Foundation is the largest funder on record, with $8,888,250 in grants. The full list of funders is on this page.
How can an organization like COMMUNITY FOUNDATION FOR MONTEREY COUNTY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 160 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing