Monterey Peninsula Foundation
990T • Fiscal year 2025 • EIN 94-2541783
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
-
No earlier filing loaded for comparison.
Net Assets
-
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
-
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Jan 13, 2026
- Return Version
- 2024v5.5
Mission and Program Overview
Mission
To improve the quality of life in monterey county and surrounding areas by providing grants to nonprofit organizations that benefit the community in the areas of youth, education, health and human services, arts and culture, and community and environment. The foundation generates funds by arranging and managing the annual golf tournaments known as "the at&t pebble beach national pro-amateur tournament and "the pure insurance championship at pebble beach."
Filing and Contact Details
Filer
- Filer Name
- Monterey Peninsula Foundation
- EIN
- 94-2541783
- Phone
- 8316491533
- Address
- 5 MANDEVILLE COURT SUITE 101, MONTEREY, CA 93940
Signing Officer
- Name
- Steve John
- Title
- CEO
- Phone
- 8316491533
- Signed
- 2026-01-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Cliftonlarsonallen Llp
- Address
- 1188 PADRE DRIVE STE 101, SALINAS, CA 93901
- Preparer
- Kiely Holcomb CPA
- Phone
- 8317596300
Raw XML Appendix109 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS1120ScheduleD/CapitalGainNetIncomeAmt | 0 | 46304 |
| IRS1120ScheduleD/DisposeInvestmentQOFInd | 0 | 0 |
| IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt | 0 | 12911 |
| IRS1120ScheduleD/NetCapitalGainAmt | 0 | 33393 |
| IRS1120ScheduleD/NetLTCapitalGainOrLossAmt | 0 | 33393 |
| IRS1120ScheduleD/NetSTCapitalGainOrLossAmt | 0 | 12911 |
| IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt | 0 | 33393 |
| IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt | 0 | 12911 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 0 | 9094 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 1 | 24299 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 0 | HIGHVISTA II LIMITED PARTNERSHIP |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 1 | MAKENA CAPITAL SPLITTER X, LP |
| IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt | 0 | 33393 |
| IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd | 0 | X |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 0 | 4592 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 1 | 8319 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 0 | HIGHVISTA II LIMITED PARTNERSHIP |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 1 | MAKENA CAPITAL SPLITTER X, LP |
| IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt | 0 | 12911 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd | 0 | X |
| IRS990T/BalanceDueAmt | 0 | 24933 |
| IRS990T/BooksInCareOfDetail/PersonNm | 0 | JEANNE KLEINSORG |
| IRS990T/BooksInCareOfDetail/PhoneNum | 0 | 8317835423 |
| IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5 MANDEVILLE COURT SUITE 101 |
| IRS990T/BooksInCareOfDetail/USAddress/CityNm | 0 | MONTEREY |
| IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990T/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93940 |
| IRS990T/BookValueAssetsEOYAmt | 0 | 50692748 |
| IRS990T/CharitableContributionsDedAmt | 0 | 13192 |
| IRS990T/ESPenaltyAmt | 0 | 1114 |
| IRS990T/ExtsnRequestIncomeTaxPaidAmt | 0 | 1114 |
| IRS990T/ForeignAccountsQuestionInd | 0 | 0 |
| IRS990T/ForeignTrustQuestionInd | 0 | 0 |
| IRS990T/Form990TScheduleAAttachedCnt | 0 | 1 |
| IRS990T/Organization501cCorporationInd | 0 | X |
| IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt | 0 | c3 |
| IRS990T/Organization501IndicatorGrp/Organization501Ind | 0 | X |
| IRS990T/OtherTaxesAmt | 0 | 0 |
| IRS990T/PaidTaxLiabilityAmt | 0 | 0 |
| IRS990TScheduleA/CapitalGainNetIncomeAmt | 0 | 46304 |
| IRS990TScheduleA/NetOperatingLossDeductionAmt | 0 | 0 |
| IRS990TScheduleA/OtherDeductionsAmt | 0 | 2000 |
| IRS990TScheduleA/PrincipalBusinessActivityCd | 0 | 901101 |
| IRS990TScheduleA/SequenceReferenceNum | 0 | 1 |
| IRS990TScheduleA/SequenceTotalNum | 0 | 1 |
| IRS990TScheduleA/TaxesAndLicensesAmt | 0 | 97 |
| IRS990TScheduleA/TotalAllocableDeductionsAmt | 0 | 0 |
| IRS990TScheduleA/TotalCtrlOrgDeductionAmt | 0 | 0 |
| IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt | 0 | 0 |
| IRS990TScheduleA/TotalDeductionsAmt | 0 | 2097 |
| IRS990TScheduleA/TotalDeductionSetAsidesAmt | 0 | 0 |
| IRS990TScheduleA/TotalDirectAdvertisingCostAmt | 0 | 0 |
| IRS990TScheduleA/TotalDividendsReceivedDedAmt | 0 | 0 |
| IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt | 0 | 0 |
| IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt | 0 | 0 |
| IRS990TScheduleA/TotalInvestmentIncomeAmt | 0 | 0 |
| IRS990TScheduleA/TotalOrdinaryGainLossAmt | 0 | -8200 |
| IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt | 0 | 96914 |
| IRS990TScheduleA/TotalRentDeductionsAmt | 0 | 0 |
| IRS990TScheduleA/TotalRentIncomeAmt | 0 | 0 |
| IRS990TScheduleA/TotalUnrelatedBusinessCompAmt | 0 | 0 |
| IRS990TScheduleA/TotExcessReadershipCostsDedAmt | 0 | 0 |
| IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt | 0 | 135018 |
| IRS990TScheduleA/TotUnrltTrdBusIncmAmt | 0 | 135018 |
| IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt | 0 | 0 |
| IRS990TScheduleA/TradeOrBusinessDesc | 0 | QUALIFYING PARTNERSHIP INTERESTS |
| IRS990TScheduleA/UBIBeforeNOLDedAmt | 0 | 132921 |
| IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt | 0 | 132921 |
| IRS990T/SpecificDeductionAmt | 0 | 1000 |
| IRS990T/SubsidiaryCorporationInd | 0 | 0 |
| IRS990T/TaxableCorporationAmt | 0 | 24933 |
| IRS990T/TaxLessCreditsAmt | 0 | 24933 |
| IRS990T/TotalDeductionAmt | 0 | 1000 |
| IRS990T/TotalPaymentsAmt | 0 | 1114 |
| IRS990T/TotalTaxAmt | 0 | 24933 |
| IRS990T/TotalTaxComputationAmt | 0 | 24933 |
| IRS990T/TotalUBTIAmt | 0 | 118729 |
| IRS990T/TotalUBTIBeforeNOLSpecificAmt | 0 | 119729 |
| IRS990T/TotalUBTIBeforeSection199AAmt | 0 | 119729 |
| IRS990T/TotalUBTIComputedAmt | 0 | 132921 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEVE JOHN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8316491533 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-01-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MONTEREY PENINSULA FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MONT |
| ReturnHeader/Filer/EIN | 0 | 942541783 |
| ReturnHeader/Filer/PhoneNum | 0 | 8316491533 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5 MANDEVILLE COURT SUITE 101 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MONTEREY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93940 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 410746749 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLIFTONLARSONALLEN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1188 PADRE DRIVE STE 101 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SALINAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93901 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8317596300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-01-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KIELY HOLCOMB CPA |
| ReturnHeader/ReturnTs | 0 | 2026-01-13T10:53:38-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990T |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2025 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- -
- Liabilities
- -
- Net assets
- -
- Revenue
- -
- Expenses
- -
- Net income
- -