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EIN 82-2771192

Carmel Valley Manor Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Carmel
State
California
Year formed
2017
Most recent tax filings
2022-12-01
NTEE code, primary
L22: Senior Citizens Housing, Retirement Communities
Description
The Carmel Valley Manor Foundation prudently manages the assets of the Foundation and seeks other sources of funds to increase its asset base. The Foundation manages the Carmel Valley Manor Investment Fund and builds and maintains an adequate level of unrestricted net assets to support Carmel Valley Manor in the event of unforeseen shortfalls.
Total revenues
$653,574
2022
Total expenses
$791,631
2022
Total assets
$14,479,362
2022
Num. employees
0
2022

Program areas at Carmel Valley Manor Foundation

The Carmel Valley Manor Foundation manages the Carmel Valley Manor Investment Fund. Carmel Valley Manor Foundation is to build and maintain an adequate level of unrestricted net assets to support Carmel Valley Manor in the event of unforeseen shortfalls. This reserve fund may also be used for one-time, nonrecurring expenses that will build long-term capacity, such as staff development, research and development, or investment in infrastructure. The Carmel Valley Manor Foundation has an Investment Policy whose objective is long-term growth and preservation of capital. The Carmel Valley Manor Foundation Investment Committee formulates the overall investment strategy and monitors and evaluates the performance results for compliance with the Investment Policy.

Grants made by Carmel Valley Manor Foundation

GranteeGrant descriptionAmount
Northern Ca Congregational Ret Homes Carmel Valley ManorFundraising Support To Charit. Act.$714,800

Who funds Carmel Valley Manor Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
AmazonSmile FoundationGeneral Support$132

Personnel at Carmel Valley Manor Foundation

NameTitleCompensation
Jay ZimmerPresident and Chief Executive Officer$0
Ann Elise EmersonFinance Director$0
Harry HansonVice - Chair$0
Christopher SteinbrunerTreasurer$0
Susan FreelandChair$0
...and 3 more key personnel

Financials for Carmel Valley Manor Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$138,551
Program services$0
Investment income and dividends$493,132
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$21,759
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$132
Total revenues$653,574

Form 990s for Carmel Valley Manor Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-07-03990View PDF
2021-122022-08-23990View PDF
2020-122021-07-26990View PDF
2019-122021-01-21990View PDF
2018-122019-10-18990View PDF
Data update history
August 24, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 21, 2023
Updated personnel
Identified 2 new personnel
August 8, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 21, 2022
Received grants
Identified 1 new grant, including a grant for $76,027 from Northern Ca Congregational Ret Homes Carmel Valley Manor
April 13, 2022
Updated personnel
Identified 3 new personnel
Nonprofit Types
Grantmaking organizationsHousing and shelter organizationsRetirement homesCharities
Issues
Human servicesHousing
Characteristics
Provides grantsState / local levelEndowed supportTax deductible donationsNo full-time employees
General information
Address
8545 Carmel Valley Rd
Carmel, CA 93923
Metro area
Salinas, CA
County
Monterey County, CA
Phone
(831) 624-1281
IRS details
EIN
82-2771192
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2017
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
L22: Senior Citizens Housing, Retirement Communities
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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