COMMUNITY FOUNDATION FOR MONTEREY COUNTY

MONTEREY, CA, 93940-5326 (831) 375-9712 Est. 1945 EIN 94-1615897
T310 - Philanthropy & Grantmaking 501(c)(3)
www.cfmco.org

Giving Portfolio

Total Grants
7
Total Giving
$231.5M
Recipients
7
Years Active
2018 - 2024
Avg grant: $33,076,572 Median: $29,888,380

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20241$64.8M $64.8M01
20231$39.8M $39.8M01
20221$29.9M $29.9M01
20211$35.1M $35.1M01
20201$25.8M $25.8M01
20191$18.2M $18.2M01
20181$18.0M $18.0M10

Top States

California
7

Top Grantees

DETAILED SCHEDULE ATTACHED
CA - 7 grants
$231.5M

Financials

Total Revenue
$122,683,888
Total Expenses
$72,355,257
Net Assets
$332,909,695
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
4.6 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 44.1%
Expenses ↑ 61.4%
Revenue Sources
Contributions 81.9% Earned revenue 0.5% Investment 17.5%
Expense Breakdown
Program 94.8% Management 3.6% Fundraising 1.6%

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EIN: 94-1615897 · Source: IRS Form 990 e-file data