Public charity
SANTA CRUZ, CAEIN
This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2023
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2023 | 990 | $379,409 | $340,910 | $328,767 | $326,165 | $326,165 |
| FY2022 | 990 | $333,308 | $214,736 | $212,009 | $286,567 | $286,567 |
| FY2021 | 990 | $147,312 | $157,008 | $156,246 | $167,994 | $167,994 |
| FY2020 | 990 | $159,780 | $176,386 | $171,549 | $177,690 | $177,690 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 94% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Monarch ServicesWatsonville, CA | General Fund | $151,000 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Price | Treasurer | 2.00 | $0 |
| Peter Truman | Sergeant at arm | 2.00 | $0 |
| Jon Winston | executive Sec | 4.00 | $0 |
| Peggy Alberti | Director |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| General Fund |
| $103,000 |
| 2022 |
| Childrens Discovery MuseumCapitola, CA | General Fund | $34,000 | 2022 |
| Jacobs HeartWatsonville, CA | General Fund Donation | $30,000 | 2021 |
| Rotary District 5170Mountain View, CA | General Fund | $29,685 | 2021 |
| Rotary International FoundEvanston, IL | Primarily for Polio program | $29,250 | 2023 |
| Digital NESTWatsonville, CA | General Fund | $25,000 | 2023 |
| Rotary International FoundEvanston, IL | Primarily for Polio program | $22,845 | 2021 |
| Rotary International FoundEvanston, IL | Primarily for Polio program | $20,819 | 2022 |
| Delta School SC City SchoolsAptos, CA | General Fund | $10,600 | 2023 |
| Second Harvest Food BankWatsonville, CA | General Fund | $10,000 | 2022 |
| Girls Inc of Central CoastSalinas, CA | Not available | $10,000 | 2023 |
| Second Harvest Food BankWatsonville, CA | General Fund | $10,000 | 2023 |
| FoodWhatSanta Cruz, CA | General Fund | $10,000 | 2023 |
| CASA of Santa Cruz CountyWatsonville, CA | General Fund | $10,000 | 2023 |
| Rotary District 5170Mountain View, CA | General Fund | $8,550 | 2023 |
| 2.00 |
| $0 |
| Jerry Souza | Director | 2.00 | $0 |
| Randall Leonard | Director | 2.00 | $0 |
| Jim Felich | Director | 2.00 | $0 |
| Penni Bengston | President | 2.00 | $0 |
| Rebecca Zelion | Director | 2.00 | $0 |
| Scott Edelstein | Director | 2.00 | $0 |
| Karen Gosling | Director | 2.00 | $0 |
| Sanjay Khandelwel | Director | 2.00 | $0 |
| Tom Knott | Director | 2.00 | $0 |
| Ari Symons | Director | 2.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202531289349301733
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202401239349301805
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202300619349300220
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202220629349301012
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202130649349301713
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201921209349301207
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201801289349301225
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201721299349301362
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.