Monterey County Medical Trust Fund
EIN 946099463 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2018–2023
$181K
5 grants · $30K avg/year
based on 6 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$36K
typical mid grants · $34K–$37K
grant size
50%
supporter · 1/2 multi-year
repeat
$775K
Assets (2023)
2
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $26K | $731K | $44K | 1 |
| 2020 | $34K | $882K | $53K | 1 |
| 2021 | $37K | $920K | $80K | 1 |
| 2022 | $48K | $723K | $-873 | 1 |
| 2023 | $36K | $775K | $21K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$26K
25th Pctl
$34K
Median
$36K
Average
$36K
75th Pctl
$37K
Maximum
$48K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WN
Wells Fargo Bank NA
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Monterey County Medical Society | Santa Cruz, CA | $48,180 | GENERAL OPERATING | 2022 |
| Monterey County Medical Society | Santa Cruz, CA | $37,180 | GENERAL OPERATING | 2021 |
| Monterey County Medical Society | Santa Cruz, CA | $36,000 | GENERAL OPERATING | 2023 |
| Monterey County Medical Society | Santa Cruz, CA | $34,180 | GENERAL OPERATING | 2020 |
| Monterey County Medical Society | San Jose, CA | $25,717 | GENERAL OPERATING | 2018 |
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