Carmel Valley Manor Foundation

CARMEL, CA EIN: 82-2771192

THE MISSION OF CARMEL VALLEY MANOR FOUNDATION IS TO PRUDENTLY MANAGE ITS ASSETS IN ORDER TO PROVIDE CARMEL VALLEY MANOR WITH FUNDS AS NEEDED AND TO SEEK OTHER SOURCES OF FUNDS TO INCREASE ITS ASSET BASE.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$17.1M

+11.6% YoY

Annual Giving

$626K

-31.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$626K

-31.0% YoY

About Carmel Valley Manor Foundation

Based on IRS filings

Carmel Valley Manor Foundation is a nonprofit organization focused on Housing & Shelter, based in CARMEL, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.1M in total assets. In 2024, it awarded 1 grants totaling $626K. Net investment income was $413K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Carmel

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$466K$932K$1M$2M20202021202220232024
Metric202420232022
Total Assets$17,087,353$15,315,231$14,479,362
Revenue$1,694,087$1,645,634$653,574
Expenses$660,346$1,004,639$791,631
Qualifying Distributions
Net Investment Income$413,158$1,322,322$514,891
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$227K$453K$680K$907K0 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

NORTHERN CALIFORNIA CONG…$626K

Grant Size Distribution

4 grants across all recorded years

<$50K$50–100K$100–250K$250–500K4$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Northern California Congregational Retirement Homes Inc ($626,064).

RecipientPurposeAmount
NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC CARMEL, CAGRACE & FAVOR BENEVOLENCE PROGRAM AND VARIOUS CAPITAL PROJECTS$626,064

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
TREY BUSCHCHAIR2
HARRY HANSONVICE CHAIR2
CHRIS STEINBRUNERTREASURER2
IATHAN ANNANDSECRETARY2
BERTIE BIALEKBOARD MEMBER2
KEVIN CARTWRIGHTBOARD MEMBER2
ALEXANDER CROSBYBOARD MEMBER2
SUSAN FREELANDBOARD MEMBER2
BEVERLY HAMILTONBOARD MEMBER2
JERRY KITCHENBOARD MEMBER2
JOHN MAHONEYBOARD MEMBER2
STEVE MERRELLBOARD MEMBER2
JOHN STAPLESBOARD MEMBER2
JAY ZIMMERPRESIDENT & CEO5
ANN-ELISE EMERSONCHIEF FINANCIAL OFFICER5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Carmel Valley Manor Foundation?

Carmel Valley Manor Foundation is a nonprofit organization focused on Housing & Shelter, based in CARMEL, CA. It holds $17.1M in total assets as of 2024.

How large is Carmel Valley Manor Foundation?

As of 2024, Carmel Valley Manor Foundation holds $17.1M in total assets with $1.7M in annual revenue. It awarded 1 grants totaling $626K in 2024.

Where does Carmel Valley Manor Foundation operate?

Carmel Valley Manor Foundation has awarded grants in California.

What size grants does Carmel Valley Manor Foundation award?

In 2024, Carmel Valley Manor Foundation awarded 1 grants totaling $626K — an average of about $626K per grant, based on its IRS Form 990 filings.

What is Carmel Valley Manor Foundation's EIN?

Carmel Valley Manor Foundation's EIN (Employer Identification Number) is 82-2771192. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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