Monterey Peninsula Board of Realtors
Monterey Peninsula Board of Realtors is a private foundation based in Monterey, California. Its 2025 filing reports 13 grants totaling $22,900, with the listed grant purposes identified as education.
Monterey Peninsula Board of Realtors at a glance
In short: Monterey Peninsula Board of Realtors gave $23K across 13 grants in 2025 (avg $2K), mostly in California. 100% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,900
- -32.6% vs 2024
- Grants made (2025)
- 13
- -13.3% vs 2024
- Average grant
- $1,762
- -22.3% vs 2024
- Median grant
- $1,700
- Total assets
- $101,415
- +6.2% vs 2024
- New grantees (estimate)
- 100% first-time grantees (13 of 13, 2025; small sample)
- Primary geography
- California (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Monterey Peninsula Board of Realtors
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Its 2024 filing says requests are submitted by letter; no formal application is required. It lists no restrictions on awards.
- Contact
Mailing address: 5 Harris Court Building A, Monterey, CA 93940
Phone: (831) 393-8660
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Monterey Peninsula Board of Realtors funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Marisol Ortiz-Lopez ($3K). Together the top 10 received $18K.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 65 grants of 65 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 93% of grant dollars went to recipients in California and 7% to recipients in Georgia.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Is Monterey Peninsula Board of Realtors open to new grantees?
100%
first-time grantees, 2025
In 2025, 13 of 13 grantees (100%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $2K. How we count
- 0% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+13%). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $15K (2021) to $34K (2024). In 2025 it made 13 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marisol Ortiz-Lopez Davis, CA | education | $2,500 |
| Maria De Lourdes San Jose, CA | education | $1,700 |
| Dayra Garcia Botello Salinas, CA | Education | $1,700 |
| Britney Palomares Dias Salinas, CA | Education | $1,700 |
| Julian A Garcia San Francisco, CA | Education | $1,700 |
| Lucy Ava Dean Rohnert Park, CA | Education | $1,700 |
| Keyri Yamileth Rodriguez Atlanta, GA | Education | $1,700 |
| Janessa Lopez Salinas, CA | Education | $1,700 |
| Ashley Dayana Mendez San Jose, CA | Education | $1,700 |
| Alexis Rodas-Mendoza San Diego, CA | Education | $1,700 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2025 | $101,415 | $29,752 | $26,634 | $22,900 | 13 | $22,900 | $1,255 |
| 2024 | $95,484 | $16,043 | $43,192 | $34,000 | 15 | $34,000 | $1,045 |
| 2023 | $122,633 | $47,308 | $32,841 | $26,250 | 14 | $26,250 | $908 |
| 2022 | $108,166 | $37,879 | $24,387 | $20,250 | 14 | $20,250 | $1,015 |
| 2021 | $94,674 | $23,208 | $16,215 | $15,000 | 9 | $15,000 | $616 |
| 2020 | $87,681 | $20,598 | $22,263 | $16,000 | 8 | — | $622 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. The 2025 grants listed in the filing were for education.
Grantmaking
In filing year 2025, the foundation made 13 grants totaling $22,900. Grants ranged from $1,700 to $2,500, with a median of $1,700. The largest listed grant was $2,500 to Marisol Ortiz-Lopez of Davis, California, for education. Other listed recipients receiving $1,700 each for education included Maria De Lourdes, Dayra Garcia Botello, Britney Palomares Dias, and Julian A Garcia.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists these trustees: Danette Roberts, Suzanne Menendez-Herbst, Molly McGee, Douglas Toby, Elizabeth Williams, Joseph Sanchez, Christine Riise, Daniel Rodriguez, Ben Beesley, and Dean Provence.
Monterey Peninsula Board of Realtors is led by Renee Garner, Chairman on every filing since 2020; none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Renee Garner
Chairman
On filings since 2020
No compensation reported
Ben Beesley
Trustee
On filings since 2020
No compensation reported
Christine Riise
Trustee
On filings since 2020
No compensation reported
Danette Roberts
Trustee
On filings since 2020
No compensation reported
Daniel Rodriguez
Trustee
On filings since 2020
No compensation reported
Dean Provence
Trustee
On filings since 2020
No compensation reported
Douglas Toby
Trustee
On filings since 2020
No compensation reported
Elizabeth Williams
Trustee
On filings since 2020
No compensation reported
Joseph Sanchez
Trustee
On filings since 2021
No compensation reported
Molly McGee
Trustee
On filings since 2021
No compensation reported
Suzanne Menendez-Herbst
Trustee
On filings since 2021
No compensation reported
Former officers (4)
- Former: Deanna Pond (2020) — Trustee
- Former: Kevin Stone (2020) — Officer
- Former: Lori Jakubowski (2020) — Trustee
- Former: Samuel McLeod (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Monterey Peninsula Board of Realtors
How much does Monterey Peninsula Board of Realtors give each year?
Monterey Peninsula Board of Realtors gave $23K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 15 grants.
What is Monterey Peninsula Board of Realtors's typical grant size?
Monterey Peninsula Board of Realtors's median grant in 2025 was $1,700, and its average grant was $1,762, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Monterey Peninsula Board of Realtors that year got $2K on average.
Where does Monterey Peninsula Board of Realtors give grants?
Monterey Peninsula Board of Realtors gives mostly in California: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (7%). The most frequent recipient cities were San Jose, CA (3 grants), Salinas, CA (3 grants) and Davis, CA (2 grants).
Does Monterey Peninsula Board of Realtors give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on Monterey Peninsula Board of Realtors's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (13 grants).
Who are Monterey Peninsula Board of Realtors's largest grantees?
Monterey Peninsula Board of Realtors's largest 2025 grantees include Marisol Ortiz-Lopez ($2,500), Maria De Lourdes ($1,700) and Dayra Garcia Botello ($1,700), according to its 2025 IRS Form 990-PF. Together they received 26% of its itemized 2025 grant dollars.
How large is Monterey Peninsula Board of Realtors?
Monterey Peninsula Board of Realtors reported $101K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $30K.
What does Monterey Peninsula Board of Realtors fund?
No mission statement is provided. The 2025 grants listed in the filing were for education. See mission & focus areas ↑
How do I apply for a grant from Monterey Peninsula Board of Realtors?
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Monterey Peninsula Board of Realtors's EIN?
Monterey Peninsula Board of Realtors's EIN (Employer Identification Number) is 23-7165412. IRS Form 990 filing data is available on this page for 2020–2025.
Does Monterey Peninsula Board of Realtors accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 24, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 19, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 13, 2026)
- IRS filings on file for fiscal years 2020–2025
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