Monterra Community Fund logo

Monterra Community Fund

REDWOOD CITY, CA EIN: 85-0663372 Website

Monterra Community Fund is a 501(c)(3) nonprofit fund created by Monterra Credit Union (formerly known as San Mateo Credit Union) to support financial wellness in the community. The fund is based in Redwood City, California, and operates as a subordinate organization under Monterra Credit Union.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$411K

-18.8% YoY

Annual Giving

$17K

-95.2% YoY

Grant Count

1

-97.1% YoY

Avg Grant Size

$17K

+69.0% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The fund's mission is to support the organization's commitment to financial wellness in the community. Primary focus areas include:

  • Economic Development: Providing relief to small businesses located in unincorporated Northfair Oaks zip codes that have been adversely affected by COVID-19
  • Education & Youth Programs: Increasing the availability of out-of-school programs for socioeconomically disadvantaged students in San Mateo County
  • Grants to Nonprofits: Supporting nonprofit organizations located in San Mateo County
  • Scholarships: Providing scholarships to students within San Mateo County

Grantmaking

The fund provides grants and scholarships to organizations and individuals in San Mateo County.

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Geographic Focus

Where this funder awards grants

The fund focuses its grantmaking in San Mateo County, California, with specific attention to unincorporated Northfair Oaks zip codes for small business relief.

Grant Distribution by State

6states

Cities

AthertonBelmontBerkeleyBrisbaneBurlingameCampbellCastro ValleyCoastsideColmaConcordCupertinoDaly CityDublinEagleEast Palo AltoEl GranadaElk GroveEmerald HillsFalls ChurchFoster City

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total assets: $411,488
  • Total revenues: $10,510
  • Total expenses: $75,551
  • Number of employees: 0

Rating: The fund received a Three-Star rating with a score of 77%, indicating good accountability and financial practices.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$7M$10M$13M20202021202220232024
Metric202420232022
Total Assets$411,488$506,529$1,552,950
Revenue$10,510$640,273$12,185,125
Expenses$75,551$831,694$12,090,546
Qualifying Distributions
Net Investment Income$282$1,072$1,316
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$5M$8M$10M699 grants2020480 grants2021272 grants202235 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

THRIVE ALLIANCE$17K

Grant Size Distribution

186 grants across all recorded years

175<$50K6$50–100K3$100–250K1$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Thrive Alliance ($17,000).

RecipientPurposeAmount
THRIVE ALLIANCE REDWOOD CITY, CATO PROVIDE ASSISTANCE TO NONPROFITS LOCATED IN SAN MATEO COUNTY$17,000

Leadership & Key People

Leadership team and compensation from IRS filings

Principal Officer: Wade Painter

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WADE PAINTERPRESIDENT1
VALERIE ALSIPDIRECTOR1
DAVID DIAMONDCFO & TREASURER1
SUZANNE KNOWLTONSECRETARY1

Contact Information

Address: 350 Convention Way, Redwood City, CA 94063

Phone: 650-363-1725

Website: www.monterracommunityfund.org

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Monterra Community Fund fund?

The fund's mission is to support the organization's commitment to financial wellness in the community. Primary focus areas include: • **Economic Development**: Providing relief to small businesses located in unincorporated Northfair Oaks zip codes that have been adversely affected by COVID-19 • **Education & Youth Programs**: Increasing the availability of out-of-school programs for socioeconomically disadvantaged students in San Mateo County • **Grants to Nonprofits**: Supporting nonprofit org…

How do I apply for a grant from Monterra Community Fund?

**Grant Activity (2024):** • Total giving: $61,968 • Total expenses: $75,551 • Typical award range: $8,255–$890,757 **Program Breakdown (2024):** • Grants to nonprofit organizations: $36,968 in expenses • Scholarships to students: $25,000 in expenses The fund provides grants and scholarships to organizations and individuals in San Mateo County.

Where does Monterra Community Fund make grants?

The fund focuses its grantmaking in San Mateo County, California, with specific attention to unincorporated Northfair Oaks zip codes for small business relief.

What size grants does Monterra Community Fund award?

In 2024, Monterra Community Fund awarded 1 grants totaling $17K — an average of about $17K per grant, based on its IRS Form 990 filings.

What is Monterra Community Fund's EIN?

Monterra Community Fund's EIN (Employer Identification Number) is 85-0663372. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Monterra Community Fund's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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