Private Foundation

Monterey Peninsula Board of Realtors Charitable Trust

Monterey Peninsula Board of Realtors Charitable Trust is a Private Foundation headquartered in Monterey, CA. Financial data from the 2025 filing: $30K revenue, $27K expenses, $101K total assets. IRS filings disclose 73 grants awarded by this foundation, totaling roughly $134K.

EIN: 237165412 Monterey, CA Latest filing: 2025

Total Revenue$30K

Total Expenses$27K

Total Assets$101K

Grants Given73

Grant Total$134K

Filing Years2021–2025

Sample Grants Given

Marisol Ortiz-Lopez

Davis, CA · 2025

education

$2,500

Alexis Rodas-Mendoza

San Diego, CA · 2025

Education

$1,700

Ditza Dominguez

San Jose, CA · 2025

Education

$1,700

Edgar Cabrera

Santa Clara, CA · 2025

Education

$1,700

Gustavo Perez

Davis, CA · 2025

Education

$1,700

Showing up to 5 of 73 total records — full history available with membership.

Officers & Directors

Trustee Ben Beesley

Trustee Christine Riise

Trustee Danette Roberts

Trustee Daniel Rodriguez

Trustee Dean Provence

Trustee Douglas Toby

Officer compensation and complete director data available with membership.

Top Grant Purposes

Education

$118,700 65 grants

education

$15,700 8 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$30K	$27K	$101K
2024	$16K	$43K	$95K
2023	$47K	$33K	$123K
2022	$38K	$24K	$108K
2021	$23K	$16K	$95K

Between 2021 and 2025, reported annual revenue grew from $23K to $30K (+28%), with total assets most recently reported at $101K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, CO, DC, GA, HI, and 3 other states.

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Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Monterey Peninsula Board of Realtors Charitable Trust

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