| National Charity League Monterey Bay Chapter |
| Employer Identification Number (EIN) | 770309973 |
| Name of Organization | National Charity League Monterey Bay Chapter |
| In Care of Name | Jean Djubasak |
| Address | PO BOX 222997, Carmel, CA 93922-2997 |
| Subsection | Charitable Organization |
| Ruling Date | 12/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Organization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 05/2011 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $78,426 |
| Amount of Income | $50,259 |
| Form 990 Revenue Amount | $28,917 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations |
| Revenue, Expenses, and Changes in Net Assets or Fund Balances |
| 2004 | 2005 | 2006 | 2007 |
|---|
| Total revenue | $20,231 | $39,714 | $23,549 | $22,636 |
| Contributions, gifts, grants, and similar amounts received | $1,500 | $4,350 | $2,000 | $2,437 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 | $0 |
| Membership dues and assessments | $16,939 | $23,840 | $17,875 | $17,732 |
| Investment income | $12 | $34 | $44 | $656 |
| Gain or (loss) from sales of assets other than inventory | $0 | $0 | $0 | $0 |
| Gross amount from sales of assets other than inventory | $0 | $0 | $0 | $0 |
| Less: cost or other basis and sales expenses | $0 | $0 | $0 | $0 |
| Net income or (loss) from special events and activities | $1,780 | $11,490 | $1,020 | $-2,578 |
| Gross revenue | $15,302 | $24,849 | $17,980 | $15,800 |
| Less: direct expenses other than fundraising expenses | $13,522 | $13,359 | $16,960 | $18,378 |
| Gross profit or (loss) from sales of inventory | $0 | $0 | $0 | $0 |
| Gross sales of inventory, less returns and allowances | $0 | $0 | $0 | $0 |
| Less: cost of goods sold | $0 | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $2,610 | $4,389 |
| Total expenses | $12,505 | $17,554 | $24,181 | $17,547 |
| Grants and similar amounts paid | $0 | $5,370 | $0 | $0 |
| Benefits paid to or for members | $0 | $0 | $0 | $0 |
| Salaries, other compensation, and employee benefits | $0 | $0 | $1,453 | $0 |
| Professional fees and other payments to independent contractors | $0 | $912 | $1,600 | $2,966 |
| Occupancy, rent, utilities, and maintenance | $0 | $0 | $0 | $0 |
| Printing, publications, postage, and shipping | $0 | $0 | $34 | $962 |
| Other expenses | $12,505 | $11,272 | $21,094 | $13,619 |
| Net assets or fund balances at end of year | $31,282 | $53,442 | $54,237 | $59,326 |
| Excess or (deficit) for the year | $7,726 | $22,160 | $-632 | $5,089 |
| Net assets or fund balances at beginning of year | $23,556 | $31,282 | $53,442 | $54,237 |
| Other changes in net assets or fund balances | $0 | $0 | $1,427 | $0 |
| Other Information |
| Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year? | No |
| Was there a liquidation, dissolution, termination, or substantial contraction during the year? | No |
| Direct and indirect political expenditures | $0 |
| Did the organization file Form 1120-POL for this year? | No |
| Initiation fees and capital contributions | $0 |
| Gross receipts for public use of club facilities | $0 |
| At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? | |
| Amount of tax imposed on the organization during the year under: section 4911 | $0 |
| Amount of tax imposed on the organization during the year under: section 4912 | $0 |
| Amount of tax imposed on the organization during the year under: section 4955 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? | No |
| Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 | $0 |
| Amount of tax above, reimbursed by the organization | $0 |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No |
| Statements About Activities (for 2007) |
| Expenses paid or incurred in connection with the lobbying activities | $0 |
| Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures? | No |
| Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? | No |
| Did the organization maintain any donor advised funds? | No |
| Did the organization make any taxable distributions under section 4966? | No |
| Did the organization make a distribution to a donor, donor advisor, or related person? | No |
| Enter the total number of donor advised funds owned at the end of the tax year | $0 |
| Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year | $0 |
| Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts | $0 |
| Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year | $0 |
| Support Schedule |
| 2003 | 2004 | 2005 | 2006 |
|---|
| Total | $32,242 | $33,753 | $64,563 | $40,509 |
| Gifts, grants, and contributions received | $1,201 | $1,500 | $4,350 | $2,000 |
| Membership fees received | $15,270 | $16,939 | $23,840 | $17,875 |
| Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose | $15,764 | $15,302 | $36,339 | $20,590 |
| Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975 | $0 | $12 | $34 | $44 |
| Net income from unrelated business activities not included above | $0 | $0 | $0 | $0 |
| Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf | $0 | $0 | $0 | $0 |
| The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge | $0 | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 | $0 |
| Organizations performing similar types of work |
| Id | Name | Address | State | Established | Total Income |
|---|
| 1 | San Francisco Foundation | 225 Bush St Ste 500, San Francisco, CA 94104-4224 | CA | 2002-09 | $406,856,575 |
| 2 | The Safeway Foundation | 5918 Stoneridge Mall Rd, Pleasanton, CA 94588-3229 | CA | 2001-08 | $53,517,664 |
| 3 | Community Initiatives | 354 Pine St Ste 700, San Francisco, CA 94104-3229 | CA | 1997-05 | $17,178,823 |
| 4 | Taube Koret Campus For Jewish Life | 121 Steuart Street, San Francisco, CA 94105-1236 | CA | 2001-10 | $13,800,039 |
| 5 | Skid Row Housing Trust | 1317 E 7th St, Los Angeles, CA 90021-1101 | CA | 1990-07 | $11,893,410 |
| 6 | C G Charitable Fund | 105 Esmeralda Ct, Santa Cruz, CA 95060-1652 | CA | 2004-05 | $11,523,858 |
| 7 | Good Shepherd Fund | 1641 N 1st St Ste 155, San Jose, CA 95112-4521 | CA | 1971-02 | $7,613,101 |
| 8 | Canary Fund, Canary Foundation | 1501 S California Ave, Palo Alto, CA 94304-1110 | CA | 2005-06 | $7,607,649 |
| 9 | Bernard And Barbro Foundation | 121 Steuart Street, San Francisco, CA 94105-1236 | CA | 2007-02 | $4,322,622 |
| 10 | Long Beach Community Foundation | 400 Oceangate Ste 800, Long Beach, CA 90802-4388 | CA | 2007-02 | $3,859,401 |
| 11 | Ccf Real Estate Holdings | 221 S Figueroa Street No 400, Los Angeles, CA 90012-2524 | CA | 2001-08 | $2,365,748 |
| 12 | The Hawn Foundation | 220 26th St Ste 203, Santa Monica, CA 90402-2500 | CA | 2004-03 | $448,709 |
| 13 | Nehemiah Community Reinvestment Fund Inc | 640 Bercut Dr Ste A, Sacramento, CA 95811-0131 | CA | 1997-01 | $388,689 |
| 14 | Tahoe Mountain Resorts Foundation | PO BOX 2537, Truckee, CA 96160-2537 | CA | 2004-03 | $326,266 |
| 15 | Susan Polis Schutz And Stephen Shutz Foundation | 121 Steuart Street, San Francisco, CA 94105-1236 | CA | 2007-02 | $151,060 |
| 16 | Rotary Club Of Santa Cruz Sunrise Foundation Inc | PO BOX 7026, Santa Cruz, CA 95061-7026 | CA | 2003-10 | $135,668 |
| 17 | Humboldt Sponsors | PO BOX 444, Eureka, CA 95502-0444 | CA | 1971-06 | $95,100 |
| 18 | International Order Of The Kings Daughters And Sons | 4451 Via Alegre, Santa Barbara, CA 93110 | CA | 1942-03 | $84,174 |
| 19 | National Charity League Monterey Bay Chapter | PO BOX 222997, Carmel, CA 93922-2997 | CA | 2003-12 | $50,259 |
| 20 | Alameda Welfare Council Inc | 2500 Santa Clara Ave, Alameda, CA 94501-4634 | CA | 1969-05 | $48,632 |
| 21 | Palm Springs Sunup Rotary Foundation | Po Box 558, Palm Springs, CA 92263 | CA | 2000-11 | $36,906 |
| 22 | California Health Foundation And Trust | 1215 K St Ste 800, Sacramento, CA 95814-3946 | CA | 1961-06 | $131,623,393 |
| 23 | Providence Little Company Of Mary Foundation | 4101 Torrance Blvd, Torrance, CA 90503-4607 | CA | 1975-07 | $15,447,916 |
| 24 | Hope On Wheels Hyundai Dealers | 3200 Park Center Dr, Costa Mesa, CA 92626-7163 | CA | 2008-03 | $11,875,510 |
| 25 | Cleveland Chiropractic College Of Los Angeles | 590 N Vermont Ave, Los Angeles, CA 90004-2115 | CA | 1986-02 | $11,097,941 |
| 26 | Bill Hannon Foundation | 11611 San Vicente Blvd Ste 530, Los Angeles, CA 90049-6509 | CA | 1999-09 | $9,640,746 |
| 27 | High Tech High Foundation | 2861 Womble Rd, San Diego, CA 92106-6025 | CA | 2003-12 | $9,326,702 |
| 28 | Kvcr Educational Foundation Inc | 701 S Mt Vernon Ave, Sn Bernrdno, CA 92410-2705 | CA | 2000-09 | $8,787,661 |
| 29 | It Is Written Inc | 101 W Cochran St, Simi Valley, CA 93065-6217 | CA | 1982-01 | $8,675,421 |
| 30 | Hidaya Foundation | PO BOX 5481, Santa Clara, CA 95056-5481 | CA | 1999-07 | $6,647,310 |
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