Shellbrook Foundation
- Assets
- $788.5k
- Revenue
- $17.0k
- Investments
- $764.8k
- Employees
- 0
- Location
- Monterey, CA
- Founding
- 10/1999
- Data as of
- 12/2023
- EIN
- 33-0869364
Organization Overview
Shellbrook Foundation is located in Monterey, CA. The organization was established in 1999. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Shellbrook Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Shellbrook Foundation generated $17.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (4.1%) each year. All expenses for the organization totaled $30.2k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Shellbrook Foundation has awarded 87 individual grants totaling $197,883. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Cecile Lyons President | 0.25 | $0 | |
Warren Lyons Treasurer | 0.5 | $0 | |
Brooke Prince Secretary | 0.25 | $0 | |
Rachelle Laprade V. President | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $20,534 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$3,569 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $16,965 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $317 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $25 |
| Total operating and administrative expenses | $1,967 |
| Contributions, gifts, grants paid | $28,275 |
| Total expenses and disbursements | $30,242 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $23,749 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $169,580 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $788,510 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Shellbrook Foundation has awarded $28,275 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
PARTNERS IN SCHOOL INNOVATION PURPOSE: GENERAL SUPPORT | $750 |
STANFORD UNIVERSITY PURPOSE: EDUCATION ENHANCEMENT | $5,000 |
YALE UNIVERSITY PURPOSE: EDUCATION ENHANCEMENT | $2,500 |
SANTA BARBARA CHANNELKEEPER PURPOSE: GENERAL PURPOSES | $1,025 |
MIDDLEBURY COLLEGE PURPOSE: EDUCATION ENHANCEMENT | $2,500 |
MONTECITO UNION SCHOOL FOUNDATION PURPOSE: GENERAL SUPPORT | $5,000 |