Monteverde Community Fund
Local #6
Plaza Comercial de Monteverde
Monteverde, Puntarenas 5655
Costa Rica
Mission
We are a philanthropic organization that unites diverse resources, stakeholders and strategies to promote sustainability initiatives in the Monteverde region.
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2012 Year Founded
2 Paid Staff (Full-Time Equivalent)
$600 Endowment Value
$21,400 Total Annual Grantmaking
Organization | Monteverde Community Fund |
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Address 1 | Local #6 |
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Address 2 | Plaza Comercial de Monteverde |
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City / Town | Monteverde |
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State / Region | Puntarenas |
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ZIP / Postal Code | 5655 |
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Country | Costa Rica |
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Continent | North America |
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Map Address (If Different) | Did not answer |
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Map City / Town (If Different) | Did not answer |
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Map State / Region (If Different) | Did not answer |
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Map Zip / Postal Code (If Different) | Did not answer |
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Map Country (If Different) | Did not answer |
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Phone | 506 2645 6967 |
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Email | info@monteverdefund.org |
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Website | www.monteverdefund.org |
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Organization Leader (Name, Title) | Justin Welch, Executive Director |
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Primary Contact’s Name | Justin Welch |
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Primary Contact’s Position | Executive Director |
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Year Founded | 2012 |
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Mission Statement | We are a philanthropic organization that unites diverse resources, stakeholders and strategies to promote sustainability initiatives in the Monteverde region. |
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Organization Description | Community philanthropy organisation |
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Other Description | grant-making, technical support/coaching, networking and peer-to-peer learning |
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Approximate Size of the Population Serviced | 15,000 |
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Total Paid Staff (Full-Time Equivalents) | 2 |
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Total Unpaid Staff (Full-Time Equivalents) | Did not answer |
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Total Board Members | 9 |
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Organization’s Total Income in Last Fiscal Year | $23,000 |
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Organization’s Gifts Income in Last Fiscal Year | $16,835 |
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Organization’s Total Expenditures in Last Fiscal Year | Did not answer |
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Organization’s Grantmaking Budget in Last Fiscal Year | $21,400 |
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Does Organization Have an Endowment | No but intend to build one |
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Value of Endowment (or Financial Reserves) as of the End of Last Fiscal Year | $600 |
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Change in Financial Status Over Last Three Years | Significant improvement |
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Factors that Played a Role in the Origins of Your Organization |
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Community leadership | Played an important role |
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Philanthropic gifts | Played a slight role |
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Grassroots activism | Played an important role |
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Inadequate government services | Did not answer |
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Changes in the political environment | Did not answer |
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Changes in the economic environment | Played a slight role |
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Government initiative funding | Did not answer |
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Foundation initiative funding | Played a centrally important role |
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Bilateral or multilateral initiative funding | Did not answer |
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Favorable legal or fiscal policies | Played a slight role |
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Time Spent Working in Following Areas |
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Neighborhood | Did not answer |
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Locally | Lots of time |
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Regionally | Very little time |
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Nationally | Very little time |
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Internationally | Fair amount of time |
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Rate Importance of the Following Functions |
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Grantmaking | Centrally important |
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Having local people as leaders in the organization | Centrally important |
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Seeking local donations | Important but not central |
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Having a gender balance in the organization | Important but not central |
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Board reflective of community diversity | Centrally important |
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Building an endowment | Important but not central |
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Serving donor needs | Slightly important |
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Acting as a fiscal intermediary for the community | Centrally important |
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Building inclusion and trust in the community | Centrally important |
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Pursuing equity | Centrally important |
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Accountability to local people | Centrally important |
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Raising money for grantmaking annually | Centrally important |
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Community development | Centrally important |
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In the Last Year, Extent to Which Programming and/or Grantmaking Involved Work in the Following Areas |
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Arts and culture | Little |
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Education | Did not answer |
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Environment | Lot |
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Health | Did not answer |
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Human and social services | Did not answer |
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Human rights | Did not answer |
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International relations | Did not answer |
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Religion | Did not answer |
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Economic development | Did not answer |
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Conflict resolution/bridging different parts of the community | Did not answer |
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Information technology | Did not answer |
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Strengthening local or regional government | Did not answer |
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Housing | Did not answer |
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Children | Did not answer |
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Water | Lot |
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Alternative energy | Lot |
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Disaster relief | Did not answer |
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Advocacy with authorities | Did not answer |
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Job training | Did not answer |
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Nongrantmaking Services Offered to Community in Recent Years |
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Convening for issues of local concern | Often |
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Promote collaboration between grantees | Occasionally |
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Promote understanding of public policy | Did not answer |
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Training/capacity-building for local organizations | Occasionally |
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Advocacy | Did not answer |
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Loaned staff | Did not answer |
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Research | Rarely |
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Community needs assessment | Often |
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Leadership development | Rarely |
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Internships | Often |
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Providing space for local organizations | Did not answer |
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Access to information technology | Did not answer |
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Publishing/knowledge sharing | Occasionally |
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Main Trends Over the Past Year in Geographic Area Served |
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Poverty | Did not answer |
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Crime | Getting worse |
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Trust among different sections of the community | Getting worse |
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Equitable distribution of resources and services | Getting worse |
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Social position of marginalized groups | Did not answer |
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Responsiveness of authorities | Getting better |
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Appropriateness of public policies | Getting worse |
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Value of community assets | Did not answer |
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Quality of the environment | Getting worse |
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Number of people and organizations working to change and improve their community | Getting better |
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Levels of innovation and risk taking in addressing community problems | Getting better |
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Networks and links between different parts of the community | Getting better |
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Gender equity | Getting better |
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Charitable giving through the community foundation | Getting better |
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Number of people and organizations involved in philanthropic giving | Getting better |
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Extent to Which Organization Can Claim Tangible and Measurable Achievements in the Past Three Years |
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Poverty | Did not answer |
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Crime | Did not answer |
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Trust among different sections of the community | Some important achievements |
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Equitable distribution of resources and services | Some important achievements |
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Social position of marginalized groups | Did not answer |
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Responsiveness of authorities | A few small achievements |
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Appropriateness of public policies | Did not answer |
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Value of community assets | Some important achievements |
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Quality of the environment | Some important achievements |
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Number of people and organizations working to change and improve their community | Some important achievements |
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Levels of innovation and risk taking in addressing community problems | Some important achievements |
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Networks and links between different parts of the community | Much achievement |
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Gender equity | Did not answer |
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Charitable giving through the community foundation | Some important achievements |
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Number of people and organizations involved in philanthropic giving | Some important achievements |
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Active Partnerships |
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Formal community associations and groups | Little |
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Informal associations of citizens | Little |
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Non-governmental organizations | Little |
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Local government | Little |
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National government | Not at all |
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Universities | Little |
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Schools | Little |
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Businesses | Lot |
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Other Institutions Helpful to Our Work |
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National association of grantmakers | Did not answer |
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Regional association of grantmakers | Did not answer |
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Global Fund for Community Foundations | Did not answer |
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Particular foundation | Did not answer |
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Other organization | Did not answer |
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Involvement of Local People |
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Regularly survey local people about our programs | Did not answer |
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Local people are engaged in the delivery of our work | Did not answer |
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Local people control what our organization does | Did not answer |
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Have local people represented on our board | Did not answer |
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Have regular sessions where local people advise us what our programs should do | Did not answer |
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Actively engage local people as volunteers | Did not answer |
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All of our board is composed of local people | Did not answer |
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Account to local people about our successes and failures each year | Did not answer |
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Assistance in Overcoming Main Difficulties Faced in Developing Organization Further |
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Increased funding | Did not answer |
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Better legal or fiscal environment | Did not answer |
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More volunteers | Did not answer |
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Access to advice or technical assistance | Did not answer |
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Better local culture of giving | Did not answer |
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Stronger civil society | Did not answer |
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More responsive authorities | Did not answer |
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Other | Did not answer |
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Most Meaningful Change that Organization Has Helped to Bring About in the Last Three Years | Did not answer |
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