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Nonprofit · EIN 20-1550347

RALSTON WHITE RETREAT FOUNDATION

Tax-exempt · KENTFIELD, CA 94914

Financials

$323K$289K2023$286K$281K2024
Revenue Expenses · by fiscal year end
Financials of RALSTON WHITE RETREAT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$286,191$280,711$5,480$1,528,025$570,388$957,637
December 31, 2023990$323,060$289,079$33,981$1,560,579$608,422$952,157
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$30
Program service revenue
$286,157
Investment income
$4
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$93,718
Salaries, compensation and benefits (total)
$101,162
Professional fundraising fees
$0
Accounting fees
$24,489
Occupancy
$40,937
Travel
$4,159
Program services (functional)
$253,546
Management and general (functional)
$27,165

Balance sheet and other

Total assets, start of year
$1,560,579
Total assets, end of year
$1,528,025
Total liabilities, end of year
$570,388
Net assets, end of year
$957,637
Land, buildings and equipment
$1,134,325
Net assets without donor restrictions
$957,637
Gross receipts
$286,191
Employees
4
Year formed
2005
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Andrew AllenDirector
Trustee or director
0.5$0
David OvermyerDirector
Trustee or director
0.5$0
Joshua RafnerPresident
Officer
2$0
Richard HayesTreasurer
Officer
2.5$0
Devin DixonSecretary
Officer
0.5$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Andrew AllenDirector
Trustee or director
0.5$0
David OvermyerDirector
Trustee or director
0.5$0
Joshua RafnerPresident
Officer
2$0
Richard HayesTreasurer
Officer
2.5$0
Devin DixonSecretary
Officer
0.5$0

Address and contacts

Address (IRS master file)
PO BOX 152, KENTFIELD, CA 94914-0152
In care of
% JOSHUA RAFNER DIRECTOR
Principal officer (990 for 2024)
Josh Rafner
Signed the 990
Josh Rafner, President
Phone
(415) 458-2102
Return prepared by
Regina Bianucci Rus CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 20-1550347 or by the name RALSTON WHITE RETREAT FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

Raltson White Retreat in Mill Valley, California. As trustee, the organization carries out the intent of the 1950 deed of trust from Ruth White Bowie regarding the preservation of the Retreat, which includes the following: 1) to maintain and restore the historically significant 1911 Willis Polk designed home that is the focus of the property and which houses the meeting place accommodations and food services; 2) to offer the retreat on a day-use and overnight-use basis to tax-exempt organizations in furtherance of their charitable, educational, religious and public benefit programs; 3) to conserve the 43 acre-site and protect the property from subdivision and development; and 4) to allow the general public to use the retreat and site for cultural, musical, arts and other community public benefit activities.

990 for the year ended December 31, 2024

Program accomplishments

  • The organization's retreat center is operated by a team of staff with oversight by the board of directors through an operating committee. Site use reservations, scheduling, marketing, supply purchases management, building and property maintenance and personal hiring, supervision and training are handled by a site director who is supported by other full-time and part-time employees.A business-accounting manager is responsible for maintaining the books of account and records, monthly financial accounting and reporting, payroll processing, development of annual operating budget, site-use fee rates for board review, administration of site-use contracts and management and renewal of appropriate insurance coverages.Member of the operating committee, which include the president, treasurer, site director and business-accounting manager meet monthly and on an ad-hoc basis as needed, to review the retreat center operations and finances.
    Expenses $253,546

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-1550347
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2005
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,528,025
Income (IRS master file)
$286,191

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$286,191$280,711$1,528,025IRS
990December 2023$323,060$289,079$1,560,579XML
990December 2022$257,450$232,748$1,632,999IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1550347).

Questions about RALSTON WHITE RETREAT FOUNDATION

What is the EIN of RALSTON WHITE RETREAT FOUNDATION?
The employer identification number (EIN) of RALSTON WHITE RETREAT FOUNDATION is 20-1550347.
Is RALSTON WHITE RETREAT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to RALSTON WHITE RETREAT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does RALSTON WHITE RETREAT FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of RALSTON WHITE RETREAT FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RALSTON WHITE RETREAT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of RALSTON WHITE RETREAT FOUNDATION?
The 990 for the year ended December 31, 2024 names Josh Rafner.
Who are the officers and directors of RALSTON WHITE RETREAT FOUNDATION?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does RALSTON WHITE RETREAT FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $286,191, expenses of $280,711 and total assets of $1,528,025 at year end.

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