Nonprofit · EIN 20-2557737
WILLIAM FRIES II FOUNDATION
Tax-exempt · LAFAYETTE, CA 94549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,318,058 | $1,694,264 | $623,794 | $37,393,255 | $573,063 | $36,820,192 |
| December 31, 2023 | 990-PF | $1,393,453 | $2,754,408 | -$1,360,955 | $35,430,724 | $885,783 | $34,544,934 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $850,874
- Net gain from sales of assets
- $1,431,222
- Other income
- $35,962
Expenses
- Grants and similar amounts paid
- $1,221,660
- Compensation of officers, directors and key employees
- $205,000
- Disbursements for charitable purposes
- $1,732,686
- Excise tax on investment income
- $27,919
Balance sheet and other
- Total assets, start of year
- $35,430,717
- Total assets, end of year
- $37,393,255
- Total liabilities, end of year
- $573,063
- Net assets, end of year
- $36,820,192
- Fair market value of assets
- $37,393,255
- Qualifying distributions
- $1,732,686
- Net investment income
- $2,265,663
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED WULFF 3137 MARS COURT, LAFAYETTE, CA 94549 | PRESIDENT | 20 | $172,000 |
| MICHAEL ROOSEVELT 426 California Street 25th FL, SAN FRANCISCO, CA 94111 | SECRETARY | 2 | $16,500 |
| JAMES ULLAKO PO BOX 97, KENTFIELD, CA 94914 | TREASURER | 2 | $16,500 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED WULFF 3137 MARS COURT, LAFAYETTE, CA 94549 | PRESIDENT | 1 | $172,000 |
| MICHAEL ROOSEVELT 426 California Street 25th FL, SAN FRANCISCO, CA 94111 | SECRETARY | 1 | $16,500 |
| JAMES ULLAKO PO BOX 97, KENTFIELD, CA 94914 | TREASURER | 1 | $16,500 |
Address and contacts
- Address (IRS master file)
- 3137 MARS CT, LAFAYETTE, CA 94549-4114
- In care of
- % KIM TRAYNOR
- Signed the 990-PF
- FRED WULFF, DIRECTOR, PRESIDENT
- Phone
- (510) 531-2780
- Return prepared by
- Baker Tilly Advisory Group LP
California records
California keeps its own records of charities and corporations. Search them by EIN 20-2557737 or by the name WILLIAM FRIES II FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-2557737
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $37,393,255
- Income (IRS master file)
- $10,549,949
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,318,058 | $1,694,264 | $37,393,255 | XML |
| 990-PF | December 2023 | $1,393,453 | $2,754,408 | $35,430,724 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 20-2557737).
Questions about WILLIAM FRIES II FOUNDATION
- What is the EIN of WILLIAM FRIES II FOUNDATION?
- The employer identification number (EIN) of WILLIAM FRIES II FOUNDATION is 20-2557737.
- Is WILLIAM FRIES II FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to WILLIAM FRIES II FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM FRIES II FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM FRIES II 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 WILLIAM FRIES II FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WILLIAM FRIES II FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $172,000 (FRED WULFF, PRESIDENT).
- How much revenue does WILLIAM FRIES II FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,318,058, expenses of $1,694,264 and total assets of $37,393,255 at year end.
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