Nonprofit · EIN 20-2707850
SAN RAMON HISTORIC FOUNDATION
Tax-exempt · SAN RAMON, CA 94583
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $133,974 | $18,146 | $115,828 | $1,158,016 | $318 | $1,157,698 |
| June 30, 2024 | 990 | $121,647 | $108,004 | $13,643 | $1,041,087 | $220 | $1,040,867 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $23,714
- Membership dues
- $6,345
- Program service revenue
- $0
- Investment income
- $95,159
- Net income from fundraising events
- $12,933
- Net income from sales of inventory
- $2,168
- Other revenue
- $15,101
Expenses
- Grants and similar amounts paid
- $10,855
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $11,702
- Management and general (functional)
- $6,444
Balance sheet and other
- Total assets, start of year
- $1,041,087
- Total assets, end of year
- $1,158,016
- Total liabilities, end of year
- $318
- Net assets, end of year
- $1,157,698
- Publicly traded securities
- $917,715
- Net assets without donor restrictions
- $1,093,567
- Net assets with donor restrictions
- $64,131
- Gross receipts
- $147,589
- Employees
- 0
- Volunteers
- 80
- Year formed
- 1999
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol Rowley | Board Chair and President Trustee or director, Officer | 10 | $0 |
| Julia Oseland | Board Member and Vice-President Trustee or director, Officer | 10 | $0 |
| Carol Lopez-Lucey | Board Member and Secretary Ougtoing Trustee or director, Officer | 10 | $0 |
| Don Kowalski | Board Member Trustee or director | 5 | $0 |
| Patsy Galati | Board Member-Dir Sheep Herd and Brn Trustee or director | 10 | $0 |
| Renee Kullick | Board Member and Vice-Pres Incoming Trustee or director, Officer | 10 | $0 |
| H Abram Wilson | Board Member Trustee or director | 5 | $0 |
| Robert Downum | Board Member Trustee or director | 5 | $0 |
| Steve Chiapetto | Board Member Trustee or director | 5 | $0 |
| Sandy Silva | Board Member and Secretary Incoming Trustee or director, Officer | 10 | $0 |
| Jill Mallory | Board Advisor-Vol Dir of Gift Shop Trustee or director | 10 | $0 |
| Eva Phelps | Board Member and Treasurer Trustee or director, Officer | 10 | $0 |
| Lionel McNeely | Board Member Trustee or director | 5 | $0 |
| Yvonne Richardson | Board Member Trustee or director | 5 | $0 |
| Dan Foster | Board Member and Tractor Equip Dir Trustee or director | 10 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bernie Szalaj | Board Member Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Downum | Board Member Trustee or director | 5 | $0 |
| H Abram Wilson | Board Member Trustee or director | 5 | $0 |
| Steve Chiapetto | Board Member Trustee or director | 5 | $0 |
| Yvonne Richardson | Board Member Trustee or director | 5 | $0 |
| Lionel McNeely | Board Member Trustee or director | 5 | $0 |
| Don Kowalski | Board Member Trustee or director | 5 | $0 |
| Patsy Galati | Board Member-Dir Sheep Herd a Trustee or director | 10 | $0 |
| Eva Phelps | Board Member and Treasurer Trustee or director, Officer | 10 | $0 |
| Julia Oseland | Board Member and Vice-Preside Trustee or director, Officer | 10 | $0 |
| Carol Rowley | Board Chair and President Trustee or director, Officer | 10 | $0 |
| Renee Kullick | Board Member and Vice-Pres In Trustee or director, Officer | 10 | $0 |
| Carol Lopez-Lucey | Board Member and Secretary Ou Trustee or director, Officer | 10 | $0 |
| Sandy Silva | Board Member and Secretary In Trustee or director, Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1, SAN RAMON, CA 94583-0001
- In care of
- % EVA PHELPS
- Signed the 990
- EVA PHELPS, Treasurer
- Phone
- (925) 964-6215
- Website
- www.SRHF.org
- Return prepared by
- Robert Downum
California records
California keeps its own records of charities and corporations. Search them by EIN 20-2707850 or by the name SAN RAMON HISTORIC 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)
Mission
Non-profit, volunteer organization committed to the preservation of historical forest home farm property located in San Ramon, California.
Program accomplishments
- Non-profit, volunteer organization committed to the preservation and protection of San Ramon historical buildings, structures, equipment and landscapes.Expenses $11,702
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2707850
- 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
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $1,158,016
- Income (IRS master file)
- $147,589
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $133,974 | $18,146 | $1,158,016 | XML |
| 990 | June 2024 | $121,647 | $108,004 | $1,041,087 | XML |
| 990 | June 2023 | $75,870 | $20,962 | $1,028,672 | IRS |
| 990 | June 2022 | $9,869 | $55,326 | $973,991 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 20-2707850).
Questions about SAN RAMON HISTORIC FOUNDATION
- What is the EIN of SAN RAMON HISTORIC FOUNDATION?
- The employer identification number (EIN) of SAN RAMON HISTORIC FOUNDATION is 20-2707850.
- Is SAN RAMON HISTORIC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SAN RAMON HISTORIC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN RAMON HISTORIC 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 SAN RAMON HISTORIC FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN RAMON HISTORIC FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SAN RAMON HISTORIC FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does SAN RAMON HISTORIC FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $133,974, expenses of $18,146 and total assets of $1,158,016 at year end.
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