Nonprofit · EIN 20-4345935
CLIF BAR FAMILY FOUNDATION
Tax-exempt · SAINT HELENA, CA 94574
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $39,095,472 | $28,125,679 | $10,969,793 | $570,812,519 | $0 | $570,812,519 |
| December 31, 2023 | 990-PF | $29,947,536 | $15,054,363 | $14,893,173 | $563,707,533 | $0 | $563,707,533 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,800,000
- Dividends
- $24,098,249
- Net gain from sales of assets
- $7,197,223
Expenses
- Grants and similar amounts paid
- $24,131,694
- Compensation of officers, directors and key employees
- $72,000
- Salaries, compensation and benefits (total)
- $1,520,588
- Disbursements for charitable purposes
- $27,107,484
- Excise tax on investment income
- $351,788
Balance sheet and other
- Total assets, start of year
- $563,707,533
- Total assets, end of year
- $570,812,519
- Total liabilities, end of year
- $0
- Net assets, end of year
- $570,812,519
- Fair market value of assets
- $570,812,519
- Qualifying distributions
- $27,107,484
- Net investment income
- $26,138,470
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 | Other / benefits |
|---|---|---|---|---|
| THAO PHAM 1334 B VIDOVICH AVE, SAINT HELENA, CA 94574 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $571,314 | $18,097 |
| JENNIFER HERMAN 1334 B VIDOVICH AVE, ST HELENA, CA 94574 | VP FINANCE & ACCTING Highest-paid employee | 40 | $356,281 | $10,829 |
| LORI ANN THRUPP 1334 B VIDOVICH AVE, ST HELENA, CA 94574 | SPO - FOOD SYSTEMS Highest-paid employee | 40 | $247,350 | $10,829 |
| SIERRA MARTINEZ 1334 B VIDOVICH AVE, ST HELENA, CA 94574 | SPO CLIMATE Highest-paid employee | 40 | $246,312 | $10,519 |
| CARRIE WALLE 1334 B VIDOVICH AVE, ST HELENA, CA 94574 | PROGRAM OFFICER Highest-paid employee | 40 | $164,839 | $6,579 |
| Anne Jennings 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER | 2 | $36,000 | $0 |
| ELYSA HAMMOND 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER | 2 | $36,000 | $0 |
| KATHLEEN F CRAWFORD 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER | 2 | $0 | $0 |
| GARY J ERICKSON 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER | 2 | $0 | $0 |
| KATE WATSON 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER | 2 | $0 | $0 |
| CLAYTON WARD 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THAO PHAM 1334 B VIDOVICH AVE, SAINT HELENA, CA 94574 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $334,417 | $16,500 |
| JENNIFER HERMAN 1334 B VIDOVICH AVE, ST HELENA, CA 94574 | VP FINANCE & ACCTING Highest-paid employee | 40 | $223,053 | $15,123 |
| CARRIE WALLE 1334 B VIDOVICH AVE, ST HELENA, CA 94574 | PROGRAM OFFICER Highest-paid employee | 40 | $121,042 | $6,749 |
| LORI ANN THRUPP 1334 B VIDOVICH AVE, ST HELENA, CA 94574 | SPO - FOOD SYSTEMS Highest-paid employee | 40 | $107,708 | $3,985 |
| SIERRA MARTINEZ 1334 B VIDOVICH AVE, ST HELENA, CA 94574 | SPO CLIMATE Highest-paid employee | 40 | $83,854 | $2,930 |
| Anne Jennings 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER | 2 | $36,000 | $0 |
| KATHLEEN F CRAWFORD 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER | 2 | $0 | $0 |
| GARY J ERICKSON 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER | 2 | $0 | $0 |
| KATE WATSON 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER | 2 | $0 | $0 |
| CLAYTON WARD 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER | 2 | $0 | $0 |
| LYDIA ERICKSON 1334 B Vidovich Ave, Saint Helena, CA 94574 | BOARD MEMBER (Thru Q1 2023) | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1334 VIDOVICH AVE STE B, SAINT HELENA, CA 94574-2063
- In care of
- % JENNIFER HERMAN
- Signed the 990-PF
- JENNIFER HERMAN, VP FINANCE & ACCTING
- Phone
- (510) 596-6383
- Website
- www.cliffamilyfoundation.org
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-4345935 or by the name CLIF BAR FAMILY 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
- 20-4345935
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $570,812,519
- Income (IRS master file)
- $31,898,249
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $39,095,472 | $28,125,679 | $570,812,519 | IRS |
| 990-PF | December 2023 | $29,947,536 | $15,054,363 | $563,707,533 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 20-4345935).
Questions about CLIF BAR FAMILY FOUNDATION
- What is the EIN of CLIF BAR FAMILY FOUNDATION?
- The employer identification number (EIN) of CLIF BAR FAMILY FOUNDATION is 20-4345935.
- Is CLIF BAR FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to CLIF BAR FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLIF BAR FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLIF BAR FAMILY 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 CLIF BAR FAMILY 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 CLIF BAR FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 7 received compensation from the organization, the highest $571,314 (THAO PHAM, EXECUTIVE DIRECTOR).
- How much revenue does CLIF BAR FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $39,095,472, expenses of $28,125,679 and total assets of $570,812,519 at year end.
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All nonprofits in SAINT HELENA · California · Philanthropy, voluntarism and grantmaking foundations