Nonprofit · EIN 20-8086003
JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION
Tax-exempt · BRISBANE, CA 94005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $211,209 | $1,995,961 | -$1,784,752 | $4,633,188 | $109,000 | $4,524,188 |
| December 31, 2024 | 990-PF | $203,387 | $282,221 | -$78,834 | $5,529,717 | $149,000 | $5,380,717 |
| December 31, 2023 | 990-PF | -$230,664 | $252,264 | -$482,928 | $5,548,277 | $147,000 | $5,401,277 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $192,075
- Net gain from sales of assets
- $19,134
Expenses
- Grants and similar amounts paid
- $1,960,954
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,960,954
- Excise tax on investment income
- $2,540
Balance sheet and other
- Total assets, start of year
- $5,529,717
- Total assets, end of year
- $4,633,188
- Total liabilities, end of year
- $109,000
- Net assets, end of year
- $4,524,188
- Fair market value of assets
- $7,244,167
- Qualifying distributions
- $1,960,954
- Net investment income
- $211,209
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AARON BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
| NATHAN BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
| ZACHARY BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
| LAUREN BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
| WILLIAM BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
| JEANNE BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AARON BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
| NATHAN BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
| ZACHARY BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
| LAUREN BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
| WILLIAM BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
| JEANNE BARULICH 123 S HILL DR, BRISBANE, CA 940051203 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AARON BARULICH 451 EL ARROYO ROAD, HILLSBOROUGH, CA 94010 | TRUSTEE | 0 | $0 |
| NATHAN BARULICH 451 EL ARROYO ROAD, HILLSBOROUGH, CA 94010 | TRUSTEE | 0 | $0 |
| ZACHARY BARULICH 451 EL ARROYO ROAD, HILLSBOROUGH, CA 94010 | TRUSTEE | 0 | $0 |
| LAUREN BARULICH 451 EL ARROYO ROAD, HILLSBOROUGH, CA 94010 | TRUSTEE | 0 | $0 |
| WILLIAM BARULICH 451 EL ARROYO ROAD, HILLSBOROUGH, CA 94010 | TRUSTEE | 0 | $0 |
| JEANNE BARULICH 451 EL ARROYO ROAD, HILLSBOROUGH, CA 94010 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 123 S HILL DR, BRISBANE, CA 94005-1203
- In care of
- % JEANNE C BARULICH
- Signed the 990-PF
- WILLIAM BARULICH, TRUSTEE
- Phone
- (650) 621-6909
- Return prepared by
- CBIZ ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-8086003 or by the name JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION.
- 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 | 990-PF 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
- 20-8086003
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,633,188
- Income (IRS master file)
- $548,346
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $211,209 | $1,995,961 | $4,633,188 | IRS |
| 990-PF | December 2024 | $203,387 | $282,221 | $5,529,717 | IRS |
| 990-PF | December 2023 | -$230,664 | $252,264 | $5,548,277 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-8086003).
Questions about JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION
- What is the EIN of JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION?
- The employer identification number (EIN) of JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION is 20-8086003.
- Is JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does JEANNE AND WILLIAM BARULICH FAMILYFOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $211,209, expenses of $1,995,961 and total assets of $4,633,188 at year end.
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