Skip to main content

Nonprofit · EIN 23-2697348

M S GRUMBACHER FOUNDATION

Tax-exempt · SEBASTOPOL, CA 95472

Financials

$511K$452K2024
Revenue Expenses · by fiscal year end
Financials of M S GRUMBACHER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$510,538$452,433$58,105$7,492,052$0$7,492,052
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$215,979
Interest
$9,733
Net gain from sales of assets
$284,826

Expenses

Grants and similar amounts paid
$376,000
Compensation of officers, directors and key employees
$22,200
Disbursements for charitable purposes
$389,333
Excise tax on investment income
$6,341

Balance sheet and other

Total assets, start of year
$7,433,947
Total assets, end of year
$7,492,052
Total liabilities, end of year
$0
Net assets, end of year
$7,492,052
Fair market value of assets
$8,854,047
Qualifying distributions
$389,333
Net investment income
$510,538

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOSHUA G SCHULTZ
2545 BURNSIDE ROAD, SEBASTOPOL, CA 95472
PRESIDENT3$10,200
SUSAN GREGORY
6246 A TAPIA DRIVE, MALIBU, CA 90265
DIRECTOR1$3,000
ROWAN SCHULTZ
5719 AMY DRIVE, OAKLAND, CA 94618
DIRECTOR1$3,000
DHAYAN ROARK
102 HILTON CREEK DRIVE, MAMMOTH LAKES, CA 93546
DIRECTOR1$3,000
RAE SCHULTZ
9858 GRATON ROAD, SEBASTOPOL, CA 95472
DIRECTOR1$3,000

Address and contacts

Address (IRS master file)
2545 BURNSIDE RD, SEBASTOPOL, CA 95472-9183
In care of
% COZEN OCONNOR
Signed the 990-PF
JOSHUA SCHULTZ, PRESIDENT
Phone
(707) 484-3723
Return prepared by
ISDANER & COMPANY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
23-2697348
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
1992
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$7,492,052
Income (IRS master file)
$1,933,919

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025–––IRS
990-PFAugust 2024$544,705$416,900$7,433,947IRS
990-PFAugust 2023$1,598,589$478,122$7,306,142IRS
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about M S GRUMBACHER FOUNDATION

What is the EIN of M S GRUMBACHER FOUNDATION?
The employer identification number (EIN) of M S GRUMBACHER FOUNDATION is 23-2697348.
Is M S GRUMBACHER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to M S GRUMBACHER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does M S GRUMBACHER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of M S GRUMBACHER FOUNDATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did M S GRUMBACHER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of M S GRUMBACHER FOUNDATION?
The 990-PF for the year ended August 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $10,200 (JOSHUA G SCHULTZ, PRESIDENT).
How much revenue does M S GRUMBACHER FOUNDATION have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $510,538, expenses of $452,433 and total assets of $7,492,052 at year end.

Other nonprofits in SEBASTOPOL

All nonprofits in SEBASTOPOL · California