Nonprofit · EIN 26-0325796
CARLMONT ACADEMIC FOUNDATION
Tax-exempt · BELMONT, CA 94002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,547,966 | $1,340,420 | $207,546 | $2,740,012 | $1,235,956 | $1,504,056 |
| June 30, 2024 | 990 | $1,367,617 | $1,220,518 | $147,099 | $2,339,655 | $1,128,524 | $1,211,131 |
| June 30, 2023 | 990 | $1,168,161 | $1,044,726 | $123,435 | $1,968,151 | $990,360 | $977,791 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,439,471
- Program service revenue
- $0
- Investment income
- $95,819
- Net income from fundraising events
- $12,676
- Other revenue
- $12,676
Expenses
- Grants and similar amounts paid
- $1,296,079
- Compensation of officers, directors and key employees
- $2,667
- Salaries, compensation and benefits (total)
- $2,964
- Professional fundraising fees
- $0
- Accounting fees
- $2,000
- Program services (functional)
- $1,296,079
- Management and general (functional)
- $21,761
- Fundraising (functional)
- $22,580
Balance sheet and other
- Total assets, start of year
- $2,339,655
- Total assets, end of year
- $2,740,012
- Total liabilities, end of year
- $1,235,956
- Net assets, end of year
- $1,504,056
- Gross receipts
- $1,563,139
- Employees
- 1
- Volunteers
- 37
- Year formed
- 2007
- 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 |
|---|---|---|---|
| TIM HOFFMAN | President Trustee or director, Officer | 4 | $0 |
| Karen Molinari | VP FUNDRAISING Trustee or director, Officer | 4 | $0 |
| Lisa Bock | VP COMMUNITY Trustee or director, Officer | 4 | $0 |
| TIFFANY BOOTH | VP OPERATIONS Trustee or director, Officer | 4 | $0 |
| Linda Sonne-Harrison | VP MARKETING Trustee or director, Officer | 4 | $0 |
| Marian Wells | Secretary Trustee or director, Officer | 4 | $0 |
| SANDRA SANVIDO | VP FUNDRAISING Trustee or director, Officer | 4 | $0 |
| KAREN MELZER | Treasurer Trustee or director, Officer | 4 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIM HOFFMAN | President Trustee or director, Officer | 4 | $0 |
| LINDA SONNE-HARRISON | Vice President Trustee or director, Officer | 4 | $0 |
| LISA BOCK | Vice President Trustee or director, Officer | 4 | $0 |
| TIFFANY BOOTH | Vice President Trustee or director, Officer | 4 | $0 |
| MARIAN WELLS | Vice President Trustee or director, Officer | 4 | $0 |
| SANDRA SANVIDO | Vice President Trustee or director, Officer | 4 | $0 |
| JULIA WILLIAMS | Treasurer Trustee or director, Officer | 4 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIM HOFFMAN | President Trustee or director, Officer | 4 | $0 |
| GRETE FRY | Vice President Trustee or director, Officer | 4 | $0 |
| HEIDI BIANCHI | Vice President Trustee or director, Officer | 4 | $0 |
| TIFFANY BOOTH | Vice President Trustee or director, Officer | 4 | $0 |
| MARJAN MOSSADEGHIAN | Vice President Trustee or director, Officer | 4 | $0 |
| WELLS MARIAN | Secretary Trustee or director, Officer | 4 | $0 |
| SANDRA SANVIDO | Vice President Trustee or director, Officer | 4 | $0 |
| ULLA FOEHR | Director Trustee or director, Officer | 4 | $0 |
| JULIA WILLIAMS | Treasurer Trustee or director, Officer | 4 | $0 |
| LAURA BIERWAGEN | BTI LIAISON Trustee or director, Officer | 4 | $0 |
| LISA BOCK | Vice President Trustee or director, Officer | 4 | $0 |
| LINDA SONNE-HARRISON | Vice President Trustee or director, Officer | 4 | $0 |
| George Mastalir | COUNCIL LIAISON Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 1400 ALAMEDA DE LAS PULGAS, BELMONT, CA 94002-3514
- In care of
- % CLAIRE SEETI
- Principal officer (990 for 2024)
- TIM HOFFMAN, PO BOX 104, BELMONT, CA 94002
- Signed the 990
- TIM HOFFMAN, President
- Phone
- (650) 595-0210
- Return prepared by
- Latham Nadboralski & Lin
California records
California keeps its own records of charities and corporations. Search them by EIN 26-0325796 or by the name CARLMONT ACADEMIC 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
The Foundation funds projects that will enrich the educational environment at Carlmont High School, located in Belmont, California through the funding for essential educational programs that will have broad based, substantial and lasting impact.
Program accomplishments
- The Foundation funds projects that will enrich the educational environment at Carlmont High School, located in Belmont, California through the funding for essential educational programs that will have broad based, substantial and lasting impact. For the 2024 - 2025 period, funding was provided to the Sequoia Union High School District for additional class sections, afterschool tutoring, choir support, college & career counseling, cross departmental collaboration, student wellness and instructional supplies. Carlmont Academic Foundation has provided funds to support its teachers and a variety of student programs, including AVID, Choir, CAF-PTSA Teacher Enrichment Grants and Sojourn to the Past.Expenses $1,254,287 · grants $1,254,287
- THE CARLMONT ACADEMIC FOUNDATION FUNDS THE OPERATION OF THE PERFORMANCE THEATER FROMTIME TO TIME. IN THE REPORTING PERIOD, THE FOUNDATION PROVIDED $38,291.88 FORTHEATER OPERATIONS.Expenses $38,292 · grants $38,292 · revenue $19,695
- The Carlmont Academic Foundation recognizes the accomplishments of its students and provides a small number of scholarships each year. In the reporting period, the Foundation awarded three total scholarships - one for $1,500 and two for $1,000.Expenses $3,500 · grants $3,500
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
- 26-0325796
- 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
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $2,740,012
- Income (IRS master file)
- $1,563,139
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,547,966 | $1,340,420 | $2,740,012 | IRS |
| 990 | June 2024 | $1,367,617 | $1,220,518 | $2,339,655 | IRS |
| 990 | June 2023 | $1,168,161 | $1,044,726 | $1,968,151 | XML |
| 990 | June 2022 | $1,763,973 | $1,102,207 | $1,871,037 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 26-0325796).
Questions about CARLMONT ACADEMIC FOUNDATION
- What is the EIN of CARLMONT ACADEMIC FOUNDATION?
- The employer identification number (EIN) of CARLMONT ACADEMIC FOUNDATION is 26-0325796.
- Is CARLMONT ACADEMIC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to CARLMONT ACADEMIC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARLMONT ACADEMIC 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 CARLMONT ACADEMIC 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 CARLMONT ACADEMIC FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CARLMONT ACADEMIC FOUNDATION?
- The 990 for the year ended June 30, 2025 names TIM HOFFMAN.
- Who are the officers and directors of CARLMONT ACADEMIC FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does CARLMONT ACADEMIC FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,547,966, expenses of $1,340,420 and total assets of $2,740,012 at year end.
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