Nonprofit · EIN 38-4055324
TANDEM PHILANTHROPIES
Tax-exempt · SANTA ROSA, CA 95403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $13,637,360 | $4,502,886 | $9,134,474 | $74,004,281 | $0 | $74,004,281 |
| December 31, 2023 | 990-PF | $47,099,817 | $3,248,283 | $43,851,534 | $68,741,470 | $0 | $68,741,470 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,449,289
- Dividends
- $2,647,754
- Net gain from sales of assets
- $7,533,597
- Other income
- $6,720
Expenses
- Grants and similar amounts paid
- $3,850,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,124,605
- Excise tax on investment income
- $139,440
Balance sheet and other
- Total assets, start of year
- $68,741,470
- Total assets, end of year
- $74,004,281
- Total liabilities, end of year
- $0
- Net assets, end of year
- $74,004,281
- Fair market value of assets
- $76,299,918
- Qualifying distributions
- $4,124,605
- Net investment income
- $10,188,071
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 |
|---|---|---|---|
| DAVID L SZE 1550 EL CAMINO REAL SUITE 200, MENLO PARK, CA 94025 | DIRECTOR, SECRETARY, AND CEO | 0.8 | $0 |
| KATHLEEN M DONOHUE 1550 EL CAMINO REAL SUITE 200, MENLO PARK, CA 94025 | DIRECTOR AND CFO | 0.8 | $0 |
| ZACHARY HERLICK 1550 EL CAMINO REAL SUITE 200, MENLO PARK, CA 94025 | AUDIT COMMITTEE MEMBER | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID L SZE 1550 EL CAMINO REAL SUITE 200, MENLO PARK, CA 94025 | DIRECTOR, SECRETARY, AND CEO | 0.8 | $0 |
| KATHLEEN M DONOHUE 1550 EL CAMINO REAL SUITE 200, MENLO PARK, CA 94025 | DIRECTOR AND CFO | 0.8 | $0 |
| ZACHARY HERLICK 1550 EL CAMINO REAL SUITE 200, MENLO PARK, CA 94025 | AUDIT COMMITTEE MEMBER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3558 ROUND BARN BLVD STE 300, SANTA ROSA, CA 95403-0992
- In care of
- % DAVID SIZE
- Signed the 990-PF
- DAVID L SZE, CEO
- Phone
- (650) 289-1110
- Return prepared by
- PWC US TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 38-4055324 or by the name TANDEM PHILANTHROPIES.
- 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
- 38-4055324
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $74,004,281
- Income (IRS master file)
- $45,698,472
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $13,637,360 | $4,502,886 | $74,004,281 | IRS |
| 990-PF | December 2023 | $47,099,817 | $3,248,283 | $68,741,470 | 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 38-4055324).
Questions about TANDEM PHILANTHROPIES
- What is the EIN of TANDEM PHILANTHROPIES?
- The employer identification number (EIN) of TANDEM PHILANTHROPIES is 38-4055324.
- Is TANDEM PHILANTHROPIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to TANDEM PHILANTHROPIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TANDEM PHILANTHROPIES file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TANDEM PHILANTHROPIES 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 TANDEM PHILANTHROPIES 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 TANDEM PHILANTHROPIES?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does TANDEM PHILANTHROPIES have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $13,637,360, expenses of $4,502,886 and total assets of $74,004,281 at year end.
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All nonprofits in SANTA ROSA · California · Philanthropy, voluntarism and grantmaking foundations