Nonprofit · EIN 45-0897823
SARLO FAMILY FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $6,406,545 | $3,090,606 | $3,315,939 | $41,051,764 | $929,369 | $40,122,395 |
| December 31, 2023 | 990-PF | $2,190,179 | $2,639,274 | -$449,095 | $15,638,888 | $0 | $15,638,888 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $657,057
- Interest
- $381,042
- Net gain from sales of assets
- $5,368,446
Expenses
- Grants and similar amounts paid
- $1,987,750
- Compensation of officers, directors and key employees
- $278,889
- Disbursements for charitable purposes
- $2,849,337
- Excise tax on investment income
- $69,268
Balance sheet and other
- Total assets, start of year
- $15,638,888
- Total assets, end of year
- $41,051,764
- Total liabilities, end of year
- $929,369
- Net assets, end of year
- $40,122,395
- Fair market value of assets
- $41,051,764
- Qualifying distributions
- $2,849,337
- Net investment income
- $5,044,432
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 |
|---|---|---|---|---|
| LEAH ALBERT 1660 BUSH STREET 300, SAN FRANCISCO, CA 94109 | EXECUTIVE DIRECTOR | 40 | $278,889 | $12,971 |
| SUSIE SARLO 1660 BUSH STREET 300, SAN FRANCISCO, CA 94109 | PRESIDENT | 1 | $0 | $0 |
| PATRICIA DUFFY 1660 BUSH STREET 300, SAN FRANCISCO, CA 94109 | SECRETARY | 1 | $0 | $0 |
| LISA STONE PRITZKER 1660 BUSH STREET 300, SAN FRANCISCO, CA 94109 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LEAH ALBERT 20 JEFFERSON AVENUE, SAN RAFAEL, CA 94903 | EXECUTIVE DIRECTOR Highest-paid employee | 32 | $233,984 | $908 |
| Patricia Duffy Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Sec | 1 | $0 | $0 |
| Lisa Pritzker Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 | $0 |
| George Sarlo Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 | $0 |
| Susie Sarlo Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1660 BUSH ST, SAN FRANCISCO, CA 94109-5308
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- SUSIE SARLO, PRESIDENT
- Phone
- (415) 561-6540
- Website
- SARLO.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 45-0897823 or by the name SARLO 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
- 45-0897823
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $41,051,764
- Income (IRS master file)
- $50,140,212
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $6,406,545 | $3,090,606 | $41,051,764 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,190,179 | $2,639,274 | $15,638,888 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 45-0897823).
Questions about SARLO FAMILY FOUNDATION
- What is the EIN of SARLO FAMILY FOUNDATION?
- The employer identification number (EIN) of SARLO FAMILY FOUNDATION is 45-0897823.
- Is SARLO FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to SARLO FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SARLO FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SARLO 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 SARLO 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 SARLO FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $278,889 (LEAH ALBERT, EXECUTIVE DIRECTOR).
- How much revenue does SARLO FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,406,545, expenses of $3,090,606 and total assets of $41,051,764 at year end.
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