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Nonprofit · EIN 46-0497841

CHARLES D & FRANCES K FIELD FUND

Tax-exempt · SAN FRANCISCO, CA 94104

Financials

$1.2M$1.2M2023$1.2M$1.2M2024$1.4M$1.2M2025
Revenue Expenses · by fiscal year end
Financials of CHARLES D & FRANCES K FIELD FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,433,984$1,209,701$224,283$17,929,980$0$17,929,980
December 31, 2024990-PF$1,173,695$1,158,218$15,477$17,705,697$0$17,705,697
December 31, 2023990-PF$1,182,332$1,215,882-$33,550$17,690,220$0$17,690,220
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,124,839
Net gain from sales of assets
$309,145

Expenses

Grants and similar amounts paid
$967,500
Compensation of officers, directors and key employees
$90,000
Disbursements for charitable purposes
$1,088,033
Excise tax on investment income
$18,464

Balance sheet and other

Total assets, start of year
$17,705,697
Total assets, end of year
$17,929,980
Total liabilities, end of year
$0
Net assets, end of year
$17,929,980
Fair market value of assets
$25,410,235
Qualifying distributions
$1,088,033
Net investment income
$1,433,984

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.

NameTitleHours / weekCompensation
PHILIP HUDNER
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Director22$90,000
ANN C MATTHEWS
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Director1$0
KAREN M SCHMID CFA
708 MONTGOMERY STREET, SAN FRANCISCO, CA 94111
Director1$0
PHILIP HUDNER
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
President0$0
ANN C MATTHEWS
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Treasurer0$0
ANN C MATTHEWS
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Secretary0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
PHILIP HUDNER
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Director22$90,000
ANN C MATTHEWS
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Director1$0
KAREN M SCHMID CFA
708 MONTGOMERY STREET, SAN FRANCISCO, CA 94111
Director1$0
PHILIP HUDNER
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
President0$0
ANN C MATTHEWS
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Treasurer0$0
ANN C MATTHEWS
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Secretary0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
PHILIP HUDNER
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Director22$90,000
ANN C MATTHEWS
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Director1$0
KAREN M SCHMID CFA
708 MONTGOMERY STREET, SAN FRANCISCO, CA 94111
Director1$0
PHILIP HUDNER
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
President0$0
ANN C MATTHEWS
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Treasurer0$0
ANN C MATTHEWS
235 MONTGOMERY STREET STE 735, SAN FRANCISCO, CA 94104
Secretary0$0

Address and contacts

Address (IRS master file)
235 MONTGOMERY ST STE 735, SAN FRANCISCO, CA 94104-2917
In care of
% PHILIP HUDNER
Signed the 990-PF
ANN C MATTHEWS, Treasurer
Phone
(415) 651-1915
Return prepared by
Katsis & Company Ltd

California records

California keeps its own records of charities and corporations. Search them by EIN 46-0497841 or by the name CHARLES D & FRANCES K FIELD FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-0497841
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$17,929,980
Income (IRS master file)
$3,635,872

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,433,984$1,209,701$17,929,980IRS
990-PFDecember 2024$1,173,695$1,158,218$17,705,697IRS
990-PFDecember 2023$1,182,332$1,215,882$17,690,220XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 46-0497841).

Questions about CHARLES D & FRANCES K FIELD FUND

What is the EIN of CHARLES D & FRANCES K FIELD FUND?
The employer identification number (EIN) of CHARLES D & FRANCES K FIELD FUND is 46-0497841.
Is CHARLES D & FRANCES K FIELD FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to CHARLES D & FRANCES K FIELD FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES D & FRANCES K FIELD FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES D & FRANCES K FIELD FUND 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 CHARLES D & FRANCES K FIELD FUND 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 CHARLES D & FRANCES K FIELD FUND?
The 990-PF for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $90,000 (PHILIP HUDNER, Director).
How much revenue does CHARLES D & FRANCES K FIELD FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,433,984, expenses of $1,209,701 and total assets of $17,929,980 at year end.

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