Nonprofit · EIN 47-3916575
BERENICE ROTH SPALDING FAMILY FOUNDATION
Tax-exempt · NOVATO, CA 94949
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $174,014 | $175,817 | -$1,803 | $1,219,370 | $0 | $1,219,370 |
| December 31, 2024 | 990-PF | $192,954 | $169,484 | $23,470 | $1,220,763 | $0 | $1,220,763 |
| December 31, 2023 | 990-PF | $111,126 | $157,561 | -$46,435 | $1,193,651 | $0 | $1,193,651 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $53,085
- Interest
- $2
- Net gain from sales of assets
- $120,927
Expenses
- Grants and similar amounts paid
- $83,296
- Compensation of officers, directors and key employees
- $62,500
- Disbursements for charitable purposes
- $155,273
- Excise tax on investment income
- $2,468
Balance sheet and other
- Total assets, start of year
- $1,220,763
- Total assets, end of year
- $1,219,370
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,219,370
- Fair market value of assets
- $2,093,056
- Qualifying distributions
- $155,273
- Net investment income
- $198,129
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATSON CARVER 8 EAGLE GAP ROAD, NOVATO, CA 94949 | TRUSTEE | 2 | $12,500 |
| ELENA GRANT 115 STONETREE LANE, NOVATO, CA 94945 | TRUSTEE | 2 | $12,500 |
| NINA HARMON 2077-14 GARIBALDI WAY, WHISTLER, BC V8E0A6, CA | TRUSTEE | 2 | $12,500 |
| CARL SPENCER ARNOLD 14622 KIT LANE, OCCIDENTAL, CA 95465 | TRUSTEE | 2 | $12,500 |
| LIA CARVER 346 15TH AVE UNIT B, SAN FRANCISCO, CA 94118 | TRUSTEE | 2 | $12,500 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GENEVIEVE LEVIN 1779 10TH AVENUE, SAN FRANCISCO, CA 94122 | TRUSTEE | 2 | $12,500 |
| KATHERINE CARVER 8 EAGLE GAP ROAD, NOVATO, CA 94949 | TRUSTEE | 2 | $12,500 |
| PHILIP GRANT 1042 COLE ST, SAN FRANCISCO, CA 94117 | TRUSTEE | 2 | $12,500 |
| PAUL GRANT 25924 VIANA AVE 21, LOMITA, CA 90717 | TRUSTEE | 2 | $12,500 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GENEVIEVE LEVIN 1779 10TH AVENUE, SAN FRANCISCO, CA 94122 | TRUSTEE | 2 | $12,500 |
| KATHERINE CARVER 8 EAGLE GAP ROAD, NOVATO, CA 94949 | TRUSTEE | 2 | $12,500 |
| PHILIP GRANT 1042 COLE ST, SAN FRANCISCO, CA 94117 | TRUSTEE | 2 | $12,500 |
| PAUL GRANT 25924 VIANA AVE 21, LOMITA, CA 90717 | TRUSTEE | 2 | $12,500 |
Address and contacts
- Address (IRS master file)
- CO MATSON CARVER 8 EAGLE GAP RD, NOVATO, CA 94949-0000
- In care of
- % PILLSBURY ET AL
- Signed the 990-PF
- MATSON CARVER, TRUSTEE
- Phone
- (415) 370-3568
- Return prepared by
- ELSENER & ELSENER LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 47-3916575 or by the name BERENICE ROTH SPALDING 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 | 990-PF 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
- 47-3916575
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,219,370
- Income (IRS master file)
- $504,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $174,014 | $175,817 | $1,219,370 | XML |
| 990-PF | December 2024 | $192,954 | $169,484 | $1,220,763 | XML |
| 990-PF | December 2023 | $111,126 | $157,561 | $1,193,651 | 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 47-3916575).
Questions about BERENICE ROTH SPALDING FAMILY FOUNDATION
- What is the EIN of BERENICE ROTH SPALDING FAMILY FOUNDATION?
- The employer identification number (EIN) of BERENICE ROTH SPALDING FAMILY FOUNDATION is 47-3916575.
- Is BERENICE ROTH SPALDING FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to BERENICE ROTH SPALDING FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERENICE ROTH SPALDING FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERENICE ROTH SPALDING FAMILY FOUNDATION 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 BERENICE ROTH SPALDING FAMILY FOUNDATION 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 BERENICE ROTH SPALDING FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $12,500 (MATSON CARVER, TRUSTEE).
- How much revenue does BERENICE ROTH SPALDING FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $174,014, expenses of $175,817 and total assets of $1,219,370 at year end.
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