Nonprofit · EIN 52-1350750
CLAUSEN FAMILY FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $939,661 | $661,968 | $277,693 | $5,304,086 | $409 | $5,303,677 |
| December 31, 2023 | 990-PF | $262,258 | $478,980 | -$216,722 | $5,026,203 | $219 | $5,025,984 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $175,146
- Interest
- $10,937
- Net gain from sales of assets
- $753,458
- Other income
- $120
Expenses
- Grants and similar amounts paid
- $555,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $571,941
- Excise tax on investment income
- $11,962
Balance sheet and other
- Total assets, start of year
- $5,026,203
- Total assets, end of year
- $5,304,086
- Total liabilities, end of year
- $409
- Net assets, end of year
- $5,303,677
- Fair market value of assets
- $13,282,642
- Qualifying distributions
- $571,941
- Net investment income
- $939,661
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 |
|---|---|---|---|
| MARK W CLAUSEN 4334 LELAND STREET, CHEVY CHASE, MD 20815 | PRESIDENT | 1 | $0 |
| HELEN T CLAUSEN 800 HAUSMAN ROAD UNIT E-303, ALLENTOWN, PA 18104 | SECRETARY | 0 | $0 |
| MARY C DAVIS 4334 LELAND STREET, CHEVY CHASE, MD 20815 | VICE PRESIDENT/TREASURER | 1 | $0 |
| LILLI I ALBERGA 333 BUSH STREET SUITE 1700, SAN FRANCISCO, CA 94104 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK W CLAUSEN 4334 LELAND STREET, CHEVY CHASE, MD 20815 | PRESIDENT | 1 | $0 |
| HELEN T CLAUSEN 800 HAUSMAN ROAD UNIT E-303, ALLENTOWN, PA 18104 | SECRETARY | 0 | $0 |
| MARY C DAVIS 4334 LELAND STREET, CHEVY CHASE, MD 20815 | VICE PRESIDENT/TREASURER | 1 | $0 |
| LILLI I ALBERGA 333 BUSH STREET SUITE 1700, SAN FRANCISCO, CA 94104 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 BUSH ST STE 1700, SAN FRANCISCO, CA 94104-2831
- In care of
- % WTAS LLC
- Signed the 990-PF
- MARK W CLAUSEN, PRESIDENT
- Phone
- (415) 764-2700
- Return prepared by
- ANDERSEN TAX LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 52-1350750 or by the name CLAUSEN 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
- 52-1350750
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,304,086
- Income (IRS master file)
- $2,213,538
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $939,661 | $661,968 | $5,304,086 | IRS |
| 990-PF | December 2023 | $262,258 | $478,980 | $5,026,203 | 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 52-1350750).
Questions about CLAUSEN FAMILY FOUNDATION
- What is the EIN of CLAUSEN FAMILY FOUNDATION?
- The employer identification number (EIN) of CLAUSEN FAMILY FOUNDATION is 52-1350750.
- Is CLAUSEN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to CLAUSEN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLAUSEN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLAUSEN 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 CLAUSEN 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 CLAUSEN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does CLAUSEN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $939,661, expenses of $661,968 and total assets of $5,304,086 at year end.
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