Nonprofit · EIN 68-0031901
ALLENSBY CHARITY FUND
Tax-exempt · SAN RAFAEL, CA 94915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $59,922 | $47,562 | $12,360 | $715,938 | $0 | $715,938 |
| March 31, 2025 | 990-PF | $30,964 | $48,403 | -$17,439 | $703,578 | $0 | $703,578 |
| March 31, 2024 | 990-PF | $239,769 | $46,905 | $192,864 | $721,139 | $0 | $721,139 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $24,193
- Net gain from sales of assets
- $35,729
Expenses
- Grants and similar amounts paid
- $35,000
- Disbursements for charitable purposes
- $39,004
- Excise tax on investment income
- $718
Balance sheet and other
- Total assets, start of year
- $703,578
- Total assets, end of year
- $715,938
- Total liabilities, end of year
- $0
- Net assets, end of year
- $715,938
- Fair market value of assets
- $898,815
- Qualifying distributions
- $39,004
- Net investment income
- $59,922
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORN DREITZLER PO BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| STEPHEN SPICER P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| ALICIA FERRANDO P O BOX 150789, SAN RAFAEL, CA 94915 | Treasurer | 1 | $0 |
| ROBERT MEIER P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| DEAN AURE P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| JOSEPH TATO III P O BOX 150789, SAN RAFAEL, CA 94915 | Chairman | 1 | $0 |
| MONICA MCMILLAN P O BOX 150789, SAN RAFAEL, CA 94915 | Secretary | 1 | $0 |
| TOM KNOPF P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
990-PF for the year ended March 31, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORN DREITZLER PO BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| STEPHEN SPICER P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| ALICIA FERRANDO P O BOX 150789, SAN RAFAEL, CA 94915 | Treasurer | 1 | $0 |
| DON GREGORY PO BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| ROBERT MEIER P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| DEAN AURE P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| JOSEPH TATO III P O BOX 150789, SAN RAFAEL, CA 94915 | Chairman | 1 | $0 |
| MONICA MCMILLAN P O BOX 150789, SAN RAFAEL, CA 94915 | Secretary | 1 | $0 |
| TOM KNOPF P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
990-PF for the year ended March 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORN DREITZLER PO BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| STEVE SPICER P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| ALICIA FERRANDO P O BOX 150789, SAN RAFAEL, CA 94915 | Treasurer | 1 | $0 |
| DON GREGORY PO BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| ROBERT MEIER P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| DAN AURE P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| JOE TATO P O BOX 150789, SAN RAFAEL, CA 94915 | Chairman | 1 | $0 |
| DAVE NELSON P O BOX 150789, SAN RAFAEL, CA 94915 | Secretary | 1 | $0 |
| TOM KNOPF P O BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
| MONICA MCMILLAN PO BOX 150789, SAN RAFAEL, CA 94915 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 150789, SAN RAFAEL, CA 94915-0789
- Signed the 990-PF
- JOSEPH TATO III, Chairman
- Phone
- (415) 453-1108
- Return prepared by
- Mark Mumm CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0031901 or by the name ALLENSBY CHARITY FUND.
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 68-0031901
- 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
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $715,938
- Income (IRS master file)
- $343,665
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $59,922 | $47,562 | $715,938 | XML |
| 990-PF | March 2025 | $30,964 | $48,403 | $703,578 | XML |
| 990-PF | March 2024 | $239,769 | $46,905 | $721,139 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 68-0031901).
Questions about ALLENSBY CHARITY FUND
- What is the EIN of ALLENSBY CHARITY FUND?
- The employer identification number (EIN) of ALLENSBY CHARITY FUND is 68-0031901.
- Is ALLENSBY CHARITY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to ALLENSBY CHARITY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALLENSBY CHARITY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALLENSBY CHARITY FUND due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLENSBY CHARITY FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of ALLENSBY CHARITY FUND?
- The 990-PF for the year ended March 31, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does ALLENSBY CHARITY FUND have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $59,922, expenses of $47,562 and total assets of $715,938 at year end.
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