Nonprofit · EIN 68-0049658
WARSH MOTT LEGACY
Tax-exempt · PETALUMA, CA 94952
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $3,711,684 | $3,760,754 | -$49,070 | $51,126,767 | $0 | $51,126,767 |
| September 30, 2024 | 990-PF | $3,351,076 | $1,251,667 | $2,099,409 | $51,008,295 | $710,000 | $50,298,295 |
| September 30, 2023 | 990-PF | $5,656,381 | $5,576,619 | $79,762 | $43,049,291 | $1,660,563 | $41,388,728 |
| September 30, 2022 | 990-PF (amended) | $5,587,979 | $1,964,750 | $3,623,229 | $40,295,647 | $790,000 | $39,505,647 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $1,079,474
- Interest
- $238
- Net gain from sales of assets
- $2,631,972
Expenses
- Grants and similar amounts paid
- $2,662,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,474,590
- Excise tax on investment income
- $49,887
Balance sheet and other
- Total assets, start of year
- $51,008,295
- Total assets, end of year
- $51,126,767
- Total liabilities, end of year
- $0
- Net assets, end of year
- $51,126,767
- Fair market value of assets
- $51,126,767
- Qualifying distributions
- $3,474,590
- Net investment income
- $3,712,312
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEE FED STATEMENT 14 FOR 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | EXPLANATION | 0 | $0 |
| BAILEY MALONE 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | EXECUTIVE DIRECTOR | 8 | $0 |
| CORINNE MEADOWS-EFRAM 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | VP/TRUSTEE | 2 | $0 |
| KAU'I KELIIPIO 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TREASURER/TRUSTEE | 1 | $0 |
| MARISE MEYNET STEWART 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | PRESIDENT/TRUSTEE | 2 | $0 |
| MARYANNE MOTT 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TRUSTEE | 1 | $0 |
| MICHAEL WARSH 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TRUSTEE | 1 | $0 |
| TERESA ROBINSON 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | SECRETARY | 1 | $0 |
990-PF for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEE FED STATEMENT 15 FOR 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | EXPLANATION | 0 | $0 |
| BAILEY MALONE 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | EXECUTIVE DIRECTOR | 8 | $0 |
| CORINNE MEADOWS-EFRAM 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | VP/TRUSTEE | 1 | $0 |
| KAU'I KELIIPIO 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TREASURER/TRUSTEE | 1 | $0 |
| MARISE MEYNET STEWART 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | PRESIDENT/TRUSTEE | 1 | $0 |
| MARYANNE MOTT 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TRUSTEE | 1 | $0 |
| MICHAEL WARSH 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TRUSTEE | 1 | $0 |
| TERESA ROBINSON 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | SECRETARY | 1 | $0 |
990-PF for the year ended September 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEE FED STATEMENT 15 FOR 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | EXPLANATION | 0 | $0 |
| BAILEY MALONE 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | EXECUTIVE DIRECTOR | 20 | $0 |
| CORINNE MEADOWS-EFRAM 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | VP/TRUSTEE | 6 | $0 |
| KAU'I KELIIPIO 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TREASURER/TRUSTEE | 4 | $0 |
| MARISE MEYNET STEWART 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | PRESIDENT/TRUSTEE | 6 | $0 |
| MARYANNE MOTT 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TRUSTEE | 4 | $0 |
| MICHAEL WARSH 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TRUSTEE | 4 | $0 |
| TERESA ROBINSON 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | SECRETARY | 4 | $0 |
990-PF for the year ended September 30, 2022: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEE FED STATEMENT 14 FOR 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | EXPLANATION | 0 | $0 |
| BAILEY MALONE 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | EXECUTIVE DIRECTOR | 20 | $0 |
| CORINNE MEADOWS-EFRAM 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | VP/TRUSTEE | 6 | $0 |
| KAU'I KELIIPIO 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TREASURER/TRUSTEE | 4 | $0 |
| MARISE MEYNET STEWART 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | PRESIDENT/TRUSTEE | 6 | $0 |
| MARYANNE MOTT 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TRUSTEE | 4 | $0 |
| MICHAEL WARSH 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | SECRETARY/TRUSTEE | 4 | $0 |
| TERESA ROBINSON 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | SECRETARY/TRUSTEE | 4 | $0 |
| SANDRA SMITHEY 245 KENTUCKY STREET SUITE E, PETALUMA, CA 949522876 | TRUSTEE | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 245 KENTUCKY ST, PETALUMA, CA 94952-2841
- Signed the 990-PF
- BAILEY MALONE, EXECUTIVE DIRECTOR
- Phone
- (707) 874-2942
- Website
- WWW.CSFUND.ORG
- Return prepared by
- MFO E-FILING SERVICES CO
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0049658 or by the name WARSH MOTT LEGACY.
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 68-0049658
- 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
- 1985
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $51,126,767
- Income (IRS master file)
- $9,472,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $3,711,684 | $3,760,754 | $51,126,767 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | $3,351,076 | $1,251,667 | $51,008,295 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $5,656,381 | $5,576,619 | $43,049,291 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | $5,587,979 | $1,964,750 | $40,295,647 | XML |
| 990-T | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 68-0049658).
Questions about WARSH MOTT LEGACY
- What is the EIN of WARSH MOTT LEGACY?
- The employer identification number (EIN) of WARSH MOTT LEGACY is 68-0049658.
- Is WARSH MOTT LEGACY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to WARSH MOTT LEGACY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WARSH MOTT LEGACY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WARSH MOTT LEGACY due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WARSH MOTT LEGACY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of WARSH MOTT LEGACY?
- The 990-PF for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does WARSH MOTT LEGACY have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $3,711,684, expenses of $3,760,754 and total assets of $51,126,767 at year end.
Other nonprofits in PETALUMA
- PETALUMA HEALTH CENTER EIN 68-0437840 · last filed 990 for 2025
- SAN ANTONIO VALLEY RANCH LLC EIN 83-3403946 · last filed 990 for 2024
- UNITED CEREBRAL PALSY OF THE NORTH BAY INC EIN 94-2284940 · last filed 990 for 2025
- POINT REYES BIRD OBSERVATORY EIN 94-1594250 · last filed 990 for 2025
- ALIADOS HEALTH NETWORK EIN 32-0230954 · last filed 990 for 2025
- COMMITTEE ON THE SHELTERLESS EIN 68-0176855 · last filed 990 for 2025
- ALIADOS HEALTH EIN 94-3220029 · last filed 990 for 2025
- PETALUMA RIVER PARK FOUNDATION INC EIN 84-2431277 · last filed 990 for 2025