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Nonprofit · EIN 77-0053005

CALIFORNIA FAMILY FOUNDATION

Tax-exempt · MENLO PARK, CA 94025

Financials

$13.1M$3.9M2022$14.7M$4.2M2023$4.5M$4.6M2024
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$4,548,723$4,623,922-$75,199$73,485,734$3,825,110$69,660,624
August 31, 2024990$14,653,180$4,152,330$10,500,850$72,167,643$4,530,222$67,637,421
August 31, 2023990$13,097,475$3,894,496$9,202,979$59,900,319$5,040,746$54,859,573
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$1,684,576
Program service revenue
$730,818
Investment income
$695,784
Net rental income
$1,324,399
Other revenue
$1,437,545

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$292,200
Other salaries and wages
$2,186,137
Salaries, compensation and benefits (total)
$3,032,450
Professional fundraising fees
$0
Legal fees
$4,525
Accounting fees
$20,300
Occupancy
$452,350
Depreciation
$534,125
Program services (functional)
$4,350,905
Management and general (functional)
$213,475
Fundraising (functional)
$59,542

Balance sheet and other

Total assets, start of year
$72,249,613
Total assets, end of year
$73,485,734
Total liabilities, end of year
$3,825,110
Net assets, end of year
$69,660,624
Land, buildings and equipment
$35,439,368
Publicly traded securities
$31,649,739
Net assets without donor restrictions
$69,660,624
Gross receipts
$5,588,248
Employees
46
Volunteers
150
Year formed
1984
State of legal domicile
CA

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 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Priscilla TaylorBeechwood School Principal
Key employee
40$154,495$7,002
Melinda ChristophersonFinance Director
Officer
40$109,162$15,432
John LauranceBeechwood School Teacher
Highest-paid employee
40$106,827$14,556
Konstance KirkendollBeechwood School Teacher
Highest-paid employee
40$103,434$13,248
Antonia ChuBeechwood School Teacher
Highest-paid employee
40$102,492$6,996
Angela HarringtonBeechwood School Teacher
Highest-paid employee
40$103,230$5,520
Richard JacobsenVice President
Officer
10$18,400$0
Michael JacobsenPresident
Trustee or director
1$0$0
Susan JacobsenDirector
Trustee or director
10$0$0
Howard PearsonDirector
Trustee or director
1$0$0
Lund SmithDirector
Trustee or director
1$0$0
Julia JacobsenSecretary
Officer
2$0$0
990 for the year ended August 31, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
Priscilla TaylorBeechwood School Principal
Highest-paid employee
40$144,245$7,302
Antonia ChuBeechwood Teacher
Highest-paid employee
40$113,315$7,056
Melinda ChristophersonFinance Director
Officer
40$104,678$14,944
John LauranceBeechwood School Teacher
Highest-paid employee
40$101,651$14,044
Katherine PforzheimerBeechwood School Teacher
Highest-paid employee
40$101,369$4,981
Richard JacobsenVice President
Officer
10$62,000$0
Susan JacobsenDirector
Trustee or director
10$0$0
Howard PearsonDirector
Trustee or director
1$0$0
Lund SmithDirector
Trustee or director
1$0$0
Michael JacobsenPresident
Officer
2$0$0
Julia JacobsenSecretary
Officer
2$0$0
990 for the year ended August 31, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
Priscilla TaylorBeechwood School Principal
Highest-paid employee
40$140,462$7,302
Melinda ChristophersonFinance Director
Officer
40$96,549$12,616
Richard JacobsenVice President
Officer
5$78,000$0
Susan JacobsenDirector
Trustee or director
5$0$0
Howard PearsonDirector
Trustee or director
1$0$0
Lund SmithDirector
Trustee or director
1$0$0
Julia JacobsenSecretary
Officer
3$0$0
Michael JacobsenPresident
Officer
1$0$0

Address and contacts

Address (IRS master file)
50 TERMINAL AVE, MENLO PARK, CA 94025-1272
Principal officer (990 for 2024)
Richard Jacobsen, 50 Terminal Avenue, Menlo Park, CA 94025
Signed the 990
Melinda Christopherson, Finance Director
Phone
(650) 327-5052

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0053005 or by the name CALIFORNIA FAMILY FOUNDATION.

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

Mission

The California Family Foundation provides educational programs and housing assistance for low-income families in San Mateo and Santa Clara Counties.

990 for the year ended August 31, 2025

Program accomplishments

  • Beechwood School is a year round, high quality elementary and middle school education program (Transitional Kindergarten to Eighth Grade) for lower-income, under-served children emphasizing small classes, hands-on learning, self-esteem building, excellent staff and parent participation. Children are taught a broad curriculum including all the basics plus computer skills, music, drama, art, Spanish, outdoor education, field trips, physical education and service learning. Students typically move on to private or charter high schools. The high school graduation rate of our students is 95% while much fewer students from the local elementary school district complete high school. We serve 170 students from over 130 families.
    Expenses $3,706,294 · revenue $363,978
  • Our Below-Market Rate Housing Program provides quality housing for low-income families in an effort to increase the educational opportunities for both children and adults. Program support encourages and advises families on increasing their job skills and learning skills for home ownership.
    Expenses $596,403 · revenue $366,840
  • Sky Mountain and Quickwater Ranches are located in Victor, ID and are used primarily for outdoor education programs for teenagers, families, couples and college students. The programs are run completely by volunteers and are offered at no cost to the participants. Expenses are for food, supplies, transportation, maintenance and utilities.
    Expenses $48,208

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
77-0053005
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1986
Accounting year ends
August
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24Z)
Assets (IRS master file)
$73,485,734
Income (IRS master file)
$5,588,248

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$4,548,723$4,623,922$73,485,734XML
990August 2024$14,653,180$4,152,330$72,167,643XML
990August 2023$13,097,475$3,894,496$59,900,319XML
990August 2022$5,289,194$3,608,410$45,873,339IRS
990August 2021–––IRS
990August 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 77-0053005).

Questions about CALIFORNIA FAMILY FOUNDATION

What is the EIN of CALIFORNIA FAMILY FOUNDATION?
The employer identification number (EIN) of CALIFORNIA FAMILY FOUNDATION is 77-0053005.
Is CALIFORNIA FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to CALIFORNIA FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CALIFORNIA FAMILY FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CALIFORNIA FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALIFORNIA FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of CALIFORNIA FAMILY FOUNDATION?
The 990 for the year ended August 31, 2025 names Richard Jacobsen.
Who are the officers and directors of CALIFORNIA FAMILY FOUNDATION?
The 990 for the year ended August 31, 2025 lists 12 people; 7 received compensation from the organization, the highest $154,495 (Priscilla Taylor, Beechwood School Principal).
How much revenue does CALIFORNIA FAMILY FOUNDATION have?
On its 990 for the year ended August 31, 2025 it reported revenue of $4,548,723, expenses of $4,623,922 and total assets of $73,485,734 at year end.

Other nonprofits in MENLO PARK

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