Nonprofit · EIN 77-0057575
FRANK LIVERMORE TRUST
Tax-exempt · SAN MATEO, CA 94402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $74,818 | $109,277 | -$34,459 | $1,553,402 | $0 | $1,553,402 |
| June 30, 2025 | 990-PF | $80,275 | $113,530 | -$33,255 | $1,514,370 | $96 | $1,514,274 |
| June 30, 2024 | 990-PF | $74,110 | $102,785 | -$28,675 | $1,524,898 | $0 | $1,524,857 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $279
- Dividends
- $35,637
- Interest
- $25,166
- Net gain from sales of assets
- $13,736
Expenses
- Grants and similar amounts paid
- $54,500
- Disbursements for charitable purposes
- $101,830
- Excise tax on investment income
- $1,036
Balance sheet and other
- Total assets, start of year
- $1,514,370
- Total assets, end of year
- $1,553,402
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,553,402
- Fair market value of assets
- $5,959
- Qualifying distributions
- $101,830
- Net investment income
- $74,539
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES GILLIS 2209 OLD PAGE MILL RD, PALO ALTO, CA 94304 | TRUSTEE | 0 | $0 |
| JAMES P TODD 1583 MUNRAS AVE, MADERA, CA 93637 | TRUSTEE | 0 | $0 |
| SHELLY MONFORT 22900 CONGRESS SPRINGS RD, SARATOGA, CA 95070 | TRUSTEE | 0 | $0 |
| WILLIAM STARK 1082 BURNING TREE DR, CHAPEL HILL, NC 27517 | TRUSTEE | 0 | $0 |
| KEN KORMANAK 450 RAMONA RD, PORTOLA VALLEY, CA 94028 | TRUSTEE | 0 | $0 |
| CARL MOERDYKE 702 NASH, MENLO PARK, CA 94025 | CHAIRMAN | 0 | $0 |
| RYAN KELLY 10 MOUNDS ROAD 1F, SAN MATEO, CA 94402 | TREASURER | 99 | $0 |
990-PF for the year ended June 30, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES GILLIS 2209 OLD PAGE MILL RD, PALO ALTO, CA 94304 | TRUSTEE | 2 | $0 |
| JAMES P TODD 1583 MUNRAS AVE, MADERA, CA 93637 | TRUSTEE | 2 | $0 |
| SHELLY MONFORT 22900 CONGRESS SPRINGS RD, SARATOGA, CA 95070 | TRUSTEE | 2 | $0 |
| WILLIAM STARK 1082 BURNING TREE DR, CHAPEL HILL, NC 27517 | TRUSTEE | 2 | $0 |
| KEN KORMANAK 450 RAMONA RD, PORTOLA VALLEY, CA 94028 | TRUSTEE | 2 | $0 |
| CARL MOERDYKE 702 NASH, MENLO PARK, CA 94025 | CHAIRMAN | 2 | $0 |
| RYAN KELLY 185 FOREST AVE APT 4A, PALO ALTO, CA 94301 | TREASURER | 2 | $0 |
990-PF for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES GILLIS 2209 OLD PAGE MILL RD, PALO ALTO, CA 94304 | TREASURER | 0 | $0 |
| JAMES P TODD 1583 MUNRAS AVE, MADERA, CA 93637 | TRUSTEE | 0 | $0 |
| SHELLY MONFORT 22900 CONGRESS SPRINGS RD, SARATOGA, CA 95070 | TRUSTEE | 0 | $0 |
| WILLIAM STARK 1082 BURNING TREE DR, CHAPEL HILL, NC 27517 | TRUSTEE | 0 | $0 |
| KEN KORMANAK 450 RAMONA RD, PORTOLA VALLEY, CA 94028 | TRUSTEE | 0 | $0 |
| CARL MOERDYKE 702 NASH, MENLO PARK, CA 94025 | CHAIRMAN | 0 | $0 |
| RYAN KELLY 185 FOREST AVE APT 4A, PALO ALTO, CA 94301 | SCHOLARSHIP | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10 MOUNDS ROAD, SAN MATEO, CA 94402-1201
- Signed the 990-PF
- RYAN KELLY, TREASURER
- Phone
- (650) 856-7515
- Website
- WWW.MOAH.ORG
- Return prepared by
- DUNHAM ASSOCIATES CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0057575 or by the name FRANK LIVERMORE TRUST.
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0057575
- 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
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,553,402
- Income (IRS master file)
- $74,818
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $74,818 | $109,277 | $1,553,402 | XML |
| 990-PF | June 2025 | $80,275 | $113,530 | $1,514,370 | IRS |
| 990-PF | June 2024 | $74,110 | $102,785 | $1,524,898 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 77-0057575).
Questions about FRANK LIVERMORE TRUST
- What is the EIN of FRANK LIVERMORE TRUST?
- The employer identification number (EIN) of FRANK LIVERMORE TRUST is 77-0057575.
- Is FRANK LIVERMORE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to FRANK LIVERMORE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANK LIVERMORE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANK LIVERMORE TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANK LIVERMORE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of FRANK LIVERMORE TRUST?
- The 990-PF for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does FRANK LIVERMORE TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $74,818, expenses of $109,277 and total assets of $1,553,402 at year end.
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