Nonprofit · EIN 77-0068533
THE FOUNDATION AT HEARST CASTLE
Tax-exempt · SAN SIMEON, CA 93452
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $470,563 | $474,335 | -$3,772 | $679,238 | $14,108 | $665,130 |
| December 31, 2023 | 990 | $722,451 | $609,065 | $113,386 | $663,084 | $27,067 | $636,017 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $325,307
- Program service revenue
- $53,562
- Investment income
- $13,075
- Net income from fundraising events
- $78,619
- Other revenue
- $78,619
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $71,854
- Other salaries and wages
- $137,189
- Salaries, compensation and benefits (total)
- $244,864
- Professional fundraising fees
- $0
- Travel
- $7,540
- Program services (functional)
- $317,806
- Management and general (functional)
- $80,635
- Fundraising (functional)
- $75,894
Balance sheet and other
- Total assets, start of year
- $663,084
- Total assets, end of year
- $679,238
- Total liabilities, end of year
- $14,108
- Net assets, end of year
- $665,130
- Publicly traded securities
- $291,731
- Gross receipts
- $573,997
- Employees
- 3
- Volunteers
- 15
- Year formed
- 1985
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG JENZEN | Executive Director | 40 | $71,854 |
| DOUG AYRES | Director Trustee or director | 1 | $0 |
| SCHUYLER HOVERSTEN | Director Trustee or director | 2 | $0 |
| SUSIE BOUTONNET | Director Trustee or director | 1 | $0 |
| CHRISTOPHER BURGART | Director Trustee or director | 2 | $0 |
| VICTOR HERRERA | Director Trustee or director | 1 | $0 |
| ABE MARQUEZ | Member at Large Trustee or director | 1 | $0 |
| WILLIAM THOMA | Director Trustee or director | 1 | $0 |
| EVELYN PLEMONS | Secretary Officer | 3 | $0 |
| LISA HAAS | President Officer | 4 | $0 |
| KRISTIN RASMUSSEN | Treasurer Officer | 6 | $0 |
| MARGARET KLEVINS | Vice President Officer | 1 | $0 |
| DIA RIANDA | President Officer | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCH MASSEY | Executive Director | 0 | $198,016 |
| BOB PRIOLA | Director Trustee or director | 1 | $0 |
| PILAAR TERRY | Director Trustee or director | 1 | $0 |
| NIKKI WILMORE | Director Trustee or director | 2 | $0 |
| VICTOR HERRERA | Director Trustee or director | 1 | $0 |
| MARGARET KLEVINS | Director Trustee or director | 1 | $0 |
| ABE MARQUEZ | Director Trustee or director | 1 | $0 |
| SAM MAZZEO | Director Trustee or director | 1 | $0 |
| DIA RIANDA | Director Trustee or director | 1 | $0 |
| BILL THOMA | Director Trustee or director | 1 | $0 |
| SCHUYLER HOVERSTEN | Vice President Officer | 2 | $0 |
| EVELYN PLEMONS | Secretary Officer | 3 | $0 |
| ABRAHAM MARQUEZ | President Officer | 4 | $0 |
| KRISTIN RASMUSSEN | Treasurer Officer | 6 | $0 |
| DIA RIANDA | Member at Large Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 700 HEARST CASTLE RD, SAN SIMEON, CA 93452-9740
- Principal officer (990 for 2024)
- Doug Jenzen
- Signed the 990
- Kristin Rasmussen, Treasurer
- Phone
- (805) 995-9720
- Return prepared by
- Burkart & Stevens
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0068533 or by the name THE FOUNDATION AT HEARST CASTLE.
- 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)
Mission
The Foundation at Hearst Castle's mission is to support the conservation and restoration of Hearst Castle, and to offer youth programs for underserved middle school students - To enhance the appreciation of the art and architecture of this world-class museum and monument, ultimately enriching the visitor experience and inspiring future generation.The Foundation at Hearst Castle is a 501(c)(3) nonprofit association affiliated with Hearst San Simeon State Historical Monument and the San Luis Obispo Coast District of California State Parks. EIN 77-0068533.
Program accomplishments
- The Foundation at Hearst Castle's events attract unique audiences not traditionally drawn to the Castle, and in so doing heighten public awareness and offer educational opportunities.William Randolph Hearst was an art collector who amassed an impressive body of work that graces not only San Simeon, but private collections and public institutions. Twilight on the Terrace is an event which introduces several hundred guests to the importance of conservation of this museum-quality collection. Their donations have a crucial impact on Heart Castle's future for students, scholars, and the visiting public.Expenses $248,619
- Provide services and support for the San Luis Obispo Coastal District.Expenses $69,187
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 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0068533
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $679,238
- Income (IRS master file)
- $573,997
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $470,563 | $474,335 | $679,238 | XML |
| 990 | December 2023 | $722,451 | $609,065 | $663,084 | XML |
| 990 | December 2022 | $397,141 | $371,643 | $454,200 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 77-0068533).
Questions about THE FOUNDATION AT HEARST CASTLE
- What is the EIN of THE FOUNDATION AT HEARST CASTLE?
- The employer identification number (EIN) of THE FOUNDATION AT HEARST CASTLE is 77-0068533.
- Is THE FOUNDATION AT HEARST CASTLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE FOUNDATION AT HEARST CASTLE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE FOUNDATION AT HEARST CASTLE 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 THE FOUNDATION AT HEARST CASTLE 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 THE FOUNDATION AT HEARST CASTLE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE FOUNDATION AT HEARST CASTLE?
- The 990 for the year ended December 31, 2024 names Doug Jenzen.
- Who are the officers and directors of THE FOUNDATION AT HEARST CASTLE?
- The 990 for the year ended December 31, 2024 lists 13 people; 1 received compensation from the organization, the highest $71,854 (DOUG JENZEN, Executive Director).
- How much revenue does THE FOUNDATION AT HEARST CASTLE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $470,563, expenses of $474,335 and total assets of $679,238 at year end.
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