Nonprofit · EIN 77-0410204
GERALD AND DOROTHY ERICH ENDOWNMENT FUND
Tax-exempt · MORGAN HILL, CA 95037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $73,042 | $37,434 | $35,608 | $1,851,347 | $0 | $1,851,347 |
| June 30, 2024 | 990 | $98,040 | $36,202 | $61,838 | $1,501,858 | $0 | $1,501,858 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $73,042
Expenses
- Grants and similar amounts paid
- $14,500
- Disbursements for charitable purposes
- $14,500
- Excise tax on investment income
- $805
Balance sheet and other
- Total assets, start of year
- $1,722,600
- Total assets, end of year
- $1,851,347
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,851,347
- Fair market value of assets
- $1,851,347
- Qualifying distributions
- $14,500
- Net investment income
- $80,821
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marianne Ezell 16386 Shannon Road, Los Gatos, CA 95032 | President | 1 | $0 |
| Ruth Ashford 3005 Breen Court, San Jose, CA 95121 | Secretary | 1 | $0 |
| Sara Calkins 3433 Glamorgan Ct, San Jose, CA 95127 | Treasurer | 2 | $0 |
| Deepali Sinha 5920 Country Club Parkway, San Jose, CA 95138 | President-Elect | 1 | $0 |
| Van Le N Jackson Ave 12, San Jose, CA 95133 | Member | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Deepali Sinha | President Officer | 1 | $0 |
| Francesca Medina | President-Elect Officer | 1 | $0 |
| Ruth Ashford | Secretary Officer | 1 | $0 |
| Sara Calkins | Treasurer Officer | 2 | $0 |
| Van Le | Member Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 17995 LAUREL WOOD LN, MORGAN HILL, CA 95037-3424
- In care of
- % BRIAN BIANCO
- Mailing address (990-N for 2008)
- 55ALMADEN BLVD 6TH FLOOR, SAN JOSE CA 95113
- Principal officer (990-N for 2008)
- GERALD AND DOROTHY ERICH ENDOWMENT FUND, 55 ALMADEN BLVD 6TH FLOOR, SAN JOSE CA 95112
- Signed the 990-PF
- Brian Bianco, Treasurer
- Phone
- (408) 309-3480
- Return prepared by
- Karen A Hahn CPA Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0410204 or by the name GERALD AND DOROTHY ERICH ENDOWNMENT 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 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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0410204
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,851,347
- Income (IRS master file)
- $73,042
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $73,042 | $37,434 | $1,851,347 | IRS |
| 990 | June 2024 | $98,040 | $36,202 | $1,501,858 | IRS |
| 990 | June 2023 | $21,189 | $56,370 | $1,332,613 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: GERALD AND DOROTHY ERICH ENDOWMENT FUND | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 77-0410204).
Questions about GERALD AND DOROTHY ERICH ENDOWNMENT FUND
- What is the EIN of GERALD AND DOROTHY ERICH ENDOWNMENT FUND?
- The employer identification number (EIN) of GERALD AND DOROTHY ERICH ENDOWNMENT FUND is 77-0410204.
- Is GERALD AND DOROTHY ERICH ENDOWNMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to GERALD AND DOROTHY ERICH ENDOWNMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERALD AND DOROTHY ERICH ENDOWNMENT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERALD AND DOROTHY ERICH ENDOWNMENT FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GERALD AND DOROTHY ERICH ENDOWNMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who is the principal officer of GERALD AND DOROTHY ERICH ENDOWNMENT FUND?
- The 990-N for 2008 names GERALD AND DOROTHY ERICH ENDOWMENT FUND.
- Who are the officers and directors of GERALD AND DOROTHY ERICH ENDOWNMENT FUND?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does GERALD AND DOROTHY ERICH ENDOWNMENT FUND have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $73,042, expenses of $37,434 and total assets of $1,851,347 at year end.
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