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Nonprofit · EIN 82-2606745

WESTRIDGE FOUNDATION

Tax-exempt · PORTOLA VALLY, CA 94028

Financials

$1.9M$3.9M2023$2.6M$2.5M2024
Revenue Expenses · by fiscal year end
Financials of WESTRIDGE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,628,453$2,547,590$80,863$5,086,288$0$5,086,288
December 31, 2023990-PF$1,874,206$3,939,394-$2,065,188$5,005,425$0$5,005,425
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,735,141
Dividends
$158,896
Interest
$3,222
Net gain from sales of assets
$731,194

Expenses

Grants and similar amounts paid
$2,310,500
Compensation of officers, directors and key employees
$101,300
Disbursements for charitable purposes
$2,502,312
Excise tax on investment income
$36,315

Balance sheet and other

Total assets, start of year
$5,005,425
Total assets, end of year
$5,086,288
Total liabilities, end of year
$0
Net assets, end of year
$5,086,288
Fair market value of assets
$5,577,191
Qualifying distributions
$2,502,312
Net investment income
$2,624,847

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Shelby E Rachleff
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir40$101,300$14,303
Robert Guenley
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir2$0$0
Andrew Rachleff
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
CFO, Dir, Sec1$0$0
Debra S Rachleff
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Executive Dir, Pres, Chairman1$0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
Shelby E Rachleff
1125 Westridge Drive, Portola Valley, CA 94028
Dir40$92,767$10,886
Robert Guenley
1125 Westridge Drive, Portola Valley, CA 94028
Dir2$0$0
Andrew Rachleff
1125 Westridge Drive, Portola Valley, CA 94028
CFO, Dir, Sec1$0$0
Debra S Rachleff
1125 Westridge Drive, Portola Valley, CA 94028
Executive Dir, Pres, Chairman1$0$0

Address and contacts

Address (IRS master file)
1125 WESTRIDGE DR, PORTOLA VALLY, CA 94028-7340
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Andrew S Rachleff, Secretary
Phone
(800) 839-1754
Return prepared by
Foundation Source

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-2606745
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,086,288
Income (IRS master file)
$8,185,148

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-PFDecember 2023$1,874,206$3,939,394$5,005,425IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about WESTRIDGE FOUNDATION

What is the EIN of WESTRIDGE FOUNDATION?
The employer identification number (EIN) of WESTRIDGE FOUNDATION is 82-2606745.
Is WESTRIDGE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to WESTRIDGE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WESTRIDGE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WESTRIDGE FOUNDATION 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 WESTRIDGE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WESTRIDGE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $101,300 (Shelby E Rachleff, Dir).
How much revenue does WESTRIDGE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,628,453, expenses of $2,547,590 and total assets of $5,086,288 at year end.

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