Nonprofit · EIN 87-2933644
SOX TREE FOUNDATION
Tax-exempt · ATHERTON, CA 94027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $797,855 | $1,200,753 | -$402,898 | $1,686,720 | $0 | $1,686,720 |
| December 31, 2024 | 990-PF | $915,165 | $766,008 | $149,157 | $2,089,246 | $0 | $2,089,246 |
| December 31, 2023 | 990-PF | $1,046,519 | $750,501 | $296,018 | $2,277,553 | $0 | $2,277,553 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $531,544
- Dividends
- $60,517
- Net gain from sales of assets
- $205,794
Expenses
- Grants and similar amounts paid
- $1,066,500
- Salaries, compensation and benefits (total)
- $102,710
- Disbursements for charitable purposes
- $1,175,811
- Excise tax on investment income
- $3,427
Balance sheet and other
- Total assets, start of year
- $2,089,246
- Total assets, end of year
- $1,686,720
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,686,720
- Fair market value of assets
- $1,908,539
- Qualifying distributions
- $1,175,811
- Net investment income
- $266,311
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW OGAWA 57 MULBERRY LN, ATHERTON, CA 94027 | PRESIDENT | 2 | $0 |
| ARDEN TRUST COMPANY 2751 CENTERVILLE RD STE 400, WILMINGTON, DE 19808 | AGENT FOR TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW OGAWA 57 MULBERRY LN, ATHERTON, CA 94027 | PRESIDENT | 2 | $0 |
| ARDEN TRUST COMPANY 2751 CENTERVILLE RD STE 400, WILMINGTON, DE 19808 | AGENT FOR TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW OGAWA 57 MULBERRY LN, ATHERTON, CA 94027 | PRESIDENT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 57 MULBERRY LN, ATHERTON, CA 94027-5421
- In care of
- % ANDREW OGAWA
- Signed the 990-PF
- ANDREW OGAWA, PRESIDENT
- Phone
- (614) 249-1948
- Return prepared by
- KPMG LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-2933644
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,686,720
- Income (IRS master file)
- $2,264,037
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,046,519 | $750,501 | $2,277,553 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 SOX TREE FOUNDATION
- What is the EIN of SOX TREE FOUNDATION?
- The employer identification number (EIN) of SOX TREE FOUNDATION is 87-2933644.
- Is SOX TREE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to SOX TREE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOX TREE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOX TREE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOX TREE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SOX TREE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SOX TREE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $797,855, expenses of $1,200,753 and total assets of $1,686,720 at year end.
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All nonprofits in ATHERTON · California · Philanthropy, voluntarism and grantmaking foundations