Nonprofit · EIN 94-2506257
BERNARD OSHER FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,054,980 | $9,670,435 | -$8,615,455 | $28,343,012 | $8,438,615 | $19,904,397 |
| December 31, 2023 | 990-PF | $9,368,016 | $13,004,006 | -$3,635,990 | $31,589,307 | $3,298,807 | $28,290,500 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $579,428
- Interest
- $481,282
- Net gain from sales of assets
- -$6,619
- Other income
- $889
Expenses
- Grants and similar amounts paid
- $8,238,000
- Compensation of officers, directors and key employees
- $527,097
- Salaries, compensation and benefits (total)
- $101,798
- Disbursements for charitable purposes
- $4,881,115
- Excise tax on investment income
- $12,598
Balance sheet and other
- Total assets, start of year
- $31,589,307
- Total assets, end of year
- $28,343,012
- Total liabilities, end of year
- $8,438,615
- Net assets, end of year
- $19,904,397
- Fair market value of assets
- $27,118,361
- Qualifying distributions
- $4,881,115
- Net investment income
- $1,054,469
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY BITTERMAN ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | PRESIDENT | 40 | $368,347 | $30,500 |
| KELLY JANE ROSENBLATT ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR Highest-paid employee | 40 | $127,549 | $11,277 |
| JEANIE HIROKANE ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | SECRETARY | 40 | $115,500 | $11,550 |
| DAVID AGGER ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $400 | $0 |
| JOHN GALLO ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $400 | $0 |
| LAURA LAUDER ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $400 | $0 |
| BARBRO OSHER ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | CHAIRMAN | 1 | $0 | $0 |
| BERNARD OSHER ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | TREASURER | 15 | $0 | $0 |
| PHYLLIS COOK ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| ROBERT FRIEND ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| JOHN PRITZKER ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| KRIS MARNEY ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | CFO | 5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY BITTERMAN ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | PRESIDENT | 40 | $325,000 | $30,000 |
| JEANIE HIROKANE ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | SECRETARY | 40 | $111,093 | $11,000 |
| KELLY JANE ROSENBLATT ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR Highest-paid employee | 40 | $98,911 | $27,568 |
| DAVID AGGER ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $400 | $0 |
| JOHN GALLO ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $400 | $0 |
| BARBRO OSHER ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | CHAIRMAN | 1 | $0 | $0 |
| BERNARD OSHER ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | TREASURER | 15 | $0 | $0 |
| PHYLLIS COOK ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| ROBERT FRIEND ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| LAURA LAUDER ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| JOHN PRITZKER ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| KRIS MARNEY ONE MARKET PLAZA STEUART TOWER STE, 1000, SAN FRANCISCO, CA 94105 | CFO | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 MARKET STE 1000, SAN FRANCISCO, CA 94105-1596
- Signed the 990-PF
- BARBRO OSHER, CHAIR
- Phone
- (415) 861-5587
- Website
- WWW.OSHERFOUNDATION.ORG
- Return prepared by
- BPM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2506257 or by the name BERNARD OSHER FOUNDATION.
- 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 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-2506257
- 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
- 1979
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $28,343,012
- Income (IRS master file)
- $11,365,786
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,054,980 | $9,670,435 | $28,343,012 | IRS |
| 990-PF | December 2023 | $9,368,016 | $13,004,006 | $31,589,307 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 94-2506257).
Questions about BERNARD OSHER FOUNDATION
- What is the EIN of BERNARD OSHER FOUNDATION?
- The employer identification number (EIN) of BERNARD OSHER FOUNDATION is 94-2506257.
- Is BERNARD OSHER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to BERNARD OSHER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD OSHER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD OSHER 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 BERNARD OSHER 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 BERNARD OSHER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 6 received compensation from the organization, the highest $368,347 (MARY BITTERMAN, PRESIDENT).
- How much revenue does BERNARD OSHER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,054,980, expenses of $9,670,435 and total assets of $28,343,012 at year end.
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