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Nonprofit · EIN 94-2739938

TREFETHEN FOUNDATION

Tax-exempt · EMERYVILLE, CA 94608

Financials

−$1K$16K2023$1K$15K2024
Revenue Expenses · by fiscal year end
Financials of TREFETHEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,192$15,015-$13,823$54,698$0$54,698
December 31, 2023990-PF-$1,139$15,983-$17,122$74,271$5,750$68,521
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,654
Net gain from sales of assets
-$462

Expenses

Grants and similar amounts paid
$4,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$6,934

Balance sheet and other

Total assets, start of year
$74,271
Total assets, end of year
$54,698
Total liabilities, end of year
$0
Net assets, end of year
$54,698
Fair market value of assets
$54,788
Qualifying distributions
$6,934
Net investment income
$1,654

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 / weekCompensation
JOHN V TREFETHEN
PO BOX 2460, NAPA, CA 94558
PRESIDENT AND CEO0.25$0
CARLA T SAUNDERS
1333 JONES STREET 1105, SAN FRANCISCO, CA 94109
VICE PRESIDENT0.25$0
JOHN J CRNCICH
5901 CHRISTIE AVENUE SUITE 102, EMERYVILLE, CA 94608
CFO AND SECRETARY0.25$0
LOREN E TREFETHEN
PO BOX 3586, NAPA, CA 94558
VICE PRESIDENT0.25$0
COLIN SAUNDERS
2121 3RD STREET 401, SAN FRANCISCO, CA 94107
PRESIDENT0.25$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JOHN V TREFETHEN
PO BOX 2460, NAPA, CA 94558
PRESIDENT AND CEO0.25$0
CARLA T SAUNDERS
1333 JONES STREET 1105, SAN FRANCISCO, CA 94109
VICE PRESIDENT0.25$0
JOHN J CRNCICH
5901 CHRISTIE AVENUE SUITE 102, EMERYVILLE, CA 94608
CFO AND SECRETARY0.25$0
LOREN E TREFETHEN
PO BOX 3586, NAPA, CA 94558
VICE PRESIDENT0.25$0
COLIN SAUNDERS
2121 3RD STREET 401, SAN FRANCISCO, CA 94107
PRESIDENT0.25$0

Address and contacts

Address (IRS master file)
5901 CHRISTIE AVE STE 102, EMERYVILLE, CA 94608-1952
Signed the 990-PF
JOHN J CRNCICH, CFO AND SECRETARY
Phone
(510) 595-9601
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2739938 or by the name TREFETHEN FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
94-2739938
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
1983
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$54,698
Income (IRS master file)
$21,781

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,192$15,015$54,698XML
990-PFDecember 2023-$1,139$15,983$74,271XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 94-2739938).

Questions about TREFETHEN FOUNDATION

What is the EIN of TREFETHEN FOUNDATION?
The employer identification number (EIN) of TREFETHEN FOUNDATION is 94-2739938.
Is TREFETHEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to TREFETHEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TREFETHEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of TREFETHEN 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 TREFETHEN 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 TREFETHEN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does TREFETHEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,192, expenses of $15,015 and total assets of $54,698 at year end.

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