Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 94-2790167

BEVERLY M FOLGER FOUNDATION

Tax-exempt · SAN FRANCISCO, CA 94104

Financials

$246K$313K2023$245K$289K2024$238K$258K2025
Revenue Expenses · by fiscal year end
Financials of BEVERLY M FOLGER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$237,914$257,943-$20,029$2,291,771$0$2,291,771
December 31, 2024990-PF$245,173$288,552-$43,379$2,311,801$0$2,311,801
December 31, 2023990-PF$245,551$313,052-$67,501$2,355,180$0$2,355,180
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$109,094
Interest
$8,524
Net gain from sales of assets
$120,296

Expenses

Grants and similar amounts paid
$192,450
Compensation of officers, directors and key employees
$5,000
Disbursements for charitable purposes
$221,079
Excise tax on investment income
$2,858

Balance sheet and other

Total assets, start of year
$2,311,801
Total assets, end of year
$2,291,771
Total liabilities, end of year
$0
Net assets, end of year
$2,291,771
Fair market value of assets
$4,945,111
Qualifying distributions
$221,079
Net investment income
$239,759

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.

NameTitleHours / weekCompensation
ELIZABETH J FOLGER
180 MONTGOMERY STREET SUITE 1616, SAN FRANCISCO, CA 94104
DIRECTOR, PRESIDENT1$5,000
MICHAEL L HELMS
180 MONTGOMERY STREET SUITE 1616, SAN FRANCISCO, CA 94104
DIRECTOR, TREASURER1$0
GARY E BOTTO
180 MONTGOMERY STREET SUITE 1616, SAN FRANCISCO, CA 94104
DIRECTOR, MEMBER, SECRETAR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ELIZABETH J FOLGER
180 MONTGOMERY STREET SUITE 1616, SAN FRANCISCO, CA 94104
DIRECTOR, PRESIDENT1$5,000
MICHAEL L HELMS
180 MONTGOMERY STREET SUITE 1616, SAN FRANCISCO, CA 94104
DIRECTOR, TREASURER1$0
GARY E BOTTO
180 MONTGOMERY STREET SUITE 1616, SAN FRANCISCO, CA 94104
DIRECTOR, MEMBER, SECRETAR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ELIZABETH J FOLGER
180 MONTGOMERY STREET SUITE 1616, SAN FRANCISCO, CA 94104
DIRECTOR, PRESIDENT1$5,000
MICHAEL L HELMS
180 MONTGOMERY STREET SUITE 1616, SAN FRANCISCO, CA 94104
DIRECTOR, TREASURER1$0
GARY E BOTTO
180 MONTGOMERY STREET SUITE 1616, SAN FRANCISCO, CA 94104
DIRECTOR, MEMBER, SECRETAR1$0

Address and contacts

Address (IRS master file)
180 MONTGOMERY ST STE 1616, SAN FRANCISCO, CA 94104-4235
Signed the 990-PF
GARY E BOTTO, SECRETARY
Phone
(415) 364-9700
Return prepared by
BOTTO LAW GROUP LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2790167 or by the name BEVERLY M FOLGER 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
94-2790167
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)
$2,291,771
Income (IRS master file)
$267,569

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$237,914$257,943$2,291,771IRS
990-PFDecember 2024$245,173$288,552$2,311,801IRS
990-PFDecember 2023$245,551$313,052$2,355,180XML
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 94-2790167).

Questions about BEVERLY M FOLGER FOUNDATION

What is the EIN of BEVERLY M FOLGER FOUNDATION?
The employer identification number (EIN) of BEVERLY M FOLGER FOUNDATION is 94-2790167.
Is BEVERLY M FOLGER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to BEVERLY M FOLGER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BEVERLY M FOLGER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BEVERLY M FOLGER 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 BEVERLY M FOLGER 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 BEVERLY M FOLGER FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $5,000 (ELIZABETH J FOLGER, DIRECTOR, PRESIDENT).
How much revenue does BEVERLY M FOLGER FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $237,914, expenses of $257,943 and total assets of $2,291,771 at year end.

Other nonprofits in SAN FRANCISCO

All nonprofits in SAN FRANCISCO · California