Nonprofit · EIN 94-3165171
TOSA FOUNDATION
Tax-exempt · PORTOLA VALLY, CA 94028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $52,610,043 | $130,852,488 | -$78,242,445 | $391,617,057 | $943,525 | $390,673,532 |
| December 31, 2023 | 990-PF | $57,041,598 | $89,832,883 | -$32,791,285 | $481,360,708 | $26,413,498 | $454,947,210 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $18,097,244
- Dividends
- $4,847,060
- Interest
- $2,386,580
- Net gain from sales of assets
- $16,697,752
- Other income
- $10,581,407
Expenses
- Grants and similar amounts paid
- $129,772,088
- Compensation of officers, directors and key employees
- $30,000
- Disbursements for charitable purposes
- $103,037,420
- Excise tax on investment income
- $730,096
Balance sheet and other
- Total assets, start of year
- $481,360,708
- Total assets, end of year
- $391,617,057
- Total liabilities, end of year
- $943,525
- Net assets, end of year
- $390,673,532
- Fair market value of assets
- $391,617,057
- Qualifying distributions
- $103,037,420
- Net investment income
- $52,767,489
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 |
|---|---|---|---|
| JOHN D MORGRIDGE 3130 ALPINE ROAD SUITE 288 PMB 705, PORTOLA VALLEY, CA 94028 | DIRECTOR | 2 | $30,000 |
| TASHIA F MORGRIDGE 107 MAPACHE DRIVE, PORTOLA VALLEY, CA 94028 | DIRECTOR/PRES | 20 | $0 |
| JOHN P MORGRIDGE 107 MAPACHE DRIVE, PORTOLA VALLEY, CA 94028 | DIRECTOR/CFO | 20 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN D MORGRIDGE 3130 ALPINE ROAD SUITE 288 PMB 705, PORTOLA VALLEY, CA 94028 | DIRECTOR | 20 | $30,000 |
| TASHIA F MORGRIDGE 107 MAPACHE DRIVE, PORTOLA VALLEY, CA 94028 | DIRECTOR/PRES | 20 | $0 |
| JOHN P MORGRIDGE 107 MAPACHE DRIVE, PORTOLA VALLEY, CA 94028 | DIRECTOR/CFO | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 3130 ALPINE RD STE 288 PMB 705, PORTOLA VALLY, CA 94028-7541
- In care of
- % TASHIA MORGRIDGE
- Signed the 990-PF
- JOHN P MORGRIDGE, DIRECTOR
- Phone
- (650) 851-6922
- Return prepared by
- FRANK RIMERMAN CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3165171 or by the name TOSA 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
- 94-3165171
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $391,617,057
- Income (IRS master file)
- $70,837,496
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $52,610,043 | $130,852,488 | $391,617,057 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $57,041,598 | $89,832,883 | $481,360,708 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 94-3165171).
Questions about TOSA FOUNDATION
- What is the EIN of TOSA FOUNDATION?
- The employer identification number (EIN) of TOSA FOUNDATION is 94-3165171.
- Is TOSA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to TOSA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TOSA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TOSA 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 TOSA 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 TOSA FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $30,000 (JOHN D MORGRIDGE, DIRECTOR).
- How much revenue does TOSA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $52,610,043, expenses of $130,852,488 and total assets of $391,617,057 at year end.
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All nonprofits in PORTOLA VALLY · California · Philanthropy, voluntarism and grantmaking foundations