Nonprofit · EIN 94-3165930
ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST
Tax-exempt (reinstated) · SAINT HELENA, CA 94574
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $72,183 | $21,549 | $50,634 | $1,775,357 | $0 | $1,775,357 |
| June 30, 2024 | 990 | $57,412 | $12,593 | $44,819 | $1,619,016 | $13,342 | $1,605,674 |
| June 30, 2023 | 990 | $40,957 | $10,797 | $30,160 | $1,451,080 | $10,334 | $1,440,746 |
| June 30, 2022 | 990 | $45,732 | $13,932 | $31,800 | $1,331,470 | $10,334 | $1,321,136 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $72,183
- Net gain from sales of assets
- $10,242
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $8,183
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $900
- Program services (functional)
- $8,183
- Management and general (functional)
- $13,366
Balance sheet and other
- Total assets, start of year
- $1,619,016
- Total assets, end of year
- $1,775,357
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,775,357
- Publicly traded securities
- $1,772,357
- Net assets without donor restrictions
- $1,775,357
- Gross receipts
- $232,709
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1992
- State of legal domicile
- CA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Goldfarb | President Trustee or director, Officer | 2 | $0 |
| Michael Rose | Secretary Trustee or director, Officer | 2 | $0 |
| Dani Brown | Treasurer Trustee or director, Officer | 0.25 | $0 |
| Coco Lopez | Vice President Trustee or director, Officer | 3 | $0 |
| Kristin Hoffmeister | Grant Chair Trustee or director | 0.25 | $0 |
| Amy Watson | Director Trustee or director | 0.1 | $0 |
| Meg Ryan | Grant Chair Trustee or director | 1 | $0 |
| Kelly Crane | Endowment Chair Trustee or director | 0.25 | $0 |
| Shawn Moura | Director Trustee or director | 0.2 | $0 |
| Doug Abdalla | Grant Chair Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Goldfarb | President Trustee or director, Officer | 3 | $0 |
| Amy Baxter | Secretary Trustee or director, Officer | 0.2 | $0 |
| Dani Brown | Treasurer Trustee or director, Officer | 2 | $0 |
| Coco Lopez | Vice President Trustee or director, Officer | 7 | $0 |
| Kristin Hoffmeister | Grant Chair Trustee or director | 1 | $0 |
| Michael Rose | Director Trustee or director | 1 | $0 |
| Meg Ryan | Grant Chair Trustee or director | 1 | $0 |
| Kelly Crane | Endowment Chair Trustee or director | 0.25 | $0 |
| Shawn Moura | Director Trustee or director | 0.25 | $0 |
| Doug Abdalla | Grant Chair Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Goldfarb | President Trustee or director, Officer | 3 | $0 |
| Amy Baxter | Secretary Trustee or director, Officer | 0.2 | $0 |
| Dani Brown | Treasurer Trustee or director, Officer | 2 | $0 |
| Coco Lopez | Vice President Trustee or director, Officer | 7 | $0 |
| Kristin Hoffmeister | Director Trustee or director | 1 | $0 |
| Michael Rose | Director Trustee or director | 1 | $0 |
| Meg Ryan | Director Trustee or director | 1 | $0 |
| Kelly Crane | Endowment Chair Trustee or director | 0.25 | $0 |
| Shawn Moura | Director Trustee or director | 0.25 | $0 |
| Doug Abdalla | Director Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2022: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Goldfarb | President Trustee or director, Officer | 1 | $0 |
| Amy Watson | Secretary Trustee or director, Officer | 1 | $0 |
| Dani Brown | Treasurer Trustee or director, Officer | 1 | $0 |
| Coco Lopez | Vice President Trustee or director, Officer | 1 | $0 |
| Kristin Hoffmeister | Director Trustee or director | 1 | $0 |
| Michael Rose | Director Trustee or director | 1 | $0 |
| Meg Ryan | Director Trustee or director | 2 | $0 |
| Kelly Crane | Endowment Chair Trustee or director | 0.5 | $0 |
| Shawn Moura | Director Trustee or director | 0.5 | $0 |
| Doug Abdalla | Director Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 305, SAINT HELENA, CA 94574-0305
- In care of
- % GERALD WING
- Principal officer (990 for 2024)
- Lisa Goldfarb, PO Box 305, St Helena, CA 945740305
- Signed the 990
- Dani Brown, Treasurer
- Phone
- (707) 963-4282
- Website
- www.shpsf.org
- Return prepared by
- BROTEMARKLE DAVIS & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3165930 or by the name ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST.
- 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)
Mission
This Organization has been organized and operates exclusively to benefit the St. Helena Public Schools Foundation, a public charity.
Program accomplishments
- Monetary support provided to the St. Helena Public Schools Foundation.Expenses $8,183 · grants $8,183
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3165930
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B19)
- Assets (IRS master file)
- $1,775,357
- Income (IRS master file)
- $232,709
Revocation and reinstatement
- Exemption revoked
- November 15, 2010
- Posted by the IRS
- July 13, 2011
- Reinstated
- Effective November 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $72,183 | $21,549 | $1,775,357 | IRS |
| 990 | June 2024 | $57,412 | $12,593 | $1,619,016 | XML |
| 990 | June 2023 | $40,957 | $10,797 | $1,451,080 | XML |
| 990 | June 2022 | $45,732 | $13,932 | $1,331,470 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 94-3165930).
Questions about ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST
- What is the EIN of ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST?
- The employer identification number (EIN) of ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST is 94-3165930.
- Is ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective November 15, 2010.
- Are donations to ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST?
- The 990 for the year ended June 30, 2025 names Lisa Goldfarb.
- Who are the officers and directors of ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $72,183, expenses of $21,549 and total assets of $1,775,357 at year end.
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