Nonprofit · EIN 94-3270387
KALLIOPEIA FOUNDATION
Tax-exempt · INVERNESS, CA 94937
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $18,406,741 | $14,205,571 | $4,201,170 | $291,607,071 | $3,923,648 | $287,683,423 |
| December 31, 2023 | 990-PF (amended) | $46,125,271 | $15,208,871 | $30,916,400 | $284,507,941 | $5,094,970 | $279,412,971 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $94,865
- Dividends
- $5,865,464
- Net gain from sales of assets
- $16,971,039
- Other income
- -$4,524,627
Expenses
- Grants and similar amounts paid
- $5,426,000
- Compensation of officers, directors and key employees
- $334,352
- Salaries, compensation and benefits (total)
- $2,100,764
- Disbursements for charitable purposes
- $13,465,621
- Excise tax on investment income
- $222,451
Balance sheet and other
- Total assets, start of year
- $284,507,941
- Total assets, end of year
- $291,607,071
- Total liabilities, end of year
- $3,923,648
- Net assets, end of year
- $287,683,423
- Fair market value of assets
- $291,607,071
- Qualifying distributions
- $14,779,323
- Net investment income
- $18,024,971
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 |
|---|---|---|---|---|
| Z Fuller-Rowell PO Box 246, Inverness, CA 94937 | Executive Dir. | 35 | $200,000 | $48,935 |
| Teresa Dunbar PO Box 246, Inverness, CA 94937 | Dir Fin & Inv Highest-paid employee | 35 | $185,000 | $117,979 |
| Emmanuel Vaughan-Lee PO Box 246, Inverness, CA 94937 | Exec. Editor Highest-paid employee | 35 | $180,250 | $70,450 |
| Sohrob Nabatian PO Box 246, Inverness, CA 94937 | Dir. Grants Highest-paid employee | 35 | $168,000 | $73,938 |
| Seana Quinn PO Box 246, Inverness, CA 94937 | Managing Editor Highest-paid employee | 35 | $153,333 | $63,178 |
| Tania Morrison PO Box 246, Inverness, CA 94937 | Grant Officer Highest-paid employee | 35 | $137,400 | $42,060 |
| L Kleger PO Box 246, Inverness, CA 94937 | Board Chair | 3 | $25,000 | – |
| J Huxley PO Box 246, Inverness, CA 94937 | Director | 3 | $25,000 | – |
| D Weeren PO Box 246, Inverness, CA 94937 | Sect'y/Treas | 3 | $25,000 | – |
| Z Whalen PO Box 246, Inverness, CA 94937 | Director | 3 | $10,417 | – |
| S Manu PO Box 246, Inverness, CA 94937 | Director | 3 | $0 | – |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Z Fuller-Rowell PO Box 246, Inverness, CA 94937 | Executive Dir. | 35 | $195,000 | $46,523 |
| Teresa Dunbar PO Box 246, Inverness, CA 94937 | Dir Fin & Inv Highest-paid employee | 35 | $193,000 | $56,368 |
| Emmanuel Vaughan-Lee PO Box 246, Inverness, CA 94937 | Dir. SE Highest-paid employee | 35 | $175,600 | $62,178 |
| Greg Hagerman PO Box 246, Inverness, CA 94937 | Fin Mgr Highest-paid employee | 35 | $173,500 | $71,115 |
| Cleary Vaughan-Lee PO Box 246, Inverness, CA 94937 | Dir GOP Highest-paid employee | 35 | $172,811 | $35,936 |
| Sohrob Nabatian PO Box 246, Inverness, CA 94937 | Dir. Grants Highest-paid employee | 35 | $162,000 | $68,095 |
| L Kleger PO Box 246, Inverness, CA 94937 | Board Chair | 3 | $25,000 | – |
| J Huxley PO Box 246, Inverness, CA 94937 | Director | 3 | $25,000 | – |
| S Manu PO Box 246, Inverness, CA 94937 | Director | 3 | $25,000 | – |
| D Weeren PO Box 246, Inverness, CA 94937 | Sect'y/Treas | 3 | $25,000 | – |
| Z Whalen PO Box 246, Inverness, CA 94937 | Director | 3 | $25,000 | – |
Address and contacts
- Address (IRS master file)
- PO BOX 246, INVERNESS, CA 94937-0246
- Signed the 990-PF
- Zoe Fuller-Rowell, Executive Director
- Phone
- (415) 482-1043
- Website
- www.kalliopeia.org
- Return prepared by
- Fontanello Duffield & Otake LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3270387 or by the name KALLIOPEIA 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
- 94-3270387
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $291,607,071
- Income (IRS master file)
- $76,802,898
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $18,406,741 | $14,205,571 | $291,607,071 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $46,125,271 | $15,208,871 | $284,507,941 | 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 2018 | – | – | – | 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 94-3270387).
Questions about KALLIOPEIA FOUNDATION
- What is the EIN of KALLIOPEIA FOUNDATION?
- The employer identification number (EIN) of KALLIOPEIA FOUNDATION is 94-3270387.
- Is KALLIOPEIA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to KALLIOPEIA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does KALLIOPEIA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KALLIOPEIA 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 KALLIOPEIA 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 KALLIOPEIA FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 10 received compensation from the organization, the highest $200,000 (Z Fuller-Rowell, Executive Dir.).
- How much revenue does KALLIOPEIA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $18,406,741, expenses of $14,205,571 and total assets of $291,607,071 at year end.
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