Nonprofit · EIN 94-3345967
BELLA VISTA FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,330,253 | $4,974,603 | -$2,644,350 | $68,431,993 | $1,729,910 | $66,702,083 |
| December 31, 2023 | 990-PF | -$297,583 | $4,444,297 | -$4,741,880 | $68,423,844 | $1,967,547 | $66,456,297 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $663,417
- Interest
- $287,579
- Net gain from sales of assets
- $1,379,257
Expenses
- Grants and similar amounts paid
- $3,677,793
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,412,485
- Excise tax on investment income
- $58,050
Balance sheet and other
- Total assets, start of year
- $68,423,844
- Total assets, end of year
- $68,431,993
- Total liabilities, end of year
- $1,729,910
- Net assets, end of year
- $66,702,083
- Fair market value of assets
- $68,431,993
- Qualifying distributions
- $4,412,485
- Net investment income
- $4,714,832
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 |
|---|---|---|---|
| JEAN CASEY 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | SECRETARY | 1 | $0 |
| SUSAN KOE 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | CHAIR | 1 | $0 |
| KATHERINE JOINER 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | CO-TREASURER | 1 | $0 |
| SHANNON CASEY WELCH 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | VICE CHAIR AND CO-TREASURER | 1 | $0 |
| ROB MILLIS 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | DIRECTOR | 1 | $0 |
| MICHEAL CASEY 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | DIRECTOR | 1 | $0 |
| KIMBERLY CASEY 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | DIRECTOR | 1 | $0 |
| SPENCER KIRKWOOD 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | AUDIT CHAIR | 1 | $0 |
| JOHN KIRKWOOD 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | DIRECTOR EMERITUS | 1 | $0 |
| SARA KOE 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN CASEY 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | SECRETARY | 1 | $0 |
| SUSAN KOE 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | CHAIR | 1 | $0 |
| KATHERINE JOINER 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | CO-TREASURER | 1 | $0 |
| SHANNON CASEY WELCH 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | SECRETARY | 1 | $0 |
| ROB MILLIS 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | CO-TREASURER | 1 | $0 |
| MICHEAL CASEY 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | DIRECTOR | 1 | $0 |
| KIMBERLY CASEY 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | DIRECTOR | 1 | $0 |
| SPENCER KIRKWOOD 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | AUDIT CHAIR | 1 | $0 |
| JOHN KIRKWOOD 1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109 | DIRECTOR EMERITUS | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1660 BUSH STREET 300, SAN FRANCISCO, CA 94109-5308
- In care of
- % PACIFIC FOUNDATION SERVICES LLP
- Signed the 990-PF
- KATHERINE JOINER, CO-TREASURER
- Phone
- (415) 561-6540
- Website
- WWW.BELLAVISTAFOUNDATION.ORG
- Return prepared by
- ROBERT LEE & ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3345967 or by the name BELLA VISTA 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
- 94-3345967
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $68,431,993
- Income (IRS master file)
- $28,046,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,330,253 | $4,974,603 | $68,431,993 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | -$297,583 | $4,444,297 | $68,423,844 | 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-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 94-3345967).
Questions about BELLA VISTA FOUNDATION
- What is the EIN of BELLA VISTA FOUNDATION?
- The employer identification number (EIN) of BELLA VISTA FOUNDATION is 94-3345967.
- Is BELLA VISTA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BELLA VISTA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BELLA VISTA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BELLA VISTA 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 BELLA VISTA 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 BELLA VISTA FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does BELLA VISTA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,330,253, expenses of $4,974,603 and total assets of $68,431,993 at year end.
Other nonprofits in SAN FRANCISCO
- SERGEY BRIN FAMILY FOUNDATION EIN 47-2107200 · last filed 990-PF for 2024
- JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES EIN 94-1156533 · last filed 990 for 2025
- MAXWELL HANRAHAN FOUNDATION EIN 83-2118884 · last filed 990-PF for 2024
- TIDES FOUNDATION EIN 51-0198509 · last filed 990 for 2024
- SAN FRANCISCO FOUNDATION EIN 01-0679337 · last filed 990 for 2025
- JAMES IRVINE FOUNDATION EIN 94-1236937 · last filed 990-PF for 2024
- UNITED STATES ENERGY FOUNDATION EIN 83-1740146 · last filed 990 for 2024
- GIVE FORWARD FOUNDATION EIN 82-3785197 · last filed 990-PF for 2024
All nonprofits in SAN FRANCISCO · California · Philanthropy, voluntarism and grantmaking foundations