Nonprofit · EIN 94-6178457
JACKSON H RALSTON TRUST 309
Tax-exempt · BURLINGAME, CA 94010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $532,577 | $133,645 | $398,932 | $2,191,686 | $0 | $2,191,686 |
| December 31, 2024 | 990-PF | $132,561 | $148,072 | -$15,511 | $1,792,754 | $0 | $1,792,754 |
| December 31, 2023 | 990-PF | $99,686 | $139,738 | -$40,052 | $1,808,627 | $0 | $1,808,627 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $70,290
- Interest
- $2,484
- Net gain from sales of assets
- $459,803
Expenses
- Grants and similar amounts paid
- $95,000
- Compensation of officers, directors and key employees
- $27,610
- Disbursements for charitable purposes
- $99,674
- Excise tax on investment income
- $6,956
Balance sheet and other
- Total assets, start of year
- $1,792,754
- Total assets, end of year
- $2,191,686
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,191,686
- Fair market value of assets
- $2,478,872
- Qualifying distributions
- $99,674
- Net investment income
- $532,577
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PENNINSULA BAY TRUST COMPANY 1350 BAYSHORE HIGHWAY SUITE 580, BURLINGAME, CA 94010 | TRUSTEE | 1 | $16,500 |
| WELLS FARGO BANK NA 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $11,110 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $32,483 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $31,031 |
Address and contacts
- Address (IRS master file)
- 1350 BAYSHORE HWY STE 580, BURLINGAME, CA 94010-1814
- In care of
- % WELLS FARGO BANK NA
- Signed the 990-PF
- EMBER HEUER, TRUST ASSOCIATE
- Phone
- (650) 683-8063
- Return prepared by
- PPCO ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6178457 or by the name JACKSON H RALSTON TRUST 309.
- 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 | 990-PF 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
- 94-6178457
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,191,686
- Income (IRS master file)
- $2,368,079
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $532,577 | $133,645 | $2,191,686 | IRS |
| 990-PF | December 2024 | $132,561 | $148,072 | $1,792,754 | IRS |
| 990-PF | December 2023 | $99,686 | $139,738 | $1,808,627 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 94-6178457).
Questions about JACKSON H RALSTON TRUST 309
- What is the EIN of JACKSON H RALSTON TRUST 309?
- The employer identification number (EIN) of JACKSON H RALSTON TRUST 309 is 94-6178457.
- Is JACKSON H RALSTON TRUST 309 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Which annual return does JACKSON H RALSTON TRUST 309 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACKSON H RALSTON TRUST 309 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 JACKSON H RALSTON TRUST 309 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 JACKSON H RALSTON TRUST 309?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $16,500 (PENNINSULA BAY TRUST COMPANY, TRUSTEE).
- How much revenue does JACKSON H RALSTON TRUST 309 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $532,577, expenses of $133,645 and total assets of $2,191,686 at year end.
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