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Nonprofit · EIN 95-4185111

VOLLMER FAMILY FOUNDATION

Tax-exempt · NAPA, CA 94558

Financials

$221K$434K2023$616K$426K2024
Revenue Expenses · by fiscal year end
Financials of VOLLMER FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$615,966$425,662$190,304$6,567,215$0$6,567,215
December 31, 2023990-PF$220,650$434,461-$213,811$6,435,904$0$6,435,904
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$140,000
Dividends
$213,960
Net gain from sales of assets
$262,006

Expenses

Grants and similar amounts paid
$354,500
Disbursements for charitable purposes
$354,500
Excise tax on investment income
$5,627

Balance sheet and other

Total assets, start of year
$6,435,904
Total assets, end of year
$6,567,215
Total liabilities, end of year
$0
Net assets, end of year
$6,567,215
Fair market value of assets
$7,136,073
Qualifying distributions
$354,500
Net investment income
$475,966

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.

NameTitleHours / weekCompensation
JACQUI MURRAY
2020 N 3RD AVENUE, NAPA, CA 94558
Secretary0$0
JACQUI MURRAY
2020 N 3RD AVENUE, NAPA, CA 94558
CFO1$0
JACQUI MURRAY
2020 N 3RD AVENUE, NAPA, CA 94558
Vice President0$0
SHANA GRAHAM
2020 N 3RD AVENUE, NAPA, CA 94558
President1$0
JACQUI MURRAY
2020 N 3RD AVENEUE, NAPA, CA 94558
Trustee1$0
JERRY VOLLMER
2020 N 3RD AVENUE, NAPA, CA 94558
Trustee0$0
SHANA GRAHAM
2020 N 3RD AVENEU, NAPA, CA 94558
Trustee0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JACQUI MURRAY
2020 N 3RD AVENUE, NAPA, CA 94558
Secretary0$0
JACQUI MURRAY
2020 N 3RD AVENUE, NAPA, CA 94558
CFO1$0
JACQUI MURRAY
2020 N 3RD AVENUE, NAPA, CA 94558
Vice President0$0
SHANA GRAHAM
2020 N 3RD AVENUE, NAPA, CA 94558
President1$0
JACQUI MURRAY
2020 N 3RD AVENEUE, NAPA, CA 94558
Trustee1$0
JERRY VOLLMER
2020 N 3RD AVENUE, NAPA, CA 94558
Trustee0$0
SHANA GRAHAM
2020 N 3RD AVENEU, NAPA, CA 94558
Trustee0$0

Address and contacts

Address (IRS master file)
2020 N 3RD AVE, NAPA, CA 94558-3843
Signed the 990-PF
JACQUI MURRAY, Treasurer
Phone
(707) 738-6835
Return prepared by
LASKER KIM & CO LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4185111 or by the name VOLLMER FAMILY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-4185111
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,567,215
Income (IRS master file)
$2,178,946

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$615,966$425,662$6,567,215XML
990-PFDecember 2023$220,650$434,461$6,435,904XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 95-4185111).

Questions about VOLLMER FAMILY FOUNDATION

What is the EIN of VOLLMER FAMILY FOUNDATION?
The employer identification number (EIN) of VOLLMER FAMILY FOUNDATION is 95-4185111.
Is VOLLMER FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to VOLLMER FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does VOLLMER FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of VOLLMER FAMILY 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 VOLLMER FAMILY 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 VOLLMER FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does VOLLMER FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $615,966, expenses of $425,662 and total assets of $6,567,215 at year end.

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