SAN RAMON HISTORIC FOUNDATION Charity Report

Public IRS 990 nonprofit record

SAN RAMON HISTORIC FOUNDATION

EIN 20-2707850 · Historical Organizations (A80)

What they do

Non-profit, Volunteer Organization Committed to The Preservation of Historical Forest Home Farm Property Located In San Ramon, California.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $64.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders16 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

8.73%of revenue went to mission work64.5% of expenses · Program services

$13.54spent for every $100 of revenueRevenue covered expenses this year.

4.81%of revenue went to management and office costs35.5% of expenses

$63.82in assets for every $1 spent this yearSome assets cannot be spent right away.

17.7%of its money came from giftsOther money may come from services or investments.

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What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$133,974

Mission workProgram services$11,7028.73% of revenue64.5% of expenses

ManagementOffice and general costs$6,4444.81% of revenue35.5% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$115,82886.46% of revenueShown in gray on the chart

Total expenses$18,14613.54% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 64.5% mission · 35.5% management · 0.0% fundraisingTotal expenses: 13.54% of revenue

2023Expense mix: 88.4% mission · 11.6% management · 0.0% fundraisingTotal expenses: 88.78% of revenue

2022Expense mix: 49.5% mission · 50.5% management · 0.0% fundraisingTotal expenses: 27.63% of revenue

2021Expense mix: 78.8% mission · 21.2% management · 0.0% fundraisingTotal expenses: 560.60% of revenue

2020Expense mix: 90.0% mission · 10.0% management · 0.0% fundraisingTotal expenses: 141.26% of revenue

2019Expense mix: 60.8% mission · 39.2% management · 0.0% fundraisingTotal expenses: 31.50% of revenue

2018Expense mix: 96.4% mission · 3.6% management · 0.0% fundraisingTotal expenses: 123.98% of revenue

2017Expense mix: 44.7% mission · 55.3% management · 0.0% fundraisingTotal expenses: 0.84% of revenue

Money in and money out

Revenue$133,974

Expenses$18,146

Annual surplus $115,828 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$11,702 · 64.5% of expenses

Management and office costs$6,444 · 35.5% of expenses

See all reported dollar amounts

Revenue$133,974

Expenses$18,146

Assets$1,158,016

Income$147,589

Contributions$23,714

Mission work (program services)$11,702

Grants given$39,771

Average grant$4,419

Management and general$6,444

Stocks and bonds$917,715

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (16)

BERNIE SZALAJBOARD MEMBER

CAROL LOPEZ-LUCEYBOARD MEMBER AND SECRETARY OUGTOING

CAROL ROWLEYBOARD CHAIR AND PRESIDENT

DAN FOSTERBOARD MEMBER AND TRACTOR EQUIP DIR

DON KOWALSKIBOARD MEMBER

EVA PHELPSBOARD MEMBER AND TREASURER

H ABRAM WILSONBOARD MEMBER

JILL MALLORYBOARD ADVISOR-VOL DIR OF GIFT SHOP

JULIA OSELANDBOARD MEMBER AND VICE-PRESIDENT

LIONEL MCNEELYBOARD MEMBER

PATSY GALATIBOARD MEMBER-DIR SHEEP HERD AND BRN

RENEE KULLICKBOARD MEMBER AND VICE-PRES INCOMING

ROBERT DOWNUMBOARD MEMBER

SANDY SILVABOARD MEMBER AND SECRETARY INCOMING

STEVE CHIAPETTOBOARD MEMBER

YVONNE RICHARDSONBOARD MEMBER

About this charity

Recognized since: January 2005
Location: PO Box 1, San Ramon, CA 94583
County: Contra Costa
In care of: EVA PHELPS
Primary officer: EVA PHELPS, Treasurer

How to reach them

WebsiteVisit the charity’s website EmailsanramonHF@gmail.com Phone(925) 964-6215

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: ROBERT DOWNUM
NTEE classification: Historical Organizations (A80)
IRS tax category: Historical Organizations
Grant-giving organization: Yes