T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION

Cite this

Plain text T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2017–2024. https://furp.org/org/t-gary-and-kathleen-rogers-private-family-foundation-651202020. Retrieved 2026-11-01.

APA furp.org. (n.d.). T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION [Nonprofit organization profile; tax years 2017–2024]. Retrieved November 1, 2026, from https://furp.org/org/t-gary-and-kathleen-rogers-private-family-foundation-651202020

MLA “T GARY AND KATHLEEN ROGERS PRIVATE FAMILY FOUNDATION.” furp.org, tax years 2017–2024, https://furp.org/org/t-gary-and-kathleen-rogers-private-family-foundation-651202020. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2017–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $8.0M · expenses $7.9M · assets $48.4M

Also known as
FAMILY FOUNDATION
EIN
65-1202020
Address
201 LAFAYETTE CIR STE 100, LAFAYETTE, CA 94549-4393
Website
ROGERSFOUNDATION.ORG
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
April 2004 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

9 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Rhonnel S Sotelo CEO2017-2024 $528,471$2,718,754 1
Brian K Rogers BOARD SECRETARY2017-2024 $0$1,637,107 1
Gregory D Klein SR DIR INNO & LEARNI2017-2024 $293,770$1,466,325 1
Dana A Wellhausen DEPUTY DIRECTOR (THR2017-2024 $161,997$1,317,150 1
Bonnie Look DIR, STRAT OP & COMM2018-2024 $207,166$1,069,278 1
Sara R Levine SR PROGRAM OFFICER (2017-2024 $104,780$1,052,292 1
Cynthia Suter FOUNDATION ADMINISTR2017-2024 $198,412$778,542 1
Jonathon B Stewart (former) SENIOR FELLOW, CORE2019 $154,230$154,230 1
Jenna Stauffer (former) ENTREPRENEUR IN RESI2023 $145,097$145,097 1

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Kathleen Rogers (former) DIRECTOR2017-2019 1 $0 reported 2
T Gary Rogers (former) DIRECTOR2017 1 $0 reported 2

People by year

2024 · 7 people listed · 6 paid, $1.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RHONNEL S SOTELO CEO40 $465,964-$62,507 $528,4711
GREGORY D KLEIN SR DIR INNO & LEARNI40 $252,267-$41,503 $293,7701
BONNIE LOOK DIR, STRAT OP & COMM40 $178,452-$28,714 $207,1661
CYNTHIA SUTER FOUNDATION ADMINISTR40 $169,211-$29,201 $198,4121
DANA A WELLHAUSEN DEPUTY DIRECTOR (THR40 $146,490-$15,507 $161,9971
SARA R LEVINE SR PROGRAM OFFICER (40 $96,246-$8,534 $104,7801
BRIAN K ROGERS BOARD SECRETARY0 $0-$0 $01
2023 · 7 people listed · 7 paid, $1.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RHONNEL S SOTELO CEO40 $320,719-$52,266 $372,9851
BRIAN K ROGERS CEO (THRU 1/27/23), BOARD SECRETARY40 $271,647-$22,297 $293,9441
GREGORY D KLEIN SENIOR DIR, INNOVATI40 $155,891-$43,231 $199,1221
DANA A WELLHAUSEN DEPUTY DIRECTOR40 $167,241-$31,224 $198,4651
SARA R LEVINE SENIOR PROGRAM OFFIC40 $141,221-$26,594 $167,8151
BONNIE LOOK DIRECTOR, STRATEGIC40 $133,432-$30,885 $164,3171
JENNA STAUFFER ENTREPRENEUR IN RESI23 $114,292-$30,805 $145,0971
2022 · 7 people listed · 7 paid, $1.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RHONNEL S SOTELO EXECUTIVE DIRECTOR40 $290,942-$43,202 $334,1441
BRIAN K ROGERS CEO AND BOARD SECRETARY40 $192,843-$44,187 $237,0301
GREGORY D KLEIN SENIOR DIR, INNOVATI40 $143,352-$41,286 $184,6381
DANA A WELLHAUSEN SENIOR DIR OF STRATE40 $155,137-$25,464 $180,6011
BONNIE LOOK GRANT & PROGRAM OPER40 $127,728-$28,304 $156,0321
SARA R LEVINE SENIOR PROGRAM OFFIC40 $132,590-$15,652 $148,2421
CYNTHIA SUTER SENIOR EXECUTIVE ASS40 $109,642-$20,294 $129,9361
2021 · 7 people listed · 7 paid, $1.3M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RHONNEL S SOTELO EXECUTIVE DIRECTOR40 $278,139-$56,049 $334,1881
BRIAN K ROGERS CEO AND BOARD SECRETARY40 $193,358-$48,909 $242,2671
GREGORY D KLEIN SENIOR DIR, INNOVATI40 $132,476-$38,893 $171,3691
DANA A WELLHAUSEN SENIOR DIR OF STRATE40 $148,806-$21,461 $170,2671
BONNIE LOOK GRANT & PROGRAM OPER40 $125,527-$23,546 $149,0731
SARA R LEVINE SENIOR PROGRAM OFFIC40 $125,561-$17,944 $143,5051
CYNTHIA SUTER SENIOR EXECUTIVE ASS40 $105,826-$21,794 $127,6201
2020 · 7 people listed · 7 paid, $1.3M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RHONNEL S SOTELO EXECUTIVE DIRECTOR40 $258,481-$50,312 $308,7931
BRIAN K ROGERS CEO AND BOARD SECRETARY40 $184,649-$47,918 $232,5671
GREGORY D KLEIN SENIOR DIR, INNOVATI40 $129,982-$39,727 $169,7091
DANA A WELLHAUSEN SENIOR DIR OF STRATE40 $144,213-$21,489 $165,7021
BONNIE LOOK GRANT & PROGRAM OPER40 $119,533-$23,854 $143,3871
SARA R LEVINE SENIOR PROGRAM OFFIC40 $124,735-$16,681 $141,4161
CYNTHIA SUTER SENIOR EXECUTIVE ASS40 $100,316-$22,973 $123,2891
2019 · 8 people listed · 7 paid, $1.2M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RHONNEL S SOTELO EXECUTIVE DIRECTOR40 $253,025-$48,082 $301,1071
BRIAN K ROGERS CEO AND BOARD SECRETARY40 $183,825-$44,344 $228,1691
GREGORY D KLEIN SENIOR DIR, INNOVATI40 $121,620-$36,512 $158,1321
DANA A WELLHAUSEN SENIOR DIR OF STRATE40 $136,057-$20,904 $156,9611
JONATHON B STEWART SENIOR FELLOW, CORE40 $122,292-$31,938 $154,2301
BONNIE LOOK GRANT & PROGRAM OPER40 $103,994-$20,753 $124,7471
SARA R LEVINE SENIOR PROGRAM OFFIC40 $108,081-$16,167 $124,2481
KATHLEEN ROGERS DIRECTOR1 $0-$0 $02
2018 · 8 people listed · 7 paid, $1.1M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RHONNEL S SOTELO EXECUTIVE DIRECTOR40 $242,372-$37,029 $279,4011
BRIAN K ROGERS CEO AND BOARD SECRETARY40 $176,012-$39,366 $215,3781
GREGORY D KLEIN SENIOR DIR, INNOVATI40 $116,103-$34,859 $150,9621
DANA A WELLHAUSEN SENIOR DIR OF STRATE40 $127,601-$19,138 $146,7391
BONNIE LOOK GRANT & PROGRAM OPER40 $101,602-$22,954 $124,5561
SARA R LEVINE SENIOR PROGRAM OFFIC40 $103,356-$13,309 $116,6651
CYNTHIA J SUTER SENIOR EXECUTIVE ASS40 $88,170-$15,634 $103,8041
KATHLEEN ROGERS DIRECTOR1 $0-$0 $02
2017 · 8 people listed · 6 paid, $924K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RHONNEL S SOTELO EXECUTIVE DIRECTOR40 $232,213-$27,452 $259,6651
BRIAN K ROGERS CEO28 $159,262-$28,490 $187,7521
GREGORY D KLEIN DIR. OF BLENDED LRN.40 $112,187-$26,436 $138,6231
DANA A WELLHAUSEN DIR. GRANTS & EVAL.40 $121,666-$14,752 $136,4181
SARA R LEVINE PROGRAM OFFICER40 $100,125-$5,496 $105,6211
CYNTHIA J SUTER EXECUTIVE ASSISTANT40 $84,381-$11,100 $95,4811
T GARY ROGERS DIRECTOR1 $0-$0 $02
KATHLEEN ROGERS DIRECTOR1 $0-$0 $02

Highest-paid independent contractors

2024 · 2 contractors · $153K
NameLocationServicePaid
TRAYNOR GROUPKENSINGTON, CAACCOUNTING$78,492
HOOD & STRONG LLPSAN JOSE, CAACCOUNTING$74,405
2023 · 3 contractors · $210K
NameLocationServicePaid
HOOD & STRONG LLPSAN JOSE, CAACCOUNTING$81,110
TRAYNOR GROUPKENSINGTON, CAACCOUNTING$75,228
CAMBRIDGE ASSOCIATES LLCBOSTON, MACONSULTING$53,865
2022 · 3 contractors · $202K
NameLocationServicePaid
CAMBRIDGE ASSOCIATES LLCBOSTON, MACONSULTING$90,281
TRAYNOR GROUPKENSINGTON, CAACCOUNTING$57,867
HOOD & STRONG LLPSAN JOSE, CAACCOUNTING$53,985
2021 · 4 contractors · $282K
NameLocationServicePaid
CHARLES COLE IIIDOLTON, ILCONSULTING$85,177
HOOD & STRONG LLPSAN FRANCISCO, CAACCOUNTING$69,290
BOARDON TRACKBOSTON, MAMANAGEMENT PLATFORM FOR SCHOOL BOARDS$64,000
TRAYNOR GROUPEL CERRITO, CAACCOUNTING$63,884
2020 · 4 contractors · $321K
NameLocationServicePaid
BOARDON TRACKBOSTON, MAMANAGEMENT PLATFORM FOR SCHOOL BOARDS$132,753
JENNA STAUFFEROAKLAND, CASTRATEGY CONSULTANT$71,438
TRAYNOR GROUPEL CERRITO, CAACCOUNTING$62,190
HOOD & STRONG LLPSAN FRANCISCO, CAACCOUNTING$55,000
2019 · 3 contractors · $241K
NameLocationServicePaid
HOOD & STRONG LLPSAN FRANCISCO, CAACCOUNTING$97,718
MANATT PHELPS & PHILLIPS LLPLOS ANGELES, CALEGAL$92,112
MASTERY DESIGN COLLABORATIVE INCOAKLAND, CATEACHER COACHING CONSULTING$51,120
2018 · 2 contractors · $180K
NameLocationServicePaid
HOOD & STRONG LLPSAN FRANCISCO, CAACCOUNTING$104,085
MANATT PHELPS & PHILLIPS LLPLOS ANGELES, CALEGAL$76,344

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 51 grants to organizations · $5.4M

Listed grants add up to $5,429,172; the return's “grants paid” expense line says $4,749,047. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 81 grants to organizations · $4.5M

Listed grants add up to $4,544,501; the return's “grants paid” expense line says $4,732,112. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 76 grants to organizations · $6.4M

Listed grants add up to $6,425,456; the return's “grants paid” expense line says $3,092,606. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 84 grants to organizations · $8.8M

Listed grants add up to $8,849,002; the return's “grants paid” expense line says $10,302,970. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 105 grants to organizations · $3.6M

Listed grants add up to $3,602,093; the return's “grants paid” expense line says $2,951,023. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 83 grants to organizations · $3.8M

Listed grants add up to $3,820,155; the return's “grants paid” expense line says $3,219,338. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 57 grants to organizations · $3.3M

Listed grants add up to $3,269,148; the return's “grants paid” expense line says $4,319,896. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 4 grants to organizations · $47K

Listed grants add up to $46,700; the return's “grants paid” expense line says $173,410. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2022 · 3 contributors · $225K
#ContributorTypeCity, stateTotalNoncashSource
1 THE CITY FUND Organization or other FALLS CHURCH, VA $150,000- Form 990PF Sch. B, 2022 · filing
3 CHARLES AND HELEN SCHWAB FOUNDATION Fuzzy 1.00 Organization or other SAN FRANCISCO, CA $50,000- Form 990PF Sch. B, 2022 · filing
2 CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION Fuzzy 1.00 Organization or other TULSA, OK $25,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $70K
#ContributorTypeCity, stateTotalNoncashSource
1 THE WALTON FAMILY FOUNDATION Fuzzy 0.74 Organization or other BENTONVILLE, AR $70,000- Form 990PF Sch. B, 2021 · filing
2020 · 3 contributors · $625K
#ContributorTypeCity, stateTotalNoncashSource
1 CHARLES AND HELEN SCHWAB FOUNDATION Fuzzy 1.00 Organization or other SAN FRANCISCO, CA $500,000- Form 990PF Sch. B, 2020 · filing
2 THE WALTON FAMILY FOUNDATION Fuzzy 0.85 Organization or other PITTSBURGH, PA $75,000- Form 990PF Sch. B, 2020 · filing
3 THE CITY FUND Organization or other FALLS CHURCH, VA $50,000- Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$7,954,419$7,867,352 $48,448,865$47,655,922 -- $465,964--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$5,663,239$9,394,520 $53,684,376$50,310,021 -- $592,366--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$3,382,414$8,447,347 $59,200,655$55,367,184 $225,000- $483,785--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$10,064,318$14,276,446 $82,553,264$73,470,496 $70,000- $471,497--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$3,577,454$7,180,777 $84,153,865$76,353,738 $627,500- $443,130--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$4,075,206$6,969,761 $78,917,990$70,680,305 -- $436,850--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$1,169,833$7,753,067 $77,525,947$69,285,481 -- $418,384--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$3,063,829$3,252,292 $85,523,732$78,319,940 -- $159,262--

Funders of this organization

4 grantors reported grants to this organization, $436,845 in all, tax years 2016 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
CITY FUND Public charity Exact 2020-2021 2$200,000 2021$150,000
show
WALTON FAMILY FOUNDATION INC Private foundation Fuzzy filed as “T Gary and Kathleen Rogers Private Family Foundation” 2020-2021 2$145,000 2021$70,000
show
EBCF PROPERTIES Public charity Exact 2016 1$57,020 2016$57,020
show
THE OAKLAND PUBLIC EDUCATION FUND Public charity Exact 2018, 2023 2$34,825 2023$5,125
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
PRIEM FAMILY FOUNDATIONCAT22 $10,696,395$31,308,060 DIRECTOR, PRESIDENT, CEO$0 Same NTEE code T22, revenue within 2x, same state
ROY AND PATRICIA DISNEY FAMILY FOUNDATIONCAT22 $10,538,607$7,321,079 Chief Executive Officer$440,442 Same NTEE code T22, revenue within 2x, same state
KATIE MCGRATH & J J ABRAMS FAMILY FOUNDATIONCAT22 $5,600,257$5,749,592 EXECUTIVE DIRECTOR$304,698 Same NTEE code T22, revenue within 2x, same state
THOMAS FAMILY FOUNDATIONCAT22 $7,779,975$1,411,376 PRESIDENT & CHAIRMAN OF THE BO$0 Same NTEE code T22, revenue within 2x, same state
ELBAZ FAMILY FOUNDATION TRCAT22 $8,950,586$3,877,403 Trustee$0 Same NTEE code T22, revenue within 2x, same state
KLINGBEIL FAMILY FOUNDATIONCAT22 $5,320,928$443,335 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
ROBERT AND LISA MARGOLIS FAMILYFOUNDATIONCAT22 $5,764,056$4,516,894 President/CEO$0 Same NTEE code T22, revenue within 2x, same state
MERKIN FAMILY FOUNDATIONCAT22 $11,222,341$11,269,010 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
ZHANGXU FAMILY FOUNDATIONCAT22 $9,493,907$87,247 President$0 Same NTEE code T22, revenue within 2x, same state
MOURIER FAMILY FOUNDATIONCAT22 $5,496,971$2,360,057 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
CAPEK FAMILY FOUNDATION INCCAT22 $6,265,279$610,154 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
WILSON FAMILY FOUNDATION INCCAT22 $5,548,246$2,338,410 Chief Executive Officer$0 Same NTEE code T22, revenue within 2x, same state
CAYTON-GOLDRICH FAMILY FOUNDATIONCAT22 $13,782,622$7,588,430 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
THE@MAURICE MARCIANO FAMILY FOUNDATIONCAT22 $8,662,112$2,807,325 PRESIDENT & DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
BELLDEGRUN FAMILY FOUNDATION INCCAT22 $6,355,923$2,489,394 Director and President$0 Same NTEE code T22, revenue within 2x, same state
TODD AND DORIS AHLSTEN FOUNDATIONCAT22 $7,777,701$3,002,292 Member$12,500 Same NTEE code T22, revenue within 2x, same state
PAYETTE RIVER FOUNDATIONCAT22 $14,191,405$1,976,430 Director$54,048 Same NTEE code T22, revenue within 2x, same state
PEGGY AND JACK BASKIN FOUNDATIONCAT22 $9,426,126$1,735,871 ED/VP/CFO$236,036 Same NTEE code T22, revenue within 2x, same state
TOMKAT FOUNDATIONCAT22 $5,535,246$5,236,946 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
PWB FOUNDATIONCAT22 $14,849,149$24,266,892 DIRECTOR AND CEO$0 Same NTEE code T22, revenue within 2x, same state
KASPERICK FOUNDATIONCAT22 $14,613,245$5,690,368 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
ROBERT DAY FOUNDATIONCAT22 $6,305,925$7,631,435 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
ROSS STORES FOUNDATIONCAT22 $5,354,993$3,699,830 DIR/PRES/CHM$0 Same NTEE code T22, revenue within 2x, same state
WILLIAM S AND NANCY E THOMPSON FOUNDATIONCAT22 $7,753,615$636,827 CONSULTANT$277,924 Same NTEE code T22, revenue within 2x, same state
I-RISE FOUNDATIONCAT22 $5,355,298$213,284 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH Private foundation$33,004,6805 12020–2024 CAYTON-GOLDRICH FAMILY FOUNDATION
SHERWOOD FOUNDATION Private foundation$19,985,2662 12013–2014 REBECCA SUSAN BUFFETT FOUNDATION
KOHLBERG FOUNDATION INC Private foundation$16,000,0002 12017–2017 KISCO CARES FOUNDATION
WILLAMETTA K DAY FOUNDATION Private foundation$15,000,0006 12020–2024 ROBERT DAY FOUNDATION
NEWTON AND ROCHELLE BECKERCHARITABLE TRUST Private foundation$3,800,0001 12014–2014 NEWTON D & ROCHELLE F BECKER FOUNDATION
STONE MAP AND ATLAS FOUNDATION Private foundation$2,900,0001 12023–2023 MICHAEL AND KAREN STONE FAMILY FOUNDATION INC
HELEN AND WILL WEBSTER FOUNDATION Private foundation$1,710,0005 12020–2024 ELKHORN SLOUGH FOUNDATION
COMMUNITY FOUNDATION SANTA CRUZ COUNTY DAF sponsor$1,569,49816 12011–2024 ELKHORN SLOUGH FOUNDATION
SORENSON LEGACY FOUNDATION Private foundation$1,231,7522 12019–2021 JOAN AND TIM FENTON FAMILY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$738,2419 12016–2024 ELKHORN SLOUGH FOUNDATION
ASPEN FOUNDATION FOR SPORTS MEDICINE EDUCATION AND RESEARCH Private foundation$618,0001 12016–2016 WHH FOUNDATION
JAMES AND SUSAN HE FOUNDATION Private foundation$613,1802 12021–2021 ZHIYUAN YINING FOUNDATION
BARNET SEGAL CHARITABLE TRUST Private foundation$333,0003 12022–2024 ELKHORN SLOUGH FOUNDATION
WEBB FAMILY FOUNDATION Private foundation$285,0003 12022–2024 ELKHORN SLOUGH FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$266,9667 12014–2024 ELKHORN SLOUGH FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $7,867,352 spent · pay $916,532 · grants $4,749,047 · events $24,800
LineAs describedTotalShare
Contributions, gifts, grants paid $4,749,047 60.4%
Depreciation and depletion $921,637 11.7%
Occupancy $628,134 8.0%
Pay: officers, directors, trustees $465,964 5.9%
Other salaries and wages $293,411 3.7%
Fees: other professional $200,076 2.5%
Pension plans and employee benefits $157,157 2.0%
Fees: accounting $153,560 2.0%
Taxes $133,413 1.7%
Other expenses $117,408 1.5%
Travel, conferences and meetings $24,800 0.3%
Fees: legal $22,745 0.3%
Total$7,867,352100%

View the filing

2023 · Form 990PF · $9,394,520 spent · pay $2,080,129 · grants $4,732,112 · events $145,765
LineAs describedTotalShare
Contributions, gifts, grants paid $4,732,112 50.4%
Other salaries and wages $1,122,488 11.9%
Depreciation and depletion $921,637 9.8%
Occupancy $609,781 6.5%
Pay: officers, directors, trustees $592,366 6.3%
Other expenses $495,183 5.3%
Pension plans and employee benefits $365,275 3.9%
Fees: other professional $169,398 1.8%
Fees: accounting $153,656 1.6%
Travel, conferences and meetings $145,765 1.6%
Taxes $80,142 0.9%
Fees: legal $6,717 0.1%
Total$9,394,520100%

View the filing

2022 · Form 990PF · $8,447,347 spent · pay $2,753,746 · grants $3,092,606 · events $58,383
LineAs describedTotalShare
Contributions, gifts, grants paid $3,092,606 36.6%
Other salaries and wages $1,932,879 22.9%
Depreciation and depletion $1,039,463 12.3%
Occupancy $548,884 6.5%
Pay: officers, directors, trustees $483,785 5.7%
Fees: other professional $380,433 4.5%
Pension plans and employee benefits $337,082 4.0%
Taxes $217,941 2.6%
Fees: accounting $131,095 1.6%
Interest $107,124 1.3%
Other expenses $96,426 1.1%
Travel, conferences and meetings $58,383 0.7%
Fees: legal $21,246 0.3%
Total$8,447,347100%

View the filing

2021 · Form 990PF · $14,276,446 spent · pay $1,659,799 · grants $10,302,970 · events $28,391
LineAs describedTotalShare
Contributions, gifts, grants paid $10,302,970 72.2%
Other salaries and wages $950,019 6.7%
Depreciation and depletion $878,472 6.2%
Occupancy $526,552 3.7%
Pay: officers, directors, trustees $471,497 3.3%
Fees: other professional $464,960 3.3%
Pension plans and employee benefits $238,283 1.7%
Interest $168,809 1.2%
Fees: accounting $132,436 0.9%
Other expenses $102,878 0.7%
Travel, conferences and meetings $28,391 0.2%
Taxes $6,289 0.0%
Fees: legal $4,890 0.0%
Total$14,276,446100%

View the filing

2020 · Form 990PF · $7,180,777 spent · pay $1,587,262 · grants $2,951,023 · events $49,238
LineAs describedTotalShare
Contributions, gifts, grants paid $2,951,023 41.1%
Other salaries and wages $912,161 12.7%
Depreciation and depletion $883,926 12.3%
Fees: other professional $618,107 8.6%
Occupancy $478,816 6.7%
Pay: officers, directors, trustees $443,130 6.2%
Pension plans and employee benefits $231,971 3.2%
Taxes $169,876 2.4%
Interest $169,173 2.4%
Other expenses $137,251 1.9%
Fees: accounting $136,057 1.9%
Travel, conferences and meetings $49,238 0.7%
Fees: legal $48 0.0%
Total$7,180,777100%

View the filing

2019 · Form 990PF · $6,969,761 spent · pay $1,577,351 · grants $3,219,338 · events $48,729
LineAs describedTotalShare
Contributions, gifts, grants paid $3,219,338 46.2%
Other salaries and wages $904,863 13.0%
Depreciation and depletion $886,792 12.7%
Occupancy $463,659 6.7%
Pay: officers, directors, trustees $436,850 6.3%
Fees: other professional $320,416 4.6%
Pension plans and employee benefits $235,638 3.4%
Interest $154,382 2.2%
Other expenses $112,526 1.6%
Fees: legal $97,091 1.4%
Fees: accounting $72,698 1.0%
Travel, conferences and meetings $48,729 0.7%
Taxes $16,779 0.2%
Total$6,969,761100%

View the filing

2018 · Form 990PF · $7,753,067 spent · pay $1,434,598 · grants $4,319,896 · events $61,921
LineAs describedTotalShare
Contributions, gifts, grants paid $4,319,896 55.7%
Depreciation and depletion $881,426 11.4%
Other salaries and wages $817,619 10.5%
Pay: officers, directors, trustees $418,384 5.4%
Other expenses $360,769 4.7%
Pension plans and employee benefits $198,595 2.6%
Fees: accounting $179,536 2.3%
Interest $168,711 2.2%
Occupancy $140,968 1.8%
Fees: other professional $140,057 1.8%
Travel, conferences and meetings $61,921 0.8%
Fees: legal $57,952 0.7%
Taxes $7,233 0.1%
Total$7,753,067100%

View the filing

2017 · Form 990PF · $3,252,292 spent · pay $1,159,587 · grants $173,410 · events $42,893
LineAs describedTotalShare
Depreciation and depletion $936,133 28.8%
Other salaries and wages $871,139 26.8%
Other expenses $429,533 13.2%
Contributions, gifts, grants paid $173,410 5.3%
Interest $168,711 5.2%
Pay: officers, directors, trustees $159,262 4.9%
Pension plans and employee benefits $129,186 4.0%
Fees: other professional $113,141 3.5%
Taxes $112,095 3.4%
Fees: accounting $78,373 2.4%
Travel, conferences and meetings $42,893 1.3%
Fees: legal $28,823 0.9%
Occupancy $9,593 0.3%
Total$3,252,292100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.