FAR WEST HERITAGE ASSOCIATION

Reduce your risk when donating: see where the money actually goes.

Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text FAR WEST HERITAGE ASSOCIATION. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/far-west-heritage-association-942740978. Retrieved 2026-11-09.

APA furp.org. (n.d.). FAR WEST HERITAGE ASSOCIATION [Nonprofit organization profile; tax years 2013–2024]. Retrieved November 9, 2026, from https://furp.org/org/far-west-heritage-association-942740978

MLA “FAR WEST HERITAGE ASSOCIATION.” furp.org, tax years 2013–2024, https://furp.org/org/far-west-heritage-association-942740978. Accessed 9 Nov. 2026.

Retrieved 2026-11-09; covers tax years 2013–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $314K · expenses $256K · assets $4.2M

EIN
94-2740978
Address
10381 MIDWAY, DURHAM, CA 95938-9717
Website
www.patrickranchmuseum.org
NTEE code
A50 Museum, Museum Activities (Arts, Culture and Humanities) published (IRS Business Master File, as A50I)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
August 1982 (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 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

THE FAR WEST HERITAGE ASSOCIATION PROVIDES A FORUM FOR HISTORICAL AS WELL AS NON-HISTORICAL MUSEUM EXHIBITS. THE ASSOCIATION HAS ALSO BEEN BEQUESTED A HISTORICAL FARMHOUSE & RANCH WHICH IS TO BE USED TO PRESERVE THE COMMUNITY'S HISTORICAL TREASURES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 29 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

29 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
Richard Bauman President2019-2024 10 $0 reported 1
Kay Perkins Vice President2017-2024 10 $0 reported 1
Sue Levi Treasurer2019-2024 2 $0 reported 1
Nicole Sohnrey BOARD MEMBER2023-2024 2 $0 reported 1
Erick Shanks VP - ENDOWMENT2022-2024 1 $0 reported 1
Tad Alexander BOARD MEMBER2015-2024 1 $0 reported 1
Harold Urness BOARD MEMBER2022-2024 1 $0 reported 1
Tracy Donner BOARD MEMBER2024 1 $0 reported 1
Casey Wilmunder BOARD MEMBER2023-2024 1 $0 reported 1
Shane Scott BOARD MEMBER2024 1 $0 reported 1
Art Figuiroa (former) BOARD MEMBER2023 1 $0 reported 1
Jack Thorpe (former) Treasurer2013-2022 2 $0 reported 1
Jan Holman (former) BOARD MEMBER2013-2022 2 $0 reported 1
Ted Alexander (former) BOARD MEMBER2022 1 $0 reported 1
Steve Heithecker (former) Vice President2017-2021 10 $0 reported 1
Philip Price (former) VP - ENDOWMENT2019-2021 1 $0 reported 1
Paul Moore (former) BOARD MEMBER2013-2021 1 $0 reported 1
Susan Donohue (former) BOARD MEMBER2015-2021 1 $0 reported 1
Paul Levi (former) BOARD MEMBER2019-2020 1 $0 reported 1
Nancy Brayton (former) Treasurer2017-2018 2 $0 reported 1
Yvonne Koehnen (former) BOARD MEMBER2013-2018 1 $0 reported 1
Phil Price (former) BOARD MEMBER2017-2018 1 $0 reported 1
Hugh Mattingly (former) Vice President2015-2016 1 $0 reported 1
Dave Rush (former) BOARD MEMBER2013-2016 1 $0 reported 1
Diane Donoho (former) BOARD MEMBER2013-2016 1 $0 reported 1
Howie Stensrud (former) BOARD MEMBER2013-2015 1 $0 reported 1
Susan Donahue (former) President2013 10 $0 reported 1
George Dailey (former) Treasurer2013 1 $0 reported 1
Roger Steel (former) BOARD MEMBER2013 1 $0 reported 1

People by year

2024 · 10 people listed · none paid · 9 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD BAUMAN President10 $0$0$0 $01
KAY PERKINS Vice President10 $0$0$0 $01
SUE LEVI Treasurer2 $0$0$0 $01
NICOLE SOHNREY BOARD MEMBER2 $0$0$0 $01
ERICK SHANKS VP - ENDOWMENT1 $0$0$0 $01
TAD ALEXANDER BOARD MEMBER1 $0$0$0 $01
HAROLD URNESS BOARD MEMBER1 $0$0$0 $01
TRACY DONNER BOARD MEMBER1 $0$0$0 $01
CASEY WILMUNDER BOARD MEMBER1 $0$0$0 $01
SHANE SCOTT BOARD MEMBER1 $0$0$0 $01
2023 · 9 people listed · none paid · 4 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD BAUMAN President10 $0$0$0 $01
KAY PERKINS Vice President10 $0$0$0 $01
SUE LEVI Secretary2 $0$0$0 $01
NICOLE SOHNREY BOARD MEMBER2 $0$0$0 $01
ERICK SHANKS VP - ENDOWMENT1 $0$0$0 $01
TAD ALEXANDER BOARD MEMBER1 $0$0$0 $01
HAROLD URNESS BOARD MEMBER1 $0$0$0 $01
ART FIGUIROA BOARD MEMBER1 $0$0$0 $01
CASEY WILMUNDER BOARD MEMBER1 $0$0$0 $01
2022 · 8 people listed · none paid · 4 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAY PERKINS President10 $0$0$0 $01
RICHARD BAUMAN Vice President10 $0$0$0 $01
JACK THORPE Treasurer2 $0$0$0 $01
JAN HOLMAN BOARD MEMBER2 $0$0$0 $01
ERICK SHANKS VP - ENDOWMENT1 $0$0$0 $01
TED ALEXANDER BOARD MEMBER1 $0$0$0 $01
HAROLD URNESS BOARD MEMBER1 $0$0$0 $01
SUE LEVI Secretary1 $0$0$0 $01
2021 · 9 people listed · none paid · 5 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAY PERKINS President10 $0$0$0 $01
STEVE HEITHECKER Vice President10 $0$0$0 $01
JACK THORPE Treasurer2 $0$0$0 $01
JAN HOLMAN BOARD MEMBER2 $0$0$0 $01
PHILIP PRICE VP - ENDOWMENT1 $0$0$0 $01
RICHARD BAUMAN BOARD MEMBER1 $0$0$0 $01
PAUL MOORE BOARD MEMBER1 $0$0$0 $01
SUE LEVI Secretary1 $0$0$0 $01
SUSAN DONOHUE BOARD MEMBER1 $0$0$0 $01
2020 · 10 people listed · none paid · 5 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVE HEITHECKER President10 $0$0$0 $01
SUSAN DONOHUE Vice President10 $0$0$0 $01
JACK THORPE Treasurer2 $0$0$0 $01
JAN HOLMAN Secretary2 $0$0$0 $01
PHILIP PRICE VP - ENDOWMENT1 $0$0$0 $01
RICHARD BAUMAN BOARD MEMBER1 $0$0$0 $01
PAUL MOORE BOARD MEMBER1 $0$0$0 $01
SUE LEVI BOARD MEMBER1 $0$0$0 $01
PAUL LEVI BOARD MEMBER1 $0$0$0 $01
KAY PERKINS BOARD MEMBER1 $0$0$0 $01
2019 · 10 people listed · none paid · 6 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVE HEITHECKER President10 $0$0$0 $01
SUSAN DONOHUE Vice President10 $0$0$0 $01
JACK THORPE Treasurer2 $0$0$0 $01
JAN HOLMAN Secretary2 $0$0$0 $01
PHILIP PRICE FOUNDATION1 $0$0$0 $01
RICHARD BAUMAN BOARD MEMBER1 $0$0$0 $01
PAUL MOORE BOARD MEMBER1 $0$0$0 $01
SUE LEVI BOARD MEMBER1 $0$0$0 $01
PAUL LEVI BOARD MEMBER1 $0$0$0 $01
KAY PERKINS BOARD MEMBER1 $0$0$0 $01
2018 · 9 people listed · none paid · 6 employees · 90 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVE HEITHECKER President10 $0$0$0 $01
SUSAN DONOHUE Vice President10 $0$0$0 $01
NANCY BRAYTON Treasurer2 $0$0$0 $01
JAN HOLMAN Secretary5 $0$0$0 $01
YVONNE KOEHNEN BOARD MEMBER1 $0$0$0 $01
PAUL MOORE V.P. FOUNDATION1 $0$0$0 $01
JACK THORPE BOARD MEMBER1 $0$0$0 $01
PHIL PRICE BOARD MEMBER1 $0$0$0 $01
KAY PERKINS BOARD MEMBER1 $0$0$0 $01
2017 · 10 people listed · none paid · 5 employees · 90 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVE HEITHECKER President10 $0$0$0 $01
SUSAN DONOHUE Vice President10 $0$0$0 $01
NANCY BRAYTON Treasurer2 $0$0$0 $01
JAN HOLMAN Secretary5 $0$0$0 $01
YVONNE KOEHNEN BOARD MEMBER1 $0$0$0 $01
TAD ALEXANDER VP, FOUNDATION1 $0$0$0 $01
PAUL MOORE V.P. FOUNDATION1 $0$0$0 $01
JACK THORPE BOARD MEMBER1 $0$0$0 $01
PHIL PRICE BOARD MEMBER1 $0$0$0 $01
KAY PERKINS BOARD MEMBER1 $0$0$0 $01
2016 · 9 people listed · none paid · 5 employees · 90 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN DONOHUE President10 $0$0$0 $01
HUGH MATTINGLY Vice President1 $0$0$0 $01
JACK THORPE Treasurer2 $0$0$0 $01
JAN HOLMAN Secretary5 $0$0$0 $01
YVONNE KOEHNEN BOARD MEMBER1 $0$0$0 $01
TAD ALEXANDER BOARD MEMBER1 $0$0$0 $01
PAUL MOORE V.P. FOUNDATION1 $0$0$0 $01
DAVE RUSH BOARD MEMBER1 $0$0$0 $01
DIANE DONOHO BOARD MEMBER1 $0$0$0 $01
2015 · 10 people listed · none paid · 5 employees · 90 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN DONOHUE President10 $0$0$0 $01
JACK THORPE Vice President2 $0$0$0 $01
TAD ALEXANDER Treasurer1 $0$0$0 $01
JAN HOLMAN Secretary5 $0$0$0 $01
YVONNE KOEHNEN BOARD MEMBER1 $0$0$0 $01
HUGH MATTINGLY BOARD MEMBER1 $0$0$0 $01
PAUL MOORE V.P. FOUNDATION1 $0$0$0 $01
DAVE RUSH BOARD MEMBER1 $0$0$0 $01
HOWIE STENSRUD BOARD MEMBER1 $0$0$0 $01
DIANE DONOHO BOARD MEMBER1 $0$0$0 $01
2013 · 10 people listed · none paid · 12 employees · 90 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN DONAHUE President10 $0$0$0 $01
DIANE DONOHO Vice President5 $0$0$0 $01
GEORGE DAILEY Treasurer1 $0$0$0 $01
JAN HOLMAN Treasurer5 $0$0$0 $01
YVONNE KOEHNEN BOARD MEMBER1 $0$0$0 $01
PAUL MOORE V.P. FOUNDATION1 $0$0$0 $01
DAVE RUSH BOARD MEMBER1 $0$0$0 $01
ROGER STEEL BOARD MEMBER1 $0$0$0 $01
HOWIE STENSRUD BOARD MEMBER1 $0$0$0 $01
JACK THORPE BOARD MEMBER1 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

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.

2019 · 1 grant to organizations · $243K
2018 · 1 grant to organizations · $44K

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

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

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 990 period ending 2024-12-31 · view filing · original 990 ↗
$314,059$256,320 $4,155,135$4,126,289 $36,262$0 $0950
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$129,371$260,377 $4,044,510$4,040,523 $27,064$0 $0450
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$284,740$267,916 $4,031,601$4,021,629 $80,223$0 $0450
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$506,945$243,565 $4,321,784$4,308,430 $17,538$0 $0550
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$200,308$225,913 $4,103,593$4,092,745 $107,194$0 $0550
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$280,555$497,006 $4,027,060$4,000,554 $34,141$0 $0650
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$390,781$322,935 $3,989,090$3,967,294 $89,982$0 $0690
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$432,184$332,246 $4,226,506$4,205,203 $201,771$0 $0590
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$239,561$363,371 $3,972,403$3,961,557 $261,436$0 $0590
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$368,128$357,146 $4,326,887$3,936,651 $104,697$0 $0590
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$226,295$350,826 $4,620,950$4,214,057 $103,610$0 $01290

Funders of this organization

5 grantors reported grants to this organization, $179,984 in all, tax years 2014 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

GrantorTotal givenGrantsLatest year's amountLatest yearYears givenTypeMatchGrants
BUTTE AGRICULTURE FOUNDATION $148,9725 $12,9722018 2014-2018 Public charity Exact
show
CHICO ROTARY CLUB FOUNDATION $17,8191 $17,8192014 2014 Public charity Exact
show
THE CALIFORNIA ENDOWMENT $8,0001 $8,0002014 2014 Private foundation Fuzzy filed as “FAR WEST HERITAGE ASSOCIATION”
show
RAYMOND JAMES CHARITABLE ENDOWMENT FUND $5,0001 $5,0002020 2020 DAF sponsor Exact
show
AMAZONSMILE FOUNDATION $1934 $372023 2020-2023 Private foundation Fuzzy filed as “FAR WEST HERITAGE ASSOCIATION”
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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MT SHASTA MUSEUM ASSOCIATION INCCAA50 $227,971$128,746 President$0 Same NTEE code A50, revenue within 2x, same state
ORANGE COUNTY FIRE SERVICES ASSOCIATIONCAA50 $234,216$239,567 Secretary$0 Same NTEE code A50, revenue within 2x, same state
YOSEMITE CLIMBING ASSOCIATIONCAA50 $504,532$408,533 President$3,000 Same NTEE code A50, revenue within 2x, same state
FLABOB AVIATION ASSOCIATESCAA50 $195,000$156,441 Board Member$0 Same NTEE code A50, revenue within 2x, same state
SUNHOUSE GUILD ASSOCIATIONCAA50 $193,075$171,001 Trustee$0 Same NTEE code A50, revenue within 2x, same state
CHINA LAKE MUSEUM FOUNDATIONCAA50 $315,041$484,071 PRESIDENT$0 Same NTEE code A50, revenue within 2x, same state
MUZEO FOUNDATIONCAA50 $516,592$539,052 Executive Dir.$113,033 Same NTEE code A50, revenue within 2x, same state
LIFE AND LIGHT FOUNDATIONCAA50 $285,029$289,748 PRESIDENT$0 Same NTEE code A50, revenue within 2x, same state
SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUMCAA50 $562,365$299,653 Chairman/President$0 Same NTEE code A50, revenue within 2x, same state
ANTIQUE GAS & STEAM ENGINE MUSEUM INCCAA50 $605,521$509,239 EXECUTIVE DIRECTOR$72,227 Same NTEE code A50, revenue within 2x, same state
CHUMASH MUSEUM AND CULTURAL EDUCATION FOUNDATIONCAA50 $323,671$96,814 MEMBER$0 Same NTEE code A50, revenue within 2x, same state
VACAVILLE MUSEUM FOUNDATIONCAA50 $256,461$291,035 Executive Dir.$0 Same NTEE code A50, revenue within 2x, same state
MUSEUM OF AFRICAN AMERICAN ARTCAA50 $343,299$105,907 Executive Director CEO$0 Same NTEE code A50, revenue within 2x, same state
MATURANGO MUSEUM OF INDIAN WELLS VALLEYCAA50 $368,620$300,440 SECRETARY$0 Same NTEE code A50, revenue within 2x, same state
BOLINAS MUSEUMCAA50 $589,494$559,581 Executive Dir.$110,217 Same NTEE code A50, revenue within 2x, same state
ALTADENA HISTORICAL SOCIETYCAA50 $438,026$36,199 President$0 Same NTEE code A50, revenue within 2x, same state
PLEASANT VALLEY HISTORICAL SOCIETYCAA50 $244,320$382,811 Treasurer$0 Same NTEE code A50, revenue within 2x, same state
AUTOMOBILE DRIVING MUSEUMCAA50 $568,080$817,077 PRESIDENT/CFO$0 Same NTEE code A50, revenue within 2x, same state
OUT MUSEUMCAA50 $209,422$84,875 CEO$122,400 Same NTEE code A50, revenue within 2x, same state
CHAFFEY COMMUNITIES CULTURAL CENTERCAA50 $252,853$282,061 VICE-PRESIDE$0 Same NTEE code A50, revenue within 2x, same state
OLD TOWN MUSIC HALL INCCAA50 $520,772$357,484 CFO/ Executive Director$0 Same NTEE code A50, revenue within 2x, same state
GREENVILLE CY HALL MEMORIAL MUSEUM INCCAA50 $171,436$23,011 Board President$0 Same NTEE code A50, revenue within 2x, same state
HOLLYWOOD SCIENCE FICTION FOUNDATIONCAA50 $221,378$199,295 PRESIDENT/CEO$0 Same NTEE code A50, revenue within 2x, same state
RANCHO OBI-WAN INCCAA50 $539,616$367,058 PRESIDENT/CE$38,368 Same NTEE code A50, revenue within 2x, same state
VIETNAMESE HERITAGE MUSEUMCAA50 $175,606$159,987 PRESIDENT$0 Same NTEE code A50, 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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
HELEN JONES FOUNDATION INC $5,407,10013 1Private foundation2017–2023 MUSEUM OF TEXAS TECH UNIVERSITY ASSOCIATION
CATHCART MILLENNIUM FOUNDATION INC $4,605,5896 1Private foundation2015–2020 CASA DOLORES
QUAD CITIES GOLF CLASSIC CHARITABLE FOUNDATION $2,064,90915 1DAF sponsor2009–2024 GERMAN AMERICAN HERITAGE CENTER
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $1,401,83049 21DAF sponsor2016–2024 SOUTHERN HERITAGE AIR FOUNDATION; JAPANESE AMERICAN MUSEUM OF SAN JOSE; WENHAM HISTORICAL ASSOCIATION & MUSEUM INC; SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM and 17 more
ISRAEL RESTORATION MINISTRIES $1,075,2015 1Private foundation2017–2021 LIFE AND LIGHT FOUNDATION
DONOR ADVISED CHARITABLE GIVING $926,38353 17DAF sponsor2014–2024 SAN JOSE MUSEUM OF QUILTS & TEXTILES; BOLINAS MUSEUM; ANTIQUE GAS & STEAM ENGINE MUSEUM INC; AMERICAN SADDLE HORSE MUSEUM ASSOCIATION INC and 13 more
RAYMOND JAMES CHARITABLE ENDOWMENT FUND funds this one $892,5005 1DAF sponsor2018–2023 SOUTHERN HERITAGE AIR FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION $807,23820 6DAF sponsor2010–2024 SAN JOSE MUSEUM OF QUILTS & TEXTILES; KAUAI MUSEUM ASSOCIATION LIMITED; BOLINAS MUSEUM; MUSEUM OF ART AND DIGITAL ENTERTAINMENT and 2 more
ANDREW W MELLON FOUNDATION $800,0002 2Private foundation2023–2023 CHICANO PARK MUSEUM AND CULTUAL CENTER; MUSEUM OF AFRICAN AMERICAN ART
HOUSTON ENDOWMENT INC $684,5003 1Private foundation2018–2020 TEXAS ASSOCIATION OF MUSEUMS
SIOUXLAND COMMUNITY FOUNDATION $633,5204 1DAF sponsor2021–2024 GRAND MEADOW HERITAGE COMMISSION INC
THE ANNENBERG FOUNDATION $617,50014 3Private foundation2009–2021 CENTER FOR LAND USE INTERPRETATION; VELASLAVASAY PANORAMA; MAYME A CLAYTON LIBRARY & MUSEUM
DAVID AND LUCILE PACKARD FOUNDATION $561,11017 2Private foundation2010–2023 SAN JOSE MUSEUM OF QUILTS & TEXTILES; JAPANESE AMERICAN MUSEUM OF SAN JOSE
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC $480,20013 8DAF sponsor2016–2024 AMERICAN SADDLE HORSE MUSEUM ASSOCIATION INC; SAN JOSE MUSEUM OF QUILTS & TEXTILES; CHUMASH MUSEUM AND CULTURAL EDUCATION FOUNDATION; BOLINAS MUSEUM and 4 more
LORETTA HALEY MCKNIGHT CHARITABLE TRUST $477,50016 1Private foundation2010–2025 THRONATEESKA HERITAGE FOUNDATION INC

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 990 · $256,320 spent · pay $74,084 · grants $0 · events $68,853
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $65,758$65,758-- 25.7%
Other salaries and wages $65,037$44,947$10,195$9,895 25.4%
Depreciation and depletion $48,919$48,919-- 19.1%
Insurance $16,636$12,293$2,995$1,348 6.5%
Fees: investment management $13,916-$13,916- 5.4%
Payroll taxes $6,866$4,745$1,076$1,045 2.7%
All other expenses $6,384$5,231$585$568 2.5%
Other (as described)PUBLIC RELATIONS $6,238$4,311$978$949 2.4%
Fees: accounting $6,050$4,182$948$920 2.4%
Office expenses $4,209$2,909$660$640 1.6%
Other (as described)OUTSIDE CONTRACTORS $3,918$2,708$614$596 1.5%
Fees: legal $3,650$3,650-- 1.4%
Other (as described)TELEPHONE $3,523$2,435$552$536 1.4%
Other (as described)INTERNET EXPENSE $2,247$1,553$352$342 0.9%
Other employee benefits $2,181$1,507$342$332 0.9%
Conferences, conventions and meetings $788$544$124$120 0.3%
Fundraising events Eventdirect expenses; gross income $64,497$68,065reported apart
Total$256,320100%

View the filing

2023 · Form 990 · $260,377 spent · pay $71,770 · grants $0 · events $54,206
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $69,086$69,086-- 26.5%
Other salaries and wages $62,449$45,136$8,786$8,527 24.0%
Depreciation and depletion $51,406$51,406-- 19.7%
Insurance $16,004$12,166$2,739$1,099 6.1%
Other (as described)OUTSIDE CONTRACTORS $14,829$10,718$2,086$2,025 5.7%
Fees: investment management $12,087-$12,087- 4.6%
Payroll taxes $6,694$4,838$942$914 2.6%
Office expenses $6,478$4,682$911$885 2.5%
Fees: accounting $5,700$4,120$802$778 2.2%
All other expenses $5,650$4,620$523$507 2.2%
Other (as described)EDUCATION $2,675$2,675-- 1.0%
Other employee benefits $2,627$1,898$370$359 1.0%
Other (as described)TELEPHONE $2,251$1,627$317$307 0.9%
Other (as described)INTERNET EXPENSE $1,959$1,416$276$267 0.8%
Conferences, conventions and meetings $482$348$68$66 0.2%
Fundraising events Eventdirect expenses; gross income $67,679$53,724reported apart
Total$260,377100%

View the filing

2022 · Form 990 · $267,916 spent · pay $72,432 · grants $0 · events $11,805
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $89,481$89,481-- 33.4%
Other salaries and wages $63,615$42,739$16,212$4,664 23.7%
Depreciation and depletion $55,863$55,863-- 20.9%
Insurance $14,177$10,033$3,577$567 5.3%
Fees: investment management $8,560-$8,560- 3.2%
Payroll taxes $6,245$4,196$1,591$458 2.3%
Fees: accounting $5,970$4,011$1,521$438 2.2%
All other expenses $5,587$4,235$1,050$302 2.1%
Office expenses $3,876$2,604$988$284 1.4%
Other (as described)PUBLIC RELATIONS $3,431$2,305$874$252 1.3%
Other (as described)TELEPHONE $3,030$2,036$772$222 1.1%
Other (as described)OUTSIDE CONTRACTORS $2,903$1,950$740$213 1.1%
Other employee benefits $2,572$1,728$655$189 1.0%
Other (as described)EDUCATION $2,202$2,202-- 0.8%
Conferences, conventions and meetings $404$271$103$30 0.2%
Fundraising events Eventdirect expenses; gross income $30,249$11,401reported apart
Total$267,916100%

View the filing

2021 · Form 990 · $243,565 spent · pay $65,655 · grants $0 · events $59,627
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $66,595$66,595-- 27.3%
Depreciation and depletion $58,617$58,473$144- 24.1%
Other salaries and wages $56,415$42,559$7,031$6,825 23.2%
Insurance $14,951$11,200$2,735$1,016 6.1%
Fees: investment management $12,230-$12,230- 5.0%
Fees: accounting $5,765$4,350$718$697 2.4%
Payroll taxes $5,741$4,331$715$695 2.4%
All other expenses $4,115$3,358$384$373 1.7%
Office expenses $4,081$3,078$509$494 1.7%
Other (as described)TELEPHONE $3,534$2,666$440$428 1.5%
Other employee benefits $3,499$2,640$436$423 1.4%
Other (as described)INTERNET EXPENSE $3,185$2,403$397$385 1.3%
Other (as described)OUTSIDE CONTRACTORS $2,322$1,752$289$281 1.0%
Other (as described)Printing and Publications $1,855$1,400$231$224 0.8%
Conferences, conventions and meetings $610$460$76$74 0.3%
Fees: other services $50-$50- 0.0%
Fundraising events Eventdirect expenses; gross income $119,849$59,017reported apart
Total$243,565100%

View the filing

2020 · Form 990 · $225,913 spent · pay $66,422 · grants $0 · events $18,380
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $57,389$39,455$11,142$6,792 25.4%
Depreciation and depletion $56,025$55,844$181- 24.8%
Occupancy $55,604$55,604-- 24.6%
Insurance $14,426$10,224$3,219$983 6.4%
Fees: investment management $9,551-$9,551- 4.2%
Payroll taxes $5,979$4,111$1,160$708 2.6%
Fees: accounting $5,500$3,781$1,068$651 2.4%
Other (as described)OUTSIDE CONTRACTORS $4,860$3,341$944$575 2.2%
Other (as described)TELEPHONE $4,660$3,203$905$552 2.1%
Office expenses $3,710$2,551$720$439 1.6%
Other employee benefits $3,054$2,100$593$361 1.4%
Other (as described)PUBLIC RELATIONS $2,134$1,467$414$253 0.9%
All other expenses $1,380$1,154$144$82 0.6%
Other (as described)Printing and Publications $1,072$737$208$127 0.5%
Conferences, conventions and meetings $494$340$96$58 0.2%
Fees: other services $75-$75- 0.0%
Fundraising events Eventdirect expenses; gross income $52,401$17,886reported apart
Total$225,913100%

View the filing

2019 · Form 990 · $497,006 spent · pay $87,354 · grants $242,574 · events $25,256
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $242,574$242,574-- 48.8%
Other salaries and wages $75,481$55,924$16,142$3,415 15.2%
Depreciation and depletion $56,512$56,330$182- 11.4%
Occupancy $54,836$54,836-- 11.0%
Insurance $14,187$10,370$3,431$386 2.9%
Fees: investment management $12,612-$12,612- 2.5%
Payroll taxes $8,220$6,090$1,758$372 1.7%
Fees: accounting $5,400$4,001$1,155$244 1.1%
Other (as described)TELEPHONE $5,182$3,840$1,108$234 1.0%
Other (as described)OUTSIDE CONTRACTORS $4,514$3,345$965$204 0.9%
Other (as described)LEGAL FEES $4,335$4,335-- 0.9%
All other expenses $3,954$3,483$390$81 0.8%
Other employee benefits $3,653$2,707$781$165 0.7%
Office expenses $3,126$2,316$669$141 0.6%
Other (as described)PUBLIC RELATIONS $1,955$1,449$418$88 0.4%
Conferences, conventions and meetings $390$289$83$18 0.1%
Fees: other services $75-$75- 0.0%
Fundraising events Eventdirect expenses; gross income $94,276$24,866reported apart
Total$497,006100%

View the filing

2018 · Form 990 · $322,935 spent · pay $98,533 · grants $44,477 · events $41,695
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $82,400$56,408$21,945$4,047 25.5%
Occupancy $64,900$64,900-- 20.1%
Depreciation and depletion $55,941$55,675$266- 17.3%
Grants to US organizations and governments $44,477$44,477-- 13.8%
Fees: investment management $15,104-$15,104- 4.7%
Insurance $14,442$9,831$4,195$416 4.5%
Payroll taxes $9,758$6,680$2,599$479 3.0%
Other employee benefits $6,375$4,364$1,698$313 2.0%
Other (as described)TELEPHONE $5,995$4,104$1,597$294 1.9%
Other (as described)MISCELLANEOUS PROGRAM COSTS $5,692$5,692-- 1.8%
Fees: accounting $5,300$3,628$1,412$260 1.6%
All other expenses $3,680$2,513$987$180 1.1%
Other (as described)EDUCATION $3,251$3,251-- 1.0%
Other (as described)PUBLIC RELATIONS $2,853$1,953$760$140 0.9%
Office expenses $1,801$1,233$480$88 0.6%
Conferences, conventions and meetings $891$610$237$44 0.3%
Fees: other services $75-$75- 0.0%
Fundraising events Eventdirect expenses; gross income $104,282$40,804reported apart
Total$322,935100%

View the filing

2017 · Form 990 · $332,246 spent · pay $117,988 · grants $0 · events $27,222
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $102,620$62,644$30,702$9,274 30.9%
Occupancy $71,393$71,393-- 21.5%
Depreciation and depletion $70,639$70,283$356- 21.3%
Insurance $16,057$10,074$5,125$858 4.8%
Fees: investment management $14,974-$14,974- 4.5%
Payroll taxes $11,228$6,854$3,359$1,015 3.4%
Other (as described)TELEPHONE $8,410$5,134$2,516$760 2.5%
Office expenses $7,047$4,302$2,108$637 2.1%
All other expenses $6,371$5,347$794$230 1.9%
Other (as described)OUTSIDE CONTRACTORS $5,977$5,977-- 1.8%
Fees: accounting $5,750$3,510$1,720$520 1.7%
Other employee benefits $4,140$2,527$1,239$374 1.2%
Other (as described)PUBLIC RELATIONS $3,059$1,868$915$276 0.9%
Other (as described)Printing and Publications $3,054$1,864$914$276 0.9%
Conferences, conventions and meetings $1,477$902$442$133 0.4%
Fees: other services $50-$50- 0.0%
Fundraising events Eventdirect expenses; gross income $85,444$25,745reported apart
Total$332,246100%

View the filing

2016 · Form 990 · $363,371 spent · pay $111,955 · grants $0 · events $31,510
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $96,419$56,791$28,748$10,880 26.5%
Depreciation and depletion $83,020$80,335$2,685- 22.8%
Occupancy $73,217$73,217-- 20.1%
Fees: investment management $15,384-$15,384- 4.2%
Insurance $14,920$8,751$5,102$1,067 4.1%
Other (as described)PUBLIC RELATIONS $12,275$7,230$3,660$1,385 3.4%
All other expenses $11,458$9,362$1,571$525 3.2%
Other (as described)OUTSIDE CONTRACTORS $11,090$11,090-- 3.1%
Payroll taxes $9,995$5,887$2,980$1,128 2.8%
Other (as described)Printing and Publications $8,226$4,845$2,453$928 2.3%
Office expenses $7,693$4,531$2,294$868 2.1%
Other (as described)TELEPHONE $7,442$4,383$2,219$840 2.0%
Other employee benefits $5,541$3,264$1,652$625 1.5%
Fees: accounting $5,175$3,048$1,543$584 1.4%
Conferences, conventions and meetings $994$586$296$112 0.3%
Fees: legal $420-$420- 0.1%
Fees: other services $102-$102- 0.0%
Fundraising events Eventdirect expenses; gross income $79,659$30,516reported apart
Total$363,371100%

View the filing

2015 · Form 990 · $357,146 spent · pay $100,909 · grants $0 · events $40,810
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $87,306$87,306-- 24.4%
Depreciation and depletion $84,716$81,216$3,500- 23.7%
Other salaries and wages $84,637$51,433$24,632$8,572 23.7%
Fees: investment management $15,892-$15,892- 4.4%
Insurance $15,489$9,738$4,803$948 4.3%
Fees: accounting $12,058$7,328$3,509$1,221 3.4%
Payroll taxes $9,470$5,755$2,756$959 2.7%
All other expenses $8,809$6,087$1,139$1,583 2.5%
Office expenses $6,988$4,246$2,034$708 2.0%
Other employee benefits $6,802$4,133$1,980$689 1.9%
Other (as described)TELEPHONE $6,287$3,820$1,830$637 1.8%
Other (as described)EXHIBITS $5,638$5,638-- 1.6%
Other (as described)BANK CHARGES $5,193$3,156$1,511$526 1.5%
Conferences, conventions and meetings $4,028$2,448$1,172$408 1.1%
Other (as described)Printing and Publications $3,758$2,283$1,094$381 1.1%
Fees: legal $75-$75- 0.0%
Fundraising events Eventdirect expenses; gross income $76,372$36,782reported apart
Total$357,146100%

View the filing

2013 · Form 990 · $350,826 spent · pay $105,001 · grants $0 · events $54,274
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $88,939$82,072$6,867- 25.4%
Other salaries and wages $85,666$53,275$26,097$6,294 24.4%
Occupancy $85,193$85,193-- 24.3%
Fees: investment management $16,248-$16,248- 4.6%
Insurance $14,246$10,910$2,953$383 4.1%
Payroll taxes $10,095$6,278$3,075$742 2.9%
Fees: accounting $9,555$5,942$2,911$702 2.7%
Other employee benefits $9,240$5,746$2,815$679 2.6%
All other expenses $8,459$6,601$1,350$508 2.4%
Other (as described)TELEPHONE $7,829$4,869$2,385$575 2.2%
Other (as described)EXHIBITS $5,771$5,771-- 1.6%
Other (as described)Printing and Publications $2,927$1,820$892$215 0.8%
Other (as described)BANK CHARGES $2,666$1,658$812$196 0.8%
Office expenses $2,278$1,417$694$167 0.6%
Fees: legal $952$952-- 0.3%
Travel $314-$314- 0.1%
Information technology $294$294-- 0.1%
Advertising and promotion $154$96$47$11 0.0%
Fundraising events Eventdirect expenses; gross income $87,636$54,274reported apart
Total$350,826100%

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.