BELLA VISTA FOUNDATION
Cite this
Plain text BELLA VISTA FOUNDATION. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/bella-vista-foundation-943345967. Retrieved 2026-11-02.
APA furp.org. (n.d.). BELLA VISTA FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 2, 2026, from https://furp.org/org/bella-vista-foundation-943345967
MLA “BELLA VISTA FOUNDATION.” furp.org, tax years 2011–2024, https://furp.org/org/bella-vista-foundation-943345967. Accessed 2 Nov. 2026.
Retrieved 2026-11-02; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $2.3M · expenses $5.0M · assets $68.4M
- EIN
- 94-3345967
- Address
- 1660 BUSH STREET 300, SAN FRANCISCO, CA 94109-5308
- Website
- WWW.BELLAVISTAFOUNDATION.ORG
- NTEE code
- T20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- March 2000 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
None of the 16 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
16 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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Kimberly Casey | DIRECTOR | 2020-2024 | 1 | $0 reported | 2 |
| Jean Casey | SECRETARY | 2019-2024 | 1 | $0 reported | 2 |
| Susan Koe | CHAIR | 2011-2024 | 1 | $0 reported | 1 |
| Katherine Joiner | CO-TREASURER | 2015-2024 | 1 | $0 reported | 2 |
| Shannon Casey Welch | VICE CHAIR AND CO-TREASURER | 2020-2024 | 1 | $0 reported | 2 |
| Rob Millis | DIRECTOR | 2021-2024 | 1 | $0 reported | 1 |
| Micheal Casey | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Spencer Kirkwood | AUDIT CHAIR | 2020-2024 | 1 | $0 reported | 1 |
| John Kirkwood | DIRECTOR EMERITUS | 2011-2024 | 1 | $0 reported | 2 |
| Sara Koe | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Corey Kirkwood (former) | CO-TREASURER | 2016-2022 | 1 | $0 reported | 1 |
| Rob Mills (former) | AUDIT CHAIR | 2020 | 1 | $0 reported | 1 |
| Michael Casey (former) | AUDIT CHAIR | 2018-2019 | 1 | $0 reported | 1 |
| Jeanie Casey (former) | SECRETARY | 2011-2018 | 1 | $0 reported | 1 |
| Robert Kirkwood (former) | CHAIRMAN (DECEASED) | 2011-2017 | 1 | $0 reported | 1 |
| Kate Casey Joiner (former) | ASSOCIATE TRUSTEE | 2011-2014 | 1 | $0 reported | 1 |
People by year
2024 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN CASEY | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| KATHERINE JOINER | CO-TREASURER | 1 | $0 | - | $0 | $0 | 2 |
| SHANNON CASEY WELCH | VICE CHAIR AND CO-TREASURER | 1 | $0 | - | $0 | $0 | 2 |
| ROB MILLIS | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MICHEAL CASEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| KIMBERLY CASEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| SPENCER KIRKWOOD | AUDIT CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| JOHN KIRKWOOD | DIRECTOR EMERITUS | 1 | $0 | - | $0 | $0 | 2 |
| SARA KOE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2023 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN CASEY | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| KATHERINE JOINER | CO-TREASURER | 1 | $0 | - | $0 | $0 | 2 |
| SHANNON CASEY WELCH | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| ROB MILLIS | CO-TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| MICHEAL CASEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| KIMBERLY CASEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| SPENCER KIRKWOOD | AUDIT CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| JOHN KIRKWOOD | DIRECTOR EMERITUS | 1 | $0 | - | $0 | $0 | 2 |
2022 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN CASEY | CHAIR | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | VICE CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| COREY KIRKWOOD | CO-TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| KATHERINE JOINER | CO-TREASURER | 1 | $0 | - | $0 | $0 | 2 |
| SHANNON CASEY WELCH | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| ROB MILLIS | AUDIT CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| MICHEAL CASEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| KIMBERLY CASEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| SPENCER KIRKWOOD | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JOHN KIRKWOOD | DIRECTOR EMERITUS | 1 | $0 | - | $0 | $0 | 2 |
2021 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN CASEY | CHAIR | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | VICE CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| COREY KIRKWOOD | CO-TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| KATHERINE JOINER | CO-TREASURER | 1 | $0 | - | $0 | $0 | 2 |
| SHANNON CASEY WELCH | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| ROB MILLIS | AUDIT CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| MICHEAL CASEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| KIMBERLY CASEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| SPENCER KIRKWOOD | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JOHN KIRKWOOD | DIRECTOR EMERITUS | 1 | $0 | - | $0 | $0 | 2 |
2020 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN CASEY | CHAIR | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | VICE CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| COREY KIRKWOOD | CO-TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| KATHERINE JOINER | CO-TREASURER | 1 | $0 | - | $0 | $0 | 2 |
| SHANNON CASEY WELCH | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| ROB MILLS | AUDIT CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| MICHEAL CASEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| KIMBERLY CASEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| JOHN KIRKWOOD | DIRECTOR EMERITUS | 1 | $0 | - | $0 | $0 | 2 |
| SPENCER KIRKWOOD | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2019 · 6 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL CASEY | AUDIT CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| JEAN K CASEY | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| JOHN KIRKWOOD | CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | VICE CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATHERINE CASEY JOINER | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| COREY KIRKWOOD | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
2018 · 6 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL CASEY | AUDIT CHAIR | 1 | $0 | - | $0 | $0 | 1 |
| JEANIE CASEY | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| JOHN KIRKWOOD | CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | VICE CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATHERINE CASEY JOINER | DIRECTOR | 1 | $0 | - | $0 | $0 | 2 |
| COREY KIRKWOOD | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
2017 · 6 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT KIRKWOOD | CHAIRMAN (DECEASED) | 1 | $0 | - | $0 | $0 | 1 |
| JEANIE CASEY | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| JOHN KIRKWOOD | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | VICE CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATHERINE CASEY JOINER | ASSOCIATE TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| COREY KIRKWOOD | ASSOCIATE TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2016 · 6 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert Kirkwood | Chairman | 1 | $0 | - | $0 | $0 | 1 |
| Jeanie Casey | Treasurer | 1 | $0 | - | $0 | $0 | 1 |
| John Kirkwood | Secretary | 1 | $0 | - | $0 | $0 | 2 |
| Susan Koe | Vice Chairman | 1 | $0 | - | $0 | $0 | 1 |
| katherine casey joiner | associate trustee | 1 | $0 | - | $0 | $0 | 2 |
| COREY KIRKWOOD | ASSociate trustee | 1 | $0 | - | $0 | $0 | 1 |
2015 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert Kirkwood | Chairman | 1 | $0 | - | $0 | $0 | 1 |
| Jeanie Casey | Treasurer | 1 | $0 | - | $0 | $0 | 1 |
| John Kirkwood | Secretary | 1 | $0 | - | $0 | $0 | 2 |
| Susan Koe | Vice Chairman | 1 | $0 | - | $0 | $0 | 1 |
| katherine casey joiner | associate trustee | 1 | $0 | - | $0 | $0 | 2 |
2014 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT KIRKWOOD | CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| JEANIE CASEY | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| JOHN KIRKWOOD | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | VICE CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATE CASEY JOINER | ASSOCIATE TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2013 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT KIRKWOOD | CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| JEANIE CASEY | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| JOHN KIRKWOOD | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | VICE CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATE CASEY JOINER | ASSOCIATE TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2012 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT KIRKWOOD | CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| JEANIE CASEY | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| JOHN KIRKWOOD | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | VICE CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATE CASEY JOINER | ASSOCIATE TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2011 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT KIRKWOOD | CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| JEANIE CASEY | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| JOHN KIRKWOOD | SECRETARY | 1 | $0 | - | $0 | $0 | 2 |
| SUSAN KOE | VICE CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| KATE CASEY JOINER | ASSOCIATE TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 2 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | SAN FRANCISCO, CA | MANAGEMENT SERVICES | $750,239 |
| SEPIO CAPITAL LLC | SAN FRANCISCO, CA | INVESTMENT FEES | $404,851 |
2023 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | SAN FRANCISCO, CA | MANAGEMENT SERVICES | $731,232 |
| SEPIO CAPITAL LLC | SAN FRANCISCO, CA | INVESTMENT FEES | $368,072 |
2022 · 2 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | SAN FRANCISCO, CA | MANAGEMENT SERVICES | $635,848 |
| SEPIO CAPITAL LLC | SAN FRANCISCO, CA | INVESTMENT FEES | $395,298 |
2021 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | SAN FRANCISCO, CA | MANAGEMENT SERVICES | $610,222 |
| SEPIO CAPITAL LLC | SAN FRANCISCO, CA | INVESTMENT FEES | $460,419 |
2020 · 3 contractors · $850K
| Name | Location | Service | Paid |
|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | SAN FRANCISCO, CA | MANAGEMENT SERVICES | $623,264 |
| SEPIO CAPITAL LLC | SAN FRANCISCO, CA | INVESTMENT FEES | $145,784 |
| HALL CAPITAL LLC | SAN FRANCISCO, CA | INVESTMENT FEES | $80,570 |
2019 · 2 contractors · $506K
| Name | Location | Service | Paid |
|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | SAN FRANCISCO, CA | MANAGEMENT SERVICES | $422,869 |
| HALL CAPITAL LLC | SAN FRANCISCO, CA | INVESTMENT FEES | $83,594 |
2018 · 2 contractors · $503K
| Name | Location | Service | Paid |
|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | SAN FRANCISCO, CA | MANAGEMENT SERVICES | $404,673 |
| HALL CAPITAL LLC | SAN FRANCISCO, CA | INVESTMENT FEES | $98,436 |
2017 · 2 contractors · $209K
| Name | Location | Service | Paid |
|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | SAN FRANCISCO, CA | MANAGEMENT SERVICES | $135,204 |
| HALL CAPITAL LLC | SAN FRANCISCO, CA | INVESTMENT FEES | $73,682 |
2016 · 2 contractors · $447K
| Name | Location | Service | Paid |
|---|---|---|---|
| pacific foundation services llc | San Francisco, CA | management services | $379,947 |
| hall capital llc | san Francisco, CA | investment fees | $67,167 |
2015 · 2 contractors · $431K
| Name | Location | Service | Paid |
|---|---|---|---|
| pacific foundation services llc | San Francisco, CA | management services | $368,172 |
| hall capital llc | san Francisco, CA | investment fees | $63,089 |
2014 · 2 contractors · $429K
| Name | Location | Service | Paid |
|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | SAN FRANCISCO, CA | MANAGEMENT SERVICES | $365,401 |
| HALL CAPITAL LLC | SAN FRANCISCO, CA | INVESTMENT FEES | $63,103 |
2013 · 1 contractor · $360K
| Name | Location | Service | Paid |
|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | SAN FRANCISCO | MANAGEMENT SERVICES | $360,000 |
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 · 105 grants to organizations · $3.8M
Listed grants add up to $3,794,274; the return's “grants paid” expense line says $3,677,793. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 104 grants to organizations · $4.0M
Listed grants add up to $4,040,372; the return's “grants paid” expense line says $3,298,936. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 99 grants to organizations · $4.2M
Listed grants add up to $4,242,041; the return's “grants paid” expense line says $4,512,644. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 100 grants to organizations · $4.3M
Listed grants add up to $4,334,252; the return's “grants paid” expense line says $5,469,710. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 84 grants to organizations · $3.6M
Listed grants add up to $3,632,167; the return's “grants paid” expense line says $2,843,146. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 59 grants to organizations · $2.6M
Listed grants add up to $2,582,250; the return's “grants paid” expense line says $3,148,864. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 59 grants to organizations · $2.6M
Listed grants add up to $2,649,490; the return's “grants paid” expense line says $3,455,490. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 55 grants to organizations · $2.4M
Listed grants add up to $2,369,542; the return's “grants paid” expense line says $2,323,542. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 59 grants to organizations · $2.4M
Listed grants add up to $2,392,790; the return's “grants paid” expense line says $2,458,790. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 55 grants to organizations · $2.3M
2014 · 61 grants to organizations · $2.3M
Listed grants add up to $2,271,934; the return's “grants paid” expense line says $2,133,934. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 53 grants to organizations · $2.1M
Listed grants add up to $2,113,482; the return's “grants paid” expense line says $2,256,482. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 60 grants to organizations · $2.3M · 1 returned · -$25K
Listed grants add up to $2,278,695; the return's “grants paid” expense line says $2,179,005. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 62 grants to organizations · $2.2M
Listed grants add up to $2,224,620; the return's “grants paid” expense line says $2,118,810. 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.
2013 · 1 contributor · $7K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | DOYLE TRUST FUND | Person | $6,523 | - | Form 990PF Sch. B, 2013 · filing |
2012 · 1 contributor · $395K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | DOYLE TRUST FUND | Person | SAN FRANCISCO, CA | $395,351 | - | Form 990PF Sch. B, 2012 · 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $2,330,253 | $4,974,603 | $68,431,993 | $66,702,083 | - | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| -$297,583 | $4,444,297 | $68,423,844 | $66,456,297 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $1,164,931 | $5,621,439 | $64,946,087 | $62,361,008 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $2,919,660 | $6,658,256 | $86,434,044 | $83,872,082 | - | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $15,908,613 | $3,892,111 | $84,082,468 | $82,622,999 | - | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $1,333,485 | $3,775,423 | $80,972,367 | $78,673,500 | - | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $1,145,203 | $4,063,146 | $53,856,849 | $52,809,674 | - | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $652,247 | $2,872,887 | $59,299,236 | $59,022,236 | - | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $474,148 | $2,995,115 | $54,263,786 | $54,037,245 | - | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| $476,792 | $2,755,551 | $53,669,201 | $53,493,149 | - | - | $0 | - | - |
| 2014 · Form 990PF | ||||||||
| $2,059,440 | $2,654,589 | $57,422,887 | $57,245,887 | - | - | $0 | - | - |
| 2013 · Form 990PF | ||||||||
| $869,642 | $2,779,201 | $56,915,834 | $56,394,262 | $6,523 | - | $0 | - | - |
| 2012 · Form 990PF | ||||||||
| $1,127,245 | $2,628,983 | $51,911,605 | $51,617,158 | - | - | $0 | - | - |
| 2011 · Form 990PF | ||||||||
| $277,521 | $2,560,872 | $47,932,506 | $47,806,177 | - | - | $0 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- GGS FOUNDATION San Francisco, CA · 3 people in common (Jean Casey, John Kirkwood, Shannon Casey Welch)
- BOTHIN FOUNDATION San Francisco, CA · 2 people in common (Katherine Joiner, Kimberly Casey)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
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Same category: NTEE code and revenue
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| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| BAI FOUNDATION | CA | T20 | $2,776,657 | $215,950 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| 1P FOUNDATION | CA | T20 | $2,293,445 | $1,434,952 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| M & T FOUNDATION | CA | T20 | $2,292,450 | $2,059,848 | President | $155,088 | Same NTEE code T20, revenue within 2x, same state, similar name |
| CAMP FOUNDATION | CA | T20 | $2,024,622 | $698,658 | PRESIDENT, DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| DREW FOUNDATION | CA | T20 | $2,766,208 | $5,455,513 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| VICTOR FAMILY FOUNDATION | CA | T20 | $2,123,882 | $561,274 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| FRIESE FOUNDATION | CA | T20 | $2,265,067 | $8,055,170 | DIRECTOR, PRESIDENT | $200,000 | Same NTEE code T20, revenue within 2x, same state |
| BYLO CHACON FOUNDATION | CA | T20 | $2,268,663 | $6,584,314 | EXECUTIVE DIRECTOR/TREASURER/SECRETARY | $230,698 | Same NTEE code T20, revenue within 2x, same state |
| NORA BETYOUSEF FOUNDATION | CA | T20 | $2,656,903 | $74,606 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| M PIUZE FOUNDATION | CA | T20 | $2,103,569 | $667,173 | CEO | $7,083 | Same NTEE code T20, revenue within 2x, same state |
| AURELIA FOUNDATION | CA | T20 | $2,623,119 | $2,721,990 | COO | $100,185 | Same NTEE code T20, revenue within 2x, same state |
| M & I PFISTER FOUNDATION | CA | T20 | $2,406,077 | $929,948 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| BAKER STREET FOUNDATION | CA | T20 | $2,103,817 | $8,293,154 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| BATTLE FAMILY FOUNDATION | CA | T20 | $2,679,531 | $467,679 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| BAY AREA LYME FOUNDATION | CA | T20 | $2,267,803 | $1,900,217 | EXECUTIVE DIRECTOR/SECRETARY | $276,479 | Same NTEE code T20, revenue within 2x, same state |
| ORR FAMILY FOUNDATION | CA | T20 | $2,488,361 | $2,441,051 | VICE PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| FELDMAN FOUNDATION CA | CA | T20 | $2,084,513 | $2,686,257 | DIRECTOR/PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| PAUL STANFORD BERNHARD FOUNDATION | CA | T20 | $2,068,902 | $135,423 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| DANHAKL FAM FOUNDATION | CA | T20 | $2,482,283 | $4,518,724 | PRESIDENT, TRUSTEE, CHAIR, ED | $50,000 | Same NTEE code T20, revenue within 2x, same state |
| STEP FAMILY FOUNDATION | CA | T20 | $2,165,407 | $899,271 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| FLORA FAMILY FOUNDATION | CA | T20 | $2,769,366 | $6,880,926 | PRESIDENT | $373,587 | Same NTEE code T20, revenue within 2x, same state |
| JOHN MARTIN FOUNDATION | CA | T20 | $2,114,252 | $10,986,631 | PRESIDENT & DIRECTOR | $300,000 | Same NTEE code T20, revenue within 2x, same state |
| CONNIE FRANK FOUNDATION | CA | T20 | $2,113,454 | $1,086,653 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| KLING FAMILY FOUNDATION | CA | T20 | $2,678,409 | $2,667,023 | Treasurer | $25,000 | Same NTEE code T20, revenue within 2x, same state |
| RANDALL FAMILY FOUNDATION | CA | T20 | $2,323,026 | $5,701,966 | PRESIDENT/CEO | $0 | Same NTEE code T20, 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).
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 · $4,974,603 spent · pay $0 · grants $3,677,793 · events $11,140
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,677,793 | 73.9% | |
| Fees: other professional | $1,155,090 | 23.2% | |
| Taxes | $94,147 | 1.9% | |
| Fees: accounting | $32,800 | 0.7% | |
| Travel, conferences and meetings | $11,140 | 0.2% | |
| Other expenses | $3,633 | 0.1% | |
| Total | $4,974,603 | 100% |
2023 · Form 990PF · $4,444,297 spent · pay $0 · grants $3,298,936 · events $7,513
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,298,936 | 74.2% | |
| Fees: other professional | $1,099,304 | 24.7% | |
| Fees: accounting | $30,100 | 0.7% | |
| Travel, conferences and meetings | $7,513 | 0.2% | |
| Taxes | $5,065 | 0.1% | |
| Other expenses | $3,379 | 0.1% | |
| Total | $4,444,297 | 100% |
2022 · Form 990PF · $5,621,439 spent · pay $0 · grants $4,512,644 · events $4,294
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,512,644 | 80.3% | |
| Fees: other professional | $1,031,146 | 18.3% | |
| Fees: accounting | $36,100 | 0.6% | |
| Taxes | $34,025 | 0.6% | |
| Travel, conferences and meetings | $4,294 | 0.1% | |
| Other expenses | $3,230 | 0.1% | |
| Total | $5,621,439 | 100% |
2021 · Form 990PF · $6,658,256 spent · pay $0 · grants $5,469,710 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $5,469,710 | 82.1% | |
| Fees: other professional | $1,070,641 | 16.1% | |
| Taxes | $69,681 | 1.0% | |
| Fees: accounting | $45,250 | 0.7% | |
| Other expenses | $2,974 | 0.0% | |
| Total | $6,658,256 | 100% |
2020 · Form 990PF · $3,892,111 spent · pay $0 · grants $2,843,146 · events $1,386
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,843,146 | 73.0% | |
| Fees: other professional | $866,159 | 22.3% | |
| Taxes | $145,644 | 3.7% | |
| Fees: accounting | $31,850 | 0.8% | |
| Other expenses | $3,259 | 0.1% | |
| Travel, conferences and meetings | $1,386 | 0.0% | |
| Fees: legal | $667 | 0.0% | |
| Total | $3,892,111 | 100% |
2019 · Form 990PF · $3,775,423 spent · pay $0 · grants $3,148,864 · events $8,454
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,148,864 | 83.4% | |
| Fees: other professional | $524,083 | 13.9% | |
| Taxes | $37,180 | 1.0% | |
| Fees: accounting | $36,907 | 1.0% | |
| Fees: legal | $16,813 | 0.4% | |
| Travel, conferences and meetings | $8,454 | 0.2% | |
| Other expenses | $3,122 | 0.1% | |
| Total | $3,775,423 | 100% |
2018 · Form 990PF · $4,063,146 spent · pay $0 · grants $3,455,490 · events $10,844
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,455,490 | 85.0% | |
| Fees: other professional | $508,109 | 12.5% | |
| Taxes | $43,505 | 1.1% | |
| Fees: accounting | $41,976 | 1.0% | |
| Travel, conferences and meetings | $10,844 | 0.3% | |
| Other expenses | $3,222 | 0.1% | |
| Total | $4,063,146 | 100% |
2017 · Form 990PF · $2,872,887 spent · pay $0 · grants $2,323,542 · events $4,920
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,323,542 | 80.9% | |
| Fees: other professional | $471,805 | 16.4% | |
| Fees: accounting | $34,694 | 1.2% | |
| Taxes | $34,443 | 1.2% | |
| Travel, conferences and meetings | $4,920 | 0.2% | |
| Other expenses | $3,483 | 0.1% | |
| Total | $2,872,887 | 100% |
2016 · Form 990PF · $2,995,115 spent · pay $0 · grants $2,458,790 · events $1,342
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,458,790 | 82.1% | |
| Fees: other professional | $447,115 | 14.9% | |
| Fees: accounting | $62,166 | 2.1% | |
| Taxes | $21,796 | 0.7% | |
| Other expenses | $3,906 | 0.1% | |
| Travel, conferences and meetings | $1,342 | 0.0% | |
| Total | $2,995,115 | 100% |
2015 · Form 990PF · $2,755,551 spent · pay $0 · grants $2,250,836 · events $4,727
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,250,836 | 81.7% | |
| Fees: other professional | $431,261 | 15.7% | |
| Taxes | $53,938 | 2.0% | |
| Fees: accounting | $10,714 | 0.4% | |
| Travel, conferences and meetings | $4,727 | 0.2% | |
| Other expenses | $4,075 | 0.1% | |
| Total | $2,755,551 | 100% |
2014 · Form 990PF · $2,654,589 spent · pay $0 · grants $2,133,934 · events $6,731
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,133,934 | 80.4% | |
| Fees: other professional | $444,867 | 16.8% | |
| Fees: accounting | $32,151 | 1.2% | |
| Taxes | $31,806 | 1.2% | |
| Travel, conferences and meetings | $6,731 | 0.3% | |
| Other expenses | $5,100 | 0.2% | |
| Total | $2,654,589 | 100% |
2013 · Form 990PF · $2,779,201 spent · pay $0 · grants $2,256,482 · events $5,431
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,256,482 | 81.2% | |
| Fees: other professional | $418,610 | 15.1% | |
| Taxes | $59,957 | 2.2% | |
| Fees: accounting | $31,784 | 1.1% | |
| Other expenses | $6,937 | 0.2% | |
| Travel, conferences and meetings | $5,431 | 0.2% | |
| Total | $2,779,201 | 100% |
2012 · Form 990PF · $2,628,983 spent · pay $0 · grants $2,179,005 · events $12,681
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,179,005 | 82.9% | |
| Fees: other professional | $359,500 | 13.7% | |
| Taxes | $42,085 | 1.6% | |
| Fees: accounting | $30,197 | 1.1% | |
| Travel, conferences and meetings | $12,681 | 0.5% | |
| Other expenses | $5,515 | 0.2% | |
| Total | $2,628,983 | 100% |
2011 · Form 990PF · $2,560,872 spent · pay $0 · grants $2,118,810 · events $12,074
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,118,810 | 82.7% | |
| Fees: other professional | $356,735 | 13.9% | |
| Taxes | $33,722 | 1.3% | |
| Fees: accounting | $32,768 | 1.3% | |
| Travel, conferences and meetings | $12,074 | 0.5% | |
| Other expenses | $6,763 | 0.3% | |
| Total | $2,560,872 | 100% |
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