San Ramon Historic Foundation
- Assets
- $974.0k
- Revenue
- $9.9k
- Investments
- $0.0
- Employees
- 0
- Location
- San Ramon, CA
- Founding
- 06/2005
- Data as of
- 06/2022
- EIN
- 20-2707850
Organization Overview
San Ramon Historic Foundation is located in San Ramon, CA. The organization was established in 2005. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Ramon Historic Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, San Ramon Historic Foundation generated $9.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (23.9%) each year. All expenses for the organization totaled $55.3k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, San Ramon Historic Foundation has awarded 21 individual grants totaling $146,805. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
NON-PROFIT, VOLUNTEER ORGANIZATION COMMITTED TO THE PRESERVATION OF HISTORICAL FOREST HOME FARM PROPERTY LOCATED IN SAN RAMON, CALIFORNIA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
NON-PROFIT, VOLUNTEER ORGANIZATION COMMITTED TO THE PRESERVATION AND PROTECTION OF SAN RAMON HISTORICAL BUILDINGS, STRUCTURES, EQUIPMENT AND LANDSCAPES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Patsy Galati Board Member | OfficerTrustee | 8 | $0 |
Julia Oseland Vice-Presidentand Board Membe | OfficerTrustee | 8 | $0 |
Carol Lopez-Lucey Secretary And Board Member | OfficerTrustee | 8 | $0 |
Rene Kullick Board Member | OfficerTrustee | 8 | $0 |
Don Kowalski Board Member | OfficerTrustee | 8 | $0 |
Robert Downum Board Member | OfficerTrustee | 8 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $8,827 |
| Fundraising events | $40,426 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $24,659 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $73,912 |
| Total Program Service Revenue | $0 |
| Investment income | -$63,776 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$2,738 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $2,471 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $9,869 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $37,735 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $3,985 |
| Fees for services: Legal | $429 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $6,456 |
| Advertising and promotion | $3,531 |
| Office expenses | $1,446 |
| Information technology | $80 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,508 |
| All other expenses | $156 |
| Total functional expenses | $55,326 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $160,141 |
| Savings and temporary cash investments | $75,000 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $12,930 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $725,920 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $973,991 |
| Accounts payable and accrued expenses | $301 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $301 |
| Net assets without donor restrictions | $939,368 |
| Net assets with donor restrictions | $34,322 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $973,991 |
Grants Awarded
Over the last fiscal year, San Ramon Historic Foundation has awarded $0 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
San Ramon, CA PURPOSE: Maintenance | $0 |
San Ramon, CA PURPOSE: Maintenance | $0 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that San Ramon Historic Foundation has recieved totaling $47.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $47 |
San Ramon Historic Foundation San Ramon, CA PURPOSE: Maintenance | $0 |
San Ramon Historic Foundation San Ramon, CA PURPOSE: Maintenance | $0 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Marines Memorial Association San Francisco, CA | $13,712,707 | $12,603,653 |
Oregon Historical Society Portland, OR | $38,558,644 | $10,926,580 |
Ntc Foundation San Diego, CA | $54,489,877 | $9,435,197 |
Pacific Historic Parks Aiea, HI | $16,680,796 | $4,440,631 |
Hobart Preservation Foundation San Francisco, CA | $24,942,337 | $3,593,927 |
Friends Of Iolani Palace Honolulu, HI | $1,651,460 | $3,141,450 |
Los Angeles Conservancy Los Angeles, CA | $8,280,807 | $3,801,748 |
Fox Tucson Theatre Foundation Tucson, AZ | $11,879,318 | $4,013,342 |
St Paul Rodeo Association St Paul, OR | $6,514,474 | $3,236,482 |
Shapell Manuscript Foundation Los Angeles, CA | $1,711,574 | $1,663,093 |
Prescott Frontier Days Inc Prescott, AZ | $1,824,378 | $1,478,402 |
Gamble House Conservancy Pasadena, CA | $12,495,280 | $2,319,965 |