STRATEGY STUDIO / PUBLIC DATA EXPLORER

CAMP PENDLETON HISTORICAL SOCIETY INC

Cite this

Plain text CAMP PENDLETON HISTORICAL SOCIETY INC. Strategy Studio, nonprofit organization profile, tax years 2013–2025. https://strategystudio.org/org/830443585. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). CAMP PENDLETON HISTORICAL SOCIETY INC [Nonprofit organization profile; tax years 2013–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/830443585

MLA “CAMP PENDLETON HISTORICAL SOCIETY INC.” Strategy Studio, tax years 2013–2025, https://strategystudio.org/org/830443585. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2013–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990 · revenue $41K · expenses $33K · assets $97K

EIN
83-0443585
Address
PO BOX 5497, OCEANSIDE, CA 92052-5497
NTEE code
A80
Subsection
501(c)(3)
Ruling year
2006
Cross-check
ProPublica Nonprofit Explorer

Mission

TO SUPPORT CAMP PENDLETON HISTORAL PROGRAMS IN PERSERVING AND SHARING OF MCBS HISTORY

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 32 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

32 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
John Bullard PRESIDENT2022-2025 2 $0 reported 1
Gerald Polyascko VICE PRESIDENT2015-2025 2 $0 reported 2
Timothy Anderson TREASURER2021-2025 3 $0 reported 1
Robert Hellman SECRETARY/MEMBERSHIP2015-2025 4 $0 reported 1
Michael Lewis EVENTS2015-2025 4 $0 reported 1
Charles Keshaw AT LARGE2021-2025 0 $0 reported 1
Jerry Blandford ASSOCIATE BOARD MEMBER2022-2025 Not reported $0 reported 1
Michael Kelley AT LARGE2022-2025 0 $0 reported 1
Richard Rothwell (former) PRESIDENT EMERITUS2013-2024 2 $0 reported 2
Anne Estes (former) ASSOCIATE BOARD MEMBER2022-2024 0 $0 reported 1
William Birnie (former) TREASURER2015-2021 0 $0 reported 2
James Williams (former) BOARD MEMBER2013-2021 0 $0 reported 1
Michael Kelly (former) BOARD MEMBER2020-2021 0 $0 reported 1
Debbie Chen (former) ASSOCIATE BOARD MEMBER2021 0 $0 reported 1
Charles Kershaw (former) DIRECTOR2015-2020 3 $0 reported 1
Micahel O'Neil (former) DIRECTOR2018-2019 4 $0 reported 1
Cal Frantz (former) SECRETARY2015-2019 5 $0 reported 1
William Parsons (former) SECRETARY2013-2016 4 $0 reported 1
Michael Daily (former) PUBLIC AFFAIRS2015-2016 1 $0 reported 1
Donald Gressly (former) DIRECTOR2015-2016 1 $0 reported 1
Steve Fisher (former) DIRECTOR2013-2016 6 $0 reported 1
Deb Hellman (former) VOLUNTEER2016 2 $0 reported 1
Calvin Frantz (former) Director2013-2014 2 $0 reported 1
Donald Gressley (former) Director2013-2014 2 $0 reported 1
Jerry Polyascko (former) Director2013-2014 2 $0 reported 1
Daniel Hapke (former) Trustee2013-2014 1 $0 reported 1
Bill Birnie (former) Treasurer2013-2014 5 $0 reported 1
Greg Goodman (former) Secretary2014 2 $0 reported 1
Mike Lewis (former) Director2014 2 $0 reported 1
Dal Williams (former) Director2014 2 $0 reported 1
Linda Holmes (former) Secretary2013 2 $0 reported 1
Len Hayes (former) Director2013 2 $0 reported 1

People by year

2025 · 8 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN BULLARD PRESIDENT2 $0$0$0 $01
GERALD POLYASCKO VICE PRESIDENT2 $0$0$0 $02
TIMOTHY ANDERSON TREASURER3 $0$0$0 $01
ROBERT HELLMAN SECRETARY/MEMBERSHIP4 $0$0$0 $01
MICHAEL LEWIS EVENTS4 $0$0$0 $01
CHARLES KESHAW AT LARGE0 $0$0$0 $01
JERRY BLANDFORD ASSOCIATE BOARD MEMBER- $0$0$0 $01
MICHAEL KELLEY AT LARGE0 $0$0$0 $01
2024 · 10 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN BULLARD PRESIDENT2 $0$0$0 $01
RICHARD ROTHWELL PRESIDENT EMERITUS2 $0$0$0 $02
GERALD POLYASCKO VICE PRESIDENT2 $0$0$0 $02
TIMOTHY ANDERSON TREASURER3 $0$0$0 $01
ROBERT HELLMAN SECRETARY/MEMBERSHIP4 $0$0$0 $01
MICHAEL LEWIS EVENTS2 $0$0$0 $01
CHARLES KESHAW AT LARGE0 $0$0$0 $01
JERRY BLANDFORD ASSOCIATE BOARD MEMBER0 $0$0$0 $01
ANNE ESTES ASSOCIATE BOARD MEMBER0 $0$0$0 $01
MICHAEL KELLEY AT LARGE0 $0$0$0 $01
2023 · 10 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN BULLARD PRESIDENT2 $0$0$0 $01
RICHARD ROTHWELL PRESIDENT EMERITUS2 $0$0$0 $02
GERALD POLYASCKO VICE PRESIDENT2 $0$0$0 $02
TIMOTHY ANDERSON TREASURER3 $0$0$0 $01
ROBERT HELLMAN SECRETARY/MEMBERSHIP4 $0$0$0 $01
MICHAEL LEWIS EVENTS2 $0$0$0 $01
CHARLES KESHAW AT LARGE0 $0$0$0 $01
JERRY BLANDFORD ASSOCIATE BOARD MEMBER0 $0$0$0 $01
ANNE ESTES ASSOCIATE BOARD MEMBER0 $0$0$0 $01
MICHAEL KELLEY AT LARGE0 $0$0$0 $01
2022 · 10 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN BULLARD PRESIDENT2 $0$0$0 $01
RICHARD ROTHWELL PRESIDENT EMERITUS2 $0$0$0 $02
GERALD POLYASCKO VICE PRESIDENT2 $0$0$0 $02
TIMOTHY ANDERSON TREASURER3 $0$0$0 $01
ROBERT HELLMAN SECRETARY/MEMBERSHIP4 $0$0$0 $01
MICHAEL LEWIS EVENTS2 $0$0$0 $01
CHARLES KESHAW AT LARGE0 $0$0$0 $01
JERRY BLANDFORD ASSOCIATE BOARD MEMBER0 $0$0$0 $01
ANNE ESTES ASSOCIATE BOARD MEMBER0 $0$0$0 $01
MICHAEL KELLEY AT LARGE0 $0$0$0 $01
2021 · 10 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD ROTHWELL PRESIDENT4 $0$0$0 $02
JAMES WILLIAMS BOARD MEMBER0 $0$0$0 $01
WILLIAM BIRNIE TREASURER0 $0$0$0 $02
MICHAEL KELLY BOARD MEMBER0 $0$0$0 $01
ROBERT HELLMAN SECRETARY7 $0$0$0 $01
GERALD POLYASCKO VICE PRESIDENT3 $0$0$0 $02
MICHAEL LEWIS EVENTS8 $0$0$0 $01
CHARLES KESHAW BOARD MEMBER1 $0$0$0 $01
TIMOTHY ANDERSON BOARD MEMBER3 $0$0$0 $01
DEBBIE CHEN ASSOCIATE BOARD MEMBER0 $0$0$0 $01
2020 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD ROTHWELL PRESIDENT6 $0-$0 $02
JAMES WILLIAMS DIRECTOR2 $0-$0 $01
WILLIAM BIRNIE TREASURER4 $0-$0 $02
MICHAEL KELLY DIRECTOR6 $0-$0 $01
ROBERT HELLMAN MEMBERSHIP4 $0-$0 $01
GERALD POLYASCKO VICE PRESIDENT4 $0-$0 $02
MICHAEL LEWIS EVENTS6 $0-$0 $01
CHARLES KERSHAW DIRECTOR3 $0-$0 $01
2019 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD ROTHWELL PRESIDENT6 $0-$0 $02
JAMES WILLIAMS DIRECTOR2 $0-$0 $01
WILLIAM BIRNIE TREASURER4 $0-$0 $02
MICAHEL O'NEIL DIRECTOR4 $0-$0 $01
ROBERT HELLMAN MEMBERSHIP4 $0-$0 $01
GERALD POLYASCKO VICE PRESIDENT4 $0-$0 $02
CAL FRANTZ SECRETARY5 $0-$0 $01
MICHAEL LEWIS EVENTS6 $0-$0 $01
CHARLES KERSHAW DIRECTOR3 $0-$0 $01
2018 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD ROTHWELL PRESIDENT6 $0-$0 $02
JAMES WILLIAMS DIRECTOR2 $0-$0 $01
WILLIAM BIRNIE TREASURER4 $0-$0 $02
MICAHEL O'NEIL DIRECTOR4 $0-$0 $01
ROBERT HELLMAN MEMBERSHIP4 $0-$0 $01
GERALD POLYASCKO VICE PRESIDENT4 $0-$0 $02
CAL FRANTZ SECRETARY5 $0-$0 $01
MICHAEL LEWIS EVENTS6 $0-$0 $01
CHARLES KERSHAW DIRECTOR3 $0-$0 $01
2016 · 13 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD ROTHWELL PRESIDENT8 $0-- $02
JAMES WILLIAMS VICE PRESIDENT2 $0-- $01
WILLIAM BIRNIE TREASURER3 $0-- $02
WILLIAM PARSONS SECRETARY4 $0-- $01
ROBERT HELLMAN MEMBERSHIP12 $0-- $01
GERALD POLYASCKO SPECIAL EVENTS6 $0-- $02
MICHAEL DAILY PUBLIC AFFAIRS1 $0-- $01
MICHAEL LEWIS DIRECTOR7 $0-- $01
CHARLES KERSHAW DIRECTOR2 $0-- $01
DONALD GRESSLY DIRECTOR1 $0-- $01
STEVE FISHER DIRECTOR6 $0-- $01
CAL FRANTZ DIRECTOR5 $0-- $01
DEB HELLMAN VOLUNTEER2 $0-- $01
2015 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD ROTHWELL PRESIDENT5 $0-- $02
JAMES WILLIAMS VICE PRESIDENT1 $0-- $01
WILLIAM BIRNIE TREASURER5 $0-- $02
WILLIAM PARSONS SECRETARY2 $0-- $01
ROBERT HELLMAN MEMBERSHIP2 $0-- $01
GERALD POLYASCKO SPECIAL EVENTS2 $0-- $02
MICHAEL DAILY PUBLIC AFFAIRS2 $0-- $01
MICHAEL LEWIS DIRECTOR2 $0-- $01
CHARLES KERSHAW DIRECTOR2 $0-- $01
DONALD GRESSLY DIRECTOR2 $0-- $01
STEVE FISHER DIRECTOR2 $0-- $01
CAL FRANTZ DIRECTOR2 $0-- $01
2014 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD ROTHWELL President5 $0-- $02
JAMES WILLIAMS Vice President1 $0-- $01
GREG GOODMAN Secretary2 $0-- $01
MIKE LEWIS Director2 $0-- $01
CALVIN FRANTZ Director2 $0-- $01
STEVE FISHER Director2 $0-- $01
DONALD GRESSLEY Director2 $0-- $01
JERRY POLYASCKO Director2 $0-- $01
DANIEL HAPKE Trustee1 $0-- $01
WILLIAM PARSONS Secretary0 $0-- $01
BILL BIRNIE Treasurer5 $0-- $01
DAL WILLIAMS Director2 $0-- $01
2013 · 11 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD ROTHWELL President5 $0-- $02
JAMES WILLIAMS Vice President1 $0-- $01
LINDA HOLMES Secretary2 $0-- $01
LEN HAYES Director2 $0-- $01
CALVIN FRANTZ Director2 $0-- $01
STEVE FISHER Director2 $0-- $01
DONALD GRESSLEY Director2 $0-- $01
JERRY POLYASCKO Director2 $0-- $01
DANIEL HAPKE Trustee1 $0-- $01
WILLIAM PARSONS Secretary0 $0-- $01
BILL BIRNIE Treasurer5 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

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
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$41,489$32,805 $97,471$97,471 $39,209$0 -08
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$41,992$31,570 $88,787$88,787 $40,318$0 -08
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$45,410$29,419 $78,365$78,365 $44,829$0 -08
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$104,872$79,977 $65,715$65,715 $104,569$0 -08
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$240,145$68,617 $280,519$280,519 $239,897$0 $008
2020 · Form 990EZ period ending 2020-12-31 · view filing · original 990 ↗
$30,740$12,693 $108,991$108,991 $13,300$0 ---
2019 · Form 990EZ period ending 2019-12-31 · view filing · original 990 ↗
$24,354$13,863 $90,944$90,944 $9,019$0 ---
2018 · Form 990EZ period ending 2018-12-31 · view filing · original 990 ↗
$58,930$29,449 $80,453$80,453 $8,810$0 ---
2016 · Form 990EZ period ending 2017-06-30 · view filing · original 990 ↗
$74,117$118,882 $56,418$56,418 $69,108$0 ---
2015 · Form 990EZ period ending 2016-06-30 · view filing · original 990 ↗
$43,033$37,974 $101,640$101,640 $39,793$0 ---
2014 · Form 990EZ period ending 2015-06-30 · view filing · original 990 ↗
$51,225$15,846 $95,624$95,624 $51,029- ---
2013 · Form 990EZ period ending 2014-06-30 · view filing · original 990 ↗
$8,351$11,240 $60,724$60,530 $2,495- ---

Funders of this organization

3 grantors reported grants to this organization, $45,600 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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
TIMOTHY T DAY FOUNDATION INC Private foundation Fuzzy filed as “CAMP PENDLETON HISTORICAL SOCIETY” 2022 1$25,000 2022$25,000
show
COW CAMP CARIDADES Public charity Exact 2014-2015, 2019 3$20,500 2019$5,000
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “CAMP PENDLETON HISTORICAL SOCIETY INC” 2020-2023 4$100 2023$42
show

Similar organizations

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
TWENTYNINE PALMS HISTORICAL SOCIETYCAA80 $46,170$74,767 CEO$0 Same NTEE code A80, revenue within 2x, same state
NEWPORT BEACH HISTORICAL SOCIETYCAA80 $28,463$31,908 President$0 Same NTEE code A80, revenue within 2x, same state
THREE RIVERS HISTORICAL SOCIETYCAA80 $56,495$56,516 Director$0 Same NTEE code A80, revenue within 2x, same state
CALIFORNIA HISTORICAL ARTILLERY SOCIETYCAA80 $55,906$66,019 President$0 Same NTEE code A80, revenue within 2x, same state
FORT PRESERVATION SOCIETYCAA80 $51,309$54,241 DIRECTOR$0 Same NTEE code A80, revenue within 2x, same state
LA VISTA HISTORICAL FOUNDATIONCAA80 $28,000$29,200 President$0 Same NTEE code A80, revenue within 2x, same state
CANDY STORE FOUNDATIONCAA80 $29,111$16,746 CHAIRMAN OF THE BOARD$0 Same NTEE code A80, revenue within 2x, same state
POINT FERMIN LIGHTHOUSE SOCIETYCAA80 $37,277$13,035 President$0 Same NTEE code A80, revenue within 2x, same state
NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTIONCAA80 $57,377$49,934 TREASURER$0 Same NTEE code A80, revenue within 2x, same state
SAUSALITO WOMANS CLUB PRESERVATION SOCIETYCAA80 $53,316$57,012 Director$0 Same NTEE code A80, revenue within 2x, same state
PLACERVILLE AND SACRAMENTO VALLEY RAILROAD INCCAA80 $51,711$48,905 President$0 Same NTEE code A80, revenue within 2x, same state
UNSUNG HEROES LIVING HISTORY PROJECTCAA80 $27,300$52,609 CEO$0 Same NTEE code A80, revenue within 2x, same state
INDIAN WELLS PRESERVATION FOUNDATIONCAA80 $43,902$39,259 President$0 Same NTEE code A80, revenue within 2x, same state
AMERICAN CIVIL WAR ASSOCIATIONCAA80 $34,727$41,511 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
FRIENDS OF OAKDALE HERITAGECAA80 $32,217$40,757 President$0 Same NTEE code A80, revenue within 2x, same state
MISSION HILLS HERITAGECAA80 $57,970$64,979 President$0 Same NTEE code A80, revenue within 2x, same state
TUNA CANYON DETENTION STATION COALITIONCAA80 $46,409$3,895 President$0 Same NTEE code A80, revenue within 2x, same state
TEHACHAPI HERITAGE LEAGUECAA80 $43,861$48,673 President$0 Same NTEE code A80, revenue within 2x, same state
OROVILLE VETERANS MEMORIAL PARK COMMITTEE INCCAA80 $28,664$4,658 Chairman$0 Same NTEE code A80, revenue within 2x, same state
GOLDEN GATE LIVE STEAMERS INCCAA80 $45,822$39,703 President$0 Same NTEE code A80, revenue within 2x, same state
SAN FRANCISCO NEIGHBORHOOD THEATER FOUNDATIONCAA80 $32,253$33,625 Trustee$0 Same NTEE code A80, revenue within 2x, same state
FRIENDS OF THE JOAQUIN MORAGA ADOBECAA80 $58,370$75,391 President$0 Same NTEE code A80, revenue within 2x, same state
SEABISCUIT HERITAGE FOUNDATIONCAA80 $38,880$32,559 Chairman$0 Same NTEE code A80, revenue within 2x, same state
VIETNAMESE BUDDHIST CULTURAL CENTER - PHAT TUE TEMPLECAA80 $33,296$54,087 VOLUNTEER$26,400 Same NTEE code A80, revenue within 2x, same state
FRIENDS OF GREYSTONECAA80 $31,397$33,653 PRESIDENT$0 Same NTEE code A80, 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
MARIN COMMUNITY FOUNDATION DAF sponsor$387,2155 12013–2023 SAUSALITO WOMANS CLUB PRESERVATION SOCIETY
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$294,0004 22019–2021 SAN JOSE LIGHT TOWER CORPORATION; UNSUNG HEROES LIVING HISTORY PROJECT
SAN FRANCISCO FOUNDATION DAF sponsor$275,0004 12014–2022 URBAN PRESERVATION FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$130,45011 72017–2024 LA VISTA HISTORICAL FOUNDATION; JAPANTOWN COMMUNITY CONGRESS OF SAN JOSE; CALIFORNIA HISTORICAL ARTILLERY SOCIETY; GREAT CRANBERRY HISTORICAL SOCIETY and 3 more
CHARLES K BLANDIN FOUNDATION Private foundation$125,0001 12023–2023 WELLS HISTORICAL SOCIETY INC
VALLEY FOUNDATION Private foundation$100,0001 12019–2019 SAN JOSE LIGHT TOWER CORPORATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$85,7136 52017–2024 TARA-HISTORICAL SOCIETY; FLOYD COUNTY HISTORICAL SOCIETY INC; SAN FRANCISCO NEIGHBORHOOD THEATER FOUNDATION; SAUSALITO WOMANS CLUB PRESERVATION SOCIETY and 1 more
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$75,0002 22018–2022 DAMARISCOTTA HISTORICAL SOCIETY; SAN JOSE LIGHT TOWER CORPORATION
JOHN S AND JAMES L KNIGHT FOUNDATION INC Private foundation$75,0001 12018–2018 SAN JOSE LIGHT TOWER CORPORATION
NEW HAMPSHIRE CHARITABLE FOUNDATION DAF sponsor$65,8094 22010–2023 LANCASTER HISTORICAL SOCIETY; COHOS HISTORICAL SOCIETY
MARK AND JESSIE MILANO FOUNDATION Private foundation$52,5004 12012–2015 TEHACHAPI HERITAGE LEAGUE
APPLIED MATERIALS FOUNDATION Private foundation$50,0001 12020–2020 SAN JOSE LIGHT TOWER CORPORATION
PARKERSBURG AREA COMMUNITY FOUNDATION INC DAF sponsor$42,8495 12014–2024 WOOD COUNTY HISTORICAL & PRESERVATION SOCIETY INC
CERITY PARTNERS FOUNDATION DAF sponsor$40,0001 12018–2018 FRIENDS OF THE JOAQUIN MORAGA ADOBE
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$39,5807 32012–2020 SAN FRANCISCO NEIGHBORHOOD THEATER FOUNDATION; CALIFORNIA HISTORICAL ARTILLERY SOCIETY; INNSBROOK HISTORICAL SOCIETY

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.

2025 · Form 990 · $32,805 spent · pay $0 · grants $6,367 · events $17,795
LineAs describedTotalProgramManagementFundraisingShare
Other (as described) EventEvent Expense $17,795$17,795$0$0 54.2%
Grants to US organizations and governments $6,367$6,367-- 19.4%
Advertising and promotion $5,460$0$5,460$0 16.6%
Fees: accounting $1,207$0$1,207$0 3.7%
Insurance $1,104$0$1,104$0 3.4%
Office expenses $872$0$872$0 2.7%
Total$32,805100%

View the filing

2024 · Form 990 · $31,570 spent · pay $0 · grants $3,250 · events $17,501
LineAs describedTotalProgramManagementFundraisingShare
Other (as described) EventEvent Expense $17,501$17,501$0$0 55.4%
Advertising and promotion $5,205$0$5,205$0 16.5%
Grants to US organizations and governments $3,250$3,250-- 10.3%
Other (as described)Grant Expense $3,250$0$3,250$0 10.3%
Insurance $1,166$0$1,166$0 3.7%
Office expenses $813$0$813$0 2.6%
Fees: accounting $385$0$385$0 1.2%
Total$31,570100%

View the filing

2023 · Form 990 · $29,419 spent · pay $0 · grants $0 · events $17,634
LineAs describedTotalProgramManagementFundraisingShare
Other (as described) EventEvent Expense $17,634$17,634$0$0 59.9%
Office expenses $4,657$0$4,657$0 15.8%
Advertising and promotion $3,927$0$3,927$0 13.3%
Other (as described)Grant Expense $1,165$0$1,165$0 4.0%
Insurance $1,101$0$1,101$0 3.7%
Fees: accounting $935$0$935$0 3.2%
Total$29,419100%

View the filing

2022 · Form 990 · $79,977 spent · pay $0 · grants $0 · events $68,698
LineAs describedTotalProgramManagementFundraisingShare
Other (as described) EventEvent Expense $68,698$68,698$0$0 85.9%
Advertising and promotion $4,939$0$4,939$0 6.2%
Other (as described)Grant Expense $2,499$0$0$2,499 3.1%
Office expenses $1,961$0$1,961$0 2.5%
Other (as described)Miscellaneous Expense $1,250$0$1,250$0 1.6%
Fees: accounting $630$0$630$0 0.8%
Total$79,977100%

View the filing

2021 · Form 990 · $68,617 spent · pay $0 · grants $0 · events $59,779
LineAs describedTotalProgramManagementFundraisingShare
Other (as described) EventEvent Expense $59,779$59,779$0$0 87.1%
Office expenses $3,262$0$3,262$0 4.8%
Other (as described)Miscellaneous Expense $2,000$0$2,000$0 2.9%
Other (as described)Grant Expense $1,900$0$0$1,900 2.8%
Advertising and promotion $1,276$0$1,276$0 1.9%
Fees: accounting $400$0$400$0 0.6%
Total$68,617100%

View the filing

2020 · Form 990EZ · $12,693 spent · pay $0 · grants $0 · events $11,317
LineAs describedTotalShare
Other expenses (detail on Schedule O) $10,177 80.2%
Printing, publications, postage $2,516 19.8%
Fundraising events Eventdirect expenses; gross income -$11,317reported apart
Total$12,693100%

View the filing

2019 · Form 990EZ · $13,863 spent · pay $0 · grants $0 · events $25,821
LineAs describedTotalShare
Other expenses (detail on Schedule O) $7,888 56.9%
Printing, publications, postage $5,975 43.1%
Fundraising events Eventdirect expenses; gross income -$25,821reported apart
Total$13,863100%

View the filing

2018 · Form 990EZ · $29,449 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $29,449 100.0%
Total$29,449100%

View the filing

2016 · Form 990EZ · $118,882 spent · pay $0 · grants $95,987 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $95,987 80.7%
Other expenses (detail on Schedule O) $15,910 13.4%
Printing, publications, postage $6,985 5.9%
Total$118,882100%

View the filing

2015 · Form 990EZ · $37,974 spent · pay $0 · grants $19,550 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $19,550 51.5%
Other expenses (detail on Schedule O) $15,537 40.9%
Printing, publications, postage $1,614 4.3%
Fees to independent contractors $1,273 3.4%
Total$37,974100%

View the filing

2014 · Form 990EZ · $15,846 spent · pay $0 · grants $8,137 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $8,137 51.4%
Other expenses (detail on Schedule O) $3,848 24.3%
Fees to independent contractors $2,260 14.3%
Occupancy, rent, utilities, maintenance $1,050 6.6%
Printing, publications, postage $551 3.5%
Total$15,846100%

View the filing

2013 · Form 990EZ · $11,240 spent · pay $0 · grants $9,353 · events $1,875
LineAs describedTotalShare
Grants and similar amounts paid $9,353 83.2%
Printing, publications, postage $635 5.6%
Other expenses (detail on Schedule O) $471 4.2%
Occupancy, rent, utilities, maintenance $425 3.8%
Fees to independent contractors $356 3.2%
Fundraising events Eventdirect expenses; gross income -$1,875reported apart
Total$11,240100%

View the filing