Nonprofit · EIN 20-0882784
ELBRIDGE STUART FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $41,246,361 | $33,982,454 | $7,263,907 | $520,254,018 | $7,312,164 | $512,941,854 |
| December 31, 2023 | 990-PF | $93,673,838 | $34,675,039 | $58,998,799 | $518,066,379 | $12,388,432 | $505,677,947 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $6,449,561
- Interest
- $365
- Net gain from sales of assets
- $32,604,410
- Other income
- $2,192,025
Expenses
- Grants and similar amounts paid
- $24,978,417
- Compensation of officers, directors and key employees
- $702,834
- Salaries, compensation and benefits (total)
- $2,616,598
- Disbursements for charitable purposes
- $36,665,930
- Excise tax on investment income
- $560,882
Balance sheet and other
- Total assets, start of year
- $518,066,379
- Total assets, end of year
- $520,254,018
- Total liabilities, end of year
- $7,312,164
- Net assets, end of year
- $512,941,854
- Fair market value of assets
- $605,190,192
- Qualifying distributions
- $36,665,930
- Net investment income
- $41,246,361
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SOPHIE FANELLI 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | President & Sec | 60 | $598,287 | $102,311 |
| KENJI TREANOR 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | VP STRATEGY Highest-paid employee | 60 | $332,000 | $94,388 |
| WENDY CHANG 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | PROGRAM DIR- DSYF Highest-paid employee | 60 | $314,556 | $90,242 |
| PETER ROSS 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | SR PROG&COM OFFIC Highest-paid employee | 60 | $310,000 | $72,434 |
| SUSAN KAGEHIRO 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | DIRECTOR PROGRAMS Highest-paid employee | 60 | $251,000 | $61,946 |
| ROBERTA FURGER 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | SENIOR DIRECTOR Highest-paid employee | 60 | $240,000 | $79,863 |
| JOHN BUOYMASTER 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | Director | 1 | $0 | – |
| DWIGHT L STUART JR 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | Chair & Dir. | 5 | $0 | – |
| WILLIAM BOUTIE LUCAS 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | Director | 1 | $0 | – |
| ELBRIDGE H STUART III 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | VICE-CHAIR & TR | 5 | $0 | – |
| STUART LUCAS 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | VICE-CHAIR | 5 | $0 | – |
| SUSAN LUCAS 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | Director | 1 | $0 | – |
| ELBRIDGE STUART IV 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | DIRECTOR | 1 | $0 | – |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SOPHIE FANELLI 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | President & Sec | 60 | $572,363 | $82,285 |
| BRAD SINK 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | Treasurer & CFO | 60 | $443,518 | $35,601 |
| KENJI TREANOR 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | VP STRATEGY Highest-paid employee | 60 | $308,884 | $80,800 |
| WENDY CHANG 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | PROGRAM DIR- DSYF Highest-paid employee | 60 | $259,871 | $76,834 |
| SUSAN KAGEHIRO 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | DIRECTOR PROGRAMS Highest-paid employee | 60 | $232,840 | $52,368 |
| ROBERTA FURGER 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | SENIOR DIRECTOR Highest-paid employee | 60 | $230,000 | $60,883 |
| DELIA REID 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | SR PROG&COM OFFIC Highest-paid employee | 60 | $206,977 | $74,014 |
| JOHN BUOYMASTER 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | Director | 0 | $0 | – |
| DWIGHT L STUART JR 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | Chair & Dir. | 5 | $0 | – |
| WILLIAM BOUTIE LUCAS 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | Director | 0 | $0 | – |
| ELBRIDGE H STUART III 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | VICE-CHAIR | 5 | $0 | – |
| STUART LUCAS 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | VICE-CHAIR | 5 | $0 | – |
| SUSAN LUCAS 500 WASHINGTON ST 800, SAN FRANCISCO, CA 94111 | Director | 0 | $0 | – |
Address and contacts
- Address (IRS master file)
- 500 WASHINGTON ST 8TH FL, SAN FRANCISCO, CA 94111-2919
- In care of
- % DWIGHT L STUART JR
- Signed the 990-PF
- KRISTEN GROWNEY, Vice President
- Phone
- (415) 393-1551
- Return prepared by
- BREGANTE COMPANY LLP CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 20-0882784 or by the name ELBRIDGE STUART FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0882784
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $520,254,018
- Income (IRS master file)
- $99,955,478
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $41,246,361 | $33,982,454 | $520,254,018 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $93,673,838 | $34,675,039 | $518,066,379 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0882784).
Questions about ELBRIDGE STUART FOUNDATION
- What is the EIN of ELBRIDGE STUART FOUNDATION?
- The employer identification number (EIN) of ELBRIDGE STUART FOUNDATION is 20-0882784.
- Is ELBRIDGE STUART FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to ELBRIDGE STUART FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELBRIDGE STUART FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELBRIDGE STUART FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELBRIDGE STUART FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ELBRIDGE STUART FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 6 received compensation from the organization, the highest $598,287 (SOPHIE FANELLI, President & Sec).
- How much revenue does ELBRIDGE STUART FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $41,246,361, expenses of $33,982,454 and total assets of $520,254,018 at year end.
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