Nonprofit · EIN 20-1004478
BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT
Tax-exempt · CARLSBAD, CA 92008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,577,797 | $10,731,839 | -$9,154,042 | $3,718,656 | $0 | $3,718,656 |
| June 30, 2024 | 990-PF | $3,596,631 | $947,129 | $2,649,502 | $12,884,028 | $0 | $12,884,028 |
| June 30, 2023 | 990-PF | $3,079,651 | $1,936,704 | $1,142,947 | $10,218,604 | $0 | $10,218,604 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $99,752
- Interest
- $66,452
- Net gain from sales of assets
- $1,411,471
- Other income
- $122
Expenses
- Grants and similar amounts paid
- $10,603,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $10,633,151
- Excise tax on investment income
- $20,560
Balance sheet and other
- Total assets, start of year
- $12,884,028
- Total assets, end of year
- $3,718,656
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,718,656
- Fair market value of assets
- $5,133,093
- Qualifying distributions
- $10,633,151
- Net investment income
- $1,577,797
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gerhard Sarnat 198 Degas Road, Portola Valley, CA 94028 | CEO/PRESIDENT;DIRECTOR | 1 | $0 |
| Lela Sarnat 198 Degas Road, Portola Valley, CA 94028 | SECRETARY/TREASURER;DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gerard Sarnat 198 Degas Road, Portola Valley, CA 94028 | CEO/President;Director | 1 | $0 |
| Lela Sarnat 198 Degas Road, Potola Valley, CA 94028 | Secretary/Treasurer; director | 1 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gerard Sarnat 198 Degas Road, Portola Valley, CA 94028 | CEO/President;Director | 1 | $0 |
| Lela Sarnat 198 Degas Road, Potola Valley, CA 94028 | Secretary/Treasurer; director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5780 FLEET ST STE 310, CARLSBAD, CA 92008-4714
- In care of
- % WITHUMSMITHBROWNPC
- Signed the 990-PF
- Gerard Sarnat, CEO/President
- Phone
- (760) 929-5959
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-1004478 or by the name BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT.
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1004478
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,718,656
- Income (IRS master file)
- $8,687,644
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,577,797 | $10,731,839 | $3,718,656 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $3,596,631 | $947,129 | $12,884,028 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $3,079,651 | $1,936,704 | $10,218,604 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | 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 20-1004478).
Questions about BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT
- What is the EIN of BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT?
- The employer identification number (EIN) of BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT is 20-1004478.
- Is BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BERNARD G AND RHODA G SARNAT FAMILY FOUNDATION-GERARD SARNAT have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,577,797, expenses of $10,731,839 and total assets of $3,718,656 at year end.
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All nonprofits in CARLSBAD · California · Philanthropy, voluntarism and grantmaking foundations