Nonprofit · EIN 20-8633363
BRIAN AND EDITH HEATH FOUNDATION
Tax-exempt · SAN RAFAEL, CA 94901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $163,387 | $222,571 | -$59,184 | $2,546,025 | $0 | $2,546,025 |
| December 31, 2024 | 990-PF | $116,751 | $130,944 | -$14,193 | $2,505,312 | $0 | $2,505,312 |
| December 31, 2023 | 990-PF | $76,501 | $90,656 | -$14,155 | $2,456,330 | $0 | $2,456,330 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $133,971
- Net gain from sales of assets
- $8,685
- Other income
- $20,731
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $201,844
- Excise tax on investment income
- $1,695
Balance sheet and other
- Total assets, start of year
- $2,505,312
- Total assets, end of year
- $2,546,025
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,546,025
- Fair market value of assets
- $2,546,025
- Qualifying distributions
- $201,844
- Net investment income
- $142,656
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erik Satow Farren LLP 1099 E Street, San Rafael, CA 94901 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erik Satow Farren LLP 1099 E Street, San Rafael, CA 94901 | Trustee | 0.5 | $0 |
| Michael Fontanello Farren LLP 1099 E Street, San Rafael, CA 94901 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jay Stewart co Kelley Farren LLP 1099 E Street, San Rafael, CA 94901 | Trustee | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 1099 E ST, SAN RAFAEL, CA 94901-2822
- In care of
- % RANDALL SMITH KELLEY & FARREN LLP
- Signed the 990-PF
- Erik Satow, Trustee
- Phone
- (415) 925-5200
- Return prepared by
- Fontanello Duffield & Otake LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 20-8633363 or by the name BRIAN AND EDITH HEATH 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 | 990-PF 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
- 20-8633363
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,546,025
- Income (IRS master file)
- $548,687
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $163,387 | $222,571 | $2,546,025 | IRS |
| 990-PF | December 2024 | $116,751 | $130,944 | $2,505,312 | XML |
| 990-PF | December 2023 | $76,501 | $90,656 | $2,456,330 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 20-8633363).
Questions about BRIAN AND EDITH HEATH FOUNDATION
- What is the EIN of BRIAN AND EDITH HEATH FOUNDATION?
- The employer identification number (EIN) of BRIAN AND EDITH HEATH FOUNDATION is 20-8633363.
- Is BRIAN AND EDITH HEATH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to BRIAN AND EDITH HEATH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRIAN AND EDITH HEATH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRIAN AND EDITH HEATH FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRIAN AND EDITH HEATH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BRIAN AND EDITH HEATH FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BRIAN AND EDITH HEATH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $163,387, expenses of $222,571 and total assets of $2,546,025 at year end.
Other nonprofits in SAN RAFAEL
- HOBSON LUCAS FAMILY FOUNDATION EIN 20-3940983 · last filed 990-PF for 2024
- MEISENBACH FOUNDATION EIN 82-4724473 · last filed 990-PF for 2024
- JOHN H AND REGINA K SCULLY FOUNDATION EIN 46-2014396 · last filed 990-PF for 2024
- SABA FOUNDATION INC EIN 84-4868852 · last filed 990-PF for 2023
- MEADOWVIEW FOUNDATION EIN 94-3256658 · last filed 990-PF for 2024
- ALL WITHIN MY HANDS EIN 81-4258668 · last filed 990 for 2024
- HARVEY L & MAUD C SORENSEN FOUNDATION EIN 94-1542559 · last filed 990-PF for 2025
- AMERICAS BEST LOCAL CHARITIES EIN 94-3042430 · last filed 990 for 2026
All nonprofits in SAN RAFAEL · California · Philanthropy, voluntarism and grantmaking foundations