Skip to main content

Nonprofit · EIN 26-0799587

THE HEISING-SIMONS FOUNDATION

Tax-exempt · LOS ALTOS, CA 94022

Financials

$152.1M$189.5M2023$60M$193.1M2024
Revenue Expenses · by fiscal year end
Financials of THE HEISING-SIMONS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$60,044,121$193,060,215-$133,016,094$810,497,642$89,497,442$721,000,200
December 31, 2023990-PF$152,079,826$189,529,079-$37,449,253$872,096,521$76,395,844$795,700,677
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$50,000,000
Interest
$6,589,925
Net gain from sales of assets
$3,454,196

Expenses

Grants and similar amounts paid
$166,768,310
Compensation of officers, directors and key employees
$1,448,232
Salaries, compensation and benefits (total)
$9,825,999
Disbursements for charitable purposes
$171,753,489
Excise tax on investment income
$663,187

Balance sheet and other

Total assets, start of year
$878,367,497
Total assets, end of year
$810,497,642
Total liabilities, end of year
$89,497,442
Net assets, end of year
$721,000,200
Fair market value of assets
$810,497,642
Qualifying distributions
$171,753,489
Net investment income
$54,299,526

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.

NameTitleHours / weekCompensationOther / benefits
JENNIFER SHIPP
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
SEC (THRU 7/8/24), INTERIM CEO & PRES36.3$502,909$94,845
SUSHMA RAMAN
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
PRESIDENT & CEO (THRU 7/24/24)36.42$495,351$101,219
BARBARA CHOW
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
PROGRAM DIRECTOR
Highest-paid employee
35.78$409,992$91,731
KEVIN LUU
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
CHIEF FINANCIAL OFFICER/TREASURER37.5$392,499$96,498
JOCHEN MARSHCHALL
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
PROGRAM DIRECTOR
Highest-paid employee
37.5$314,976$105,283
KARINA RIVERA
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
DIRECTOR, HUMAN RESO
Highest-paid employee
37.5$295,513$55,131
JAMES BULLARD
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
IT DIRECTOR
Highest-paid employee
37.5$272,305$76,080
JUDY BLUMENSTEIN
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
TREASURER (THRU 1/7/24), FINANCE DIR36.33$268,339$94,234
ANGIE JUNCK
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
PROGRAM DIRECTOR
Highest-paid employee
29.93$253,691$56,267
CHELSEY SCAFFIDI
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
SECRETARY36.36$234,623$82,236
ELIZABETH D SIMONS
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
CHAIR OF THE BOARD20$0$0
CAITLIN HEISING
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
VICE CHAIR OF THE BOARD5$0$0
MARK W HEISING
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
VICE CHAIR OF THE BOARD5$0$0
990-PF for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensationOther / benefits
SUSHMA RAMAN
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
PRESIDENT AND CEO36.42$490,997$109,583
CYNTHIA ATHERTON
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
PROGRAM DIRECTOR
Highest-paid employee
37.25$375,993$111,065
JENNIFER SHIPP
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
GENERAL COUNSEL
Highest-paid employee
36.3$366,251$95,406
BARBARA CHOW
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
PROGRAM DIRECTOR
Highest-paid employee
35.78$351,067$110,978
JEFFREY P MALLOY
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
COO & TREASURER (THRU 7/13/23)36.76$349,091$93,027
BRIAN EULE
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
DIRECTOR OF COMMUNICATIONS & SECRETARY37.29$338,774$82,767
ROLAND HWANG
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
PROGRAM DIRECTOR
Highest-paid employee
36.08$300,842$107,464
JUDY BLUMENSTEIN
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
DIRECTOR OF FINANCE AND TREASURER36.33$267,471$97,832
ANGIE JUNCK
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
PROGRAM DIRECTOR
Highest-paid employee
29.93$211,923$59,192
DEANNA GOMBY
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
PRESIDENT AND CEO (THRU 1/3/23)0$133,760$49,302
ELIZABETH D SIMONS
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
CHAIR OF THE BOARD20$0$0
CAITLIN HEISING
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
VICE CHAIR OF THE BOARD5$0$0
MARK W HEISING
400 MAIN STREET SUITE 200, LOS ALTOS, CA 94022
VICE CHAIR OF THE BOARD5$0$0

Address and contacts

Address (IRS master file)
400 MAIN ST STE 200, LOS ALTOS, CA 94022-2840
Signed the 990-PF
KEVIN LUU, TREASURER
Phone
(650) 887-0277
Return prepared by
HOOD & STRONG LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 26-0799587 or by the name THE HEISING-SIMONS FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-0799587
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
Assets (IRS master file)
$810,497,642
Income (IRS master file)
$66,249,484

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$60,044,121$193,060,215$810,497,642IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$152,079,826$189,529,079$872,096,521XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 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 26-0799587).

Questions about THE HEISING-SIMONS FOUNDATION

What is the EIN of THE HEISING-SIMONS FOUNDATION?
The employer identification number (EIN) of THE HEISING-SIMONS FOUNDATION is 26-0799587.
Is THE HEISING-SIMONS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to THE HEISING-SIMONS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE HEISING-SIMONS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE HEISING-SIMONS 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 THE HEISING-SIMONS 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 THE HEISING-SIMONS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 13 people; 10 received compensation from the organization, the highest $502,909 (JENNIFER SHIPP, SEC (THRU 7/8/24), INTERIM CEO & PRES).
How much revenue does THE HEISING-SIMONS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $60,044,121, expenses of $193,060,215 and total assets of $810,497,642 at year end.

Other nonprofits in LOS ALTOS

All nonprofits in LOS ALTOS · California · Philanthropy, voluntarism and grantmaking foundations