Nonprofit · EIN 45-4134187
WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES
Tax-exempt · CHICO, CA 95928
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $206,593 | $269,125 | -$62,532 | $161,347 | $3,183 | $158,164 |
| December 31, 2024 | 990-PF | $198,812 | $203,724 | -$4,912 | $263,437 | $42,741 | $220,696 |
| December 31, 2023 | 990-PF | $91,432 | $195,046 | -$103,614 | $267,108 | $41,500 | $225,608 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $198,894
- Dividends
- $6,424
- Other income
- $1,275
Expenses
- Grants and similar amounts paid
- $112,478
- Compensation of officers, directors and key employees
- $22,871
- Salaries, compensation and benefits (total)
- $76,113
- Disbursements for charitable purposes
- $260,900
Balance sheet and other
- Total assets, start of year
- $263,437
- Total assets, end of year
- $161,347
- Total liabilities, end of year
- $3,183
- Net assets, end of year
- $158,164
- Fair market value of assets
- $161,347
- Qualifying distributions
- $260,900
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 | Other / benefits |
|---|---|---|---|---|
| SHAWN ROLFE 14717 KIT CARSON DR, MARINA, CA 93933 | DIRECTOR OF RESEARCH Highest-paid employee | 30 | $53,462 | $675 |
| VANESSA LEMUS 1421 PARK AVE SUITE 100, CHICO, CA 95928 | TREASURER | 20 | $22,871 | $0 |
| THOMAS K HUBBARD 1421 PARK AVE SUITE 100, CHICO, CA 95928 | PRESIDENT | 20 | $0 | $115 |
| AVI EINDOROT 1421 PARK AVE SUITE 100, CHICO, CA 95928 | VICE PRESIDENT | 5 | $0 | $0 |
| ALAIN GIROUX 1421 PARK AVE SUITE 100, CHICO, CA 95928 | SECRETARY | 2 | $0 | $0 |
| RYAN CONRAD 1421 PARK AVE SUITE 100, CHICO, CA 95928 | DIRECTOR | 1 | $0 | $0 |
| MICHAEL SHIMKIN 1421 PARK AVE SUITE 100, CHICO, CA 95928 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAWN ROLFE 2217 CAPITOL AVE, EAST PALO ALTO, CA 94303 | DIRECTOR OF RESEARCH Highest-paid employee | 30 | $58,411 |
| VANESSA LEMUS 1421 PARK AVE SUITE 100, CHICO, CA 95928 | TREASURER | 20 | $22,871 |
| THOMAS K HUBBARD 1421 PARK AVE SUITE 100, CHICO, CA 95928 | PRESIDENT | 20 | $0 |
| AVI EINDOROT 1421 PARK AVE SUITE 100, CHICO, CA 95928 | VICE PRESIDENT | 5 | $0 |
| ALAIN GIROUX 1421 PARK AVE SUITE 100, CHICO, CA 95928 | SECRETARY | 2 | $0 |
| RYAN CONRAD 1421 PARK AVE SUITE 100, CHICO, CA 95928 | DIRECTOR | 1 | $0 |
| MICHAEL SHIMKIN 1421 PARK AVE SUITE 100, CHICO, CA 95928 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAWN ROLFE 2217 CAPITOL AVE, EAST PALO ALTO, CA 94303 | DIRECTOR OF RESEARCH Highest-paid employee | 30 | $58,495 |
| VANESSA LEMUS 1421 PARK AVE SUITE 100, CHICO, CA 95928 | TREASURER | 20 | $22,949 |
| THOMAS K HUBBARD 1421 PARK AVE SUITE 100, CHICO, CA 95928 | PRESIDENT | 20 | $0 |
| AVI EINDOROT 1421 PARK AVE SUITE 100, CHICO, CA 95928 | VICE PRESIDENT | 5 | $0 |
| ALAIN GIROUX 1421 PARK AVE SUITE 100, CHICO, CA 95928 | SECRETARY | 2 | $0 |
| JAMES DUBRO 1421 PARK AVE SUITE 100, CHICO, CA 95928 | DIRECTOR | 1 | $0 |
| BEERT VERSTRAETE 1421 PARK AVE SUITE 100, CHICO, CA 95928 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1421 PARK AVENUE, CHICO, CA 95928-4431
- In care of
- % THOMAS K HUBBARD
- Signed the 990-PF
- THOMAS K HUBBARD, PRESIDENT
- Phone
- (530) 715-5125
- Website
- WAPERCYFOUNDATION.ORG
- Return prepared by
- RLA LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 45-4134187 or by the name WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES.
- 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
- 45-4134187
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $161,347
- Income (IRS master file)
- $206,593
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $206,593 | $269,125 | $161,347 | IRS |
| 990-PF | December 2024 | $198,812 | $203,724 | $263,437 | XML |
| 990-PF | December 2023 | $91,432 | $195,046 | $267,108 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 45-4134187).
Questions about WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES
- What is the EIN of WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES?
- The employer identification number (EIN) of WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES is 45-4134187.
- Is WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES 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 WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES 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 WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 2 received compensation from the organization, the highest $53,462 (SHAWN ROLFE, DIRECTOR OF RESEARCH).
- How much revenue does WILLIAM A PERCY FOUNDATION FOR SOCIAL AND HISTORICAL STUDIES have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $206,593, expenses of $269,125 and total assets of $161,347 at year end.
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