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Nonprofit · EIN 68-0069874

KOSHLAND FOUNDATION

Tax-exempt · MENLO PARK, CA 94026

Financials

$1.9M$3.7M2022$3.9M$4.4M2023$1.9M$3.4M2024
Revenue Expenses · by fiscal year end
Financials of KOSHLAND FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$1,945,074$3,391,148-$1,446,074$7,260,571$0$7,260,571
July 31, 2024990-PF$3,893,421$4,376,457-$483,036$8,706,645$0$8,706,645
July 31, 2023990-PF$1,933,800$3,732,368-$1,798,568$9,319,687$0$9,319,687
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$405,560
Interest
$1,596
Net gain from sales of assets
$1,537,918

Expenses

Grants and similar amounts paid
$3,269,310
Compensation of officers, directors and key employees
$15,000
Disbursements for charitable purposes
$3,329,737
Excise tax on investment income
$26,572

Balance sheet and other

Total assets, start of year
$8,706,645
Total assets, end of year
$7,260,571
Total liabilities, end of year
$0
Net assets, end of year
$7,260,571
Fair market value of assets
$15,261,617
Qualifying distributions
$3,329,737
Net investment income
$1,945,074

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES ESPOSTO
PO BOX 7310, MENLO PARK, CA 94026
SECRETARY/TREASURER/CFO2$15,000
GAIL K WACHTEL
PO BOX 7310, MENLO PARK, CA 94026
PRESIDENT2$0
ELLEN KOSHLAND
PO BOX 7310, MENLO PARK, CA 94026
VICE PRESIDENT1$0
DOUGLAS E KOSHLAND
PO BOX 7310, MENLO PARK, CA 94026
VICE PRESIDENT1$0
JAMES M KOSHLAND
PO BOX 7310, MENLO PARK, CA 94026
VICE PRESIDENT1$0
PHLYSSA KOSHLAND
PO BOX 7310, MENLO PARK, CA 94026
VICE PRESIDENT1$0
990-PF for the year ended July 31, 2024: 6 people
NameTitleHours / weekCompensation
JAMES ESPOSTO
PO BOX 7310, MENLO PARK, CA 94026
SECRETARY/TREASURER/CFO2$13,000
GAIL K WACHTEL
PO BOX 7310, MENLO PARK, CA 94026
PRESIDENT2$0
ELLEN KOSHLAND
PO BOX 7310, MENLO PARK, CA 94026
VICE PRESIDENT1$0
DOUGLAS E KOSHLAND
PO BOX 7310, MENLO PARK, CA 94026
VICE PRESIDENT1$0
JAMES M KOSHLAND
PO BOX 7310, MENLO PARK, CA 94026
VICE PRESIDENT1$0
PHLYSSA KOSHLAND
PO BOX 7310, MENLO PARK, CA 94026
VICE PRESIDENT1$0
990-PF for the year ended July 31, 2023: 6 people
NameTitleHours / weekCompensation
JAMES ESPOSTO
PO BOX 7310, MENLO PARK, CA 940267310
SECY. TREASURER/ CFO2$13,000
GAIL K WACHTEL
PO BOX 7310, MENLO PARK, CA 940267310
PRESIDENT, DIRECTOR2$0
JAMES M KOSHLAND
PO BOX 7310, MENLO PARK, CA 940267310
VICE PRESIDENT, DIRECTOR1$0
DOUGLAS E KOSHLAND
PO BOX 7310, MENLO PARK, CA 940267310
VICE PRESIDENT, DIRECTOR1$0
ELLEN KOSHLAND
PO BOX 7310, MENLO PARK, CA 940267310
VICE PRESIDENT, DIRECTOR1$0
PHLYSSA KOSHLAND
PO BOX 7310, MENLO PARK, CA 940267310
VICE PRESIDENT, DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 7310, MENLO PARK, CA 94026-7310
Signed the 990-PF
JAMES ESPOSTO, CHIEF FINANCIAL OFFICER
Phone
(650) 529-1978
Return prepared by
CLIFTONLARSONALLEN LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 68-0069874 or by the name KOSHLAND 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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
68-0069874
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
1986
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$7,260,571
Income (IRS master file)
$2,167,685

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$1,945,074$3,391,148$7,260,571XML
990-PFJuly 2024$3,893,421$4,376,457$8,706,645IRS
990-PFJuly 2023$1,933,800$3,732,368$9,319,687XML
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2020–––IRS
990-PFJuly 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 68-0069874).

Questions about KOSHLAND FOUNDATION

What is the EIN of KOSHLAND FOUNDATION?
The employer identification number (EIN) of KOSHLAND FOUNDATION is 68-0069874.
Is KOSHLAND FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to KOSHLAND FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KOSHLAND FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KOSHLAND FOUNDATION due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KOSHLAND FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of KOSHLAND FOUNDATION?
The 990-PF for the year ended July 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $15,000 (JAMES ESPOSTO, SECRETARY/TREASURER/CFO).
How much revenue does KOSHLAND FOUNDATION have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $1,945,074, expenses of $3,391,148 and total assets of $7,260,571 at year end.

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