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Nonprofit · EIN 68-0121965

ROBERT AND SHIRLEY HARRIS FAMILY FOUNDATION

Tax-exempt · SANTA ROSA, CA 95402

Financials

$2.6M$3.5M2023$2.7M$2.9M2024
Revenue Expenses · by fiscal year end
Financials of ROBERT AND SHIRLEY HARRIS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,673,379$2,934,956-$261,577$17,226,168$0$17,226,168
December 31, 2023990-PF$2,610,287$3,541,825-$931,538$16,704,088$0$16,704,088
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$525,458
Net gain from sales of assets
$989,535
Other income
$1,158,386

Expenses

Grants and similar amounts paid
$2,478,000
Compensation of officers, directors and key employees
$30,750
Disbursements for charitable purposes
$2,585,227
Excise tax on investment income
$22,751

Balance sheet and other

Total assets, start of year
$16,704,088
Total assets, end of year
$17,226,168
Total liabilities, end of year
$0
Net assets, end of year
$17,226,168
Fair market value of assets
$51,721,289
Qualifying distributions
$2,585,227
Net investment income
$1,678,977

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 / weekCompensation
Kathleen Kumpula
PO Box 1439, Santa Rosa, CA 95402
Sec'tary/Tres10$13,250
Judith Harris Frisk
PO Box 1439, Santa Rosa, CA 95402
President10$13,250
James I Harris
PO Box 1439, Santa Rosa, CA 95402
V President3$4,250
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Kathleen Kumpula
PO Box 1439, Santa Rosa, CA 95402
Sec'tary/Tres10$12,000
Judith Harris Frisk
PO Box 1439, Santa Rosa, CA 95402
President10$12,000
James I Harris
PO Box 1439, Santa Rosa, CA 95402
V President3$12,000

Address and contacts

Address (IRS master file)
PO BOX 1439, SANTA ROSA, CA 95402-1439
Signed the 990-PF
Kathleen Kumpula, Sec'tary/Tres
Phone
(707) 545-6110
Return prepared by
Fontanello Duffield & Otake LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 68-0121965 or by the name ROBERT AND SHIRLEY HARRIS FAMILY 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
68-0121965
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$17,226,168
Income (IRS master file)
$10,676,017

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,673,379$2,934,956$17,226,168IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$2,610,287$3,541,825$16,704,088XML
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-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 68-0121965).

Questions about ROBERT AND SHIRLEY HARRIS FAMILY FOUNDATION

What is the EIN of ROBERT AND SHIRLEY HARRIS FAMILY FOUNDATION?
The employer identification number (EIN) of ROBERT AND SHIRLEY HARRIS FAMILY FOUNDATION is 68-0121965.
Is ROBERT AND SHIRLEY HARRIS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to ROBERT AND SHIRLEY HARRIS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT AND SHIRLEY HARRIS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT AND SHIRLEY HARRIS FAMILY 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 ROBERT AND SHIRLEY HARRIS FAMILY 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 ROBERT AND SHIRLEY HARRIS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $13,250 (Kathleen Kumpula, Sec'tary/Tres).
How much revenue does ROBERT AND SHIRLEY HARRIS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,673,379, expenses of $2,934,956 and total assets of $17,226,168 at year end.

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