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Nonprofit · EIN 85-1132902

HALE RANCH FOUNDATION

Tax-exempt · LOS ALTOS, CA 94024

Financials

$155K$88K2023$212K$98K2024$411K$141K2025
Revenue Expenses · by fiscal year end
Financials of HALE RANCH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$411,352$141,231$270,121$869,638$11,347$858,291
December 31, 2024990$211,903$97,528$114,375$643,651$3,747$639,904
December 31, 2023990$155,319$88,327$66,992$473,795$0$473,795
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$368,598
Program service revenue
$0
Investment income
$18,666
Royalties
$24,088
Tax-exempt bond proceeds
$2,097
Other revenue
$24,088

Expenses

Grants and similar amounts paid
$129,660
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$129,660
Management and general (functional)
$7,292
Fundraising (functional)
$4,279

Balance sheet and other

Total assets, start of year
$588,170
Total assets, end of year
$869,638
Total liabilities, end of year
$11,347
Net assets, end of year
$858,291
Publicly traded securities
$675,782
Net assets without donor restrictions
$858,291
Gross receipts
$411,352
Employees
0
Volunteers
9
Year formed
2020
State of legal domicile
CA

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Holly CohenDirector
Trustee or director
2$0
Luis PenaDirector
Trustee or director
0.5$0
Bob ShumanDirector
Trustee or director
0.05$0
Susan GreathouseDirector
Trustee or director
1.5$0
Lesley CanfieldDirector
Trustee or director
0.5$0
Susan LundbergController
Trustee or director
4$0
Michael BiggarTreasurer
Officer
1$0
Polly RagusaPresident
Officer
4$0
Michelle BlaineSecretary
Officer
2$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
Michael BiggarTreasurer
Trustee or director
1$0
Andrew LudwickDirector
Trustee or director
0.5$0
Luis PenaDirector
Trustee or director
0.5$0
Bob ShumanDirector
Trustee or director
0.5$0
Susan GreathouseDirector
Trustee or director
2$0
Polly RagusaPresident
Trustee or director
4$0
Michelle BlaineSecretary
Trustee or director
2$0
Lesley CanfieldDirector
Trustee or director
1$0
Susan LundbergController
Key employee
4$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Michael BiggarTreasurer
Trustee or director, Officer
1$0
Andrew LudwickDirector
Trustee or director
1$0
Luis PenaDirector
Trustee or director
1$0
Bob ShumanDirector
Trustee or director
2$0
Kelly WaggonerDirector
Trustee or director
1$0
Susan GreathouseDirector
Trustee or director
2$0
Polly RagusaPresident
Officer
5$0
Michelle BlaineSecretary
Officer
2$0
Susan LundbergController
Key employee
2$0

Address and contacts

Address (IRS master file)
1560 COUNTRY CLUB DR, LOS ALTOS, CA 94024-5907
In care of
% RANDALL BERTAO
Principal officer (990 for 2025)
Polly Ragusa, 1560 Country Club Dr, Los Altos, CA 94024
Signed the 990
Susan Lundberg, Controller
Phone
(650) 947-3100

California records

California keeps its own records of charities and corporations. Search them by EIN 85-1132902 or by the name HALE RANCH FOUNDATION.

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

Mission

Our mission is to demonstrate commitment to LAGCC employees through grants to support financial stability, health and education.

990 for the year ended December 31, 2025

Program accomplishments

  • Grants paid to Club employees when they have faced financial need for housing, transportation, medical, bereavement, and education expenses.
    Expenses $129,660 · grants $129,660 · revenue $368,598
  • not applicable0
  • not applicable0

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
85-1132902
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P99)
Assets (IRS master file)
$869,638
Income (IRS master file)
$411,352

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$411,352$141,231$869,638IRS
990December 2024$211,903$97,528$643,651XML
990December 2023$155,319$88,327$473,795XML
990December 2022$143,823$53,189$406,803IRS
990December 2021–––IRS
990December 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 85-1132902).

Questions about HALE RANCH FOUNDATION

What is the EIN of HALE RANCH FOUNDATION?
The employer identification number (EIN) of HALE RANCH FOUNDATION is 85-1132902.
Is HALE RANCH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to HALE RANCH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HALE RANCH FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HALE RANCH 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 HALE RANCH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of HALE RANCH FOUNDATION?
The 990 for the year ended December 31, 2025 names Polly Ragusa.
Who are the officers and directors of HALE RANCH FOUNDATION?
The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does HALE RANCH FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $411,352, expenses of $141,231 and total assets of $869,638 at year end.

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