Nonprofit · EIN 93-4700666
HEART OF WISDOM FOUNDATION
Tax-exempt · SAN MATEO, CA 94402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,221 | $1,095 | $2,126 | $103,126 | $7,385 | $95,741 |
| December 31, 2023 | 990-PF | $100,000 | $6,385 | $93,615 | $100,000 | $6,385 | $93,615 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $3,221
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $45
Balance sheet and other
- Total assets, start of year
- $100,000
- Total assets, end of year
- $103,126
- Total liabilities, end of year
- $7,385
- Net assets, end of year
- $95,741
- Fair market value of assets
- $103,126
- Net investment income
- $3,221
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP PETER RATHLE 410 PARK LANE, SAN MATEO, CA 94402 | OFFICER | 0.5 | $0 |
| DUJRUEDEE VONGTHONGSRI 410 PARK LANE, SAN MATEO, CA 94402 | TREASURER | 0.5 | $0 |
| RONNY K MARK 354 W 29TH ST, CHICAGO, IL 60616 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP PETER RATHLE 410 PARK LN, SAN MATEO, CA 94402 | OFFICER | 0.5 | $0 |
| DUJRUEDEE VONGTHONGSRI 410 PARK LN, SAN MATEO, CA 94402 | OFFICER | 0.5 | $0 |
| RONNY K MARK 354 W 29TH ST, CHICAGO, IL 60616 | OFFICER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 410 PARK LN, SAN MATEO, CA 94402-1172
- Signed the 990-PF
- DUJRUEDEE VONGTHONGSRI, OFFICER
- Phone
- (650) 918-9093
- Return prepared by
- BFBA LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 93-4700666 or by the name HEART OF WISDOM FOUNDATION.
- 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 | Not 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
- 93-4700666
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $103,126
- Income (IRS master file)
- $3,221
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,221 | $1,095 | $103,126 | IRS |
| 990-PF | December 2023 | $100,000 | $6,385 | $100,000 | XML |
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 93-4700666).
Questions about HEART OF WISDOM FOUNDATION
- What is the EIN of HEART OF WISDOM FOUNDATION?
- The employer identification number (EIN) of HEART OF WISDOM FOUNDATION is 93-4700666.
- Is HEART OF WISDOM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to HEART OF WISDOM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEART OF WISDOM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEART OF WISDOM 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 HEART OF WISDOM 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 HEART OF WISDOM FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does HEART OF WISDOM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,221, expenses of $1,095 and total assets of $103,126 at year end.
Other nonprofits in SAN MATEO
- HELEN AND SANFORD DILLER FAMILY FOUNDATION EIN 81-3945624 · last filed 990-PF for 2024
- BASZUCKI FAMILY FOUNDATION EIN 32-0660398 · last filed 990-PF for 2024
- WITH FOUNDATION EIN 73-1644863 · last filed 990-PF for 2025
- GINN FAMILY FOUNDATION EIN 68-0636598 · last filed 990-PF for 2024
- GREENE VAN ARSDALE FOUNDATION EIN 94-3254854 · last filed 990-PF for 2025
- FRANKLIN TEMPLETON CHARITABLE FOUNDATION INC EIN 31-1738146 · last filed 990-PF for 2025
- LI & LIU FAMILY FOUNDATION EIN 81-3628242 · last filed 990-PF for 2025
- DENNIS AND GLORIA OBRIEN FOUNDATION EIN 52-2390855 · last filed 990-PF for 2025
All nonprofits in SAN MATEO · California · Philanthropy, voluntarism and grantmaking foundations