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Nonprofit · EIN 94-3116041

THE UPJOHN FUND OF SAN FRANCISCO

Tax-exempt · WILMINGTON, DE 19809

Financials

$50K$120K2022$42K$127K2023$34K$116K2024
Revenue Expenses · by fiscal year end
Financials of THE UPJOHN FUND OF SAN FRANCISCO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$34,438$115,855-$81,417$591,268$0$591,268
October 31, 2024990-PF$41,924$126,937-$85,013$672,685$0$672,685
October 31, 2023990-PF$50,232$119,769-$69,537$757,698$0$757,698
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$46,046
Interest
$2,274
Net gain from sales of assets
-$13,892
Other income
$10

Expenses

Grants and similar amounts paid
$97,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$114,673
Excise tax on investment income
$664

Balance sheet and other

Total assets, start of year
$672,685
Total assets, end of year
$591,268
Total liabilities, end of year
$0
Net assets, end of year
$591,268
Fair market value of assets
$2,816,408
Qualifying distributions
$114,673
Net investment income
$48,320

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Peter Larson
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, VP1$0
Ronald Larson
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres1$0
Fred B Weil
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec, Treas1$0
Juliana Weil
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, VP1$0
990-PF for the year ended October 31, 2024: 4 people
NameTitleHours / weekCompensation
Peter Larson
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, VP1$0
Ronald Larson
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres1$0
Fred B Weil
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec, Treas1$0
Juliana Weil
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, VP1$0
990-PF for the year ended October 31, 2023: 4 people
NameTitleHours / weekCompensation
Peter Larson
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, VP1$0
Ronald Larson
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Pres1$0
Fred B Weil
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, Sec, Treas1$0
Juliana Weil
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Dir, VP1$0

Address and contacts

Address (IRS master file)
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Fred B Weil, President
Phone
(800) 839-1754
Return prepared by
Foundation Source

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
94-3116041
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
1990
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$591,268
Income (IRS master file)
$86,698

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$34,438$115,855$591,268XML
990-PFOctober 2024$41,924$126,937$672,685IRS
990-PFOctober 2023$50,232$119,769$757,698XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 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 94-3116041).

Questions about THE UPJOHN FUND OF SAN FRANCISCO

What is the EIN of THE UPJOHN FUND OF SAN FRANCISCO?
The employer identification number (EIN) of THE UPJOHN FUND OF SAN FRANCISCO is 94-3116041.
Is THE UPJOHN FUND OF SAN FRANCISCO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to THE UPJOHN FUND OF SAN FRANCISCO tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE UPJOHN FUND OF SAN FRANCISCO file?
Form 990-PF. Private foundations file every year.
When is the next return of THE UPJOHN FUND OF SAN FRANCISCO due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE UPJOHN FUND OF SAN FRANCISCO last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of THE UPJOHN FUND OF SAN FRANCISCO?
The 990-PF for the year ended October 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does THE UPJOHN FUND OF SAN FRANCISCO have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $34,438, expenses of $115,855 and total assets of $591,268 at year end.

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