Nonprofit · EIN 94-6069482
THE ZELLERBACH FAMILY FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $9,202,747 | $8,781,654 | $421,093 | $163,560,678 | $3,456,038 | $160,104,640 |
| December 31, 2023 | 990-PF | $9,285,205 | $9,877,662 | -$592,457 | $160,251,196 | $3,653,626 | $156,597,570 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $330,000
- Dividends
- $893,793
- Net gain from sales of assets
- $1,386,931
- Other income
- $6,592,023
Expenses
- Grants and similar amounts paid
- $5,924,505
- Compensation of officers, directors and key employees
- $577,828
- Salaries, compensation and benefits (total)
- $620,370
- Disbursements for charitable purposes
- $8,292,199
- Excise tax on investment income
- $123,554
Balance sheet and other
- Total assets, start of year
- $160,251,196
- Total assets, end of year
- $163,560,678
- Total liabilities, end of year
- $3,456,038
- Net assets, end of year
- $160,104,640
- Fair market value of assets
- $161,986,141
- Qualifying distributions
- $8,292,199
- Net investment income
- $9,448,184
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 | Other / benefits |
|---|---|---|---|---|
| ALLISON MAGEE 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | PRESIDENT & EXEC DIRECTOR | 40 | $349,313 | $56,299 |
| SUSAN AU 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | CFO | 40 | $228,516 | $49,847 |
| AMY PRICE 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | PROGRAM EXEC Highest-paid employee | 40 | $180,680 | $76,678 |
| NAVIN MOUL 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | PROGRAM EXEC Highest-paid employee | 40 | $165,122 | $42,051 |
| MARGOT MELCON 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | PROGRAM EXEC Highest-paid employee | 40 | $162,093 | $41,577 |
| AKI AMAI 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | GRANTS MANAGER Highest-paid employee | 40 | $112,475 | $23,441 |
| ALEXANDRA AQUINO-FIKE 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | DIRECTOR (FROM JUNE 2024) | 1 | $0 | $0 |
| EMILY BOSCHWITZ 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| JAMES W HEAD 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| RAVI KARRA 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| KARIN KISSANE 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | TREASURER | 1 | $0 | $0 |
| HILARY REEK 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | VICE CHAIR & SECRETARY | 1 | $0 | $0 |
| STEPHEN SHAPIRO 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| THOMAS H ZELLERBACH 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | CHAIRMAN | 8 | $0 | $0 |
990-PF for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALLISON MAGEE 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | PRESIDENT & EXEC DIRECTOR | 40 | $335,812 | $54,016 |
| SUSAN AU 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | CFO | 40 | $218,583 | $46,791 |
| AMY PRICE 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | PROGRAM EXECUTIVE Highest-paid employee | 40 | $171,542 | $71,182 |
| NAVIN MOUL 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | PROGRAM EXECUTIVE Highest-paid employee | 40 | $158,843 | $39,736 |
| MARGOT MELCON 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | PROGRAM EXECUTIVE Highest-paid employee | 40 | $155,549 | $39,241 |
| MICHAEL SMITH 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | IT DIRECTOR (THRU 3/ Highest-paid employee | 20 | $78,996 | $13,694 |
| AKI AMAI 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | GRANTS MANAGER (FROM Highest-paid employee | 40 | $53,817 | $6,102 |
| EMILY BOSCHWITZ 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| JEANETTE M DUNCKEL 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | DIRECTOR (THRU 12 2023) | 1 | $0 | $0 |
| JAMES W HEAD 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| RAVI KARRA 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| KARIN KISSANE 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | TREASURER | 1 | $0 | $0 |
| HILARY REEK 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | VICE CHAIR & SECRETARY | 1 | $0 | $0 |
| SUCHI SOMASEKAR 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | DIRECTOR (THRU 12 2023) | 1 | $0 | $0 |
| STEPHEN SHAPIRO 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | DIRECTOR | 1 | $0 | $0 |
| THOMAS H ZELLERBACH 455 MARKET STREET SUITE 2200, SAN FRANCISCO, CA 94105 | CHAIRMAN | 8 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 455 MARKET ST STE 2200, SAN FRANCISCO, CA 94105-2446
- Signed the 990-PF
- ALLISON MAGEE, PRESIDENT & EXEC DIRECTOR
- Phone
- (415) 421-2629
- Website
- ZFF.ORG
- Return prepared by
- BPM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6069482 or by the name THE ZELLERBACH FAMILY 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
- 94-6069482
- 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
- 1958
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $163,560,678
- Income (IRS master file)
- $21,175,345
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $9,202,747 | $8,781,654 | $163,560,678 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $9,285,205 | $9,877,662 | $160,251,196 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 94-6069482).
Questions about THE ZELLERBACH FAMILY FOUNDATION
- What is the EIN of THE ZELLERBACH FAMILY FOUNDATION?
- The employer identification number (EIN) of THE ZELLERBACH FAMILY FOUNDATION is 94-6069482.
- Is THE ZELLERBACH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to THE ZELLERBACH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ZELLERBACH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ZELLERBACH 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 THE ZELLERBACH 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 THE ZELLERBACH FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 14 people; 6 received compensation from the organization, the highest $349,313 (ALLISON MAGEE, PRESIDENT & EXEC DIRECTOR).
- How much revenue does THE ZELLERBACH FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,202,747, expenses of $8,781,654 and total assets of $163,560,678 at year end.
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