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Nonprofit · EIN 94-6069873

WILLIAM G IRWIN CHARITY FOUNDATION

Tax-exempt · SAN FRANCISCO, CA 94109

Financials

$8.2M$14.6M2023$6.1M$14.6M2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM G IRWIN CHARITY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,113,050$14,569,918-$8,456,868$115,150,685$9,900,943$105,249,742
December 31, 2023990-PF$8,173,053$14,575,206-$6,402,153$111,448,347$6,982,993$104,465,354
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,983,822
Interest
$18,587
Net gain from sales of assets
$3,101,505
Other income
$9,136

Expenses

Grants and similar amounts paid
$13,656,020
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$11,100,729
Excise tax on investment income
$79,048

Balance sheet and other

Total assets, start of year
$111,448,347
Total assets, end of year
$115,150,685
Total liabilities, end of year
$9,900,943
Net assets, end of year
$105,249,742
Fair market value of assets
$115,150,685
Qualifying distributions
$11,100,729
Net investment income
$6,113,050

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
JANE OLDS BOGART
1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109
TRUSTEE2$0
WILLIAM L OLDS III
1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109
AUDIT COMMITTEE CHAIR2$0
ANTHONY O ZANZE
1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109
PRESIDENT2$0
JAMES F ZANZE
1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109
VICE PRESIDENT2$0
MICHELLE SAUGER
1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109
TREASURER2$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JANE OLDS BOGART
1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109
TRUSTEE2$0
WILLIAM L OLDS III
1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109
AUDIT COMMITTEE CHAIR2$0
ANTHONY O ZANZE
1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109
PRESIDENT2$0
JAMES F ZANZE
1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109
VICE PRESIDENT2$0
MICHELLE SAUGER
1660 BUSH STREET SUITE 300, SAN FRANCISCO, CA 94109
TREASURER2$0

Address and contacts

Address (IRS master file)
1660 BUSH STREET 300, SAN FRANCISCO, CA 94109-5308
Signed the 990-PF
JANE OLDS BOGART, PRESIDENT
Phone
(415) 561-6540
Return prepared by
NAVOLIO & TALLMAN LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6069873 or by the name WILLIAM G IRWIN CHARITY 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
94-6069873
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
1942
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$115,150,685
Income (IRS master file)
$141,116,977

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,113,050$14,569,918$115,150,685XML
990-PFDecember 2023$8,173,053$14,575,206$111,448,347XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 94-6069873).

Questions about WILLIAM G IRWIN CHARITY FOUNDATION

What is the EIN of WILLIAM G IRWIN CHARITY FOUNDATION?
The employer identification number (EIN) of WILLIAM G IRWIN CHARITY FOUNDATION is 94-6069873.
Is WILLIAM G IRWIN CHARITY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
Are donations to WILLIAM G IRWIN CHARITY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM G IRWIN CHARITY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM G IRWIN CHARITY 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 WILLIAM G IRWIN CHARITY 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 WILLIAM G IRWIN CHARITY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does WILLIAM G IRWIN CHARITY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,113,050, expenses of $14,569,918 and total assets of $115,150,685 at year end.

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