San Ramon Historic Foundation
Non-profit, volunteer organization committed to the preservation of historical forest home farm property located in San Ramon, California.
Key facts about San Ramon Historic Foundation
In short: San Ramon Historic Foundation gave $11K across 2 grants in 2025 (avg $5K). Source: 2025 IRS Form 990.
- EIN
- 20-2707850
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $10,855
- Grants made (2025)
- 2
- Average grant
- $5,428
- Median grant
- $5,428
- Total assets
- $1,158,016
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$1.2M
+11.2% YoY
Annual Giving
$11K
-88.5% YoY
Grant Count
2
Avg Grant Size
$5K
About San Ramon Historic Foundation
Based on IRS filings
San Ramon Historic Foundation is a public charity focused on Arts, Culture & Humanities, based in San Ramon, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 2 grants totaling $11K. Net investment income was $95K.
Focus Areas
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Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2023) to $94K (2024). In 2025 it made 2 grants totaling $11K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was SRHF Grants Awarded FHF ($9K). Together the top 2 received $11K.
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SRHF Grants Awarded FHF | Maintenance | $9,388 |
| SRHF FHF Tractor Restoration | Maintenance | $1,467 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,158,016 | $1,041,087 | $1,028,672 |
| Revenue | $133,974 | $121,647 | $75,870 |
| Expenses | $18,146 | $108,004 | $20,962 |
| Net Investment Income | $95,159 | $76,771 | $19,942 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS March 3, 2020)
- Updated Form 990 for fiscal year 2021 (received by the IRS January 28, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS February 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
San Ramon Historic Foundation is led by Carol Rowley, Board Chair & President since 2024 (on filings since 2019); none of the 16 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carol Rowley
Board Chair & President
President & Chair of Board → Board Chair & President, 2024
On filings since 2019
10 hrs/week
No compensation reported
Jill Mallory
Board Advisor-Vol Director of Gift Shop
Board Member → Board Advisor-Vol Director of Gift Shop, 2025
On filings since 2023
10 hrs/week
No compensation reported
Dan Foster
Board Member & Tractor Equip Director
New on the 2025 filing
10 hrs/week
No compensation reported
Carol Lopez-Lucey
Board Member & Secretary Ougtoing
Secretary & Board Member → Board Member & Secretary Ou, 2024
Board Member & Secretary Ou → Board Member & Secretary Ougtoing, 2025
On filings since 2019
10 hrs/week
No compensation reported
Don Kowalski
Board Member
On filings since 2019
5 hrs/week
No compensation reported
H Abram Wilson
Board Member
Board Member → Interim Treasurer & Board M, 2023
Interim Treasurer & Board M → Board Member, 2024
On filings since 2019
5 hrs/week
No compensation reported
Patsy Galati
Board Member-Dir Sheep Herd & Brn
Board Member → Board Member-Dir Sheep Herd A, 2024
Board Member-Dir Sheep Herd A → Board Member-Dir Sheep Herd & Brn, 2025
On filings since 2019
10 hrs/week
No compensation reported
Renee Kullick
Board Member & Vice President Incoming
Board Member → Board Member & Vice President in, 2024
Board Member & Vice President in → Board Member & Vice President Incoming, 2025
On filings since 2019
10 hrs/week
No compensation reported
Robert Downum
Board Member
On filings since 2019
5 hrs/week
No compensation reported
Julia Oseland
Board Member & Vice President
Vice Presidentand Board Member → Vice President & Board Member, 2023
On filings since 2022
10 hrs/week
No compensation reported
Eva Phelps
Board Member & Treasurer
Incoming Treasurer & Board → Board Member & Treasurer, 2024
On filings since 2023
10 hrs/week
No compensation reported
Lionel McNeely
Board Member
On filings since 2023
5 hrs/week
No compensation reported
Sandy Silva
Board Member & Secretary Incoming
Board Member → Board Member & Secretary in, 2024
Board Member & Secretary in → Board Member & Secretary Incoming, 2025
On filings since 2023
10 hrs/week
No compensation reported
Steve Chiapetto
Board Member
On filings since 2023
5 hrs/week
No compensation reported
Yvonne Richardson
Board Member
On filings since 2023
5 hrs/week
No compensation reported
Bernie Szalaj
Board Member
New on the 2025 filing
5 hrs/week
No compensation reported
Former officers (4)
- Former: Dall Barley (2019–2023) — Outgoing Treasurer & Board
- Former: Herb Moniz (2019–2021) — Board Member
- Former: Patricia Boom (2019–2021) — Board Member
- Former: Shirley Ernest (2019–2021) — Vice President & Board Member
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about San Ramon Historic Foundation
How much does San Ramon Historic Foundation give each year?
San Ramon Historic Foundation gave $11K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it reported $94K in grants paid.
How large is San Ramon Historic Foundation?
San Ramon Historic Foundation reported $1.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $134K.
What is San Ramon Historic Foundation?
San Ramon Historic Foundation is a public charity focused on Arts, Culture & Humanities, based in San Ramon, CA. It holds $1.2M in total assets as of 2025.
What is San Ramon Historic Foundation's EIN?
San Ramon Historic Foundation's EIN (Employer Identification Number) is 20-2707850. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching San Ramon Historic Foundation by hand.
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