Waterford Foundation is a private foundation focused on Human Services, based in FRESNO, CA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $3.2M in total assets. In 2023, it made $22K in qualifying distributions.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$3.2M
-2.3% YoY
Revenue
$78
-100.0% YoY
Qualifying Distributions
$22K
-97.8% YoY
Expenses
$76K
-92.8% YoY
Under IRS private-foundation payout rules, Waterford Foundation reported a distributable amount of $94K for 2023 — the minimum it must pay out in qualifying distributions.
About Waterford Foundation
Based on IRS filings
Waterford Foundation is a private foundation focused on Human Services, based in FRESNO, CA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $3.2M in total assets. In 2023, it made $22K in qualifying distributions.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $3,209,181 | $3,284,330 | $3,344,034 |
| Revenue | $78 | $999,634 | $815,620 |
| Expenses | $76,118 | $1,061,363 | $870,679 |
| Qualifying Distributions | $22,418 | $1,014,280 | $817,324 |
| Net Investment Income | — | — | $9,465 |
| Distributable Amount | $93,784 | $106,571 | $93,952 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2023
Grant Size Distribution
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2023.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DARIUS ASSEMI | PRESIDENT | 1 | — |
| FARSHID ASSEMI | SENIOR VP | 1 | — |
| FARID ASSEMI | SENIOR VP | 1 | — |
| NADER ASSEMI | VICE PRESIDENT | 1 | — |
| NEEMA ASSEMI | VICE PRESIDENT | 1 | — |
| STEVEN G RAU | SECRETARY | 1 | — |
| JASON HOLLRAH | CFO | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Waterford Foundation?
Waterford Foundation is a private foundation focused on Human Services, based in FRESNO, CA. It holds $3.2M in total assets as of 2023.
How large is Waterford Foundation?
As of 2023, Waterford Foundation holds $3.2M in total assets with $78 in annual revenue.
Where does Waterford Foundation operate?
Waterford Foundation has awarded grants in California.
How much is Waterford Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Waterford Foundation reported a distributable amount of $94K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Waterford Foundation's EIN?
Waterford Foundation's EIN (Employer Identification Number) is 77-0437521. IRS Form 990 filing data is available on this page for 2020–2023.
Explore Open Grants
Browse active grant opportunities in Waterford Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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