Financial Information

To view or download copies of any of the Foundation's fiancial information  (in PDF format), click on any of the headings below.

Please note:  These documents are in PDF format and you will need Adobe Acrobat Reader to view them.  To download a free and latest version of Acrobat click here.

IRS Forms 990
Click on the highlighted links to view or download a PDF of the Foundation's annual tax returns.

2008 IRS Form 990 [3.68 MB]

2007 IRS Form 990 [1.44 MB]

2006 IRS Form 990 [1.27 MB]

2005 IRS Form 990 [1.78 MB]

2004 IRS Form 990 [1.02 MB]

2003 IRS Form 990 [1.30 MB]

California Exempt Organization Annual Information Return
Click on the highlighted links to view or download a PDF of the Foundation's filing to the State of California.

2008 Form 199 [556 KB]

2007 Form 199 [396 KB]

Audited Financial Statements
Click on the highlighted links to view or download a PDF of the Foundation's year-end audited financial statement.

2009 Audited Financial Statement [303 KB]

2008 Audited Financial Statement [960 KB]

2007 Audited Financial Statement [657 KB]

2006 Audited Financial Statement [603 KB]

2005 Audited Financial Statement [119 KB]

2004 Audited Financial Statement [510 KB]

Other Relevant Foundation Documents
Click on the highlighted links to view or download a PDF of the document.

Foundation's 501(c)(3) Letter of IRS Determination of Tax-Exempt Status

More Info

Copies of audits, other financial, or investment management information is available upon request.
E-mail Susan Farrar or call (831) 477-0800.