Public Charity

San Ramon Historic Foundation

San Ramon Historic Foundation, of San Ramon, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $134K in revenue, $18K in expenses, $1.2M in total assets. 17 publicly reported grants to this organization, totaling roughly $29K, appear in IRS filings.

EIN: 202707850 San Ramon, CA Latest filing: 2025
Total Revenue$134K
Total Expenses$18K
Total Assets$1.2M
Grant Records17
Funding Total$29K
Filing Years2021–2025

Mission

Non-profit, volunteer organization committed to the preservation of historical forest home farm property located in San Ramon, California.

Officers & Directors

Board Member Bernie Szalaj
Board Member and Secretary Ougtoing Carol Lopez-Lucey
Board Chair and President Carol Rowley
Board Member and Tractor Equip Dir Dan Foster
Board Member Don Kowalski
Board Member and Treasurer Eva Phelps

Officer compensation and complete director data available with membership.

Top Grant Purposes

Maintenance
$28,534 4 grants
Per Foundations Charter
$275 2 grants
Unspecified
$107 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $134K $18K $1.2M
2024 $122K $108K $1.0M
2023 $76K $21K $1.0M
2022 $10K $55K $974K
2021 $37K $53K $1.0M

Between 2021 and 2025, reported annual revenue grew from $37K to $134K (+258%), with total assets most recently reported at $1.2M.

Interactive year-over-year charts and full filing details available with membership.

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