SAN Ramon Historic Foundation
Donations deductibleSAN Ramon Historic Foundation's network
16 people7 organisationsi16 people and 7 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (7) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 15 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Carol Rowley Chair | Board Chair and President | 2019 | 7 yrs |
| Bernie Szalaj | Board Member | 2025 | 1 yr |
| Carol Lopez-Lucey | Board Member and Secretary Ougtoing | 2019 | 7 yrs |
| Dan Foster | Board Member and Tractor Equip Dir | 2025 | 1 yr |
| Don Kowalski | Board Member | 2019 | 7 yrs |
| Eva Phelps | Board Member and Treasurer | 2023 | 3 yrs |
| H Abram Wilson | Board Member | 2019 | 7 yrs |
| Jill Mallory | Board Advisor-Vol Dir of Gift Shop | 2023 | 3 yrs |
| Julia Oseland | Board Member and Vice-President | 2022 | 4 yrs |
| Lionel McNeely | Board Member | 2023 | 3 yrs |
| Patsy Galati | Board Member-Dir Sheep Herd and Brn | 2019 | 7 yrs |
| Renee Kullick | Board Member and Vice-Pres Incoming | 2019 | 7 yrs |
| Robert Downum | Board Member | 2019 | 7 yrs |
| Sandy Silva | Board Member and Secretary Incoming | 2023 | 3 yrs |
| Steve Chiapetto | Board Member | 2023 | 3 yrs |
| Yvonne Richardson | Board Member | 2023 | 3 yrs |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Carol Rowley | Board Chair and President | 10 | $0 | ||
| Julia Oseland | Board Member and Vice-President | 10 | $0 | ||
| Carol Lopez-Lucey | Board Member and Secretary Ougtoing | 10 | $0 | ||
| Don Kowalski | Board Member | 5 | $0 | ||
| Patsy Galati | Board Member-Dir Sheep Herd and Brn | 10 | $0 | ||
| Renee Kullick | Board Member and Vice-Pres Incoming | 10 | $0 | ||
| H Abram Wilson | Board Member | 5 | $0 | ||
| Robert Downum | Board Member | 5 | $0 | ||
| Steve Chiapetto | Board Member | 5 | $0 | ||
| Sandy Silva | Board Member and Secretary Incoming | 10 | $0 | ||
| Jill Mallory | Board Advisor-Vol Dir of Gift Shop | 10 | $0 | ||
| Eva Phelps | Board Member and Treasurer | 10 | $0 | ||
| Lionel McNeely | Board Member | 5 | $0 | ||
| Yvonne Richardson | Board Member | 5 | $0 | ||
| Dan Foster | Board Member and Tractor Equip Dir | 10 | $0 | ||
| Bernie Szalaj | Board Member | 5 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- San Ramon Historic Foundation
- EIN
- 202707850
- Address
- Po Box 1, San Ramon, CA, 94583-0001
- State
- California
- Mission
- Non-profit, volunteer organization committed to the preservation of historical forest home farm property located in San Ramon, California. (as filed on the Form 990)
- Activity (NTEE)
- A80 Arts, culture and humanities
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Arts, Culture & Humanities
- Size band
- 6 (IRS master file code)
- Formed
- 1999
- IRS ruling date
- 1 June 2005
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsCarol Rowley
≥7years on the filingsCarol Lopez-Lucey
≥7years on the filingsDon Kowalski
≥7years on the filingsH Abram Wilson
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $1.2m
- Total liabilities
- $318
- Net assets or fund balances
- $1.2m
- Contributions and grants received
- $24k
- Program service revenue
- $0
- Grants and similar paid out
- $11k
- Employees
- 0
- Volunteers
- 80
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $134k | $18k | $116k |
As filed on the IRS Form 990. US dollars.
Grants paid
2 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| SRHF Grants Awarded FHF | $9k | |
| SRHF FHF Tractor Restoration | $1k |