Nonprofits›Tax-Aid

Tax-Aid

SAN FRANCISCO, CA

Website

Total revenue

$569K

Total expenses

$529K

Net assets

$619K

Grants received

$1.2M

44 grants

EIN

943062518

Tax year

2024

Mission

Through skilled volunteers, tax-aid provides year-round free tax services to strengthen our san francisco bay area community

Financials

FY 2024

Revenue

Contributions & grants$555K
Program service revenue—
Investment income$15K
Other revenue—
Total revenue$569K

Expenses

Grants paid—
Salaries & benefits$333K
Fundraising$30K
Other expenses$196K
Total expenses$529K
Total assets$620K
Net assets$619K

People

11 listed

NameRoleCompensation

DAVID AUGUSTINE

SECRETARY

Board

—

JACQUELENE BISHOP

DIRECTOR

Board

—

ELIZABETH CAPENER

DIRECTOR

Board

—

CAROLINE TSO CHEN

TREASURER

Board

—

ERIC HOEDT

CHAIRMAN

Board

—

BRETT KLEIN

DIRECTOR

Board

—

ROBERT MASSEY

PRESIDENT

Board

—

LINDA MONTGOMERY

DIRECTOR

Board

—

MONICA OPOKU-GEREN

DIRECTOR

Board

—

STEPHANIE SCOTT

DIRECTOR

Board

—

JILL STURM

EXECUTIVE DI

Staff

$154K

Grants received

Showing 44 of 44

FromAmountPurposeYear
Silicon Valley Community Foundation
$150K
Human Services
2024
THE SOBRATO FAMILY FOUNDATION
$50K
SUPPORT FOR TAX-AID'S SAN MATEO AND SANTA CLARA COUNTY PROGRAMMING.
2024
Golden State Opportunity
$10K
CalEITC4Me Campaign
2024
ATKINSON FOUNDATION
$5K
TAX SERVICES FOR LOW INCOME RESIDENTS IN SAN MATEO COUNTY
2024
JPMORGAN CHASE FOUNDATION
$2K
MATCHING CONTRIBUTION (GENERAL OPERATING SUPPORT)
2024
McNabb Foundation
$1K
General & Unrestricted
2024
THE SOBRATO FAMILY FOUNDATION
$50K
SUPPORT FOR TAX-AID'S SAN MATEO AND SANTA CLARA COUNTY PROGRAMMING.
2023
SERGEY BRIN FAMILY FOUNDATION
$50K
GENERAL OPERATING SUPPORT
2023
LANGE FAMILY FOUNDATION
$25K
LOW INCOME TAX CLINICS
2023
SUNLIGHT GIVING
$25K
GENERAL SUPPORT
2023
DONOR ADVISED CHARITABLE GIVING INC
$15K
PUBLIC, SOCIETAL BENEFIT
2023
UNITED WAY OF THE BAY AREA
$14K
PROGRAM GRANT
2023
AMERICAN ONLINE GIVING FOUNDATION INC
$6K
GENERAL SUPPORT
2023
Silicon Valley Community Foundation
$110K
Human Services
2022
SUNLIGHT GIVING
$60K
GENERAL SUPPORT
2022
SERGEY BRIN FAMILY FOUNDATION
$50K
GENERAL OPERATING SUPPORT
2022
THE PALO ALTO COMMUNITY FUND
$30K
GENERAL OPERATING SUPPORT
2022
THE SOBRATO FAMILY FOUNDATION
$30K
GENERAL OPERATING SUPPORT FOR TAX-AID TO PROVIDE FREE INCOME-TAX SERVICES FOR INDIVIDUALS WITH AN ANNUAL HOUSEHOLD INCOME BELOW $57,000.
2022
SUNLIGHT GIVING
$25K
GENERAL SUPPORT
2022
LANGE FAMILY FOUNDATION
$15K
LOW INCOME TAX CLINICS
2022
AMERICAN ONLINE GIVING FOUNDATION INC
$13K
GENERAL SUPPORT
2022
UNITED WAY OF THE BAY AREA
$10K
PROGRAM GRANT
2022
DONOR ADVISED CHARITABLE GIVING INC
$5K
PUBLIC, SOCIETAL BENEFIT
2022
MUFG UNION BANK FOUNDATION AG
$5K
CHARITABLE
2022
LANGE FAMILY FOUNDATION
$50K
LOW INCOME TAX CLINICS
2021
AMERICAN ONLINE GIVING FOUNDATION INC
$10K
GENERAL SUPPORT
2021
UNITED WAY OF THE BAY AREA
$8K
PROGRAM GRANT
2021
DONOR ADVISED CHARITABLE GIVING INC
$5K
PUBLIC, SOCIETAL BENEFIT
2021
MUFG UNION BANK FOUNDATION AG
$5K
CHARITABLE
2021
Silicon Valley Community Foundation
$102K
Human Services
2020
SUNLIGHT GIVING
$25K
GENERAL SUPPORT
2020
THE PALO ALTO COMMUNITY FUND
$15K
GENERAL OPERATING SUPPORT
2020
SUNLIGHT GIVING
$15K
GENERAL SUPPORT
2020
UNITED WAY OF THE BAY AREA
$8K
PROGRAM GRANT -VITA SUPPORT
2020
MUFG UNION BANK FOUNDATION AG
$5K
CHARITABLE
2020
CHARLES SCHWAB FOUNDATION
$3K
GENERAL OPERATIONS
2020
SUNLIGHT GIVING
$25K
GENERAL SUPPORT
2019
THE PALO ALTO COMMUNITY FUND
$20K
OPERATING SUPPORT
2019
UNITED WAY OF THE BAY AREA
$13K
PROGRAM GRANT - CENSUS, VITA
2019
AMERICAN ONLINE GIVING FOUNDATION INC
$8K
GENERAL SUPPORT
2019
BOTHIN FOUNDATION
$36K
PURCHASE LAPTOP COMPUTERS FOR USE AT FREE TAX PREPARATION SITES
2018
CALIFORNIA FOUNDATION FOR
$25K
ORGANIZATION'S MISSION
2018
The Bank of America Charitable Foundation Inc
$10K
PROGRAM/OPERATING SUPPORT
2018
UNITED WAY OF THE BAY AREA
$9K
PROGRAM GRANT TO SUPPORT ECONOMIC SUCCESS SERVICES
2018

Funded by

$1.2M from 18 funders · 44 grants · 2018–2024

Silicon Valley Community Foundation

$362K · 3 grants · 2020–2024

Sunlight Giving

$175K · 6 grants · 2019–2023

The Sobrato Family Foundation

$130K · 3 grants · 2022–2024

Sergey Brin Family Foundation

$100K · 2 grants · 2022–2023

Lange Family Foundation

$90K · 3 grants · 2021–2023

The Palo Alto Community Fund

$65K · 3 grants · 2019–2022

United Way Of The Bay Area

$60K · 6 grants · 2018–2023

American Online Giving Foundation Inc

$37K · 4 grants · 2019–2023

Details

EIN943062518
Subsection03
Ruling date1992-07
Formed1988
Employees7
TAX-AID — Mission, Financials & Grants Received | Grantivo