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Day School Foundation FY2020 filing

Tax-deductible

San Mateo, CA501(c)(3)EducationEIN 94-3240988

To manage funds raised by the school and to remit them to st. Matthew's episcopal day school.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $731K a year · 60% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
70 mo
of spending, in cash
Looks good: 69.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $313K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$823K
Spent
$320K
To programs
100%
Net assets
$1.9M
By yearFY2020–FY2025
Revenue
$823K
FY2020
Revenue by fiscal year
FY2020$823K
FY2021$1.4M
FY2022$1.1M
FY2023$1.3M
FY2024$1.4M
FY2025$1.3M
Expenses
$320K
FY2020
Expenses by fiscal year
FY2020$320K
FY2021$24K
FY2022$399K
FY2023$1.1M
FY2024$222K
FY2025$826K
Net assets
$1.9M
FY2020
Net assets by fiscal year
FY2020$1.9M
FY2021$3.2M
FY2022$3.9M
FY2023$4.1M
FY2024$5.2M
FY2025$5.7M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $320K

Form 990 Part IX, line 25. Every line is in By the numbers.

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Sarah Solum
Secretary
$0Pt VII · Sec A
Aidan Viggiano
Board Member
$0Pt VII · Sec A
Rob Calleja
Board Member
$0Pt VII · Sec A
See Day School Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Manages school funds and sends them to St. Matthew's Episcopal Day School.

Provided by the organization

This section is blank until Day School Foundation claims this page.

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1 program service account for $320K of program spending, described in the organization's own filed words · FY2019.
01

Supported the educational programs of ST. Matthew's episcopal day school.

$320Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Fidelity Investments Charitable Gift FundFY2024$54K
Gs Donor Advised Philanthropy Fund for Wealth Management INCFY2024$50K
National Philanthropic TrustFY2024$50K
American Endowment FoundationFY2024$40K
Morgan Stanley Global Impact Funding Trust INCFY2024$40K
Donor Advised Charitable Giving INCFY2024$28K
American Online Giving Foundation INCFY2024$25K
Vanguard Charitable Endowment ProgramFY2024$25K
Total grants receivedfrom 8 funders$313K
See all 8 funders →
Grants paid · 5 grants · $2.8M · 2019–2024
St Matthews Episcopal Day SchoolCA · FY2024$800,000
St Matthews Episcopal Day SchoolCA · FY2023$200,000
St Matthews Episcopal Day SchoolCA · FY2022$1,115,002
St Matthews Episcopal Day SchoolCA · FY2021$378,000
St Matthews Episcopal Day SchoolCA · FY2019$302,398

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$823K
Ln 12
Gifts and grantsLn 1h$807K
Investment incomeLn 3$17K
Money outPt IX
$320K
Ln 25
Programscol B$320K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$1.9M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$807K
Noncash giftsLn 1g$80K
Investment incomeLn 3$17K
Gains on assetsLn 7−$976
Total revenueLn 12$823K
Assets in detailPt X, end of year
CashLn 1$519K
SavingsLn 2$1.3M
Cash and savings togetherLn 1–2$1.9M
Land, buildings, equipmentLn 10c$216
Total assetsLn 16$1.9M
LiabilitiesLn 26$0
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 675
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.4M$1.9M
Land, buildings, equipmentLn 10c$215$216
Total assetsLn 16$1.4M$1.9M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.4M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$302K$302K
Accounting feesLn 11c$5K$5K
Investment management feesLn 11f$92$92
Office expensesLn 13$9K$9K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$80$80
Total functional expensesLn 25$320K$320K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.3M$826K$499K$5.7M 990 PDF
FY2024 $1.4M$222K$1.2M$5.2M 990 PDF
FY2023 $1.3M$1.1M$202K$4.1M 990 PDF
FY2022 $1.1M$399K$680K$3.9M 990 PDF
FY2021 $1.4M$24K$1.3M$3.2M 990 PDF
FY2020 Viewing $823K$320K$503K$1.9M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $823,429 across 6 lines filed
VIII-1f All other contributions, gifts and grants$806,616
VIII-1g Noncash contributions (included above)$79,876
VIII-1h Total contributions, gifts and grants$806,616
VIII-3 Investment incomeExcluded from tax $17,789$17,789
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$976−$976
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $16,813$823,429
Part IX · Statement of functional expenses $320,046 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $302,398$302,398
IX-11c Accounting feesPrograms $4,811$4,811
IX-11f Investment management feesPrograms $92$92
IX-13 Office expensesPrograms $8,531$8,531
IX-23 InsurancePrograms $4,134$4,134
IX-24 Other expenses (24a–d)Programs $80$80
IX-25 Total functional expensesPrograms $320,046 · Management $0 · Fundraising $0$320,046
Part X · Balance sheet $1,863,316 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $108,447$519,216
X-2 Savings and temporary cash investmentsStart of year $1,245,288$1,341,885
X-3 Pledges and grants receivableStart of year $3,500$0
X-9 Prepaid expenses and deferred chargesStart of year $2,483$1,999
X-10c Land, buildings and equipment, netStart of year $215$216
X-16 Total assetsStart of year $1,359,933$1,863,316
X-17 Accounts payable and accrued expensesStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $1,273,292$1,272,537
X-28 Net assets with donor restrictionsStart of year $86,641$590,779
X-32 Total net assets or fund balancesStart of year $1,359,933$1,863,316
X-33 Total liabilities and net assetsStart of year $1,359,933$1,863,316
Part XI · Reconciliation of net assets $1,863,316 net assets at year end
XI-1 Total revenue$823,429
XI-2 Total expenses$320,046
XI-3 Revenue less expenses$503,383
XI-4 Net assets at start of year$1,359,933
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,863,316

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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