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The IRS 990-PF informational returns linked below provide fiscal data for the Fund, including names of our trustees and officers, application information, and complete lists of grants (which are also searchable here). Candid has a helpful resource on how to read the 990-PF.
Informational returns filed prior to 2020 are searchable at the State of California Attorney General’s site. Use the Fund’s FEIN 946068564 to search for Fund-related documents.
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The Fund’s financial statements are independently audited each year. The audit includes important information about Fund expenditures and the value of its investments, plus a look back at the prior year to help you understand trends. The Wallace Foundation published this video tutorial that explains how to read audited financial statements.
To inspect audited financial statements from prior periods, please contact us.
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