Civic Intelligence

Ann & Richard Grace Family Foundation

EIN 68-0331455 • 501(c)3 • St Helena, CA

Profile

Provide education, medical and general welfare assistance to indigent children

1210 Rockland RoadSt Helena, CA 94574

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$13,122

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$13,122

Flat from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $13,000 (-100%) from 2023

Expenses

Down

$0

Down $13,445 (-100%) from 2023

Net Income

Up

$0

Up $445 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $153,810Liabilities 2010: $16,158Net Assets 2010: $137,6522010Assets 2011: $115,231Liabilities 2011: $6,399Net Assets 2011: $108,8322011Assets 2012: $129,342Liabilities 2012: $2,440Net Assets 2012: $126,9022012Assets 2013: $173,153Liabilities 2013: $1,169Net Assets 2013: $171,9842013Assets 2014: $207,579Liabilities 2014: $32,435Net Assets 2014: $175,1442014Assets 2015: $119,676Liabilities 2015: $52,059Net Assets 2015: $67,6172015Assets 2016: $50,066Liabilities 2016: $0Net Assets 2016: $50,0662016Assets 2017: $46,603Liabilities 2017: $0Net Assets 2017: $46,6032017Assets 2018: $15,976Liabilities 2018: $0Net Assets 2018: $15,9762018Assets 2019: $33,614Liabilities 2019: $0Net Assets 2019: $33,6142019Assets 2020: $24,084Liabilities 2020: $0Net Assets 2020: $24,0842020Assets 2021: $26,534Liabilities 2021: $0Net Assets 2021: $26,5342021Assets 2022: $13,567Liabilities 2022: $0Net Assets 2022: $13,5672022Assets 2023: $13,122Liabilities 2023: $0Net Assets 2023: $13,1222023Assets 2024: $13,122Liabilities 2024: $0Net Assets 2024: $13,1222024

Highlighted filing

2024

Assets$13,122
Liabilities$0
Net Assets$13,122
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2010: $226,2022010Expenses 2011: $202,7882011Expenses 2012: $168,5222012Revenue 2013: $165,742Expenses 2013: $120,660Net Income 2013: $45,0822013Revenue 2014: $178,003Expenses 2014: $174,843Net Income 2014: $3,1602014Revenue 2015: $242,004Expenses 2015: $349,531Net Income 2015: -$107,5272015Revenue 2016: $170,005Expenses 2016: $187,556Net Income 2016: -$17,5512016Revenue 2017: $244,973Expenses 2017: $248,436Net Income 2017: -$3,4632017Revenue 2018: $237,809Expenses 2018: $268,436Net Income 2018: -$30,6272018Revenue 2019: $145,000Expenses 2019: $127,362Net Income 2019: $17,6382019Revenue 2020: $90,000Expenses 2020: $99,530Net Income 2020: -$9,5302020Revenue 2021: $77,500Expenses 2021: $75,050Net Income 2021: $2,4502021Revenue 2022: $29,100Expenses 2022: $42,067Net Income 2022: -$12,9672022Revenue 2023: $13,000Expenses 2023: $13,445Net Income 2023: -$4452023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,122
Liabilities
$0
Net assets
$13,122
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.13$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.29$0.42$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.78$0.75$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.90$1.00$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.45$1.27$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$2.38$2.68$0.31
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$2.45$2.48$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.70$1.88$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.52$0.68$2.42$3.50$1.08
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.32$1.75$1.78$1.75$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.73$0.01$1.72$1.66$1.21$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.02$1.27$1.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.06$1.09$2.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.16$1.38$2.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

Provide educational and medical assistance for indigent children

Provide education, medical and general welfare assistance to indigent children

Program Services

DescriptionGrantsExpenses
IDENTIFICATION OF PEOPLE IN NEED OF EDUCATIONAL. MEDICAL AND OTHER ASSISTANCE THROUGH OUT THE WORLD. FUNDS ARE PROVIDED TO OTHER CHARITABLE ORGANIZATION TO PROVIDE SUCH ASSISTANCE. NO ACTIVITY IN 2024 AS ORGANIZATION IS WINDING DOWN.$0$0
PROVISION OF EDUCATIONAL , MEDICAL AND OTHER ASSISTANCE THROUGH PAYMENT OF TUITION, SCHOOL SUPPLIES AND TRAVEL TO INDIVIDUAL INDIGENT CHILDREN. NO ACTIVITY IN 2024 AS ORGANIZATION IS WINDING DOWN,$0$0
PROVISION OF GENERAL WELFARE AND ASISTANCE WAS PROVIDED TO ZER0 INDIVIDUALS . NO ACTIVITY IN 2024 AS ORGANIZATION IS WINDING DOWN.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD H GRACEDirectorPT$0--
ANN K GRACEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Ann & Richard Grace Family Foundation
EIN
68-0331455
Phone
7079631410
Address
1210 ROCKLAND ROAD, ST HELENA, CA 94574

Signing Officer

Name
Richard H Grace
Title
Chief Executive Officer
Phone
7079631410
Signed
2025-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Thomasrfriebelcpa
Address
1700 S EL CAMINO REAL SUITE 506, SAN MATEO, CA 94402
Preparer
Thomas R Friebel CPA
Phone
6503492331
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 24 - Other Assets

“Description: loans. Beg. Of year amount: 13,000. End of year amount: 13,000.”

Raw XML Appendix132 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD GRACE
IRS990EZ/BooksInCareOfDetail/PhoneNum07079631410
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01210 ROCKLAND ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094574
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0122
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013122
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013122
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013122
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013122
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013122
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013122
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD H GRACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANN K GRACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATION, MEDICAL AND GENERAL WELFARE ASSISTANCE TO INDIGENT CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IDENTIFICATION OF PEOPLE IN NEED OF EDUCATIONAL. MEDICAL AND OTHER ASSISTANCE THROUGH OUT THE WORLD. FUNDS ARE PROVIDED TO OTHER CHARITABLE ORGANIZATION TO PROVIDE SUCH ASSISTANCE. NO ACTIVITY IN 2024 AS ORGANIZATION IS WINDING DOWN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVISION OF EDUCATIONAL , MEDICAL AND OTHER ASSISTANCE THROUGH PAYMENT OF TUITION, SCHOOL SUPPLIES AND TRAVEL TO INDIVIDUAL INDIGENT CHILDREN. NO ACTIVITY IN 2024 AS ORGANIZATION IS WINDING DOWN,
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVISION OF GENERAL WELFARE AND ASISTANCE WAS PROVIDED TO ZER0 INDIVIDUALS . NO ACTIVITY IN 2024 AS ORGANIZATION IS WINDING DOWN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt077500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt090000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0209600
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0209600
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt077500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt090000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0209600
IRS990ScheduleA/TotalSupportAmt0209600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: LOANS. BEG. OF YEAR AMOUNT: 13,000. END OF YEAR AMOUNT: 13,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD H GRACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07079631410
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANN & RICHARD GRACE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANN&
ReturnHeader/Filer/EIN0680331455
ReturnHeader/Filer/PhoneNum07079631410
ReturnHeader/Filer/USAddress/AddressLine1Txt01210 ROCKLAND ROAD
ReturnHeader/Filer/USAddress/CityNm0ST HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094574
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271350088
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMASRFRIEBELCPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 S EL CAMINO REAL SUITE 506
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094402
ReturnHeader/PreparerPersonGrp/PhoneNum06503492331
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R FRIEBEL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-31T18:25:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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