Civic Intelligence

Farrington Historical Foundation Co Masel Sheehan

EIN 77-0411342 • 501(c)3 • San Jose, CA

Profile

Farrington historical foundation maintains a library of plans and renderings of homes with historical significance in california and is used as the headquarters for the junior league of san jose which is a beneficiary of this organization.

1615 Dry Creek RoadSan Jose, CA 95125

www.farringtonfoundation.org

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

19th percentile

-8.4%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

58th percentile

6.8%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

36%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$11,988,981

Up $767,647 (+6.8%) from 2023

Liabilities

Down

$0

Down $6,357 (-100%) from 2023

Net Assets

Up

$11,988,981

Up $774,004 (+6.9%) from 2023

Revenue

Up

$496,156

Up $131,482 (+36%) from 2023

Expenses

Down

$538,023

Down $19,326 (-3.5%) from 2023

Net Income

Up

-$41,867

Up $150,808 (+78%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,072,435Liabilities 2011: $0Net Assets 2011: $9,072,4352011Assets 2012: $8,802,051Liabilities 2012: $0Net Assets 2012: $8,802,0512012Assets 2013: $9,433,357Liabilities 2013: $0Net Assets 2013: $9,433,3572013Assets 2014: $10,519,429Liabilities 2014: $0Net Assets 2014: $10,519,4292014Assets 2015: $10,283,563Liabilities 2015: $0Net Assets 2015: $10,283,5632015Assets 2016: $9,861,619Liabilities 2016: $0Net Assets 2016: $9,861,6192016Assets 2017: $10,699,921Liabilities 2017: $0Net Assets 2017: $10,699,9212017Assets 2018: $10,914,811Liabilities 2018: $0Net Assets 2018: $10,914,8112018Assets 2019: $11,021,276Liabilities 2019: $0Net Assets 2019: $11,021,2762019Assets 2020: $10,667,094Liabilities 2020: $14,357Net Assets 2020: $10,652,7372020Assets 2021: $12,742,208Liabilities 2021: $6,357Net Assets 2021: $12,735,8512021Assets 2022: $10,793,168Liabilities 2022: $6,357Net Assets 2022: $10,786,8112022Assets 2023: $11,221,334Liabilities 2023: $6,357Net Assets 2023: $11,214,9772023Assets 2024: $11,988,981Liabilities 2024: $0Net Assets 2024: $11,988,9812024

Highlighted filing

2024

Assets$11,988,981
Liabilities$0
Net Assets$11,988,981

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $405,686Expenses 2011: $314,552Net Income 2011: $91,1342011Revenue 2012: $229,229Expenses 2012: $292,629Net Income 2012: -$63,4002012Expenses 2013: $359,6042013Revenue 2014: $546,755Expenses 2014: $392,485Net Income 2014: $154,2702014Revenue 2015: $625,636Expenses 2015: $411,837Net Income 2015: $213,7992015Revenue 2016: $531,692Expenses 2016: $393,165Net Income 2016: $138,5272016Revenue 2017: $444,030Expenses 2017: $384,488Net Income 2017: $59,5422017Revenue 2018: $498,676Expenses 2018: $497,258Net Income 2018: $1,4182018Revenue 2019: $591,711Expenses 2019: $480,908Net Income 2019: $110,8032019Revenue 2020: $434,390Expenses 2020: $565,859Net Income 2020: -$131,4692020Revenue 2021: $809,660Expenses 2021: $585,894Net Income 2021: $223,7662021Revenue 2022: $466,897Expenses 2022: $533,345Net Income 2022: -$66,4482022Revenue 2023: $364,674Expenses 2023: $557,349Net Income 2023: -$192,6752023Revenue 2024: $496,156Expenses 2024: $538,023Net Income 2024: -$41,8672024

Highlighted filing

2024

Revenue$496,156
Expenses$538,023
Net Income-$41,867

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.50$0.54$0.04
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.01$11.2$0.36$0.56$0.19
2022Detailed filing. Detailed filing data is available for this year.$10.8$0.01$10.8$0.47$0.53$0.07
2021Detailed filing. Detailed filing data is available for this year.$12.7$0.01$12.7$0.81$0.59$0.22
2020Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$0.43$0.57$0.13
2019Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.59$0.48$0.11
2018Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.50$0.50$0.00
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.44$0.38$0.06
2016Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$0.53$0.39$0.14
2015Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.63$0.41$0.21
2014Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.55$0.39$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.43$0.00$9.43$0.36
2012Summary only. Only limited summary data is available for this year.$8.80$0.00$8.80$0.23$0.29$0.06
2011Summary only. Only limited summary data is available for this year.$9.07$0.00$9.07$0.41$0.31$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 1, 2025
Return Version
2023v6.0
Gross Receipts
$1,511,986
Mission and Program Overview

Mission

The mission of the Farrington Historical Foundation is to restore and conserve the Kirk-Farrington house and grounds as an example of Silicon Valley's historic past and as the home of the Junior League of San Jose who is a benefactor of the Farrington Historical Foundation. The Foundation also provides community grants to support local non-profit entities that work to improve the quality of life in Santa Clara County.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$913,632$900,595▼ $13,037
Cash and Non-Interest-Bearing Accounts$78,274$35,932▼ $42,342
Savings and Temporary Cash Investments$20,332$30,337▲ $10,005
Total Assets$11,221,334$11,988,981▲ $767,647
Other Assets Total$10,209,096$11,022,117▲ $813,021
Liabilities
Other Liabilities$6,357$0▼ $6,357
Total Liabilities$6,357$0▼ $6,357
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,214,977$11,988,981▲ $774,004
Total Net Assets Fund Balance$11,214,977$11,988,981▲ $774,004
Total Liabilities and Net Assets / Fund Balance$11,221,334$11,988,981▲ $767,647

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$191,927$521,609$713,536
Buildings$708,668-$708,668
Other Land Buildings$0$13,074$13,074
Equipment$0$9,398$9,398
Other Assets Org$11,022,117--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joselle KryderPresident
Al MooreVice President
Anne SouzaDirector
Cheryl CaligarisDirector
Katie Fanoe JaebDirector
Lance LewDirector
Sharon WattsDirector
Dianne Van VoorhisDirector & Curator
Gary GianniniSecretary
Patty HoladayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$496,156
Other Revenue
$0
Change in Net Assets
$-41,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$256,000
Other Expenses$216,383
Salaries, Compensation, and Employee Benefits$65,640
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$256,000--$256,000
Other Salaries and Wages$30,487$30,488-$60,975
Fees for Service Investment Mgmnt Fees-$24,000-$24,000
Fees for Services Accounting-$19,684-$19,684
Depreciation Depletion$13,037--$13,037
Insurance$11,790$424-$12,214
Other Expenses$5,631--$5,631
Payroll Taxes$2,333$2,332-$4,665
Fees for Services Other$1,523$1,523-$3,046
Office Expenses-$1,497-$1,497
Occupancy$897--$897
All Other Expenses$719--$719
Travel$195--$195
Fees for Services Legal-$100-$100
Total Functional Expenses$457,975$80,048$0$538,023
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Junior League of San JoseSan Jose, CA501(c )(3)FUNDS TO SUPPORT JLSJ'S VOLUNTEER WORK TO HELP THE LOCAL COMMUNITY$23,000
Gilbert and Sullivan Society of San JoseSan Jose, CA501(c )(3)San Jose Light Opera Festival 2024$15,000
Via Services WestRedwood City, CA501(c )(3)Recreational/therapeutic Art Program - Camp Via West$15,000
One Step Closer Therapeutic RidingMorgan Hill, CA501(c )(3)Funds to Support Equine-assisted Program for Veterans & First Responders$12,500
Rebuilding Together Silicon ValleySan Jose, CA501(c )(3)2025 Rebuilding Together Sv Volunteer Program Expenses$12,000
Humane Society Silicon ValleyMilpitas, CA501(c )(3)Funds for Animal Rescue, Shelter, Neuter, Socialization, and Adoption Activities$11,500
Campbell Historical Museum and Ainsley HouseCampbell, CA501(c )(3)Funding to Support Exhibitions and Programs at the Campbell Historical Museum.$11,000
Pursuit of Excellence - South BayLos Gatos, CA501(c )(3)Funds to Purchase Computers for Low-income College Students$11,000
Ronald Mcdonald House Charities Bay AreaPalo Alto, CA501(c )(3)Pregnancy & Newborn Health Care Access Program$11,000
Walden West FoundationSaratoga, CA501(c )(3)Outdoor Nature School Scholarships for Low-income Students$10,500
History San JoseSan Jose, CA501(c )(3)Restoration of Two Historic San Jose Neon Signs$10,000
Preservation Action Council of San JoseSan Jose, CA501(c )(3)SIXTY YEARS OF ARCHITECTURE IN SAN JOSE: A GUIDEBOOK AND ONLINE ATLAS$10,000
Resource Area for Teaching (raft)San Jose, CA501(c )(3)Promoting Equity in Education for Title 1 Schools$10,000
San Jose Youth SymphonySan Jose, CA501(c )(3)Summer Camp Program,tour Expenses and General Expenses$10,000
San Jose Museum of ArtSan Jose, CA501(c )(3)CALDER: AT HOME, AMONG FRIENDS$8,000
Pivotal ConnectionsSan Jose, CA501(c )(3)Pivotal Foster Youth Emergency Assistance Fund$6,000
Steinway Society - the Bay AreaCampbell, CA501(c )(3)Steinway Society Presents - 2024 In-school Piano Assemblies$6,000
Village HarvestSan Jose, CA501(c )(3)FUNDS TO SUPPORT HERITAGE ORCHARD HARVESTING IN THE VALLEY OF HEART'S DELIGHT$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Line 11b explanation - a copy was provided to two designated members of the board of directors for review. The directors reviewed the form 990 and provided a report to the remaining board members.

Form 990, Part VI, Section B, Line 12C

The board treasurer is responsible for monitoring compliance with the conflict of interest policy.

Form 990, Part VI, Section C, Line 19

If the governing documents and conflict of interest policy of our organization are subject to federal public disclosure rules, these documents will be made publicly available as applicable law may require. Otherwise, the governing documents and conflict of interest policy will be provided to the public at the discretion of management.

Filing and Contact Details

Filer

Filer Name
Farrington Historical Foundation
EIN
77-0411342
Phone
4082648258
Address
1615 DRY CREEK ROAD, SAN JOSE, CA 95125

Signing Officer

Name
Patty Holaday
Title
Treasurer
Phone
4082648258
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Holaday
Formed
1995
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
10

Preparer

Firm
Green Hasson & Janks Llp
Address
700 S FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lou Mitts
Phone
3108731600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Dividends receivables increase -11,194.

Form 990, Part XII, Line 2C

No changes made to oversight process that require explanation.

Raw XML AppendixShowing 400 of 609 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.

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IRS990/MissionDesc0THE MISSION OF THE FARRINGTON HISTORICAL FOUNDATION IS TO RESTORE AND CONSERVE THE KIRK-FARRINGTON HOUSE AND GROUNDS AS AN EXAMPLE OF SILICON VALLEY'S HISTORIC PAST AND AS THE HOME OF THE JUNIOR LEAGUE OF SAN JOSE WHO IS A BENEFACTOR OF THE FARRINGTON HISTORICAL FOUNDATION. THE FOUNDATION ALSO PROVIDES COMMUNITY GRANTS TO SUPPORT LOCAL NON-PROFIT ENTITIES THAT WORK TO IMPROVE THE QUALITY OF LIFE IN SANTA CLARA COUNTY.
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IRS990/OtherExpensesGrp/Desc0GROUND MAINTENANCE AND
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IRS990/PrincipalOfficerNm0PATTY HOLADAY
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IRS990/ProgSrvcAccomActy2Grp/Desc0GRANT DISTRIBUTIONS.THIS PROGRAM EXPENSE SERVES AS VARIOUS DISTRIBUTIONS MADE TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS THAT SERVE THE LOCAL COMMUNITY.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TO SATISFY THE RESPONSIVENESS TEST, THE JUNIOR LEAGUE OF SAN JOSE APPOINTS ONE MEMBER OF THE GOVERNING BODY OF THE JUNIOR LEAGUE TO SERVE AS A DIRECTOR OF FARRINGTON HISTORICAL FOUNDATION. THE DIRECTORS OF THE FARRINGTON HISTORICAL FOUNDATION AND JUNIOR LEAGUE OF SAN JOSE MAINTAIN A CLOSE WORKING RELATIONSHIP AND BECAUSE OF THIS RELATIONSHIP THE JUNIOR LEAGUE HAS A SIGNIFICANT VOICE ON HOW FARRINGTON HISTORICAL FOUNDATION MANAGES ITS PROPERTY, WHICH IS USED AS A FACILITY FOR JUNIOR LEAGUE. THE PRIMARY PURPOSE OF FARRINGTON HISTORICAL FOUNDATION AND ITS ASSETS IS TO SUPPORT JUNIOR LEAGUE OF SAN JOSE BY MAINTAINING ITS REAL PROPERTY TO PROVIDE A MEETING PLACE AND HEADQUARTERS FOR JUNIOR LEAGUE OF SAN JOSE, IN ADDITIONAL TO FINANCIAL SUPPORT. THE JUNIOR LEAGUE OF SAN JOSE CONDUCTS ITS GENERAL OPERATION AND BOARD MEETINGS AT THE FARRINGTON PROPERTY . WITHOUT THE SUPPORT OF FARRINGTON HISTORICAL FOUNDATION PROPERTY, JUNIOR LEAGUE WOULD NOT HAVE THE FACILITY TO CONDUCT ITS DAY TO DAY OPERATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1FARRINGTON HISTORICAL FOUNDATION MAINTAINS THE PROPERTY AT 1615 DRY CREEK ROAD WHICH IS USED BY THE JUNIOR LEAGUE OF SAN JOSE AS A HEADQUARTERS TO CONDUCT GENERAL OPERATIONS AND BOARD MEETINGS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2IN ADDITION TO PROVIDING SUPPORT TO THE JUNIOR LEAGUE OF SAN JOSE, FARRINGTON HISTORICAL FOUNDATION ALSO MANAGES AN ENDOWMENT FUND OF WHICH THOSE ASSETS ARE DEDICATED TO PROVIDING GRANTS TO A NUMBER OF OTHER NON-PROFIT CHARITABLE ORGANIZATIONS. THESE GRANTS ARE DETERMINED BY THE GRANT COMMITTEE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION A, LINE 6
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JUNIOR LEAGUE OF SAN JOSE
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER PUBLICLY TRADED SECURITIES
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt150
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt160
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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0FACILITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS TO SUPPORT JLSJ'S VOLUNTEER WORK TO HELP THE LOCAL COMMUNITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SAN JOSE LIGHT OPERA FESTIVAL 2024
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2RECREATIONAL/THERAPEUTIC ART PROGRAM - CAMP VIA WEST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FUNDS TO SUPPORT EQUINE-ASSISTED PROGRAM FOR VETERANS & FIRST RESPONDERS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt42025 REBUILDING TOGETHER SV VOLUNTEER PROGRAM EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5FUNDS FOR ANIMAL RESCUE, SHELTER, NEUTER, SOCIALIZATION, AND ADOPTION ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6FUNDING TO SUPPORT EXHIBITIONS AND PROGRAMS AT THE CAMPBELL HISTORICAL MUSEUM.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7FUNDS TO PURCHASE COMPUTERS FOR LOW-INCOME COLLEGE STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8PREGNANCY & NEWBORN HEALTH CARE ACCESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9OUTDOOR NATURE SCHOOL SCHOLARSHIPS FOR LOW-INCOME STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10RESTORATION OF TWO HISTORIC SAN JOSE NEON SIGNS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11SIXTY YEARS OF ARCHITECTURE IN SAN JOSE: A GUIDEBOOK AND ONLINE ATLAS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12PROMOTING EQUITY IN EDUCATION FOR TITLE 1 SCHOOLS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13SUMMER CAMP PROGRAM,TOUR EXPENSES AND GENERAL EXPENSES

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