Semper Charitable Foundation

Saint Helena, CA
Tax-exempt since Jan. 1984
EIN: 13-3190113

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$37k (2024)

Expenses

$16.8k (2024)

Total Assets

$278k (2024)

Total Liabilities

$0 (2024)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$36,965

Expenses

$16,823

Net Income

$20,142

Net Assets

$278,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$23,185	62.7%
Interest Revenue	$0
Dividends	$4,689	12.7%
Sales of Assets	$9,091	24.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,386	73.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$278,209
Total Liabilities	$0
Net Assets	$278,209

Compensation

Key Employees and Officers	Compensation	Other
Mary C Agee (Director)	$0	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$32,261

Expenses

$22,340

Net Income

$9,921

Net Assets

$258,067

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,529	79.1%
Interest Revenue	$0
Dividends	$3,719	11.5%
Sales of Assets	$3,013	9.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,155	81.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$263,067
Total Liabilities	$5,000
Net Assets	$258,067

Compensation

Key Employees and Officers	Compensation	Other
Mary C Agee (Director)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$11,613

Expenses

$34,843

Net Income

-$23,230

Net Assets

$248,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,747	40.9%
Interest Revenue	$0
Dividends	$2,773	23.9%
Sales of Assets	$4,093	35.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,175	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$248,160
Total Liabilities	$14
Net Assets	$248,146

Compensation

Key Employees and Officers	Compensation	Other
Mary C Agee (Director)	$0	$0

990-PF

Filed on May 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$25,515

Expenses

$11,380

Net Income

$14,135

Net Assets

$271,376

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,178	63.4%
Interest Revenue	$0
Dividends	$2,695	10.6%
Sales of Assets	$6,642	26.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,849	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$272,826
Total Liabilities	$1,450
Net Assets	$271,376

Compensation

Key Employees and Officers	Compensation	Other
Mary C Agee (Director)	$0	$0

990-PF

Filed on April 27, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$10,146

Expenses

$24,165

Net Income

-$14,019

Net Assets

$243,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$2,691	26.5%
Sales of Assets	$7,454	73.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,142	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$243,454
Total Liabilities	$1
Net Assets	$243,453

Compensation

Key Employees and Officers	Compensation	Other
Mary C Agee (Director)	$0	$0

990-PF

Filed on April 23, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$28,817

Expenses

$90,288

Net Income

-$61,471

Net Assets

$248,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$23,411	81.2%
Interest Revenue	$12	0.0%
Dividends	$3,040	10.5%
Sales of Assets	$2,354	8.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,113	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$253,802
Total Liabilities	$4,909
Net Assets	$248,893

Compensation

Key Employees and Officers	Compensation	Other
Mary C Agee (Director)	$0	$0

990-PF

Filed on April 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$29,076

Expenses

$113,485

Net Income

-$84,409

Net Assets

$295,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,515	56.8%
Interest Revenue	$29	0.1%
Dividends	$4,939	17.0%
Sales of Assets	$7,593	26.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,695	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$297,579
Total Liabilities	$1,942
Net Assets	$295,637

Compensation

Key Employees and Officers	Compensation	Other
Mary C Agee (Director)	$0	$0

990-PF

Filed on July 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$10,837

Expenses

$65,932

Net Income

-$55,095

Net Assets

$400,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$58	0.5%
Dividends	$4,398	40.6%
Sales of Assets	$6,381	58.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,435	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$406,842
Total Liabilities	$5,955
Net Assets	$400,887

Compensation

Key Employees and Officers	Compensation	Other
Mary C Agee (Director)	$0	$0
William J Agee (Director)	$0	$0

990-PF

Filed on Aug. 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$2,633

Expenses

$86,496

Net Income

-$83,863

Net Assets

$445,433

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$197	7.5%
Dividends	$1,316	50.0%
Sales of Assets	$1,251	47.5%
Other Income	-$131

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,532	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$455,408
Total Liabilities	$9,975
Net Assets	$445,433

Compensation

Key Employees and Officers	Compensation	Other
Mary C Agee (Director)	$0	$0
William J Agee (Director)	$0	$0

990-PF

Filed on May 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

-$143

Expenses

$31,236

Net Income

-$31,379

Net Assets

$529,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82
Sales of Assets	$0
Other Income	-$225

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,748	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$529,700
Total Liabilities	$0
Net Assets	$529,700

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2015

Revenue

$1,509

Expenses

$93,825

Net Income

-$92,316

Net Assets

$560,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,117	74.0%
Interest Revenue	$0
Dividends	$392	26.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,265	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$560,723
Total Liabilities	$0
Net Assets	$560,723

Compensation

Key Employees and Officers	Compensation	Other
Mary C Agee (Director)	$0	$0
William J Agee (Director)	$0	$0

990-PF

Filed on March 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2014

Revenue

-$31,215

Expenses

$150,819

Net Income

-$182,034

Net Assets

$653,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,556
Sales of Assets	-$41,771
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,506	71.3%
Compensation of Officers*	$81,250	53.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$653,039
Total Liabilities	$0
Net Assets	$653,039

Compensation

Key Employees and Officers	Compensation	Other
Mary C Agee (Director)	$81,250	$0
William J Agee (Director)	$0	$0

990-PF

Filed on July 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2013

Revenue

$4,557

Expenses

$98,808

Net Income

-$94,251

Net Assets

$789,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,467	> 100%
Interest Revenue	$0
Dividends	$105,364	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,015	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$789,734
Total Liabilities	$0
Net Assets	$789,734

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$58,651

Expenses

$96,415

Net Income

-$37,764

Net Assets

$1,048,622

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,131	54.8%
Sales of Assets	$26,520	45.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,048,622
Total Liabilities	$0
Net Assets	$1,048,622

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$195,883

Expenses

$98,661

Net Income

$97,222

Net Assets

$1,020,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49,493	25.3%
Dividends	$0
Sales of Assets	$46,089	23.5%
Other Income	$100,301	51.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,020,320
Total Liabilities	$0
Net Assets	$1,020,320

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Semper Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $37k (2024)

Expenses $16.8k (2024)

Total Assets $278k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$37k (2024)

Expenses

$16.8k (2024)

Total Assets

$278k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001