Cloverlane Foundation

Santa Ynez, CA
Tax-exempt since Jan. 1993
EIN: 77-0324667

Receive an email when new data is available for this organization.

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.

Category: Animal-Related / Animal Protection and Welfare (NTEE)

Donations to this organization are tax deductible.

Revenue

$335k (2024)

Expenses

$156k (2024)

Total Assets

$1.49M (2024)

Total Liabilities

$86.8k (2024)

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

$335,425

Expenses

$156,040

Net Income

$179,385

Net Assets

$1,399,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,999	59.9%
Interest Revenue	$9,433	2.8%
Dividends	$45,469	13.6%
Sales of Assets	$74,509	22.2%
Other Income	$5,015	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,638	91.4%
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	$1,486,700
Total Liabilities	$86,769
Net Assets	$1,399,931

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Chairman)	$0	$0
Elaine Price (Vice President)	$0	$0

990-PF

Filed on May 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$199,599

Expenses

$105,251

Net Income

$94,348

Net Assets

$1,223,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$153,190	76.7%
Interest Revenue	$2,066	1.0%
Dividends	$41,867	21.0%
Sales of Assets	$582	0.3%
Other Income	$1,894	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,274	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	$1,289,647
Total Liabilities	$65,962
Net Assets	$1,223,685

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Chairman)	$0	$0
Elaine Price (Vice President)	$0	$0

990-PF

Filed on May 29, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$261,783

Expenses

$243,290

Net Income

$18,493

Net Assets

$1,128,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$210,460	80.4%
Interest Revenue	$236	0.1%
Dividends	$35,087	13.4%
Sales of Assets	$0
Other Income	$16,000	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$265,369	> 100%
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	$1,195,738
Total Liabilities	$67,700
Net Assets	$1,128,038

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Vice President)	$0	$0
Elaine Price (Secretary)	$0	$0

990-PF

Filed on Oct. 17, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$154,585

Expenses

$86,240

Net Income

$68,345

Net Assets

$1,117,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$101,085	65.4%
Interest Revenue	$31	0.0%
Dividends	$29,442	19.0%
Sales of Assets	$21,952	14.2%
Other Income	$2,075	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,164	94.1%
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	$1,185,657
Total Liabilities	$67,702
Net Assets	$1,117,955

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Vice President)	$0	$0
Elaine Price (Secretary)	$0	$0

990-PF

Filed on Nov. 10, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$209,444

Expenses

$101,383

Net Income

$108,061

Net Assets

$1,049,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$181,019	86.4%
Interest Revenue	$104	0.0%
Dividends	$28,216	13.5%
Sales of Assets	$0
Other Income	$1,133	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,080	90.8%
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	$1,117,310
Total Liabilities	$67,700
Net Assets	$1,049,610

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Vice President)	$0	$0
Elaine Price (Secretary)	$0	$0

990-PF

Filed on Aug. 17, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$236,878

Expenses

$136,640

Net Income

$100,238

Net Assets

$941,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$192,589	81.3%
Interest Revenue	$476	0.2%
Dividends	$25,755	10.9%
Sales of Assets	$15,487	6.5%
Other Income	$2,571	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,319	99.8%
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	$941,549
Total Liabilities	$1
Net Assets	$941,548

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Vice President)	$0	$0
Elaine Price (Secretary)	$0	$0

990-PF

Filed on Sept. 14, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$243,475

Expenses

$197,549

Net Income

$45,926

Net Assets

$841,311

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$177,700	73.0%
Interest Revenue	$404	0.2%
Dividends	$22,248	9.1%
Sales of Assets	$43,123	17.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,135	98.3%
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	$841,311
Total Liabilities	$0
Net Assets	$841,311

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Vice President)	$0	$0
Elaine Price (Secretary)	$0	$0

990-PF

Filed on Aug. 27, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$198,478

Expenses

$142,323

Net Income

$56,155

Net Assets

$795,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$170,750	86.0%
Interest Revenue	$106	0.1%
Dividends	$20,029	10.1%
Sales of Assets	$6,375	3.2%
Other Income	$1,218	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,744	99.6%
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	$795,385
Total Liabilities	$0
Net Assets	$795,385

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Vice President)	$0	$0
Elaine Price (Secretary)	$0	$0

990-PF

Filed on Sept. 18, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$136,436

Expenses

$54,449

Net Income

$81,987

Net Assets

$739,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$80,450	59.0%
Interest Revenue	$8	0.0%
Dividends	$20,118	14.7%
Sales of Assets	$35,860	26.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,851	98.9%
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	$739,230
Total Liabilities	$0
Net Assets	$739,230

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Vice President)	$0	$0
Elaine Price (Secretary)	$0	$0

990-PF

Filed on May 12, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$109,147

Expenses

$76,356

Net Income

$32,791

Net Assets

$657,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$64,930	59.5%
Interest Revenue	$13	0.0%
Dividends	$17,435	16.0%
Sales of Assets	$25,624	23.5%
Other Income	$1,145	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,722	99.2%
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	$657,243
Total Liabilities	$0
Net Assets	$657,243

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Vice President)	$0	$0
Elaine Price (Secretary)	$0	$0

990-PF

Filed on May 13, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$9,888

Expenses

$70,371

Net Income

-$60,483

Net Assets

$624,452

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$58,700	> 100%
Interest Revenue	$39	0.4%
Dividends	$14,462	> 100%
Sales of Assets	-$63,313
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,920	97.9%
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	$624,452
Total Liabilities	$0
Net Assets	$624,452

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Vice President)	$0	$0
Elaine Price (Secretary)	$0	$0

990-PF

Filed on May 7, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$86,850

Expenses

$110,836

Net Income

-$23,986

Net Assets

$684,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$44,680	51.4%
Interest Revenue	$2,327	2.7%
Dividends	$13,831	15.9%
Sales of Assets	$26,012	30.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,272	98.6%
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	$685,754
Total Liabilities	$819
Net Assets	$684,935

Compensation

Key Employees and Officers	Compensation	Other
Diana Marshall Chase (President)	$0	$0
Gerald Chase (Vice President)	$0	$0
Elaine Price (Secretary)	$0	$0

990-PF

Filed on May 13, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$104,646

Expenses

$95,811

Net Income

$8,835

Net Assets

$708,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,022	71.7%
Interest Revenue	$3,718	3.6%
Dividends	$13,131	12.5%
Sales of Assets	$12,775	12.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,000	99.2%
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	$709,456
Total Liabilities	$535
Net Assets	$708,921

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$100,543

Expenses

$67,689

Net Income

$32,854

Net Assets

$700,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$49,000	48.7%
Interest Revenue	$6,435	6.4%
Dividends	$13,668	13.6%
Sales of Assets	$31,440	31.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,534	99.8%
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	$700,288
Total Liabilities	$202
Net Assets	$700,086

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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Cloverlane Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $335k (2024)

Expenses $156k (2024)

Total Assets $1.49M (2024)

Total Liabilities $86.8k (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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$335k (2024)

Expenses

$156k (2024)

Total Assets

$1.49M (2024)

Total Liabilities

$86.8k (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 Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001