Thatcher Foundation

Woodland Hls, CA
Tax-exempt since Jan. 1999
EIN: 95-4697063

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

−$146k (2024)

Expenses

$89.2k (2024)

Total Assets

$18.8M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 June
2024

Revenue

-$146,296

Expenses

$89,234

Net Income

-$235,530

Net Assets

$18,770,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,533
Dividends	$488,824
Sales of Assets	-$669,572
Other Income	$32,919

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,025	19.1%
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	$18,770,172
Total Liabilities	$0
Net Assets	$18,770,172

Compensation

Key Employees and Officers	Compensation	Other
Phillip M Bardack (President & Director)	$0	$0
William Herzog (Cfo & Director)	$0	$0
Nancy J Thatcher (Secretary & Director)	$0	$0
William R Lang (Director)	$0	$0

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990-PF

Filed on Feb. 5, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

-$208,819

Expenses

$936,600

Net Income

-$1,145,419

Net Assets

$19,005,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,167
Dividends	$492,128
Sales of Assets	-$717,114
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$869,450	92.8%
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	$19,005,702
Total Liabilities	$0
Net Assets	$19,005,702

Compensation

Key Employees and Officers	Compensation	Other
Phillip M Bardack (President & Director)	$0	$0
William Herzog (Cfo & Director)	$0	$0
Nancy J Thatcher (Secretary & Director)	$0	$0
William R Lang (Director)	$0	$0

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990-PF

Filed on Feb. 8, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$1,066,058

Expenses

$2,078,371

Net Income

-$1,012,313

Net Assets

$20,151,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$404	0.0%
Dividends	$489,383	45.9%
Sales of Assets	$576,271	54.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$930,310	44.8%
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	$20,151,121
Total Liabilities	$0
Net Assets	$20,151,121

Compensation

Key Employees and Officers	Compensation	Other
Phillip M Bardack (President & Director)	$0	$0
William Herzog (Cfo & Director)	$0	$0
Nancy J Thatcher (Secretary & Director)	$0	$0
William R Lang (Director)	$0	$0

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990-PF

Filed on Feb. 22, 2023

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2021

Revenue

$6,682,825

Expenses

$1,431,009

Net Income

$5,251,816

Net Assets

$21,163,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$476	0.0%
Dividends	$526,305	7.9%
Sales of Assets	$581,168	8.7%
Other Income	$5,574,876	83.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$960,640	67.1%
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	$21,163,434
Total Liabilities	$0
Net Assets	$21,163,434

Compensation

Key Employees and Officers	Compensation	Other
Phillip M Bardack (President & Director)	$0	$0
William Herzog (Cfo & Director)	$0	$0
Nancy J Thatcher (Secretary & Director)	$0	$0

990-PF

Filed on Jan. 13, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$452,236

Expenses

$964,677

Net Income

-$512,441

Net Assets

$15,911,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$61	0.0%
Dividends	$304,934	67.4%
Sales of Assets	$0
Other Income	$183,772	40.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$865,285	89.7%
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	$15,911,618
Total Liabilities	$1
Net Assets	$15,911,617

Compensation

Key Employees and Officers	Compensation	Other
Phillip M Bardack (President & Director)	$0	$0
William Herzog (Cfo & Director)	$0	$0
Nancy J Thatcher (Secretary & Director)	$0	$0

990-PF

Filed on Feb. 11, 2021

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

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2019

Revenue

$718,149

Expenses

$951,942

Net Income

-$233,793

Net Assets

$16,424,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$569	0.1%
Dividends	$390,611	54.4%
Sales of Assets	$171,208	23.8%
Other Income	$155,761	21.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$880,983	92.5%
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	$16,424,059
Total Liabilities	$1
Net Assets	$16,424,058

Compensation

Key Employees and Officers	Compensation	Other
Phillip M Bardack (President & Director)	$0	$0
William Herzog (Cfo & Director)	$0	$0
Nancy J Thatcher (Secretary & Director)	$0	$0

990-PF

Filed on Jan. 28, 2020

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2018

Revenue

$6,021,386

Expenses

$1,048,438

Net Income

$4,972,948

Net Assets

$16,657,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,988,189	82.8%
Interest Revenue	$1,036	0.0%
Dividends	$191,071	3.2%
Sales of Assets	$743,898	12.4%
Other Income	$97,192	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$981,796	93.6%
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	$16,658,602
Total Liabilities	$750
Net Assets	$16,657,852

Compensation

Key Employees and Officers	Compensation	Other
Phillip M Bardack (President & Director)	$0	$0
William Herzog (Cfo & Director)	$0	$0
Nancy J Thatcher (Secretary & Director)	$0	$0

990-PF

Filed on Jan. 9, 2019

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

Revenue

$227,101

Expenses

$919,519

Net Income

-$692,418

Net Assets

$12,727,557

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,500	1.1%
Dividends	$65,788	29.0%
Sales of Assets	$29,559	13.0%
Other Income	$129,254	56.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$857,355	93.2%
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	$12,728,307
Total Liabilities	$750
Net Assets	$12,727,557

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2014

Revenue

$177,500

Expenses

$891,415

Net Income

-$713,915

Net Assets

$13,419,975

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,768	2.1%
Dividends	$38,089	21.5%
Sales of Assets	$4,045	2.3%
Other Income	$131,598	74.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$821,238	92.1%
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	$13,420,725
Total Liabilities	$750
Net Assets	$13,419,975

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2013

Revenue

$169,431

Expenses

$873,074

Net Income

-$703,643

Net Assets

$14,133,890

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,966	4.1%
Dividends	$61,430	36.3%
Sales of Assets	$0
Other Income	$101,035	59.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$826,760	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	$14,134,640
Total Liabilities	$750
Net Assets	$14,133,890

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2012

Revenue

$6,419,914

Expenses

$577,841

Net Income

$5,842,073

Net Assets

$14,837,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,251,233	97.4%
Interest Revenue	$924	0.0%
Dividends	$70,246	1.1%
Sales of Assets	$0
Other Income	$97,511	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$532,919	92.2%
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	$14,838,283
Total Liabilities	$750
Net Assets	$14,837,533

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2011

Revenue

$183,056

Expenses

$500,289

Net Income

-$317,233

Net Assets

$8,995,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$873	0.5%
Dividends	$89,018	48.6%
Sales of Assets	$0
Other Income	$95,268	52.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,119	93.2%
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	$8,996,210
Total Liabilities	$750
Net Assets	$8,995,460

990-PF

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.

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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

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Updated January 26, 2026

Thatcher Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$146k (2024)

Expenses $89.2k (2024)

Total Assets $18.8M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending June 2016

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

−$146k (2024)

Expenses

$89.2k (2024)

Total Assets

$18.8M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001