Los Altos, CA

CONIFER ALLIANCE FOUNDATION TRUST

EIN 20-8044589

Community & Economic Development Small Business & Entrepreneurship

Mission

Provides free financial education and counseling to the public with a focus on risk management, financial planning, tax planning, real estate, and retirement planning.

IRS-recognized 501(c)(3) Contributions are tax-deductible

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About CONIFER ALLIANCE FOUNDATION TRUST

Conifer Alliance Foundation Trust is a California-based private foundation founded in 2007 that files IRS Form 990-PF. The foundation’s recorded charitable activity centers on providing free financial education and counseling to individuals on topics such as risk management, tax planning, real estate, and retirement planning.

The foundation operates with limited staffing and typically makes gifts or conducts activities for preselected recipients rather than accepting unsolicited grant requests. Recent tax filings show ongoing charitable disbursements and a stable asset base, indicating continued, active operation as a private foundation.

Notable achievements

Sustained charitable programming

Maintained direct charitable activities delivering free financial-education services; program expenses reported in recent filings (approximately $23,000 in the latest year) supported public financial counseling and planning.

Consistent financial support

Reported contributions and investment income over multiple recent fiscal years that sustained operations and charitable distributions, resulting in net assets in the high hundreds of thousands of dollars in the latest filings.

Ongoing governance and reporting

Filed annual Form 990-PF returns consistently in recent years, demonstrating compliance with IRS private foundation reporting requirements and transparent disclosure of program and financial activity.

At a glance

Total assets: $508K
Tax status: 501(c)(3)
EIN: 20-8044589
Location: Los Altos, CA
Website: coniferalliance.com
On Mahalo since: May 2026

Financial figures from the IRS Business Master File, the IRS’s registry of tax-exempt organizations.

Recognition

Recognized as a 501(c)(3) private foundation (tax-exempt) since 2007.

Profiled in major nonprofit databases (e.g., ProPublica Nonprofit Explorer, Grantmakers.io) with publicly available Form 990-PF filings.

Listed on Charity Navigator (profile present but not rated), reflecting visibility in charity information services.

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