Nonprofit · EIN 03-0474967
CASA ABREGO PRESERVATION FOUNDATION
Tax-exempt · CARMEL, CA 93922
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $45,397 | $34,180 | $11,217 | $174,210 | $0 | $174,210 |
| December 31, 2024 | 990-PF | $44,730 | $16,291 | $28,439 | $162,993 | $0 | $162,993 |
| December 31, 2023 | 990-PF | $156,035 | $187,270 | -$31,235 | $134,554 | $0 | $134,554 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $44,671
- Interest
- $726
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $34,180
- Excise tax on investment income
- $10
Balance sheet and other
- Total assets, start of year
- $162,993
- Total assets, end of year
- $174,210
- Total liabilities, end of year
- $0
- Net assets, end of year
- $174,210
- Fair market value of assets
- $174,210
- Qualifying distributions
- $34,180
- Net investment income
- $726
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol Poole PO Box 222501, Carmel, CA 939222501 | Director | 10 | $0 |
| Beverly Hamilton PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Betsy Klasssen PO Box 222501, Carmel, CA 939222501 | Secretary | 1 | $0 |
| Valera Lyles PO Box 222501, Carmel, CA 939222501 | Vice President | 1 | $0 |
| Christine Chin PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Maureen Sanders PO Box 222501, Carmel, CA 939222501 | President | 1 | $0 |
| Susan Lansbury PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Lena Clark PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Joan Little PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Janeanne Upp PO BOX 222501, Carmel, CA 93922 | Treasurer | 1 | $0 |
| Sally Lucas PO Box 222501, Carmel, CA 939222501 | Director | 3 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol Poole PO Box 222501, Carmel, CA 939222501 | President | 10 | $0 |
| Beverly Hamilton PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Betsy Klasssen PO Box 222501, Carmel, CA 939222501 | Secretary | 1 | $0 |
| Valera Lyles PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Christine Chin PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Maureen Sanders PO Box 222501, Carmel, CA 939222501 | Vice President | 1 | $0 |
| Susan Lansbury PO Box 222501, Carmel, CA 939222501 | Treasurer | 1 | $0 |
| Lena Clark PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Joan Little PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Demi Briscoe PO Box 222501, Carmel, CA 939222501 | Director | 3 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol Poole PO Box 222501, Carmel, CA 939222501 | President | 10 | $0 |
| Sherry Young PO Box 222501, Carmel, CA 939222501 | Secretary | 3 | $0 |
| Betsy Klasssen PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Valera Lyles PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Christine Chin PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Maureen Sanders PO Box 222501, Carmel, CA 939222501 | Vice President | 1 | $0 |
| Susan Lansbury PO Box 222501, Carmel, CA 939222501 | Treasurer | 1 | $0 |
| Lena Clark PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Joan Little PO Box 222501, Carmel, CA 939222501 | Director | 1 | $0 |
| Demi Briscoe PO Box 222501, Carmel, CA 939222501 | Director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 222501, CARMEL, CA 93922-2501
- In care of
- % TREASURER
- Signed the 990-PF
- Janeanne Upp, Treasurer
- Phone
- (253) 219-2881
- Return prepared by
- McGilloway Ray Brown & Kaufman
California records
California keeps its own records of charities and corporations. Search them by EIN 03-0474967 or by the name CASA ABREGO PRESERVATION FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-0474967
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $174,210
- Income (IRS master file)
- $45,397
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $45,397 | $34,180 | $174,210 | IRS |
| 990-PF | December 2024 | $44,730 | $16,291 | $162,993 | IRS |
| 990-PF | December 2023 | $156,035 | $187,270 | $134,554 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0474967).
Questions about CASA ABREGO PRESERVATION FOUNDATION
- What is the EIN of CASA ABREGO PRESERVATION FOUNDATION?
- The employer identification number (EIN) of CASA ABREGO PRESERVATION FOUNDATION is 03-0474967.
- Is CASA ABREGO PRESERVATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to CASA ABREGO PRESERVATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does CASA ABREGO PRESERVATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CASA ABREGO PRESERVATION FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASA ABREGO PRESERVATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CASA ABREGO PRESERVATION FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does CASA ABREGO PRESERVATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $45,397, expenses of $34,180 and total assets of $174,210 at year end.
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