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Nonprofit · EIN 20-0171507

FLEDGLING FUND

Tax-exempt · GRATON, CA 95444

Financials

$87K$62K2023$3K$376K2024$115K$330K2025
Revenue Expenses · by fiscal year end
Financials of FLEDGLING FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$114,838$330,426-$215,588$373,584$0$373,584
December 31, 2024990-PF$2,577$375,800-$373,223$571,349$0$571,349
December 31, 2023990-PF$86,836$61,685$25,151$990,683$0$990,683
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,596
Interest
$51
Net gain from sales of assets
$109,191

Expenses

Grants and similar amounts paid
$327,500
Disbursements for charitable purposes
$330,426
Excise tax on investment income
$1,601

Balance sheet and other

Total assets, start of year
$571,349
Total assets, end of year
$373,584
Total liabilities, end of year
$0
Net assets, end of year
$373,584
Fair market value of assets
$390,935
Qualifying distributions
$330,426
Net investment income
$115,209

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.

NameTitleHours / weekCompensation
Carolyn Johnson
Post Office Box 614, Graton, CA 95444
President1$0
Richard Theis
Post Office Box 614, Graton, CA 95444
Treasurer2$0
Loraine Sugg
Post Office Box 614, Graton, CA 95444
Director1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Carolyn Johnson
Post Office Box 614, Graton, CA 95444
President1$0
Richard Theis
Post Office Box 614, Graton, CA 95444
Treasurer2$0
Loraine Sugg
Post Office Box 614, Graton, CA 95444
Director1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Carolyn Johnson
Post Office Box 614, Graton, CA 95444
President1$0
Richard Theis
Post Office Box 614, Graton, CA 95444
Treasurer2$0
Loraine Sugg
Post Office Box 614, Graton, CA 95444
Director1$0

Address and contacts

Address (IRS master file)
PO BOX 614, GRATON, CA 95444-0614
In care of
% RICHARD J THEIS
Signed the 990-PF
Richard Theis, Treasurer
Phone
(707) 829-0635
Return prepared by
Arrow Point Tax Services

California records

California keeps its own records of charities and corporations. Search them by EIN 20-0171507 or by the name FLEDGLING FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-0171507
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$373,584
Income (IRS master file)
$775,647

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$114,838$330,426$373,584IRS
990-PFDecember 2024$2,577$375,800$571,349IRS
990-PFDecember 2023$86,836$61,685$990,683XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 20-0171507).

Questions about FLEDGLING FUND

What is the EIN of FLEDGLING FUND?
The employer identification number (EIN) of FLEDGLING FUND is 20-0171507.
Is FLEDGLING FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to FLEDGLING FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FLEDGLING FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of FLEDGLING FUND 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 FLEDGLING FUND 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 FLEDGLING FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does FLEDGLING FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $114,838, expenses of $330,426 and total assets of $373,584 at year end.

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