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Nonprofit · EIN 20-3483888

MICHAEL AND CATHERINE PODELL FUND

Tax-exempt · HILLSBOROUGH, CA 94010

Financials

$1.9M$858K2023$1.9M$588K2024
Revenue Expenses · by fiscal year end
Financials of MICHAEL AND CATHERINE PODELL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,924,711$587,803$1,336,908$14,750,235$0$14,750,235
December 31, 2023990-PF$1,854,112$857,964$996,148$11,726,703$0$11,726,706
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$941,932
Dividends
$400,542
Interest
$5,698
Net gain from sales of assets
$576,539

Expenses

Grants and similar amounts paid
$520,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$529,300
Excise tax on investment income
$8,704

Balance sheet and other

Total assets, start of year
$11,726,706
Total assets, end of year
$14,750,235
Total liabilities, end of year
$0
Net assets, end of year
$14,750,235
Fair market value of assets
$14,750,235
Qualifying distributions
$529,300
Net investment income
$684,723

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL H PODELL
2200 RALSTON AVENUE, HILLSBOROUGH, CA 94010
PRESIDENT1$0
CATHERINE H PODELL
2200 RALSTON AVENUE, HILLSBOROUGH, CA 94010
SECRETARY1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
michael h podell
2200 RALSTON AVENUE, HILLSBOROUGH, CA 94010
president0$0
catherine h podell
2200 RALSTON AVENUE, HILLSBOROUGH, CA 94010
Secretary0$0

Address and contacts

Address (IRS master file)
2200 RALSTON AVE, HILLSBOROUGH, CA 94010-6462
In care of
% CATHERINE H PODELL
Signed the 990-PF
CATHERINE H PODELL, SECRETARY
Phone
(650) 579-7900
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 20-3483888 or by the name MICHAEL AND CATHERINE PODELL 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-3483888
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,750,235
Income (IRS master file)
$3,250,748

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,924,711$587,803$14,750,235XML
990-PFDecember 2023$1,854,112$857,964$11,726,703XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 20-3483888).

Questions about MICHAEL AND CATHERINE PODELL FUND

What is the EIN of MICHAEL AND CATHERINE PODELL FUND?
The employer identification number (EIN) of MICHAEL AND CATHERINE PODELL FUND is 20-3483888.
Is MICHAEL AND CATHERINE PODELL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to MICHAEL AND CATHERINE PODELL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MICHAEL AND CATHERINE PODELL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of MICHAEL AND CATHERINE PODELL FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MICHAEL AND CATHERINE PODELL FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MICHAEL AND CATHERINE PODELL FUND?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does MICHAEL AND CATHERINE PODELL FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,924,711, expenses of $587,803 and total assets of $14,750,235 at year end.

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