Nonprofit · EIN 20-5634407
MARGUERITE FOUNDATION
Tax-exempt · LAKE OSWEGO, OR 97034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $163,611 | $122,835 | $40,776 | $3,614,218 | $4,700 | $3,609,518 |
| December 31, 2023 | 990-PF | $667,383 | $140,286 | $527,097 | $3,437,169 | $5,400 | $3,431,769 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $69,178
- Net rental income
- -$39,584
- Net gain from sales of assets
- $39,203
- Other income
- $22
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $9,000
- Disbursements for charitable purposes
- $9,386
- Excise tax on investment income
- $1,247
Balance sheet and other
- Total assets, start of year
- $3,437,169
- Total assets, end of year
- $3,614,218
- Total liabilities, end of year
- $4,700
- Net assets, end of year
- $3,609,518
- Fair market value of assets
- $4,940,841
- Qualifying distributions
- $22,629
- Net investment income
- $108,403
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANNE BECKER PO BOX 280, LAKE OSWEGO, OR 97034 | TREASURER | 5 | $9,000 |
| BRUCE WOOLEVER PO BOX 280, LAKE OSWEGO, OR 97034 | DIRECTOR | 0.1 | $0 |
| MARK WILSON PO BOX 280, LAKE OSWEGO, OR 97034 | PRESIDENT | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANNE BECKER PO BOX 280, LAKE OSWEGO, OR 97034 | TREASURER | 5 | $9,000 |
| BRUCE WOOLEVER PO BOX 280, LAKE OSWEGO, OR 97034 | DIRECTOR | 0.1 | $0 |
| MARK WILSON PO BOX 280, LAKE OSWEGO, OR 97034 | PRESIDENT | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 280, LAKE OSWEGO, OR 97034-0280
- In care of
- % JEANNE BECKER
- Signed the 990-PF
- JEANNE BECKER, DIRECTOR
- Phone
- (503) 266-1243
- Return prepared by
- BACKSTOP TAX LLC
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 | Not 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
- 20-5634407
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $3,614,218
- Income (IRS master file)
- $434,554
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $163,611 | $122,835 | $3,614,218 | IRS |
| 990-PF | December 2023 | $667,383 | $140,286 | $3,437,169 | 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 20-5634407).
Questions about MARGUERITE FOUNDATION
- What is the EIN of MARGUERITE FOUNDATION?
- The employer identification number (EIN) of MARGUERITE FOUNDATION is 20-5634407.
- Is MARGUERITE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to MARGUERITE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MARGUERITE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGUERITE FOUNDATION 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 MARGUERITE FOUNDATION 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 MARGUERITE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $9,000 (JEANNE BECKER, TREASURER).
- How much revenue does MARGUERITE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $163,611, expenses of $122,835 and total assets of $3,614,218 at year end.
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