Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 33-0078919

UEBERROTH FAMILY FOUNDATION

Tax-exempt · NEWPORT COAST, CA 92657

Financials

$3.3M$3.5M2023$5.4M$3.7M2024
Revenue Expenses · by fiscal year end
Financials of UEBERROTH FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5,380,697$3,729,263$1,651,434$39,108,551$1,120$39,107,431
December 31, 2023990-PF$3,258,114$3,546,683-$288,569$37,463,070$1,704$37,461,366
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,850,000
Dividends
$1,295,387
Net gain from sales of assets
$2,079,155
Other income
$156,155

Expenses

Grants and similar amounts paid
$2,942,630
Compensation of officers, directors and key employees
$210,000
Disbursements for charitable purposes
$2,942,630
Excise tax on investment income
$41,967

Balance sheet and other

Total assets, start of year
$37,463,070
Total assets, end of year
$39,108,551
Total liabilities, end of year
$1,120
Net assets, end of year
$39,107,431
Fair market value of assets
$57,006,460
Qualifying distributions
$2,942,630
Net investment income
$3,530,697

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
VICKI BOOTH
PO BOX 37, CORONA DEL MAR, CA 92625
PRESIDENT40$210,000
VIRGINIA UEBERRROTH
PO BOX 37, CORONA DEL MAR, CA 92625
CHAIRMAN3$0
KERI UEBERROTH
PO BOX 37, CORONA DEL MAR, CA 92625
DIRECTOR1$0
HEIDI UEBERROTH
PO BOX 37, CORONA DEL MAR, CA 92625
DIRECTOR1$0
PETER UEBERROTH
PO BOX 37, CORONA DEL MAR, CA 92625
DIRECTOR1$0
PAUL HEESCHEN
PO BOX 37, CORONA DEL MAR, CA 92625
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
VICKI BOOTH
PO BOX 37, CORONA DEL MAR, CA 92625
PRESIDENT40$195,000
VIRGINIA UEBERRROTH
PO BOX 37, CORONA DEL MAR, CA 92625
CHAIRMAN3$0
KERI UEBERROTH
PO BOX 37, CORONA DEL MAR, CA 92625
DIRECTOR1$0
HEIDI UEBERROTH
PO BOX 37, CORONA DEL MAR, CA 92625
DIRECTOR1$0
PETER UEBERROTH
PO BOX 37, CORONA DEL MAR, CA 92625
DIRECTOR1$0
PAUL HEESCHEN
PO BOX 37, CORONA DEL MAR, CA 92625
DIRECTOR1$0

Address and contacts

Address (IRS master file)
46 VIA BURRONE, NEWPORT COAST, CA 92657-1403
Signed the 990-PF
VICKI BOOTH, PRESIDENT
Phone
(310) 473-7317
Return prepared by
IB MANAGEMENT INC

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0078919 or by the name UEBERROTH FAMILY FOUNDATION.

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
33-0078919
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
1985
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$39,108,551
Income (IRS master file)
$7,039,623

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5,380,697$3,729,263$39,108,551IRS
990-PFDecember 2023$3,258,114$3,546,683$37,463,070XML
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 33-0078919).

Questions about UEBERROTH FAMILY FOUNDATION

What is the EIN of UEBERROTH FAMILY FOUNDATION?
The employer identification number (EIN) of UEBERROTH FAMILY FOUNDATION is 33-0078919.
Is UEBERROTH FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to UEBERROTH FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does UEBERROTH FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of UEBERROTH FAMILY 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 UEBERROTH FAMILY 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 UEBERROTH FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $210,000 (VICKI BOOTH, PRESIDENT).
How much revenue does UEBERROTH FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,380,697, expenses of $3,729,263 and total assets of $39,108,551 at year end.

Other nonprofits in NEWPORT COAST

All nonprofits in NEWPORT COAST · California