Nonprofit · EIN 33-0853742
ROBERT & LOIS ATHERTON FOUNDATION
Tax-exempt · SAN JUAN CAPO, CA 92675
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $12,562 | $21,225 | -$8,663 | $233,252 | $3,052 | $230,200 |
| December 31, 2024 | 990-PF | $7,205 | $17,759 | -$10,554 | $241,915 | $3,052 | $238,863 |
| December 31, 2023 | 990-PF | -$13,333 | $16,954 | -$30,287 | $252,469 | $3,052 | $249,417 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $12,562
Expenses
- Grants and similar amounts paid
- $20,000
- Disbursements for charitable purposes
- $20,000
- Excise tax on investment income
- $175
Balance sheet and other
- Total assets, start of year
- $241,915
- Total assets, end of year
- $233,252
- Total liabilities, end of year
- $3,052
- Net assets, end of year
- $230,200
- Fair market value of assets
- $233,252
- Qualifying distributions
- $20,000
- Net investment income
- $12,562
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 |
|---|---|---|---|
| ANTHONY MAUS 27091 CALLE DE CID, MISSION VIEJO, CA 92691 | President & CEO | 0 | $0 |
| GEOFFREY B MAUS 2 WINDY RIDGE PO BOX 642, TRABUCO CANYON, CA 92678 | Secretary | 0 | $0 |
| VICTORIA F MAUS 6716 CLAYBOURN CA 256, NORTH HOLLYWOOD, CA 91606 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY MAUS 27091 CALLE DE CID, MISSION VIEJO, CA 92691 | President & CEO | 0 | $0 |
| GEOFFREY B MAUS 2 WINDY RIDGE PO BOX 642, TRABUCO CANYON, CA 92678 | Secretary | 0 | $0 |
| VICTORIA F MAUS 6716 CLAYBOURN CA 256, NORTH HOLLYWOOD, CA 91606 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY MAUS 27091 CALLE DE CID, MISSION VIEJO, CA 92691 | President & CEO | 0 | $0 |
| GEOFFREY MAUS 27091 CALLE DE CID, MISSION VIEJO, CA 92691 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 27345 ORTEGA HWY STE 200, SAN JUAN CAPO, CA 92675-6779
- In care of
- % SANDRA A REISING
- Signed the 990-PF
- ANTHONY MAUS, President & CEO
- Phone
- (949) 496-8101
- Return prepared by
- Sheri L Wenzel CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0853742 or by the name ROBERT & LOIS ATHERTON 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
- 33-0853742
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $233,252
- Income (IRS master file)
- $12,562
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $12,562 | $21,225 | $233,252 | IRS |
| 990-PF | December 2024 | $7,205 | $17,759 | $241,915 | IRS |
| 990-PF | December 2023 | -$13,333 | $16,954 | $252,469 | 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 33-0853742).
Questions about ROBERT & LOIS ATHERTON FOUNDATION
- What is the EIN of ROBERT & LOIS ATHERTON FOUNDATION?
- The employer identification number (EIN) of ROBERT & LOIS ATHERTON FOUNDATION is 33-0853742.
- Is ROBERT & LOIS ATHERTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ROBERT & LOIS ATHERTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT & LOIS ATHERTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT & LOIS ATHERTON 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 ROBERT & LOIS ATHERTON 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 ROBERT & LOIS ATHERTON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERT & LOIS ATHERTON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,562, expenses of $21,225 and total assets of $233,252 at year end.
Other nonprofits in SAN JUAN CAPO
- OCONNELL FAM FOUNDATION TR EIN 47-6265357 · last filed 990-PF for 2024
- RESERVE CONNECTION EIN 46-2730832 · last filed 990 for 2024
- BROOKE KIRBY LINDSAY FOUNDATION EIN 20-3224551 · last filed 990-PF for 2025
- RIGHTSPACE STORAGE FOUNDATION EIN 83-2722690 · last filed 990-PF for 2025
- OLIVE BRANCH PROJECT INC EIN 20-5730023 · last filed 990-EZ for 2025
- ROBERT P AND NANCY J KING FOUNDATION EIN 20-2113815 · last filed 990-PF for 2025
- ST PIERRE FOUNDATION EIN 47-0879863 · last filed 990-PF for 2025
- MEMORYGIFT EIN 91-2029023 · last filed 990-N for 2023
All nonprofits in SAN JUAN CAPO · California · Philanthropy, voluntarism and grantmaking foundations