Skip to main content

Nonprofit · EIN 33-0891470

THE PIMCO FOUNDATION

Tax-exempt · NEWPORT BEACH, CA 92660

Financials

$25.9M$7.2M2024
Revenue Expenses · by fiscal year end
Financials of THE PIMCO FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$25,915,862$7,156,811$18,759,051$157,841,191$4,140,780$153,700,411
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$7,858,540
Program service revenue
$0
Investment income
$18,057,322
Net gain from sales of assets
$6,890,707
Other revenue
$0

Expenses

Grants and similar amounts paid
$6,766,903
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$15,921
Accounting fees
$77,419
Program services (functional)
$6,766,903
Management and general (functional)
$389,908

Balance sheet and other

Total assets, start of year
$141,578,487
Total assets, end of year
$157,841,191
Total liabilities, end of year
$4,140,780
Net assets, end of year
$153,700,411
Net assets without donor restrictions
$153,700,411
Gross receipts
$50,316,840
Employees
0
Volunteers
1,505
Year formed
2000
State of legal domicile
CA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MANNY ROMANPRESIDENT/DIRECTOR
Trustee or director, Officer
2$0
CANDICE STACKVICE PRESIDENT/DIRECTOR
Trustee or director, Officer
2$0
JULIE MEGGERSTREASURER / DIRECTOR
Trustee or director, Officer
2$0
NADIA ZAKIRSECRETARY/DIRECTOR
Trustee or director, Officer
2$0
DAN IVASCYNDIRECTOR
Trustee or director
1$0
GREG SHARENOWDIRECTOR
Trustee or director
1$0
CATHY STAHLDIRECTOR
Trustee or director
1$0
DAN HYMANDIRECTOR
Trustee or director
1$0
DAVID BRAUNDIRECTOR
Trustee or director
1$0
JEFFREY PARKERSVP FINANCIAL CONTROL HUMA
Trustee or director
1$0
NATE BROWNDIRECTOR
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
650 NEWPORT CENTER DR, NEWPORT BEACH, CA 92660-6424
Principal officer (990 for 2024)
JEFFREY PARKER, 650 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660
Signed the 990
JEFFREY PARKER, SENIOR VP FINANCIAL CONTROL HR
Phone
(949) 720-6397
Return prepared by
WRIGHT FORD YOUNG & CO

Mission

OUR COMMUNITY ENGAGEMENT PLATFORM FOCUSES ON HUNGER AND GENDER EQUALITY WITH THE BELIEF THAT THESE ARE FUNDAMENTAL ISSUES CRITICAL TO HUMAN DEVELOPMENT AND SUSTAINABLE WORLDWIDE ECONOMIC GROWTH.

990 for the year ended December 31, 2024

Program accomplishments

  • PIMCO ACTS (FOUNDATION VOLUNT)
    Expenses $829,686 · grants $829,686
  • NATIONAL GENDER EQUALITY
    Expenses $1,575,000 · grants $1,575,000
  • FUTURE LEADERS SCHOLARSHIP PROGRAM
    Expenses $1,500,000 · grants $1,500,000
  • Expenses $2,862,217 · grants $2,862,217

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
33-0891470
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$157,841,191
Income (IRS master file)
$50,316,840

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024–––IRS
990December 2023$10,446,989$4,494,647$141,578,487IRS
990December 2022$12,115,079$7,614,198$121,026,926IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about THE PIMCO FOUNDATION

What is the EIN of THE PIMCO FOUNDATION?
The employer identification number (EIN) of THE PIMCO FOUNDATION is 33-0891470.
Is THE PIMCO FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to THE PIMCO FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE PIMCO FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE PIMCO 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 THE PIMCO FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of THE PIMCO FOUNDATION?
The 990 for the year ended December 31, 2024 names JEFFREY PARKER.
Who are the officers and directors of THE PIMCO FOUNDATION?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does THE PIMCO FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $25,915,862, expenses of $7,156,811 and total assets of $157,841,191 at year end.

Other nonprofits in NEWPORT BEACH

All nonprofits in NEWPORT BEACH · California · Philanthropy, voluntarism and grantmaking foundations