Nonprofit · EIN 33-0903811
WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT FOUNDATION
Tax-exempt · CARLSBAD, CA 92008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $502,466 | $331,039 | $171,427 | $5,618,866 | $0 | $5,618,866 |
| December 31, 2024 | 990-PF | $333,216 | $287,958 | $45,258 | $5,169,766 | $0 | $5,169,766 |
| December 31, 2023 | 990-PF | $248,564 | $300,588 | -$52,024 | $4,900,428 | $0 | $4,900,428 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $157,382
- Net gain from sales of assets
- $345,084
Expenses
- Grants and similar amounts paid
- $283,000
- Compensation of officers, directors and key employees
- $14,788
- Disbursements for charitable purposes
- $283,000
- Excise tax on investment income
- $6,717
Balance sheet and other
- Total assets, start of year
- $5,169,766
- Total assets, end of year
- $5,618,866
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,618,866
- Fair market value of assets
- $5,618,866
- Qualifying distributions
- $283,000
- Net investment income
- $502,466
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 |
|---|---|---|---|
| LEXY HARSHMAN 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | CHIEF ADMINISTRATIVE OFFICER | 2.5 | $13,288 |
| BARBARA ZOBELL 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | PRESIDENT | 0.5 | $500 |
| KAREN ZOBELL 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | VICE PRESIDENT | 0.5 | $500 |
| JEFF DUNIGAN 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | SECRETARY/CFO | 0.5 | $500 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEXY HARSHMAN 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | CHIEF ADMINISTRATIVE OFFICER | 2 | $10,939 |
| BARBARA ZOBELL 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | PRESIDENT | 0.5 | $500 |
| KAREN ZOBELL 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | VICE PRESIDENT | 0.5 | $500 |
| JEFF DUNIGAN 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | SECRETARY/CFO | 0.5 | $500 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEXY HARSHMAN 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | CHIEF ADMINISTRATIVE OFFICER | 2 | $17,404 |
| BARBARA ZOBELL 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | PRESIDENT | 0.5 | $500 |
| KAREN ZOBELL 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | VICE PRESIDENT | 0.5 | $500 |
| JEFF DUNIGAN 2604B E1 CAMINO REAL 356, CARLSBAD, CA 92008 | SECRETARY/CFO | 0.5 | $500 |
Address and contacts
- Address (IRS master file)
- 2604-B EL CAMINO REAL 356, CARLSBAD, CA 92008-1214
- In care of
- % MILDRED V BASDEN
- Signed the 990-PF
- LEXY HARSHMAN, CHIEF ADMINISTRATIVE OFFICER
- Phone
- (760) 805-4531
- Return prepared by
- ALDRICH CPAS AND ADVISORS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0903811 or by the name WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT 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
- 33-0903811
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,618,866
- Income (IRS master file)
- $749,112
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $502,466 | $331,039 | $5,618,866 | IRS |
| 990-PF | December 2024 | $333,216 | $287,958 | $5,169,766 | IRS |
| 990-PF | December 2023 | $248,564 | $300,588 | $4,900,428 | 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 33-0903811).
Questions about WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT FOUNDATION
- What is the EIN of WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT FOUNDATION?
- The employer identification number (EIN) of WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT FOUNDATION is 33-0903811.
- Is WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT 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 WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT 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 WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $13,288 (LEXY HARSHMAN, CHIEF ADMINISTRATIVE OFFICER).
- How much revenue does WILLIAM HALL TIPPETT AND RUTH RATHELL TIPPETT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $502,466, expenses of $331,039 and total assets of $5,618,866 at year end.
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All nonprofits in CARLSBAD · California · Philanthropy, voluntarism and grantmaking foundations