Nonprofit · EIN 35-2016508
STEP FAMILY FOUNDATION
Tax-exempt · SAN DIEGO, CA 92127
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,165,407 | $899,271 | $1,266,136 | $2,227,401 | $0 | $2,227,401 |
| December 31, 2024 | 990-PF | $1,261,208 | $539,826 | $721,382 | $961,265 | $0 | $961,265 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,073,287
- Dividends
- $91,662
- Interest
- $458
Expenses
- Grants and similar amounts paid
- $896,616
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $896,616
- Excise tax on investment income
- $1,280
Balance sheet and other
- Total assets, start of year
- $961,265
- Total assets, end of year
- $2,227,401
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,227,401
- Fair market value of assets
- $5,459,991
- Qualifying distributions
- $896,616
- Net investment income
- $92,120
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 |
|---|---|---|---|
| HANNAH STEP 7688 NORTHERN LIGHTS, SAN DIEGO, CA 92127 | TRUSTEE | 0 | $0 |
| STEVEN H STEP 22654 CALIFA STREET, WOODLAND HILLS, CA 91367 | TRUSTEE | 0 | $0 |
| MICHAEL D STEP 7688 NORTHERN LIGHTS, SAN DIEGO, CA 92127 | TRUSTEE | 1 | $0 |
| JONATHAN A STEP 7 TRAILHEAD LANE, TARRYTOWN, NY 10519 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANNAH STEP PO BOX 8997, RANCHO SANTA FE, CA 92067 | TRUSTEE | 0.38 | $0 |
| STEVEN H STEP 22654 CALIFA STREET, WOODLAND HILLS, CA 91367 | TRUSTEE | 0.08 | $0 |
| MICHAEL D STEP 7688 NORTHERN LIGHTS, SAN DIEGO, CA 92127 | TRUSTEE | 0.08 | $0 |
| JONATHAN A STEP 7 TRAILHEAD LANE, TARRYTOWN, NY 10519 | TRUSTEE | 0.08 | $0 |
Address and contacts
- Address (IRS master file)
- 7688 NORTHERN LGTS, SAN DIEGO, CA 92127-4811
- In care of
- % EUGENE L STEP
- Signed the 990-PF
- MICHAEL STEP, TRUSTEE
- Phone
- (858) 759-8958
- Return prepared by
- LAVINE LOFGREN MORRIS & ENGELBERG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 35-2016508 or by the name STEP FAMILY 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
- 35-2016508
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,227,401
- Income (IRS master file)
- $2,165,407
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,165,407 | $899,271 | $2,227,401 | IRS |
| 990-PF | December 2024 | $1,261,208 | $539,826 | $961,265 | IRS |
| 990-PF | December 2023 | $2,995 | $2,945 | $239,883 | IRS |
| 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 35-2016508).
Questions about STEP FAMILY FOUNDATION
- What is the EIN of STEP FAMILY FOUNDATION?
- The employer identification number (EIN) of STEP FAMILY FOUNDATION is 35-2016508.
- Is STEP FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to STEP FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEP FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEP FAMILY 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 STEP FAMILY 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 STEP FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does STEP FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,165,407, expenses of $899,271 and total assets of $2,227,401 at year end.
Other nonprofits in SAN DIEGO
- THE SAN DIEGO FOUNDATION EIN 95-2942582 · last filed 990 for 2025
- JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EIN 95-2504044 · last filed 990 for 2025
- ARAM AND LAILANI FOUNDATION EIN 33-2185493 · last filed 990-PF for 2025
- CONRAD PREBYS FOUNDATION EIN 20-3216993 · last filed 990-PF for 2024
- RADY CHILDRENS HOSPITAL FOUNDATION SAN DIEGO EIN 33-0170626 · last filed 990 for 2025
- RADY FOUNDATION EIN 85-0715670 · last filed 990-PF for 2025
- TORREY COAST FOUNDATION EIN 85-4224393 · last filed 990-PF for 2024
- KASPERICK FOUNDATION EIN 46-4363196 · last filed 990-PF for 2025
All nonprofits in SAN DIEGO · California · Philanthropy, voluntarism and grantmaking foundations