Nonprofit · EIN 46-1592888
CARLOS FUND
Tax-exempt · LAGUNA BEACH, CA 92652
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,008,685 | $41,435 | $1,967,250 | $7,021,195 | $0 | $7,021,195 |
| December 31, 2023 | 990-PF | $186,906 | $140,497 | $46,409 | $4,639,139 | $0 | $4,098,859 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,757,000
- Dividends
- $13,538
- Interest
- $14,002
- Net gain from sales of assets
- $224,145
Expenses
- Grants and similar amounts paid
- $5,500
- Disbursements for charitable purposes
- $5,500
- Excise tax on investment income
- $119
Balance sheet and other
- Total assets, start of year
- $4,639,139
- Total assets, end of year
- $7,021,195
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,021,195
- Fair market value of assets
- $7,021,195
- Qualifying distributions
- $5,500
- Net investment income
- $27,540
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIAN MACK PO BOX 483, LAGUNA BEACH, CA 926520483 | President & Dir | 2 | $0 |
| AMY MACK PO BOX 483, LAGUNA BEACH, CA 926520483 | VP, SECRETARY | 10 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIAN MACK PO BOX 483, LAGUNA BEACH, CA 926520483 | President & Dir | 2 | $0 |
| AMY MACK PO BOX 483, LAGUNA BEACH, CA 926520483 | VP, SECRETARY | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 483, LAGUNA BEACH, CA 92652-0483
- In care of
- % AMY MACK
- Signed the 990-PF
- AMY MACK, VP, SECRETARY
- Phone
- (847) 345-7255
- Return prepared by
- STUART LEVY CPA APC
California records
California keeps its own records of charities and corporations. Search them by EIN 46-1592888 or by the name CARLOS FUND.
- 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 | Not 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
- 46-1592888
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,021,195
- Income (IRS master file)
- $1,784,540
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,008,685 | $41,435 | $7,021,195 | XML |
| 990-PF | December 2023 | $186,906 | $140,497 | $4,639,139 | 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 46-1592888).
Questions about CARLOS FUND
- What is the EIN of CARLOS FUND?
- The employer identification number (EIN) of CARLOS FUND is 46-1592888.
- Is CARLOS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to CARLOS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARLOS FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARLOS FUND 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 CARLOS FUND 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 CARLOS FUND?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does CARLOS FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,008,685, expenses of $41,435 and total assets of $7,021,195 at year end.
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All nonprofits in LAGUNA BEACH · California · Philanthropy, voluntarism and grantmaking foundations