Nonprofit · EIN 47-2788229
FAMILY OFFICE FOUNDATION INCORPORATED
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $30,387 | $4,662,224 | -$4,631,837 | $81,473,977 | $434,145 | $81,039,832 |
| December 31, 2023 | 990 | $1,348 | $4,072,573 | -$4,071,225 | $90,667,083 | $506,584 | $90,160,499 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $30,387
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,595,140
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $57,335
- Program services (functional)
- $4,596,914
- Management and general (functional)
- $65,310
Balance sheet and other
- Total assets, start of year
- $90,667,083
- Total assets, end of year
- $81,473,977
- Total liabilities, end of year
- $434,145
- Net assets, end of year
- $81,039,832
- Net assets without donor restrictions
- $81,039,832
- Gross receipts
- $30,387
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2015
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIM VOORHEES | PRESIDENT/TREASURER Trustee or director, Officer | 5 | $0 |
| DARRYL SOPATA | DIRECTOR/ANALYST Trustee or director | 5 | $0 |
| ED COTNEY | SECRETARY Trustee or director, Officer | 5 | $0 |
| DAVID CASTOR | DIRECTOR/ATTORNEY Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIM VOORHEES | PRESIDENT/TREASURER Trustee or director, Officer | 5 | $0 |
| DARRYL SOPATA | DIRECTOR/ANALYST Trustee or director | 5 | $0 |
| ED COTNEY | SECRETARY Trustee or director, Officer | 5 | $0 |
| DAVID CASTOR | DIRECTOR/ATTORNEY Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 4590 MACARTHUR BLVD STE 175, NEWPORT BEACH, CA 92660-2071
- In care of
- % TONY WILLIAMS
- Principal officer (990 for 2024)
- TIM VOORHEES, 650 TOWN CENTER DRIVE SUITE 890, COSTA MESA, CA 92626
- Signed the 990
- TIM VOORHEES, PRESIDENT
- Phone
- (949) 510-4850
- Return prepared by
- MACIAS GINI & O'CONNELL LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 47-2788229 or by the name FAMILY OFFICE FOUNDATION INCORPORATED.
- 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)
Mission
THE SPECIFIC PURPOSE OF THE CORPORATION IS TO PROVIDE ASSISTANCE TO THER CHARITABLE ORGANIZATIONS DESCRIBED IN IRC 501(C)(3).
Program accomplishments
- FINANCIAL SUPPORT TO APPROVED IRC 501(C)3 CHARITIES THAT FURTHER EDUCATIONAL, RELIGIOUS, OR OTHER CAUSES CONSISTENT WITH THE DONORS' PHILANTHROPIC DESIRES.Expenses $4,596,914 · grants $4,595,140
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-2788229
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $81,473,977
- Income (IRS master file)
- $30,387
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $30,387 | $4,662,224 | $81,473,977 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,348 | $4,072,573 | $90,667,083 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $15,165 | $2,597,721 | $92,378,063 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 47-2788229).
Questions about FAMILY OFFICE FOUNDATION INCORPORATED
- What is the EIN of FAMILY OFFICE FOUNDATION INCORPORATED?
- The employer identification number (EIN) of FAMILY OFFICE FOUNDATION INCORPORATED is 47-2788229.
- Is FAMILY OFFICE FOUNDATION INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to FAMILY OFFICE FOUNDATION INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FAMILY OFFICE FOUNDATION INCORPORATED file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of FAMILY OFFICE FOUNDATION INCORPORATED 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 FAMILY OFFICE FOUNDATION INCORPORATED 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 FAMILY OFFICE FOUNDATION INCORPORATED?
- The 990 for the year ended December 31, 2024 names TIM VOORHEES.
- Who are the officers and directors of FAMILY OFFICE FOUNDATION INCORPORATED?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does FAMILY OFFICE FOUNDATION INCORPORATED have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $30,387, expenses of $4,662,224 and total assets of $81,473,977 at year end.
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All nonprofits in NEWPORT BEACH · California · Philanthropy, voluntarism and grantmaking foundations