Nonprofit · EIN 47-4765063
COEQUANTEM FUND
Tax-exempt · LOS GATOS, CA 95032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $220,948 | $147,669 | $73,279 | $2,829,740 | $0 | $2,829,740 |
| December 31, 2023 | 990-PF | $117,345 | $152,400 | -$35,055 | $2,637,249 | $0 | $2,637,249 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $47,857
- Interest
- $1,395
- Net gain from sales of assets
- $164,526
- Other income
- $7,170
Expenses
- Grants and similar amounts paid
- $115,050
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $124,015
- Excise tax on investment income
- $2,655
Balance sheet and other
- Total assets, start of year
- $2,637,249
- Total assets, end of year
- $2,829,740
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,829,740
- Fair market value of assets
- $2,829,740
- Qualifying distributions
- $124,015
- Net investment income
- $213,778
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 |
|---|---|---|---|
| KENNETH A CLARK 148 NEWELL AVE, LOS GATOS, CA 95032 | PRESIDENT & DIRECTOR | 5 | $0 |
| AMY MARIE BOYD 148 NEWELL AVE, LOS GATOS, CA 95032 | SECRETARY, TREASURER, & DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH A CLARK 148 NEWELL AVE, LOS GATOS, CA 95032 | PRESIDENT & DIRECTOR | 5 | $0 |
| AMY MARIE BOYD 148 NEWELL AVE, LOS GATOS, CA 95032 | SECRETARY, TREASURER, & DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 148 NEWELL AVE, LOS GATOS, CA 95032-1763
- In care of
- % KENNETH A CLARK
- Signed the 990-PF
- KENNETH A CLARK, PRESIDENT
- Phone
- (650) 320-4742
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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
- 47-4765063
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,829,740
- Income (IRS master file)
- $610,067
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $117,345 | $152,400 | $2,637,249 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 COEQUANTEM FUND
- What is the EIN of COEQUANTEM FUND?
- The employer identification number (EIN) of COEQUANTEM FUND is 47-4765063.
- Is COEQUANTEM FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to COEQUANTEM FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does COEQUANTEM FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COEQUANTEM 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 COEQUANTEM 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 COEQUANTEM FUND?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does COEQUANTEM FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $220,948, expenses of $147,669 and total assets of $2,829,740 at year end.
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All nonprofits in LOS GATOS · California · Philanthropy, voluntarism and grantmaking foundations