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Nonprofit · EIN 47-5140351

HEIRLOOM CACAO PRESERVATION FUND

Tax-exempt · SAN DIEGO, CA 92107

Financials

$227K$238K2023$257K$201K2024
Revenue Expenses · by fiscal year end
Financials of HEIRLOOM CACAO PRESERVATION FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$257,156$201,031$56,125$233,320$10,244$223,076
December 31, 2023990$226,927$237,627-$10,700$187,419$20,467$166,952
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$257,156
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$177,071
Management and general (functional)
$23,960

Balance sheet and other

Total assets, start of year
$187,419
Total assets, end of year
$233,320
Total liabilities, end of year
$10,244
Net assets, end of year
$223,076
Net assets without donor restrictions
$74,980
Net assets with donor restrictions
$148,096
Gross receipts
$257,156
Employees
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.

NameTitleHours / weekCompensation
Dan PearsonBoard Member
Trustee or director
2$0
Pam WilliamsBoard Member
Trustee or director
2$0
Laura WithersBoard Member
Trustee or director
2$0
Richard Tango-LowyBoard Member/President
Trustee or director
5$0
Paul JoachimBoard Membver/VP
Trustee or director
4$0
Clark GuittardBoard Member
Trustee or director
2$0
John KehoeBoard Member
Trustee or director
2$0
Brad KintzerBoard Member
Trustee or director
2$0
Jacob MarlinPresident
Trustee or director, Institutional trustee
2$0
Jody HaydenSec / / Treasurer
Trustee or director, Institutional trustee
3$0
Jenny SamaniegoBoard Member
Trustee or director
2$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
Dan PearsonBoard Member
Trustee or director
2$0
Pam WilliamsBoard Member
Trustee or director
2$0
Laura WithersBoard Member
Trustee or director
2$0
Richard Tango-LowyBoard Member
Trustee or director
2$0
Paul JoachimBoard Membver
Trustee or director
2$0
Clark GuittardBoard Member
Trustee or director
2$0
John KehoeBoard Member
Trustee or director
2$0
Brad KintzerBoard Member
Trustee or director
2$0
Jacob MarlinPresident
Trustee or director, Institutional trustee
5$0
Jody HaydenSec / / Treasurer
Trustee or director, Institutional trustee
3$0
Jenny SamaniegoBoard Member
Trustee or director
2$0
Matt CaputoBoard Member
Trustee or director
2$0

Address and contacts

Address (IRS master file)
4840 BERMUDA AVE, SAN DIEGO, CA 92107-3842
In care of
% FINE CHOCOLATE INDUSTRY ASSOC
Mailing address (990-N for 2016)
4840 Bermuda Ave, San Diego CA 92107
Principal officer (990 for 2024)
Dan Pearson, 3840 Bermuda Ave, San Diego, CA 92107
Principal officer (990-N for 2016)
Dan Pearson, 4840 Bermuda Ave, San Diego CA 92107
Signed the 990
Dan Pearson, Board Member
Phone
(619) 200-3052
Return prepared by
R Kelley Gibbs CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 47-5140351 or by the name HEIRLOOM CACAO PRESERVATION FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

As a nonprofit organization, the HCP is committed to improving the lives of the farmers who assist us in protecting and preserving cacao diversity and the chocolate they produce

990 for the year ended December 31, 2024

Program accomplishments

  • Program expenses that are mission specific
    Expenses $177,071

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-5140351
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 or 990-EZ
Category (NTEE)
Environment (C30)
Assets (IRS master file)
$233,320
Income (IRS master file)
$257,156

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$257,156$201,031$233,320IRS
990December 2023$226,927$237,627$187,419XML
990December 2022$62,099$107,470$200,343IRS
990December 2021–––IRS
990December 2020–––IRS
990-N for 2016
Officer: Dan Pearson
December 31, 2016≤ $50,000 receipts––e-Postcard

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 47-5140351).

Questions about HEIRLOOM CACAO PRESERVATION FUND

What is the EIN of HEIRLOOM CACAO PRESERVATION FUND?
The employer identification number (EIN) of HEIRLOOM CACAO PRESERVATION FUND is 47-5140351.
Is HEIRLOOM CACAO PRESERVATION FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to HEIRLOOM CACAO PRESERVATION FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HEIRLOOM CACAO PRESERVATION FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HEIRLOOM CACAO PRESERVATION 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 HEIRLOOM CACAO PRESERVATION FUND 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 HEIRLOOM CACAO PRESERVATION FUND?
The 990 for the year ended December 31, 2024 names Dan Pearson.
Who are the officers and directors of HEIRLOOM CACAO PRESERVATION FUND?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does HEIRLOOM CACAO PRESERVATION FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $257,156, expenses of $201,031 and total assets of $233,320 at year end.

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