Nonprofit · EIN 47-7141983
MARY GARD JAMESON FOUNDATION DATED 7-8-2015
Also known as VALERIE J MERRITT TTEE
Tax-exempt · PASADENA, CA 91101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $3,100,164 | $830,242 | $2,269,922 | $4,605,031 | $0 | $4,605,031 |
| June 30, 2024 | 990-PF | $1,149,304 | $372,815 | $776,489 | $2,335,109 | $0 | $2,335,109 |
| June 30, 2023 | 990-PF | $528,367 | $255,954 | $272,413 | $1,558,620 | $0 | $1,558,620 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,000,000
- Dividends
- $116,643
- Net gain from sales of assets
- -$16,479
Expenses
- Grants and similar amounts paid
- $765,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $774,853
- Excise tax on investment income
- $1,158
Balance sheet and other
- Total assets, start of year
- $2,335,109
- Total assets, end of year
- $4,605,031
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,605,031
- Fair market value of assets
- $5,428,396
- Qualifying distributions
- $774,853
- Net investment income
- $116,643
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY GARD JAMESON 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
| VALERIE J MERRITT PART YEAR 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
| MICHAEL SUTTON C/O GOLDMAN ENVIRONMENTAL FOUNDATIO, 160 PACIFIC AVE SUITE 200, SAN FRANCISCO, CA 94111 | TRUSTEE | 0.5 | $0 |
| PARKER HOWES 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TREASURER | 0.5 | $0 |
| LIDA TENEVA 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY GARD JAMESON 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
| VALERIE J MERRITT 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
| NATALIE ARNOLDI 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
| MICHAEL SUTTON C/O GOLDMAN ENVIRONMENTAL FOUNDATIO, 160 PACIFIC AVE SUITE 200, SAN FRANCISCO, CA 94111 | TRUSTEE | 0.5 | $0 |
| PARKER HOWES 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
| LIDA TENEVA 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY GARD JAMESON 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
| VALERIE J MERRITT 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
| NATALIE ARNOLDI 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
| MICHAEL SUTTON C/O GOLDMAN ENVIRONMENTAL FOUNDATIO, 160 PACIFIC AVE SUITE 200, SAN FRANCISCO, CA 94111 | TRUSTEE | 0.5 | $0 |
| PARKER HOWES 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
| LIDA TENEVA 80 S LAKE AVENUE SUITE 830, PASADENA, CA 91101 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 80 S LAKE AVE STE 830, PASADENA, CA 91101-5912
- In care of
- % VALERIE J MERRITT
- Signed the 990-PF
- MARY GARD JAMESON, TRUSTEE
- Phone
- (626) 395-0860
- Return prepared by
- GOEHNER ACCOUNTANCY CORPORATION
California records
California keeps its own records of charities and corporations. Search them by EIN 47-7141983 or by the name MARY GARD JAMESON FOUNDATION DATED 7-8-2015.
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-7141983
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,605,031
- Income (IRS master file)
- $3,763,541
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $3,100,164 | $830,242 | $4,605,031 | XML |
| 990-PF | June 2024 | $1,149,304 | $372,815 | $2,335,109 | XML |
| 990-PF | June 2023 | $528,367 | $255,954 | $1,558,620 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 47-7141983).
Questions about MARY GARD JAMESON FOUNDATION DATED 7-8-2015
- What is the EIN of MARY GARD JAMESON FOUNDATION DATED 7-8-2015?
- The employer identification number (EIN) of MARY GARD JAMESON FOUNDATION DATED 7-8-2015 is 47-7141983.
- Is MARY GARD JAMESON FOUNDATION DATED 7-8-2015 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to MARY GARD JAMESON FOUNDATION DATED 7-8-2015 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY GARD JAMESON FOUNDATION DATED 7-8-2015 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY GARD JAMESON FOUNDATION DATED 7-8-2015 due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY GARD JAMESON FOUNDATION DATED 7-8-2015 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MARY GARD JAMESON FOUNDATION DATED 7-8-2015?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MARY GARD JAMESON FOUNDATION DATED 7-8-2015 have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $3,100,164, expenses of $830,242 and total assets of $4,605,031 at year end.
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