Nonprofit · EIN 55-6146717
MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH
Also known as HITCHCOCK JAMES D TTEE
Tax-exempt · PASO ROBLES, CA 93446
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,175 | $41,942 | -$21,767 | $509,068 | $0 | $509,068 |
| December 31, 2024 | 990-PF | $54,205 | $38,885 | $15,320 | $531,450 | $0 | $531,450 |
| December 31, 2023 | 990-PF | $25,087 | $39,762 | -$14,675 | $516,655 | $0 | $516,655 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $16,077
- Interest
- $21
- Net gain from sales of assets
- $4,077
Expenses
- Grants and similar amounts paid
- $20,217
- Compensation of officers, directors and key employees
- $5,510
- Disbursements for charitable purposes
- $27,442
- Excise tax on investment income
- $101
Balance sheet and other
- Total assets, start of year
- $531,450
- Total assets, end of year
- $509,068
- Total liabilities, end of year
- $0
- Net assets, end of year
- $509,068
- Fair market value of assets
- $547,549
- Qualifying distributions
- $27,442
- Net investment income
- $20,175
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES D HITCHCOCK 660 NEWPORT CENTER DRIVE 570, NEWPORT BEACH, CA 92660 | TRUSTEE | 3 | $2,755 |
| BRIGITTE FAULKNER 179 NIBLICK RD STE 169, PASO ROBLES, CA 93446 | ASSISTANT | 2 | $2,755 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES D HITCHCOCK 660 NEWPORT CENTER DRIVE 570, NEWPORT BEACH, CA 92660 | TRUSTEE | 3 | $2,615 |
| BRIGITTE FAULKNER 179 NIBLICK RD STE 169, PASO ROBLES, CA 93446 | ASSISTANT | 2 | $2,615 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES D HITCHCOCK 660 NEWPORT CENTER DRIVE 570, NEWPORT BEACH, CA 92660 | TRUSTEE | 3 | $2,795 |
| BRIGITTE FAULKNER 179 NIBLICK RD STE 169, PASO ROBLES, CA 93446 | ASSISTANT | 2 | $2,795 |
Address and contacts
- Address (IRS master file)
- 179 NIBLICK ROAD SUITE 169, PASO ROBLES, CA 93446-4845
- In care of
- % JAMES D HITCHCOCK
- Signed the 990-PF
- JAMES HITCHCOCK, TRUSTEE
- Phone
- (805) 238-7979
- Return prepared by
- GLENN BURDETTE
California records
California keeps its own records of charities and corporations. Search them by EIN 55-6146717 or by the name MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH.
- 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 | 990-PF 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
- 55-6146717
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $509,068
- Income (IRS master file)
- $246,293
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,175 | $41,942 | $509,068 | XML |
| 990-PF | December 2024 | $54,205 | $38,885 | $531,450 | XML |
| 990-PF | December 2023 | $25,087 | $39,762 | $516,655 | 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 55-6146717).
Questions about MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH
- What is the EIN of MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH?
- The employer identification number (EIN) of MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH is 55-6146717.
- Is MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $2,755 (JAMES D HITCHCOCK, TRUSTEE).
- How much revenue does MARIE H LUNDIN MEMORIAL TEST TR FBO CANCER RESEARCH have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,175, expenses of $41,942 and total assets of $509,068 at year end.
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All nonprofits in PASO ROBLES · California · Philanthropy, voluntarism and grantmaking foundations