Nonprofit · EIN 68-0401845
GORDON T AND MELISSA A EGAN FAMILY FOUNDATION
Tax-exempt · LODI, CA 95241
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $78,382 | $102,701 | -$24,319 | $2,722,773 | $0 | $2,722,773 |
| December 31, 2023 | 990-PF | $112,661 | $116,466 | -$3,805 | $2,747,092 | $0 | $2,747,092 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $101,096
- Net gain from sales of assets
- -$22,714
Expenses
- Grants and similar amounts paid
- $74,618
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $74,618
- Excise tax on investment income
- $912
Balance sheet and other
- Total assets, start of year
- $2,747,092
- Total assets, end of year
- $2,722,773
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,722,773
- Fair market value of assets
- $3,079,247
- Qualifying distributions
- $74,618
- Net investment income
- $93,698
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 |
|---|---|---|---|
| SUSAN LENZ 3031 WEST MARCH LANE SUITE 300-E, STOCKTON, CA 95219 | DIRECTOR | 0 | $0 |
| KERRY HECKMAN 2211 NORTH WILSON WAY, STOCKTON, CA 95208 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN LENZ 3031 WEST MARCH LANE SUITE 300-E, STOCKTON, CA 95219 | DIRECTOR | 0 | $0 |
| KERRY HECKMAN 2211 NORTH WILSON WAY, STOCKTON, CA 95208 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1537, LODI, CA 95241-1537
- In care of
- % GORDON T EGAN DIRECTOR
- Signed the 990-PF
- KERRY HECKMAN, OFFICER
- Phone
- (209) 466-2411
- Return prepared by
- IACOPI LENZ & COMPANY
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0401845 or by the name GORDON T AND MELISSA A EGAN FAMILY FOUNDATION.
- 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 | 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
- 68-0401845
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $2,722,773
- Income (IRS master file)
- $1,017,155
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $78,382 | $102,701 | $2,722,773 | IRS |
| 990-PF | December 2023 | $112,661 | $116,466 | $2,747,092 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 68-0401845).
Questions about GORDON T AND MELISSA A EGAN FAMILY FOUNDATION
- What is the EIN of GORDON T AND MELISSA A EGAN FAMILY FOUNDATION?
- The employer identification number (EIN) of GORDON T AND MELISSA A EGAN FAMILY FOUNDATION is 68-0401845.
- Is GORDON T AND MELISSA A EGAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to GORDON T AND MELISSA A EGAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does GORDON T AND MELISSA A EGAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GORDON T AND MELISSA A EGAN FAMILY FOUNDATION 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 GORDON T AND MELISSA A EGAN FAMILY FOUNDATION 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 GORDON T AND MELISSA A EGAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does GORDON T AND MELISSA A EGAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $78,382, expenses of $102,701 and total assets of $2,722,773 at year end.
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