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Nonprofit · EIN 71-1019812

NANCY AND GEOFFREY STACK FAMILY FOUNDATION

Also known as GEOFFREY L STACK

Tax-exempt · NEWPORT BEACH, CA 92660

Financials

$2.6M$1.6M2023$2.3M$3.3M2024$1.2M$1.1M2025
Revenue Expenses · by fiscal year end
Financials of NANCY AND GEOFFREY STACK FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,221,400$1,125,083$96,317$2,651,280$837,839$1,813,441
December 31, 2024990-PF$2,296,976$3,255,923-$958,947$2,513,991$796,867$1,717,124
December 31, 2023990-PF$2,618,938$1,587,056$1,031,882$3,506,619$830,548$2,676,071
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,000,000
Dividends
$177,593
Interest
$16
Net gain from sales of assets
$43,791

Expenses

Grants and similar amounts paid
$1,120,500
Disbursements for charitable purposes
$1,120,500
Excise tax on investment income
$3,077

Balance sheet and other

Total assets, start of year
$2,513,991
Total assets, end of year
$2,651,280
Total liabilities, end of year
$837,839
Net assets, end of year
$1,813,441
Qualifying distributions
$1,120,500
Net investment income
$221,400

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.

NameTitleHours / weekCompensation
NANCY STACK
3501 JAMBOREE ROAD 6100 N TW, NEWPORT BEACH, CA 92660
Trustee0$0
GEOFFREY L STACK
3501 JAMBOREE ROAD 6100 N TW, NEWPORT BEACH, CA 92660
Trustee0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
NANCY STACK
3501 JAMBOREE ROAD 6100 N TW, NEWPORT BEACH, CA 92660
Trustee0$0
GEOFFREY L STACK
3501 JAMBOREE ROAD 6100 N TW, NEWPORT BEACH, CA 92660
Trustee0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
NANCY STACK
3501 JAMBOREE ROAD 6100 N TW, NEWPORT BEACH, CA 92660
Trustee0$0
GEOFFREY L STACK
3501 JAMBOREE ROAD 6100 N TW, NEWPORT BEACH, CA 92660
Trustee0$0

Address and contacts

Address (IRS master file)
3501 JAMBOREE RD STE 6100, NEWPORT BEACH, CA 92660-2959
In care of
% SARES-REGIS GROUP
Signed the 990-PF
GEOFFREY L STACK, Trustee
Phone
(818) 999-6967
Return prepared by
Montgomery Glick & Company

California records

California keeps its own records of charities and corporations. Search them by EIN 71-1019812 or by the name NANCY AND GEOFFREY STACK FAMILY FOUNDATION.

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

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
71-1019812
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,651,280
Income (IRS master file)
$1,449,416

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,221,400$1,125,083$2,651,280XML
990-PFDecember 2024$2,296,976$3,255,923$2,513,991XML
990-PFDecember 2023$2,618,938$1,587,056$3,506,619XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 71-1019812).

Questions about NANCY AND GEOFFREY STACK FAMILY FOUNDATION

What is the EIN of NANCY AND GEOFFREY STACK FAMILY FOUNDATION?
The employer identification number (EIN) of NANCY AND GEOFFREY STACK FAMILY FOUNDATION is 71-1019812.
Is NANCY AND GEOFFREY STACK FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to NANCY AND GEOFFREY STACK FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NANCY AND GEOFFREY STACK FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of NANCY AND GEOFFREY STACK FAMILY FOUNDATION 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 NANCY AND GEOFFREY STACK FAMILY FOUNDATION 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 NANCY AND GEOFFREY STACK FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does NANCY AND GEOFFREY STACK FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,221,400, expenses of $1,125,083 and total assets of $2,651,280 at year end.

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