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Nonprofit · EIN 72-1590152

LIVINGSTON FAMILY FOUNDATION

Tax-exempt · LAGUNA BEACH, CA 92651

Financials

$2.8M$555K2023$3M$451K2024$1.6M$758K2025
Revenue Expenses · by fiscal year end
Financials of LIVINGSTON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,639,933$758,109$881,824$11,869,243$0$11,869,243
December 31, 2024990-PF$2,966,452$451,345$2,515,107$10,988,769$1,350$10,987,419
December 31, 2023990-PF$2,775,476$554,906$2,220,570$8,472,312$0$8,472,312
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$330,307
Interest
$40
Net gain from sales of assets
$1,296,311
Other income
$13,275

Expenses

Grants and similar amounts paid
$563,333
Salaries, compensation and benefits (total)
$61,731
Disbursements for charitable purposes
$656,468
Excise tax on investment income
$21,211

Balance sheet and other

Total assets, start of year
$10,988,769
Total assets, end of year
$11,869,243
Total liabilities, end of year
$0
Net assets, end of year
$11,869,243
Fair market value of assets
$16,074,864
Qualifying distributions
$656,468
Net investment income
$1,627,629

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
PATT CONCANNON
23412 PACIFIC PARK DRIVE 21C, ALISO VIEJO, CA 92656
OFFICE MANAGER
Highest-paid employee
40$61,731
CARDER B LIVINGSTON
PO BOX 1870, RANCHO SANTA FE, CA 92067
Trustee2$0
LORI ANN MCKAY
2511 VISTA DRIVE, NEWPORT, CA 92663
Trustee4$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
PATT CONCANNON
23412 PACIFIC PARK DRIVE 21C, ALISO VIEJO, CA 92656
OFFICE MANAGER
Highest-paid employee
40$77,123
CARDER B LIVINGSTON
105 CRESCENT BAY DR STE H, LAGUNA BEACH, CA 92651
Trustee2$0
LORI ANN MCKAY
105 CRESCENT BAY DR STE H, LAGUNA BEACH, CA 92651
Trustee4$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PATT CONCANNON
23412 PACIFIC PARK DRIVE 21C, ALISO VIEJO, CA 92656
OFFICE MANAGER
Highest-paid employee
40$109,992
CARDER B LIVINGSTON
105 CRESCENT BAY DR STE H, LAGUNA BEACH, CA 92651
Trustee2$0
LORI ANN MCKAY
105 CRESCENT BAY DR STE H, LAGUNA BEACH, CA 92651
Trustee4$0

Address and contacts

Address (IRS master file)
105 CRESCENT BAY DR STE H, LAGUNA BEACH, CA 92651-1381
In care of
% C RONALD LIVINGSTON
Signed the 990-PF
CARDER B LIVINGSTON, Trustee
Phone
(858) 395-4500
Return prepared by
Conor P Donnelley CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 72-1590152 or by the name LIVINGSTON 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
72-1590152
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,869,243
Income (IRS master file)
$5,996,760

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,639,933$758,109$11,869,243XML
990-PFDecember 2024$2,966,452$451,345$10,988,769XML
990-PFDecember 2023$2,775,476$554,906$8,472,312XML
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 72-1590152).

Questions about LIVINGSTON FAMILY FOUNDATION

What is the EIN of LIVINGSTON FAMILY FOUNDATION?
The employer identification number (EIN) of LIVINGSTON FAMILY FOUNDATION is 72-1590152.
Is LIVINGSTON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to LIVINGSTON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LIVINGSTON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LIVINGSTON 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 LIVINGSTON 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 LIVINGSTON FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $61,731 (PATT CONCANNON, OFFICE MANAGER).
How much revenue does LIVINGSTON FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,639,933, expenses of $758,109 and total assets of $11,869,243 at year end.

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