Nonprofit · EIN 77-0055527
MARILYN B OSBORNE MEMORIAL FUND INC
Tax-exempt · BAKERSFIELD, CA 93308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $26,617 | $4,545 | $22,072 | $417,249 | $0 | $417,249 |
| December 31, 2023 | 990-PF | $128,420 | $24,167 | $104,253 | $395,177 | $0 | $395,177 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $29,041
- Net gain from sales of assets
- -$2,424
Expenses
- Grants and similar amounts paid
- $0
- Excise tax on investment income
- $404
Balance sheet and other
- Total assets, start of year
- $395,177
- Total assets, end of year
- $417,249
- Total liabilities, end of year
- $0
- Net assets, end of year
- $417,249
- Fair market value of assets
- $450,101
- Net investment income
- $29,041
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 |
|---|---|---|---|
| JOHN OWENS MD 5000 DOTSON AVENUE, BAKERSFIELD, CA 93301 | PRESIDENT | 0 | $0 |
| DAN STORIE 3333 BERNARD ST, BAKERSFIELD, CA 93306 | Principal | 0 | $0 |
| JOSHUA GARCIA 12714 CATTLE KING DRIVE, BAKERSFIELD, CA 93306 | Treasurer | 0 | $0 |
| BEVERLY PHILIPS-HOWELL 1834 CHEVY CHASE WAY, BAKERSFIELD, CA 93306 | Secretary | 0 | $0 |
| KENT SIMMONS 3333 BERNARD ST, BAKERSFIELD, CA 93306 | Board Member | 0 | $0 |
| TOM GARNER 333 BERNARD ST, BAKERSFIELD, CA 93306 | Board Member | 0 | $0 |
| ED OSBORNE 3333 BERNARD ST, BAKERSFIELD, CA 93306 | Board Member | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN OWENS MD 5000 DOTSON AVENUE, BAKERSFIELD, CA 93301 | PRESIDENT | 0 | $0 |
| CHRIS EBENEZER 3333 BERNARD ST, BAKERSFIELD, CA 93306 | Principal | 0 | $0 |
| KEN GIBB 12714 CATTLE KING DRIVE, BAKERSFIELD, CA 93306 | Treasurer | 0 | $0 |
| BEVERLY PHILIPS-HOWELL 1834 CHEVY CHASE WAY, BAKERSFIELD, CA 93306 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5000 DOTSON ST, BAKERSFIELD, CA 93308-4874
- Signed the 990-PF
- JOHN OWENS MD, President
- Return prepared by
- Andrea R Hill CPA AAC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0055527 or by the name MARILYN B OSBORNE MEMORIAL FUND INC.
- 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
- 77-0055527
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $417,249
- Income (IRS master file)
- $261,319
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $26,617 | $4,545 | $417,249 | XML |
| 990-PF | December 2023 | $128,420 | $24,167 | $395,177 | 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 77-0055527).
Questions about MARILYN B OSBORNE MEMORIAL FUND INC
- What is the EIN of MARILYN B OSBORNE MEMORIAL FUND INC?
- The employer identification number (EIN) of MARILYN B OSBORNE MEMORIAL FUND INC is 77-0055527.
- Is MARILYN B OSBORNE MEMORIAL FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to MARILYN B OSBORNE MEMORIAL FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARILYN B OSBORNE MEMORIAL FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARILYN B OSBORNE MEMORIAL FUND INC 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 MARILYN B OSBORNE MEMORIAL FUND INC 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 MARILYN B OSBORNE MEMORIAL FUND INC?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does MARILYN B OSBORNE MEMORIAL FUND INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $26,617, expenses of $4,545 and total assets of $417,249 at year end.
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