Nonprofit · EIN 77-0138294
THE JUDITH MCBEAN FOUNDATION
Also known as JUDITH MCBEAN TTEE
Tax-exempt · CARMEL, CA 93922
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $246,432 | $315,692 | -$69,260 | $3,191,109 | $0 | $3,191,109 |
| September 30, 2024 | 990-PF | $135,970 | $254,875 | -$118,905 | $3,260,369 | $0 | $3,260,369 |
| September 30, 2023 | 990-PF | $135,099 | $213,923 | -$78,824 | $3,378,901 | $0 | $3,378,901 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $125,969
- Dividends
- $119,328
- Net gain from sales of assets
- $1,135
Expenses
- Grants and similar amounts paid
- $278,500
- Disbursements for charitable purposes
- $301,779
- Excise tax on investment income
- $1,481
Balance sheet and other
- Total assets, start of year
- $3,260,369
- Total assets, end of year
- $3,191,109
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,191,109
- Fair market value of assets
- $4,229,873
- Qualifying distributions
- $301,779
- Net investment income
- $120,463
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Green PO Box 221818, Carmel, CA 93922 | Trustee | 2 | $0 |
| Natasha Hunt PO Box 221818, Carmel, CA 93922 | President | 5 | $0 |
| Robin Lane PO Box 221818, Carmel, CA 93922 | Secretary | 2 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Green PO Box 221818, Carmel, CA 93922 | Trustee | 2 | $0 |
| Natasha Hunt PO Box 221818, Carmel, CA 93922 | President | 5 | $0 |
| Robin Lane PO Box 221818, Carmel, CA 93922 | Secretary | 2 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL GREEN PO BOX 221818, CARMEL, CA 93922 | TRUSTEE | 2 | $0 |
| NATASHA HUNT PO BOX 221818, CARMEL, CA 93922 | PRESIDENT | 5 | $0 |
| ROBIN LANE PO BOX 221818, CARMEL, CA 93922 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 221818, CARMEL, CA 93922-1818
- Signed the 990-PF
- Natasha Hunt, President
- Phone
- (831) 915-7289
- Return prepared by
- Fontanello Duffield & Otake LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 77-0138294
- 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
- 1987
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,191,109
- Income (IRS master file)
- $447,432
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $135,099 | $213,923 | $3,378,901 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about THE JUDITH MCBEAN FOUNDATION
- What is the EIN of THE JUDITH MCBEAN FOUNDATION?
- The employer identification number (EIN) of THE JUDITH MCBEAN FOUNDATION is 77-0138294.
- Is THE JUDITH MCBEAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to THE JUDITH MCBEAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JUDITH MCBEAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JUDITH MCBEAN FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JUDITH MCBEAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of THE JUDITH MCBEAN FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE JUDITH MCBEAN FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $246,432, expenses of $315,692 and total assets of $3,191,109 at year end.
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