Skip to main content

Nonprofit · EIN 77-0341838

JOSEPH PLAN FOUNDATION INC

Tax-exempt · KENWOOD, CA 95452

Financials

$81K$143K2023$72K$236K2024
Revenue Expenses · by fiscal year end
Financials of JOSEPH PLAN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$71,889$236,211-$164,322$72,742$0$72,742
December 31, 2023990-PF$80,845$142,699-$61,854$237,064$0$237,064
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$18,280
Dividends
$5,378
Interest
$1
Other income
$46,669

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$72,067
Disbursements for charitable purposes
$101,449

Balance sheet and other

Total assets, start of year
$237,064
Total assets, end of year
$72,742
Total liabilities, end of year
$0
Net assets, end of year
$72,742
Fair market value of assets
$72,742
Qualifying distributions
$101,449
Net investment income
$5,379

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.

NameTitleHours / weekCompensation
CHARLES JOHNSON
PO BOX 280, KENWOOD, CA 95452
DIRECTOR/PRESIDENT32$36,667
WILLIAM MCCLINTOCK
PO BOX 280, KENWOOD, CA 95452
DIRECTOR/VP/TREASURER14$15,000
JOHANNA MACDONALD
PO BOX 280, KENWOOD, CA 95452
DIRECTOR/VICE PRESIDENT10$15,000
MELANIE COULTER
PO BOX 280, KENWOOD, CA 95452
DIRECTOR/SECRETARY6$5,400
WILLIAM KELLY
PO BOX 280, KENWOOD, CA 95452
DIRECTOR/VICE PRESIDENT2$0
VANDA KIM
PO BOX 280, KENWOOD, CA 95452
DIRECTOR/ASSISTANT TREASURER2$0
STANLEY KRIPPNER
PO BOX 280, KENWOOD, CA 95452
DIRECTOR2$0
MARIA RAMIREZ
PO BOX 280, KENWOOD, CA 95452
DIRECTOR2$0
FRANK NADER
PO BOX 280, KENWOOD, CA 95452
DIRECTOR2$0
DAVID MARSHALL
PO BOX 280, KENWOOD, CA 95452
DIRECTOR2$0
990-PF for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
CHARLES JOHNSON
PO BOX 280, KENWOOD, CA 95452
DIRECTOR/PRESIDENT32$24,000
WILLIAM MCCLINTOCK
PO BOX 280, KENWOOD, CA 95452
DIRECTOR/VP/TREASURER14$15,000
JOHANNA MACDONALD
PO BOX 280, KENWOOD, CA 95452
DIRECTOR/VICE PRESIDENT10$14,750
MELANIE COULTER
PO BOX 280, KENWOOD, CA 95452
DIRECTOR/SECRETARY6$5,400
WILLIAM KELLY
PO BOX 280, KENWOOD, CA 95452
DIRECTOR/VICE PRESIDENT2$0
BARBARA MICHAEL
PO BOX 280, KENWOOD, CA 95452
DIRECTOR2$0
STANLEY KRIPPNER
PO BOX 280, KENWOOD, CA 95452
DIRECTOR2$0
MARIA RAMIREZ
PO BOX 280, KENWOOD, CA 95452
DIRECTOR2$0
FRANK NADER
PO BOX 280, KENWOOD, CA 95452
DIRECTOR2$0
DAVID MARSHALL
PO BOX 280, KENWOOD, CA 95452
DIRECTOR2$0

Address and contacts

Address (IRS master file)
PO BOX 280, KENWOOD, CA 95452-0280
Signed the 990-PF
WILLIAM MCCLINTOCK, TREASURER
Phone
(323) 933-5591
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0341838 or by the name JOSEPH PLAN FOUNDATION INC.

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, 2026Check at the IRS
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
77-0341838
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
1993
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B64Z)
Assets (IRS master file)
$1,099,449
Income (IRS master file)
$1,477,048

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$71,889$236,211$72,742XML
990-PFDecember 2023$80,845$142,699$237,064XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 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 77-0341838).

Questions about JOSEPH PLAN FOUNDATION INC

What is the EIN of JOSEPH PLAN FOUNDATION INC?
The employer identification number (EIN) of JOSEPH PLAN FOUNDATION INC is 77-0341838.
Is JOSEPH PLAN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to JOSEPH PLAN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH PLAN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH PLAN FOUNDATION INC 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 JOSEPH PLAN FOUNDATION 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 JOSEPH PLAN FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 10 people; 4 received compensation from the organization, the highest $36,667 (CHARLES JOHNSON, DIRECTOR/PRESIDENT).
How much revenue does JOSEPH PLAN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $71,889, expenses of $236,211 and total assets of $72,742 at year end.

Other nonprofits in KENWOOD

All nonprofits in KENWOOD · California · Education