Nonprofit · EIN 77-0538603
HELEN & JACK MCCULLOUGH FAMILY FOUNDATION
Tax-exempt · SARATOGA, CA 95070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $167,832 | $95,586 | $72,246 | $1,663,379 | $0 | $1,663,379 |
| February 29, 2024 | 990-PF | $94,104 | $107,477 | -$13,373 | $1,591,133 | $0 | $1,591,133 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Dividends
- $55,575
- Net gain from sales of assets
- $112,257
Expenses
- Grants and similar amounts paid
- $92,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $92,500
- Excise tax on investment income
- $2,333
Balance sheet and other
- Total assets, start of year
- $1,591,133
- Total assets, end of year
- $1,663,379
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,663,379
- Fair market value of assets
- $2,307,343
- Qualifying distributions
- $92,500
- Net investment income
- $167,832
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jack A McCullough 20887 Michaels Drive, Saratoga, CA 95070 | Co-President | 1 | $0 |
| Joan Jordan 20887 Michaels Drive, saratoga, CA 95070 | co-President | 1 | $0 |
| Rosslynne McCullough 20887 Michaels Drive, saratoga, CA 95070 | Secretary | 1 | $0 |
| Jerry Jordan 20887 Michaels Drive, saratoga, CA 95070 | Treasurer | 1 | $0 |
990-PF for the year ended February 29, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jack A McCullough 20887 Michaels Drive, Saratoga, CA 95070 | Co-President | 1 | $0 |
| Joan Jordan 20887 Michaels Drive, saratoga, CA 95070 | co-President | 1 | $0 |
| Rosslynne McCullough 20887 Michaels Drive, saratoga, CA 95070 | Secretary | 1 | $0 |
| Jerry Jordan 20887 Michaels Drive, saratoga, CA 95070 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 20887 MICHAELS DR, SARATOGA, CA 95070-5317
- In care of
- % GRANT & GORDON LLP
- Signed the 990-PF
- Jack McCullough, Co-President
- Phone
- (408) 867-2712
- Return prepared by
- Snap Advisory Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0538603 or by the name HELEN & JACK MCCULLOUGH FAMILY FOUNDATION.
- 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0538603
- 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
- 2000
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,663,379
- Income (IRS master file)
- $167,832
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $167,832 | $95,586 | $1,663,379 | IRS |
| 990-PF | February 2024 | $94,104 | $107,477 | $1,591,133 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2020 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | 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 77-0538603).
Questions about HELEN & JACK MCCULLOUGH FAMILY FOUNDATION
- What is the EIN of HELEN & JACK MCCULLOUGH FAMILY FOUNDATION?
- The employer identification number (EIN) of HELEN & JACK MCCULLOUGH FAMILY FOUNDATION is 77-0538603.
- Is HELEN & JACK MCCULLOUGH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to HELEN & JACK MCCULLOUGH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN & JACK MCCULLOUGH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN & JACK MCCULLOUGH FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN & JACK MCCULLOUGH FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of HELEN & JACK MCCULLOUGH FAMILY FOUNDATION?
- The 990-PF for the year ended February 28, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HELEN & JACK MCCULLOUGH FAMILY FOUNDATION have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $167,832, expenses of $95,586 and total assets of $1,663,379 at year end.
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