Nonprofit · EIN 77-0556704
BRUCE & MARILYN WALLACE FOUNDATION
Tax-exempt · WOODLAND HLS, CA 91367
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $366,123 | $419,997 | -$53,874 | $5,373,443 | $0 | $5,373,443 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $110,030
- Dividends
- $10,688
- Interest
- $31,580
- Net gain from sales of assets
- $198,193
- Other income
- $15,632
Expenses
- Grants and similar amounts paid
- $363,491
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $365,991
- Excise tax on investment income
- $3,046
Balance sheet and other
- Total assets, start of year
- $5,380,349
- Total assets, end of year
- $5,373,443
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,373,443
- Fair market value of assets
- $448,379
- Qualifying distributions
- $365,991
- Net investment income
- $256,093
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 |
|---|---|---|---|
| ELIZABETH WALLACE 644 SAN BENITO, LOS GATOS, CA 95030 | DIRECTOR, CEO | 0 | $0 |
| BENJAMIN WALLACE 5531 30TH PLACE NW, WASHINGTON, DC 20015 | DIRECTOR, CFO | 0 | $0 |
| ALISSA WALLACE 804 DALY, OJAI, CA 93023 | VICE PRESIDENT | 0 | $0 |
| CAROLYN C JENNINGS 5959 TOPANGA CYN BLVD STE 350, WOODLAND HILLS, CA 91367 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5959 TOPANGA CANYON BLVD STE 350, WOODLAND HLS, CA 91367-7551
- Signed the 990-PF
- BENJAMIN WALLACE, CFO
- Phone
- (818) 888-3030
- Return prepared by
- DELONG STANISLAWSKI & CO
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
- 77-0556704
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $5,373,443
- Income (IRS master file)
- $2,943,976
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,203,013 | $202,406 | $5,380,349 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 BRUCE & MARILYN WALLACE FOUNDATION
- What is the EIN of BRUCE & MARILYN WALLACE FOUNDATION?
- The employer identification number (EIN) of BRUCE & MARILYN WALLACE FOUNDATION is 77-0556704.
- Is BRUCE & MARILYN WALLACE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BRUCE & MARILYN WALLACE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRUCE & MARILYN WALLACE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRUCE & MARILYN WALLACE FOUNDATION 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 BRUCE & MARILYN WALLACE FOUNDATION 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 BRUCE & MARILYN WALLACE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does BRUCE & MARILYN WALLACE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $366,123, expenses of $419,997 and total assets of $5,373,443 at year end.
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