Nonprofit · EIN 77-0559956
CARROLL FAMILY CHARIABLE FOUNDATION
Tax-exempt · CARMEL, CA 93921
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $35,296 | $39,789 | -$4,493 | $335,862 | $0 | $335,862 |
| December 31, 2023 | 990-PF | $29,308 | $38,830 | -$9,522 | $340,355 | $0 | $340,355 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $29,947
- Interest
- $182
- Net gain from sales of assets
- $5,167
Expenses
- Grants and similar amounts paid
- $37,000
- Disbursements for charitable purposes
- $39,789
- Excise tax on investment income
- $491
Balance sheet and other
- Total assets, start of year
- $340,355
- Total assets, end of year
- $335,862
- Total liabilities, end of year
- $0
- Net assets, end of year
- $335,862
- Fair market value of assets
- $1,036,977
- Qualifying distributions
- $39,789
- Net investment income
- $35,296
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 |
|---|---|---|---|
| JAMES M CARROLL 27750 LEE ROAD, McARTHUR, CA 96056 | CEO | 0 | $0 |
| ROBERT J CARROLL 27177 Prado Del Sol, CARMEL, CA 93923 | Vice President | 0 | $0 |
| SHARON I CARROLL 27750 LEE ROAD, McARTHUR, CA 96056 | Vice President | 0 | $0 |
| PAMELA R SHEPPARD 7965 CARMEL VALLEY ROAD, CARMEL VALLEY, CA 93923 | Secretary/Treas | 0.65 | $0 |
| DAVID M CARROLL 3990 WALLACE ROAD, SANTA ROSA, CA 95404 | Vice President | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M CARROLL 27750 LEE ROAD, McARTHUR, CA 96056 | CEO | 0 | $0 |
| ROBERT J CARROLL 27177 Prado Del Sol, CARMEL, CA 93923 | Vice President | 0 | $0 |
| SHARON I CARROLL 27750 LEE ROAD, McARTHUR, CA 96056 | Vice President | 0 | $0 |
| PAMELA R SHEPPARD 7965 CARMEL VALLEY ROAD, CARMEL VALLEY, CA 93923 | Secretary/Treas | 0.65 | $0 |
| DAVID M CARROLL 3990 WALLACE ROAD, SANTA ROSA, CA 95404 | Vice President | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 746, CARMEL, CA 93921-0746
- In care of
- % EDWARD J QUINNAN III
- Signed the 990-PF
- PAMELA R SHEPPARD, Secretary/Treas
- Phone
- (831) 625-6930
- Return prepared by
- Finn & Cohen CPAs APC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0559956 or by the name CARROLL FAMILY CHARIABLE 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 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
- 77-0559956
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $335,862
- Income (IRS master file)
- $38,172
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $35,296 | $39,789 | $335,862 | XML |
| 990-PF | December 2023 | $29,308 | $38,830 | $340,355 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 77-0559956).
Questions about CARROLL FAMILY CHARIABLE FOUNDATION
- What is the EIN of CARROLL FAMILY CHARIABLE FOUNDATION?
- The employer identification number (EIN) of CARROLL FAMILY CHARIABLE FOUNDATION is 77-0559956.
- Is CARROLL FAMILY CHARIABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CARROLL FAMILY CHARIABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARROLL FAMILY CHARIABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARROLL FAMILY CHARIABLE 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 CARROLL FAMILY CHARIABLE 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 CARROLL FAMILY CHARIABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does CARROLL FAMILY CHARIABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $35,296, expenses of $39,789 and total assets of $335,862 at year end.
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All nonprofits in CARMEL · California · Philanthropy, voluntarism and grantmaking foundations