Nonprofit · EIN 81-3038533
INVESTORS PHILANTHROPIC
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $188,200 | $439,000 | -$250,800 | $7,347,437 | $0 | $7,347,437 |
| December 31, 2023 | 990 | $3,072,012 | $644,407 | $2,427,605 | $7,578,309 | $0 | $7,578,309 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $517,533
- Program service revenue
- $27,891
- Investment income
- -$306,488
- Net gain from sales of assets
- -$1,540,901
- Net income from fundraising events
- -$50,736
- Other revenue
- -$50,736
Expenses
- Grants and similar amounts paid
- $395,376
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $7,090
- Accounting fees
- $6,780
- Program services (functional)
- $408,866
- Management and general (functional)
- $28,448
- Fundraising (functional)
- $1,686
Balance sheet and other
- Total assets, start of year
- $7,578,309
- Total assets, end of year
- $7,347,437
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,347,437
- Publicly traded securities
- $933,786
- Net assets without donor restrictions
- $7,347,437
- Gross receipts
- $1,812,980
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2016
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT O HILL | CEO Trustee or director, Officer | 5 | $0 |
| ALAIN O'CONNOR | CFO Trustee or director, Officer | 1 | $0 |
| VALENTINA KHAN | MANAGING DIRECTOR Trustee or director, Officer | 40 | $0 |
| STEVE ABRAHAM | COO Officer | 10 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT O HILL | CEO Trustee or director, Officer | 5 | $0 |
| ALAIN O'CONNOR | CFO Trustee or director, Officer | 1 | $0 |
| VALENTINA KHAN | MANAGING DIRECTOR Trustee or director, Officer | 40 | $0 |
| STEVE ABRAHAM | COO Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1 UPPER NEWPORT PLZ, NEWPORT BEACH, CA 92660-2630
- In care of
- % VALENTINA KAHN
- Principal officer (990 for 2024)
- ROBERT O HILL, ONE UPPER NEWPORT PLAZA, NEWPORT BEACH, CA 92660
- Signed the 990
- VALENTINA KHAN, MANAGING DIRECTOR
- Phone
- (714) 478-3494
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 81-3038533 or by the name INVESTORS PHILANTHROPIC.
- 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)
Mission
INVESTORS PHILANTHROPIC DOES GOOD AND MAKES GOOD BY BRINGING THE JOY OF GIVING TO MILLIONS WITH HIGH TOUCH, WHITE GLOVE, AND MORE EFFECTIVE METHODS FOR DONORS TO MAKE AND MANAGE THEIR CONTRIBUTIONS TO THE CHARITABLE CAUSES THEY ARE PASSIONATE ABOUT.
Program accomplishments
- 100 COMPANIES THAT CARE (100CTC.ORG) AND DONOR ADVISED FUNDS - PROVIDED A MORE FLEXIBLE WAY FOR DONORS, INCLUDING THOSE WHO WANT TO GIVE NONCASH ASSETS, TO SUPPORT THEIR CHOSEN PUBLIC CHARITIES WITH IMPACT INVESTING OVER TIME THROUGH THE USE OF DONOR ADVISED FUNDS. THIS ALSO INCLUDED UNLOCKING THE POWER OF GIVING BY CONNECTING ORANGE COUNTY BUSINESSES TO MAXIMIZE CORPORATE GIVING IN OUR COMMUNITIES, PRIMARILY THROUGH 100CTC.ORG, AS WE BELIEVE EVERY COMPANY HAS A ROLE TO PLAY IN GIVING BACK AND THE WHOLE IS GREATER THAN THE SUM OF ITS PARTS, WHICH IS WHY WE PROMOTE SOCIAL RESPONSIBILITY BY BRINGING BUSINESSES TOGETHER WITH PUBLIC CHARITIES (FOCUSING ON ORGANIZATIONS THAT CREATE THE LARGEST IMPACT) ON AT LEAST A QUARTERLY BASIS TO HARNESS OUR COLLECTIVE SYNERGY AND REPORT ON THE IMPACT THE RECOGNIZED PUBLIC CHARITIES HAVE HAD IN OUR COMMUNITIES.Expenses $408,866 · grants $395,376 · revenue $27,891
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-3038533
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $7,347,437
- Income (IRS master file)
- $1,812,980
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $188,200 | $439,000 | $7,347,437 | IRS |
| 990 | December 2023 | $3,072,012 | $644,407 | $7,578,309 | XML |
| 990 | December 2022 | $630,504 | $433,445 | $5,146,617 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | 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 81-3038533).
Questions about INVESTORS PHILANTHROPIC
- What is the EIN of INVESTORS PHILANTHROPIC?
- The employer identification number (EIN) of INVESTORS PHILANTHROPIC is 81-3038533.
- Is INVESTORS PHILANTHROPIC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to INVESTORS PHILANTHROPIC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INVESTORS PHILANTHROPIC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INVESTORS PHILANTHROPIC 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 INVESTORS PHILANTHROPIC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INVESTORS PHILANTHROPIC?
- The 990 for the year ended December 31, 2024 names ROBERT O HILL.
- Who are the officers and directors of INVESTORS PHILANTHROPIC?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does INVESTORS PHILANTHROPIC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $188,200, expenses of $439,000 and total assets of $7,347,437 at year end.
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All nonprofits in NEWPORT BEACH · California · Philanthropy, voluntarism and grantmaking foundations