Nonprofit · EIN 81-4275465
CAROL M PENN FAMILY FOUNDATION
Tax-exempt · BELMONT, CA 94002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $115 | $46,518 | -$46,403 | $276,542 | $0 | $276,542 |
| December 31, 2024 | 990-PF | $126 | $45,855 | -$45,729 | $322,947 | $0 | $322,947 |
| December 31, 2023 | 990-PF | $145 | $33,490 | -$33,345 | $368,678 | $0 | $368,678 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Interest
- $115
Expenses
- Grants and similar amounts paid
- $42,625
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $42,625
- Excise tax on investment income
- $2
Balance sheet and other
- Total assets, start of year
- $322,947
- Total assets, end of year
- $276,542
- Total liabilities, end of year
- $0
- Net assets, end of year
- $276,542
- Fair market value of assets
- $276,542
- Qualifying distributions
- $42,625
- Net investment income
- $115
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL M PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | PRESIDENT AND DIRECTOR | 0.5 | $0 |
| LAURENCE E PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | VICE PRESIDENT AND DIRECTO | 0.5 | $0 |
| JONATHAN A PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | SECRETARY, TREASURER, & VI | 0.5 | $0 |
| VALERIE A PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | VICE PRESIDENT | 0.5 | $0 |
| GREGORY E PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | VICE PRESIDENT | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL M PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | PRESIDENT AND DIRECTOR | 0.5 | $0 |
| LAURENCE E PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | VICE PRESIDENT AND DIRECTO | 0.5 | $0 |
| JONATHAN A PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | SECRETARY, TREASURER, & VI | 0.5 | $0 |
| VALERIE A PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | VICE PRESIDENT | 0.5 | $0 |
| GREGORY E PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | VICE PRESIDENT | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL M PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | PRESIDENT AND DIRECTOR | 0.5 | $0 |
| LAURENCE E PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | VICE PRESIDENT AND DIRECTO | 0.5 | $0 |
| JONATHAN A PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | SECRETARY, TREASURER, & VI | 0.5 | $0 |
| VALERIE A PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | VICE PRESIDENT | 0.5 | $0 |
| GREGORY E PENN 1010 NOTRE DAME AVE, BELMONT, CA 94002 | VICE PRESIDENT | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1010 NOTRE DAME AVE, BELMONT, CA 94002-1837
- In care of
- % JONATHAN A PENN
- Signed the 990-PF
- JONATHAN PENN, TREASURER
- Phone
- (650) 544-7270
- Return prepared by
- SILVERMAN KRANTZ & PORTER
California records
California keeps its own records of charities and corporations. Search them by EIN 81-4275465 or by the name CAROL M PENN 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 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 | 990-PF 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
- 81-4275465
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $276,542
- Income (IRS master file)
- $115
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $115 | $46,518 | $276,542 | XML |
| 990-PF | December 2024 | $126 | $45,855 | $322,947 | XML |
| 990-PF | December 2023 | $145 | $33,490 | $368,678 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 81-4275465).
Questions about CAROL M PENN FAMILY FOUNDATION
- What is the EIN of CAROL M PENN FAMILY FOUNDATION?
- The employer identification number (EIN) of CAROL M PENN FAMILY FOUNDATION is 81-4275465.
- Is CAROL M PENN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to CAROL M PENN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROL M PENN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROL M PENN FAMILY FOUNDATION 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 CAROL M PENN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CAROL M PENN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CAROL M PENN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $115, expenses of $46,518 and total assets of $276,542 at year end.
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All nonprofits in BELMONT · California · Philanthropy, voluntarism and grantmaking foundations