Nonprofit · EIN 81-5412845
CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND
Tax-exempt · OAKLAND, CA 94605
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $37,381 | $35,012 | $2,369 | $621,450 | $0 | $621,450 |
| June 30, 2024 | 990-PF | $33,697 | $29,805 | $3,892 | $621,529 | $0 | $621,529 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $39,031
- Interest
- $1
- Net gain from sales of assets
- -$1,651
Expenses
- Grants and similar amounts paid
- $26,400
- Compensation of officers, directors and key employees
- $3,370
- Disbursements for charitable purposes
- $26,400
- Excise tax on investment income
- $479
Balance sheet and other
- Total assets, start of year
- $621,529
- Total assets, end of year
- $621,450
- Total liabilities, end of year
- $0
- Net assets, end of year
- $621,450
- Fair market value of assets
- $549,942
- Qualifying distributions
- $26,400
- Net investment income
- $39,032
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS KERR 13808 CAMPUS DR, OAKLAND, CA 94605 | SECRETARY/TR | 5 | $3,370 |
| DONALD GARDNER 140 BEA ROAD, RICHMOND HILL, GA 31324 | PRESIDENT | 5 | $0 |
| MICHELLE PARENT 2137 S 225 E, CLEARFIELD, UT 84015 | VICE PRESIDE | 5 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS KERR 13808 CAMPUS DR, OAKLAND, CA 94605 | SECRETARY/TR | 5 | $2,460 |
| DONALD GARDNER 140 BEA ROAD, RICHMOND HILL, GA 31324 | PRESIDENT | 5 | $0 |
| MICHELLE PARENT 2137 S 225 E, CLEARFIELD, UT 84015 | VICE PRESIDE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 13808 CAMPUS DR, OAKLAND, CA 94605-3830
- In care of
- % DOUGLAS KERR
- Signed the 990-PF
- DOUGLAS KERR, SECRETARY/TREASURER
- Phone
- (510) 418-1655
- Return prepared by
- DEOL & ASSOCIATES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 81-5412845 or by the name CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND.
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-5412845
- 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
- 2019
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $621,450
- Income (IRS master file)
- $238,422
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $37,381 | $35,012 | $621,450 | XML |
| 990-PF | June 2024 | $33,697 | $29,805 | $621,529 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 81-5412845).
Questions about CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND
- What is the EIN of CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND?
- The employer identification number (EIN) of CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND is 81-5412845.
- Is CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $3,370 (DOUGLAS KERR, SECRETARY/TR).
- How much revenue does CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $37,381, expenses of $35,012 and total assets of $621,450 at year end.
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