Nonprofit · EIN 82-3316453
OSPREYTREE FOUNDATION
Also known as MARILYN P SUTTON TTEE
Tax-exempt · CORONA DL MAR, CA 92625
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $1,348,013 | $447,758 | $900,255 | $6,290,193 | $0 | $6,290,193 |
| May 31, 2024 | 990-PF | $1,207,477 | $336,803 | $870,674 | $5,389,938 | $0 | $5,389,938 |
| May 31, 2023 | 990-PF | $106,045 | $364,568 | -$258,523 | $4,519,264 | $0 | $4,519,264 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $1,000,000
- Dividends
- $169,541
- Net gain from sales of assets
- $173,676
- Other income
- $4,796
Expenses
- Grants and similar amounts paid
- $376,587
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $396,991
- Excise tax on investment income
- $4,187
Balance sheet and other
- Total assets, start of year
- $5,389,938
- Total assets, end of year
- $6,290,193
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,290,193
- Fair market value of assets
- $7,866,791
- Qualifying distributions
- $396,991
- Net investment income
- $348,013
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARILYN SUTTON 111 SHORECLIFF RD, CORONA DEL MAR, CA 92625 | TRUSTEE | 0 | $0 |
| THOMAS SUTTON 111 SHORECLIFF RD, CORONA DEL MAR, CA 92625 | TRUSTEE | 0 | $0 |
990-PF for the year ended May 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARILYN SUTTON 111 SHORECLIFF RD, CORONA DEL MAR, CA 92625 | TRUSTEE | 0 | $0 |
| THOMAS SUTTON 111 SHORECLIFF RD, CORONA DEL MAR, CA 92625 | TRUSTEE | 0 | $0 |
990-PF for the year ended May 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARILYN SUTTON 111 SHORECLIFF RD, CORONA DEL MAR, CA 92625 | TRUSTEE | 0 | $0 |
| THOMAS SUTTON 111 SHORECLIFF RD, CORONA DEL MAR, CA 92625 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 111 SHORECLIFF RD, CORONA DL MAR, CA 92625-2646
- In care of
- % SAN PASQUAL FIDUCIARY TRUST
- Signed the 990-PF
- MARILYN SUTTON, TRUSTEE
- Phone
- (213) 452-8500
- Return prepared by
- MACIAS GINI & O'CONNELL LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-3316453
- 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
- 2018
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,290,193
- Income (IRS master file)
- $1,976,272
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $1,348,013 | $447,758 | $6,290,193 | XML |
| 990-PF | May 2024 | $1,207,477 | $336,803 | $5,389,938 | XML |
| 990-PF | May 2023 | $106,045 | $364,568 | $4,519,264 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | 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 OSPREYTREE FOUNDATION
- What is the EIN of OSPREYTREE FOUNDATION?
- The employer identification number (EIN) of OSPREYTREE FOUNDATION is 82-3316453.
- Is OSPREYTREE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to OSPREYTREE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OSPREYTREE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OSPREYTREE FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OSPREYTREE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of OSPREYTREE FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does OSPREYTREE FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $1,348,013, expenses of $447,758 and total assets of $6,290,193 at year end.
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All nonprofits in CORONA DL MAR · California · Philanthropy, voluntarism and grantmaking foundations