Nonprofit · EIN 83-2774342
CAPROCK PARTNERS GIVING FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,370,637 | $1,327,103 | $43,534 | $5,719,124 | $0 | $5,719,124 |
| December 31, 2023 | 990-PF | $2,999,103 | $597,310 | $2,401,793 | $5,676,478 | $888 | $5,675,590 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,177,572
- Interest
- $193,065
Expenses
- Grants and similar amounts paid
- $1,265,846
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,308,807
- Excise tax on investment income
- $2,684
Balance sheet and other
- Total assets, start of year
- $5,676,478
- Total assets, end of year
- $5,719,124
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,719,124
- Fair market value of assets
- $5,719,124
- Qualifying distributions
- $1,308,807
- Net investment income
- $193,065
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 |
|---|---|---|---|
| JONATHAN PHARRIS 1300 DOVE STREET STE 200, NEWPORT BEACH, CA 92660 | PRESIDENT AND DIRECTOR | 0.1 | $0 |
| PATRICK DANIELS 1300 DOVE STREET STE 200, NEWPORT BEACH, CA 92660 | SECRETARY | 0.1 | $0 |
| JAMES GILL 1300 DOVE STREET STE 200, NEWPORT BEACH, CA 92660 | TREASURER | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN PHARRIS 1300 DOVE STREET STE 200, NEWPORT BEACH, CA 92660 | PRESIDENT AND DIRECTOR | 0.1 | $0 |
| PATRICK DANIELS 1300 DOVE STREET STE 200, NEWPORT BEACH, CA 92660 | SECRETARY | 0.1 | $0 |
| JAMES GILL 1300 DOVE STREET STE 200, NEWPORT BEACH, CA 92660 | TREASURER | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 DOVE ST STE 200, NEWPORT BEACH, CA 92660-2426
- In care of
- % JAMES GILL
- Signed the 990-PF
- PATRICK DANIELS, SECRETARY
- Phone
- (949) 342-8000
- Return prepared by
- ERNST & YOUNG US LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 83-2774342 or by the name CAPROCK PARTNERS GIVING 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
- 83-2774342
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $5,719,124
- Income (IRS master file)
- $1,370,637
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,370,637 | $1,327,103 | $5,719,124 | IRS |
| 990-PF | December 2023 | $2,999,103 | $597,310 | $5,676,478 | 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 83-2774342).
Questions about CAPROCK PARTNERS GIVING FOUNDATION
- What is the EIN of CAPROCK PARTNERS GIVING FOUNDATION?
- The employer identification number (EIN) of CAPROCK PARTNERS GIVING FOUNDATION is 83-2774342.
- Is CAPROCK PARTNERS GIVING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to CAPROCK PARTNERS GIVING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAPROCK PARTNERS GIVING FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAPROCK PARTNERS GIVING 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 CAPROCK PARTNERS GIVING 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 CAPROCK PARTNERS GIVING FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does CAPROCK PARTNERS GIVING FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,370,637, expenses of $1,327,103 and total assets of $5,719,124 at year end.
Other nonprofits in NEWPORT BEACH
- HMTS INC EIN 45-3583707 · last filed 990 for 2024
- THE PIMCO FOUNDATION EIN 33-0891470 · last filed 990 for 2024
- PATRICK F CADIGAN FAMILY FOUNDATION EIN 33-0930701 · last filed 990-PF for 2024
- DEVTO SUPPORT FOUNDATION EIN 45-4575736 · last filed 990 for 2024
- TARSADIA FOUNDATION EIN 33-0879062 · last filed 990-PF for 2024
- THE JAMES AND GLENYS SLAVIK FAMILY FOUNDATION EIN 33-0938918 · last filed 990-PF for 2025
- VERONICA AND HENRY BIALER CHARITABLE FOUNDATION INC EIN 33-3271804 · last filed 990-PF for 2025
- J W AND SANDRA L MITCHELL FOUNDATION EIN 81-2945933 · last filed 990-PF for 2024
All nonprofits in NEWPORT BEACH · California · Philanthropy, voluntarism and grantmaking foundations