Nonprofit · EIN 83-2838067
CAROLYN AND PETER FRIEDMAN FOUNDATION
Tax-exempt · TIBURON, CA 94920
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $370,019 | $444,076 | -$74,057 | $3,308,162 | $0 | $3,308,162 |
| December 31, 2023 | 990-PF | $289,418 | $387,360 | -$97,942 | $3,581,319 | $0 | $3,581,319 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $92,130
- Interest
- $88
- Net gain from sales of assets
- $277,801
Expenses
- Grants and similar amounts paid
- $400,524
- Compensation of officers, directors and key employees
- $36,791
- Disbursements for charitable purposes
- $444,076
- Excise tax on investment income
- $5,143
Balance sheet and other
- Total assets, start of year
- $3,581,319
- Total assets, end of year
- $3,308,162
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,308,162
- Fair market value of assets
- $4,339,413
- Qualifying distributions
- $444,076
- Net investment income
- $370,019
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 |
|---|---|---|---|
| BRIAN SWIFT 69 BEACH RD, BELVEDERE, CA 94920 | President & CEO | 8 | $24,791 |
| DAVID B BENNETT 76 MAIN ST A, TIBURON, CA 94920 | Treasurer | 4 | $8,800 |
| EINAR L ASBO 100 THORNDALE DRIVE 271, SAN RAFAEL, CA 94903 | Secretary | 2 | $800 |
| JOSHUA A THOMASSON 1940 PARK NEWPORT, NEWPORT BEACH, CA 92660 | Director | 2 | $800 |
| PETER G THOMASSON 1409 SUPERIOR AVE 1, NEWPORT BEACH, CA 92663 | Director | 2 | $800 |
| DOUG STYLES 312 ORTEGA ST, SAN FRANCISCO, CA 94122 | Director | 2 | $800 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN SWIFT 69 BEACH RD, BELVEDERE, CA 94920 | President & CEO | 8 | $24,038 |
| DAVID B BENNETT 76 MAIN ST A, TIBURON, CA 94920 | Treasurer | 4 | $7,800 |
| EINAR L ASBO 100 THORNDALE DRIVE 271, SAN RAFAEL, CA 94903 | Secretary | 2 | $800 |
| JOSHUA A THOMASSON 1940 PARK NEWPORT, NEWPORT BEACH, CA 92660 | Director | 2 | $800 |
| PETER G THOMASSON 1409 SUPERIOR AVE 1, NEWPORT BEACH, CA 92663 | Director | 2 | $800 |
| DOUG STYLES 312 ORTEGA ST, SAN FRANCISCO, CA 94122 | Director | 2 | $400 |
Address and contacts
- Address (IRS master file)
- 76 MAIN STREET STE A, TIBURON, CA 94920-2508
- In care of
- % DAVID BENNETT CPA
- Signed the 990-PF
- DAVID B BENNETT, Treasurer
- Phone
- (415) 435-5966
- Return prepared by
- David B Bennett CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 83-2838067 or by the name CAROLYN AND PETER FRIEDMAN 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
- 83-2838067
- 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 (T22)
- Assets (IRS master file)
- $3,308,162
- Income (IRS master file)
- $1,055,563
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $370,019 | $444,076 | $3,308,162 | XML |
| 990-PF | December 2023 | $289,418 | $387,360 | $3,581,319 | 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 83-2838067).
Questions about CAROLYN AND PETER FRIEDMAN FOUNDATION
- What is the EIN of CAROLYN AND PETER FRIEDMAN FOUNDATION?
- The employer identification number (EIN) of CAROLYN AND PETER FRIEDMAN FOUNDATION is 83-2838067.
- Is CAROLYN AND PETER FRIEDMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to CAROLYN AND PETER FRIEDMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROLYN AND PETER FRIEDMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROLYN AND PETER FRIEDMAN 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 CAROLYN AND PETER FRIEDMAN 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 CAROLYN AND PETER FRIEDMAN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 6 received compensation from the organization, the highest $24,791 (BRIAN SWIFT, President & CEO).
- How much revenue does CAROLYN AND PETER FRIEDMAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $370,019, expenses of $444,076 and total assets of $3,308,162 at year end.
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