Nonprofit · EIN 83-6747329
HEDWIG S JOHANNSEN TR
Also known as ALAN HOWARD BURSON TTEE
Tax-exempt · SAN MARCOS, CA 92078
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $84,287 | $256,050 | -$171,763 | $2,243,686 | $0 | $2,243,686 |
| December 31, 2024 | 990-PF | $95,731 | $250,612 | -$154,881 | $2,415,449 | $0 | $2,415,449 |
| December 31, 2023 | 990-PF | $72,318 | $253,638 | -$181,320 | $2,566,093 | $0 | $2,566,093 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $41,091
- Interest
- $91
- Net rental income
- $24,520
- Net gain from sales of assets
- $1,580
Expenses
- Grants and similar amounts paid
- $202,395
- Compensation of officers, directors and key employees
- $34,000
- Disbursements for charitable purposes
- $202,395
- Excise tax on investment income
- $935
Balance sheet and other
- Total assets, start of year
- $2,415,449
- Total assets, end of year
- $2,243,686
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,243,686
- Fair market value of assets
- $2,921,141
- Qualifying distributions
- $202,395
- Net investment income
- $84,287
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 |
|---|---|---|---|
| Alan Burson 1545 El Paseo Drive, San Marcos, CA 92078 | Trustee | 5 | $34,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alan Burson 1545 El Paseo Drive, San Marcos, CA 92078 | Trustee | 5 | $31,100 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alan Burson 663 S Rancho Santa Fe Rd 160, San Marcos, CA 92078 | Trustee | 30 | $32,800 |
Address and contacts
- Address (IRS master file)
- 1545 EL PASEO DR, SAN MARCOS, CA 92078-5169
- Signed the 990-PF
- Alan Burson, Trustee
- Phone
- (760) 505-0887
- Return prepared by
- E3 Coastal Advisors LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 83-6747329 or by the name HEDWIG S JOHANNSEN TR.
- 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
- 83-6747329
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,243,686
- Income (IRS master file)
- $84,287
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $84,287 | $256,050 | $2,243,686 | XML |
| 990-PF | December 2024 | $95,731 | $250,612 | $2,415,449 | XML |
| 990-PF | December 2023 | $72,318 | $253,638 | $2,566,093 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 83-6747329).
Questions about HEDWIG S JOHANNSEN TR
- What is the EIN of HEDWIG S JOHANNSEN TR?
- The employer identification number (EIN) of HEDWIG S JOHANNSEN TR is 83-6747329.
- Is HEDWIG S JOHANNSEN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to HEDWIG S JOHANNSEN TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEDWIG S JOHANNSEN TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEDWIG S JOHANNSEN TR 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 HEDWIG S JOHANNSEN TR 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 HEDWIG S JOHANNSEN TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $34,000 (Alan Burson, Trustee).
- How much revenue does HEDWIG S JOHANNSEN TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $84,287, expenses of $256,050 and total assets of $2,243,686 at year end.
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