Nonprofit · EIN 84-3104245
DAVID W HEARST JR FOUNDATION
Tax-exempt · RCHO SANTA FE, CA 92067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,475,000 | $1,451,216 | $23,784 | $40,796 | $0 | $40,796 |
| December 31, 2024 | 990-PF | $1,375,000 | $1,450,641 | -$75,641 | $27,000 | $9,988 | $17,012 |
| December 31, 2023 | 990-PF | $1,550,000 | $1,480,431 | $69,569 | $92,653 | $0 | $92,653 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,475,000
Expenses
- Grants and similar amounts paid
- $1,250,000
- Compensation of officers, directors and key employees
- $143,601
- Disbursements for charitable purposes
- $1,451,216
Balance sheet and other
- Total assets, start of year
- $27,000
- Total assets, end of year
- $40,796
- Total liabilities, end of year
- $0
- Net assets, end of year
- $40,796
- Fair market value of assets
- $40,796
- Qualifying distributions
- $1,451,216
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 | Other / benefits |
|---|---|---|---|---|
| LUZ ROWE 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | VP PHILANTHROPY | 40 | $143,601 | $23,721 |
| DAVID W HEARST JR 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | PRESIDENT/DIRECTOR/CEO | 0.5 | $0 | $0 |
| ANTHONY ROWE 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | SECRETARY/DIRECTOR | 0.5 | $0 | $0 |
| MICHAEL LAFEVER 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | TREASURER/DIRECTOR/CFO | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LUZ ROWE 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | VP PHILANTHROPY | 40 | $142,013 | $27,410 |
| DAVID W HEARST JR 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | PRESIDENT/DIRECTOR/CEO | 0.5 | $0 | $0 |
| ANTHONY ROWE 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | SECRETARY/DIRECTOR | 0.5 | $0 | $0 |
| MICHAEL LAFEVER 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | TREASURER/DIRECTOR/CFO | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LUZ ROWE 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | VP PHILANTHROPY | 40 | $130,000 | $22,500 |
| DAVID W HEARST JR 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | PRESIDENT/DIRECTOR/CEO | 0.5 | $0 | $0 |
| ANTHONY ROWE 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | SECRETARY/DIRECTOR | 0.5 | $0 | $0 |
| MICHAEL LAFEVER 11455 EL CAMINO REAL STE 305, SAN DIEGO, CA 92130 | TREASURER/DIRECTOR/CFO | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 16950 VIA DE SANTA FE, RCHO SANTA FE, CA 92067-9600
- In care of
- % MICHAEL LAFEVER
- Signed the 990-PF
- MICHAEL LAFEVER, CFO
- Phone
- (858) 720-9831
- Return prepared by
- WINDES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 84-3104245 or by the name DAVID W HEARST JR 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 | 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
- 84-3104245
- 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 (T20)
- Assets (IRS master file)
- $40,796
- Income (IRS master file)
- $1,475,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,475,000 | $1,451,216 | $40,796 | XML |
| 990-PF | December 2024 | $1,375,000 | $1,450,641 | $27,000 | XML |
| 990-PF | December 2023 | $1,550,000 | $1,480,431 | $92,653 | 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 84-3104245).
Questions about DAVID W HEARST JR FOUNDATION
- What is the EIN of DAVID W HEARST JR FOUNDATION?
- The employer identification number (EIN) of DAVID W HEARST JR FOUNDATION is 84-3104245.
- Is DAVID W HEARST JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to DAVID W HEARST JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID W HEARST JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID W HEARST JR FOUNDATION 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 DAVID W HEARST JR FOUNDATION 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 DAVID W HEARST JR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $143,601 (LUZ ROWE, VP PHILANTHROPY).
- How much revenue does DAVID W HEARST JR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,475,000, expenses of $1,451,216 and total assets of $40,796 at year end.
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