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Nonprofit · EIN 84-4405220

ZUEST FAMILY FOUNDATION

Tax-exempt · BONSALL, CA 92003

Financials

$601K$267K2023$50K$421K2024$140K$302K2025
Revenue Expenses · by fiscal year end
Financials of ZUEST FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$140,345$301,604-$161,259$1,049,097$0$1,049,097
December 31, 2024990-PF$50,486$420,533-$370,047$1,207,786$1,681$1,206,105
December 31, 2023990-PF$601,367$266,834$334,533$1,576,152$0$1,576,152
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$49,702
Net gain from sales of assets
$90,643

Expenses

Grants and similar amounts paid
$280,000
Compensation of officers, directors and key employees
$7,400
Disbursements for charitable purposes
$283,562
Excise tax on investment income
$1,827

Balance sheet and other

Total assets, start of year
$1,207,786
Total assets, end of year
$1,049,097
Total liabilities, end of year
$0
Net assets, end of year
$1,049,097
Fair market value of assets
$1,427,211
Qualifying distributions
$283,562
Net investment income
$140,345

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.

NameTitleHours / weekCompensation
DANIELLE JAMES
6011 VILLA MEDICI, BONSALL, CA 92003
FOUNDATION MANAGER1.5$7,400
MICHELLE ZUEST
6011 VILLA MEDICI, BONSALL, CA 92003
CHIEF FINANCIAL OFFICER0.25$0
PAUL ZUEST
6011 VILLA MEDICI, BONSALL, CA 92003
PRESIDENT0.25$0
GARRETT ZUEST
6011 VILLA MEDICI, BONSALL, CA 92003
SECRETARY0.25$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
MICHELLE ZUEST
6011 VILLA MEDICI, BONSALL, CA 92003
CHIEF FINANCIAL OFFICER0.25$0
PAUL ZUEST
6011 VILLA MEDICI, BONSALL, CA 92003
PRESIDENT0.25$0
GARRETT ZUEST
6011 VILLA MEDICI, BONSALL, CA 92003
SECRETARY0.25$0
DANIELLE JAMES
6011 VILLA MEDICI, BONSALL, CA 92003
FOUNDATION MANAGER0.25$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Danielle James
6011 Villa Medici, Bonsall, CA 92003
Foundation Manager0.25$3,960
Michelle Zuest
6011 Villa Medici, Bonsall, CA 92003
Chief Financial Officer0.25$0
Paul Zuest
6011 Villa Medici, Bonsall, CA 92003
President0.25$0
Garrett Zuest
6011 Villa Medici, Bonsall, CA 92003
Secretary0.25$0

Address and contacts

Address (IRS master file)
6011 VILLA MEDICI, BONSALL, CA 92003-6222
In care of
% MICHELLE ZUEST
Signed the 990-PF
MICHELLE ZUEST, CFO
Phone
(760) 715-7744
Return prepared by
LEVITZACKS

California records

California keeps its own records of charities and corporations. Search them by EIN 84-4405220 or by the name ZUEST FAMILY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-4405220
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,049,097
Income (IRS master file)
$140,345

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$140,345$301,604$1,049,097IRS
990-PFDecember 2024$50,486$420,533$1,207,786XML
990-PFDecember 2023$601,367$266,834$1,576,152XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 84-4405220).

Questions about ZUEST FAMILY FOUNDATION

What is the EIN of ZUEST FAMILY FOUNDATION?
The employer identification number (EIN) of ZUEST FAMILY FOUNDATION is 84-4405220.
Is ZUEST FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to ZUEST FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ZUEST FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ZUEST FAMILY 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 ZUEST FAMILY 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 ZUEST FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $7,400 (DANIELLE JAMES, FOUNDATION MANAGER).
How much revenue does ZUEST FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $140,345, expenses of $301,604 and total assets of $1,049,097 at year end.

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