Nonprofit · EIN 85-2237636
JINNIE K SIMONSEN AND JOHN V CARBONE FOUNDATION
Tax-exempt · TIBURON, CA 94920
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $263,926 | $275,707 | -$11,781 | $1,440,281 | $52,386 | $1,387,895 |
| December 31, 2024 | 990-PF | $1,727,877 | $357,380 | $1,370,497 | $1,508,502 | $108,826 | $1,399,676 |
| December 31, 2023 | 990-PF | $45,944 | $55,716 | -$9,772 | $59,869 | $30,690 | $29,179 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $25,000
- Dividends
- $3,514
- Net gain from sales of assets
- $235,412
Expenses
- Grants and similar amounts paid
- $247,820
- Disbursements for charitable purposes
- $273,684
- Excise tax on investment income
- $3,293
Balance sheet and other
- Total assets, start of year
- $1,508,502
- Total assets, end of year
- $1,440,281
- Total liabilities, end of year
- $52,386
- Net assets, end of year
- $1,387,895
- Fair market value of assets
- $11,530,879
- Qualifying distributions
- $273,684
- Net investment income
- $238,926
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 |
|---|---|---|---|
| Jinnie K Simonsen 14 Indian Rock Court, Tiburon, CA 94920 | President & CEO | 0 | $0 |
| John V Carbone 14 Indian Rock Court, Tiburon, CA 94920 | Vice President | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jinnie K Simonsen 14 Indian Rock Court, Tiburon, CA 94920 | President & CEO | 0 | $0 |
| John V Carbone 14 Indian Rock Court, Tiburon, CA 94920 | Vice President | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jinnie K Simonsen 14 Indian Rock Court, Tiburon, CA 94920 | President & CEO | 0 | $0 |
| John V Carbone 14 Indian Rock Court, Tiburon, CA 94920 | Vice President | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 14 INDIAN ROCK CT, TIBURON, CA 94920-2084
- Signed the 990-PF
- Jinnie K Simonsen, President & CEO
- Phone
- (415) 292-2424
- Return prepared by
- Lapidos Leung & Francis Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 85-2237636 or by the name JINNIE K SIMONSEN AND JOHN V CARBONE 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
- 85-2237636
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Medical research (H30)
- Assets (IRS master file)
- $1,440,281
- Income (IRS master file)
- $322,554
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $263,926 | $275,707 | $1,440,281 | XML |
| 990-PF | December 2024 | $1,727,877 | $357,380 | $1,508,502 | XML |
| 990-PF | December 2023 | $45,944 | $55,716 | $59,869 | 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 85-2237636).
Questions about JINNIE K SIMONSEN AND JOHN V CARBONE FOUNDATION
- What is the EIN of JINNIE K SIMONSEN AND JOHN V CARBONE FOUNDATION?
- The employer identification number (EIN) of JINNIE K SIMONSEN AND JOHN V CARBONE FOUNDATION is 85-2237636.
- Is JINNIE K SIMONSEN AND JOHN V CARBONE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to JINNIE K SIMONSEN AND JOHN V CARBONE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JINNIE K SIMONSEN AND JOHN V CARBONE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JINNIE K SIMONSEN AND JOHN V CARBONE 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 JINNIE K SIMONSEN AND JOHN V CARBONE 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 JINNIE K SIMONSEN AND JOHN V CARBONE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JINNIE K SIMONSEN AND JOHN V CARBONE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $263,926, expenses of $275,707 and total assets of $1,440,281 at year end.
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