Nonprofit · EIN 86-1048021
THE PLESS FOUNDATION
Tax-exempt · LYNDEN, WA 98264
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $322,260 | $403,721 | -$81,461 | $2,402,422 | $3,316 | $2,399,106 |
| November 30, 2023 | 990-PF | $197,743 | $257,622 | -$59,879 | $2,482,230 | $1,663 | $2,480,567 |
| November 30, 2022 | 990-PF (amended) | -$84,969 | $232,231 | -$317,200 | $2,540,697 | $251 | $2,540,446 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $111,179
- Net gain from sales of assets
- $211,081
Expenses
- Grants and similar amounts paid
- $320,000
- Disbursements for charitable purposes
- $320,000
- Excise tax on investment income
- $3,316
Balance sheet and other
- Total assets, start of year
- $2,482,230
- Total assets, end of year
- $2,402,422
- Total liabilities, end of year
- $3,316
- Net assets, end of year
- $2,399,106
- Fair market value of assets
- $4,134,557
- Qualifying distributions
- $320,000
- Net investment income
- $322,260
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE PLESS 4556 S SAGINAW HILL DR, TUCSON, AZ 85746 | PRESIDENT | 3 | $0 |
| JANE A BURRILL 1000 RACINE ST, BELLINGHAM, WA 98229 | DIRECTOR | 1 | $0 |
| JERRY BERNARD 1642 W EVANS DE, PHOENIX, AZ 85023 | DIRECTOR | 1 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE PLESS 4556 S SAGINAW HILL DR, TUCSON, AZ 85746 | PRESIDENT | 3 | $0 |
| JANE A BURRILL 1000 RACINE ST, BELLINGHAM, WA 98229 | DIRECTOR | 1 | $0 |
| JERRY BERNARD 1642 W EVANS DE, PHOENIX, AZ 85023 | DIRECTOR | 1 | $0 |
990-PF for the year ended November 30, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE PLESS 4556 S SAGINAW HILL DR, TUCSON, AZ 85746 | PRESIDENT | 3 | $0 |
| JANE A BURRILL 1000 RACINE ST, BELLINGHAM, WA 98229 | DIRECTOR | 1 | $0 |
| JERRY BERNARD 1642 W EVANS DE, PHOENIX, AZ 85023 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 708, LYNDEN, WA 98264-0708
- In care of
- % ANN FAWCETT PLESS
- Signed the 990-PF
- JANE BURRILL, DIRECTOR
- Phone
- (520) 730-4383
- Website
- www.plessfoundation.org
- Return prepared by
- PADGETT & PADGETT PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-1048021
- 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
- 2002
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $2,402,422
- Income (IRS master file)
- $610,534
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $322,260 | $403,721 | $2,402,422 | XML |
| 990-PF | November 2023 | $197,743 | $257,622 | $2,482,230 | XML |
| 990-PF | November 2022 | -$84,969 | $232,231 | $2,540,697 | XML |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 86-1048021).
Questions about THE PLESS FOUNDATION
- What is the EIN of THE PLESS FOUNDATION?
- The employer identification number (EIN) of THE PLESS FOUNDATION is 86-1048021.
- Is THE PLESS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THE PLESS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE PLESS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE PLESS FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE PLESS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of THE PLESS FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE PLESS FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $322,260, expenses of $403,721 and total assets of $2,402,422 at year end.
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