Nonprofit · EIN 87-2907153
NANCY NEFFSON AND WETMORE FAMILY FOUNDATION
Tax-exempt · LA MESA, CA 91942
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF (amended) | $67,966 | $366,647 | -$298,681 | $10,251,034 | $3,199,726 | $7,051,308 |
| December 31, 2023 | 990-PF | $7,280,857 | $245,359 | $7,035,498 | $7,119,634 | $84,135 | $7,035,499 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $67,966
Expenses
- Grants and similar amounts paid
- $114,490
- Compensation of officers, directors and key employees
- $181,337
- Disbursements for charitable purposes
- $316,217
- Excise tax on investment income
- $244
Balance sheet and other
- Total assets, start of year
- $7,119,634
- Total assets, end of year
- $10,251,034
- Total liabilities, end of year
- $3,199,726
- Net assets, end of year
- $7,051,308
- Fair market value of assets
- $10,251,034
- Qualifying distributions
- $316,217
- Net investment income
- $67,966
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLEY JONES 8697 LA MESA BLVD C-102, LA MESA, CA 91942 | President | 40 | $150,000 | $31,337 |
| DIANE NEFFSON 8697 LA MESA BLVD C-102, LA MESA, CA 91942 | Director | 1 | $0 | – |
| SYDNEY PIDGEON 8697 LA MESA BLVD C-102, LA MESA, CA 91942 | Director | 1 | $0 | – |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kimberley Jones 8697 La Mesa Blvd C102, La Mesa, CA 91942 | President | 30 | $100,000 |
| Kimberley Jones 8697 La Mesa Blvd Ste C-102, La Mesa, CA 91942 | President Highest-paid employee | 30 | $100,000 |
| Diane Neffson 8697 La Mesa Blvd C102, La Mesa, CA 91942 | Director | 1 | $0 |
| Sydney Pidgeon 8697 La Mesa Blvd C102, La Mesa, CA 91942 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4940 ROSEHEDGE DR, LA MESA, CA 91942-9519
- In care of
- % KIMBERLEY JONES
- Signed the 990-PF
- KIMBERLEY JONES, President
- Phone
- (619) 246-4031
- Website
- KINSHIPFUND.COM
- Return prepared by
- Leaf & Cole LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 87-2907153 or by the name NANCY NEFFSON AND WETMORE FAMILY 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 | Not 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
- 87-2907153
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,251,034
- Income (IRS master file)
- $97,252
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $67,966 | $366,647 | $10,251,034 | XML |
| 990-PF | December 2023 | $7,280,857 | $245,359 | $7,119,634 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-2907153).
Questions about NANCY NEFFSON AND WETMORE FAMILY FOUNDATION
- What is the EIN of NANCY NEFFSON AND WETMORE FAMILY FOUNDATION?
- The employer identification number (EIN) of NANCY NEFFSON AND WETMORE FAMILY FOUNDATION is 87-2907153.
- Is NANCY NEFFSON AND WETMORE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to NANCY NEFFSON AND WETMORE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NANCY NEFFSON AND WETMORE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NANCY NEFFSON AND WETMORE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NANCY NEFFSON AND WETMORE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NANCY NEFFSON AND WETMORE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $150,000 (KIMBERLEY JONES, President).
- How much revenue does NANCY NEFFSON AND WETMORE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $67,966, expenses of $366,647 and total assets of $10,251,034 at year end.
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All nonprofits in LA MESA · California · Philanthropy, voluntarism and grantmaking foundations