Nonprofit · EIN 87-3326469
ANTHONY AND CARIE FERRY FOUNDATION
Tax-exempt · IRVINE, CA 92614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,128 | $189,654 | -$169,526 | $476,715 | $60,200 | $416,515 |
| December 31, 2024 | 990-PF | $38,456 | $350,411 | -$311,955 | $586,041 | $0 | $586,041 |
| December 31, 2023 | 990-PF | $520,629 | $322,633 | $197,996 | $897,996 | $0 | $897,996 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,128
Expenses
- Grants and similar amounts paid
- $182,904
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $185,799
- Excise tax on investment income
- $237
Balance sheet and other
- Total assets, start of year
- $586,041
- Total assets, end of year
- $476,715
- Total liabilities, end of year
- $60,200
- Net assets, end of year
- $416,515
- Fair market value of assets
- $476,715
- Qualifying distributions
- $185,799
- Net investment income
- $20,128
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 |
|---|---|---|---|
| ANTHONY FERRY 3 PARK PLAZA STE 1100, IRVINE, CA 92614 | PRESIDENT | 1 | $0 |
| CAROL JERNQUIST-FERRY 3 PARK PLAZA STE 1100, IRVINE, CA 92614 | CHIEF FINANCIAL OFFICER/SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY FERRY 3 PARK PLAZA STE 1100, IRVINE, CA 92614 | PRESIDENT | 1 | $0 |
| CAROL JERNQUIST-FERRY 3 PARK PLAZA STE 1100, IRVINE, CA 92614 | CHIEF FINANCIAL OFFICER/SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY FERRY 3 PARK PLAZA STE 1100, IRVINE, CA 92614 | PRESIDENT | 1 | $0 |
| CAROL JERNQUIST-FERRY 3 PARK PLAZA STE 1100, IRVINE, CA 92614 | CHIEF FINANCIAL OFFICER/SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3 PARK PLZ STE 1100, IRVINE, CA 92614-2592
- Signed the 990-PF
- ANTHONY FERRY, PRESIDENT
- Phone
- (949) 350-3643
- Return prepared by
- WRIGHT FORD YOUNG & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 87-3326469 or by the name ANTHONY AND CARIE FERRY 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
- 87-3326469
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $476,715
- Income (IRS master file)
- $20,128
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,128 | $189,654 | $476,715 | IRS |
| 990-PF | December 2024 | $38,456 | $350,411 | $586,041 | IRS |
| 990-PF | December 2023 | $520,629 | $322,633 | $897,996 | XML |
| 990-PF | December 2022 | – | – | – | 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 87-3326469).
Questions about ANTHONY AND CARIE FERRY FOUNDATION
- What is the EIN of ANTHONY AND CARIE FERRY FOUNDATION?
- The employer identification number (EIN) of ANTHONY AND CARIE FERRY FOUNDATION is 87-3326469.
- Is ANTHONY AND CARIE FERRY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to ANTHONY AND CARIE FERRY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANTHONY AND CARIE FERRY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANTHONY AND CARIE FERRY 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 ANTHONY AND CARIE FERRY 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 ANTHONY AND CARIE FERRY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ANTHONY AND CARIE FERRY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,128, expenses of $189,654 and total assets of $476,715 at year end.
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