Nonprofit · EIN 94-2601172
NANCY BUCK RANSOM FOUNDATION
Tax-exempt · MONTEREY, CA 93942
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,983,556 | $2,207,880 | $775,676 | $43,908,968 | $338,678 | $43,570,290 |
| December 31, 2023 | 990-PF | $2,089,260 | $2,009,260 | $80,000 | $42,437,448 | $220,953 | $42,216,495 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,499,827
- Net gain from sales of assets
- $1,483,144
- Other income
- $585
Expenses
- Grants and similar amounts paid
- $1,708,812
- Compensation of officers, directors and key employees
- $135,500
- Disbursements for charitable purposes
- $1,723,377
- Excise tax on investment income
- $38,080
Balance sheet and other
- Total assets, start of year
- $42,437,448
- Total assets, end of year
- $43,908,968
- Total liabilities, end of year
- $338,678
- Net assets, end of year
- $43,570,290
- Fair market value of assets
- $43,908,968
- Qualifying distributions
- $1,723,377
- Net investment income
- $2,982,971
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 |
|---|---|---|---|---|
| Lynn Bentaleb PO Box 749, Monterey, CA 93942 | Sec/Exec Dir | 40 | $135,500 | $6,775 |
| Jim Zittlow PO Box 749, Monterey, CA 93942 | Director | 1 | $0 | – |
| Carmen Gil PO Box 749, Monterey, CA 93942 | Director | 1 | $0 | – |
| Michael Green PO Box 749, Monterey, CA 93942 | Treasurer | 2 | $0 | – |
| Caroline Degenaars PO Box 749, Monterey, CA 93942 | Director | 1 | $0 | – |
| Allison Barrientos PO Box 749, Monterey, CA 93942 | Director | 1 | $0 | – |
| David Mancera PO Box 749, Monterey, CA 93942 | Chairman | 1 | $0 | – |
| Theodore Ewing PO Box 749, Monterey, CA 93942 | Vice Chair | 1 | $0 | – |
| Laura Smith PO Box 749, Monterey, CA 93942 | Director | 1 | $0 | – |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lynn Bentaleb PO Box 749, Monterey, CA 93942 | Sec/Exec Dir | 40 | $122,812 |
| Richard Arentz PO Box 749, Monterey, CA 93942 | Outgoing Chair | 1 | $0 |
| Carmen Gil PO Box 749, Monterey, CA 93942 | Director | 1 | $0 |
| Carol Kolb PO Box 749, Monterey, CA 93942 | Treasurer | 2 | $0 |
| Caroline Degenaars PO Box 749, Monterey, CA 93942 | Director | 1 | $0 |
| William Doolittle PO Box 749, Monterey, CA 93942 | Outgoing V. C. | 1 | $0 |
| Tobi Marcus PO Box 749, Monterey, CA 93942 | Director | 1 | $0 |
| David Mancera PO Box 749, Monterey, CA 93942 | Director | 1 | $0 |
| Theodore Ewing PO Box 749, Monterey, CA 93942 | Vice Chair | 1 | $0 |
| Sharon Gish PO Box 749, Monterey, CA 93942 | Director | 1 | $0 |
| Betsy Buchalter Adler PO Box 749, Monterey, CA 93942 | Chair | 1 | $0 |
| Laura Smith PO Box 749, Monterey, CA 93942 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 749, MONTEREY, CA 93942-0749
- Signed the 990-PF
- Lynn Bentaleb, Sec/Exec Dir
- Phone
- (831) 288-2028
- Website
- www.nbrfoundation.org
- Return prepared by
- McGilloway Ray Brown & Kaufman
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2601172 or by the name NANCY BUCK RANSOM 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
- 94-2601172
- 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
- 1979
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $43,908,968
- Income (IRS master file)
- $4,153,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,983,556 | $2,207,880 | $43,908,968 | XML |
| 990-PF | December 2023 | $2,089,260 | $2,009,260 | $42,437,448 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 94-2601172).
Questions about NANCY BUCK RANSOM FOUNDATION
- What is the EIN of NANCY BUCK RANSOM FOUNDATION?
- The employer identification number (EIN) of NANCY BUCK RANSOM FOUNDATION is 94-2601172.
- Is NANCY BUCK RANSOM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to NANCY BUCK RANSOM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NANCY BUCK RANSOM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NANCY BUCK RANSOM 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 BUCK RANSOM 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 BUCK RANSOM FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $135,500 (Lynn Bentaleb, Sec/Exec Dir).
- How much revenue does NANCY BUCK RANSOM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,983,556, expenses of $2,207,880 and total assets of $43,908,968 at year end.
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