Nonprofit · EIN 94-2702221
CONSERVATION ENDOWMENT FUND
Tax-exempt · OJAI, CA 93023
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $487,867 | $544,237 | -$56,370 | $3,120,123 | $6,093 | $3,114,030 |
| December 31, 2023 | 990-PF | $444,825 | $562,006 | -$117,181 | $3,192,927 | $22,527 | $3,170,400 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $239,014
- Interest
- $2,418
- Net rental income
- $72,616
- Other income
- $83,888
Expenses
- Grants and similar amounts paid
- $1,000
- Salaries, compensation and benefits (total)
- $201,355
- Disbursements for charitable purposes
- $410,710
- Excise tax on investment income
- $769
Balance sheet and other
- Total assets, start of year
- $3,192,927
- Total assets, end of year
- $3,120,123
- Total liabilities, end of year
- $6,093
- Net assets, end of year
- $3,114,030
- Fair market value of assets
- $4,562,884
- Qualifying distributions
- $410,710
- Net investment income
- $81,446
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 |
|---|---|---|---|
| JAIDE WHITMAN PO BOX 6, OAK VIEW, CA 93022 | PRESIDENT | 10 | $0 |
| PETER BENDER PO BOX 6, OAK VIEW, CA 93022 | TREASURER | 2 | $0 |
| JULIE HANH PO BOX 6, OAK VIEW, CA 93022 | SECRETARY | 2 | $0 |
| JOE CAHILL PO BOX 6, OAK VIEW, CA 93022 | DIRECTOR | 0.1 | $0 |
| DENNIS PERRY PO BOX 6, OAK VIEW, CA 93022 | DIRECTOR | 0.19 | $0 |
| JENNY TAFT PO BOX 6, OAK VIEW, CA 93022 | DIRECTOR | 0.19 | $0 |
| JULIA WHITMAN PO BOX 6, OAK VIEW, CA 93022 | DIRECTOR | 0.38 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAIDE WHITMAN PO BOX 6, OAK VIEW, CA 93022 | President | 10 | $0 |
| Peter Bender PO BOX 6, Oak VieW, CA 93022 | Treasurer | 2 | $0 |
| JULIE HANH PO BOX 6, OAK VIEW, CA 93022 | Secretary | 2 | $0 |
| Joe Cahill PO BOX 6, OAK VIEW, CA 93022 | Director | 0 | $0 |
| Dennis Perry PO BOX 6, OAK VIEW, CA 93022 | Director | 0 | $0 |
| Jenny Taft PO BOX 6, OAK VIEW, CA 93022 | Director | 0 | $0 |
| Julia Whitman PO BOX 6, OAK VIEW, CA 93022 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 111 W TOPA TOPA ST, OJAI, CA 93023-3260
- Signed the 990-PF
- JAIDE WHITMAN, PRESIDENT
- Phone
- (805) 646-9963
- Return prepared by
- ALLISON & GIBB LLP
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
- 94-2702221
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Environment (C99)
- Assets (IRS master file)
- $3,120,123
- Income (IRS master file)
- $494,609
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $444,825 | $562,006 | $3,192,927 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about CONSERVATION ENDOWMENT FUND
- What is the EIN of CONSERVATION ENDOWMENT FUND?
- The employer identification number (EIN) of CONSERVATION ENDOWMENT FUND is 94-2702221.
- Is CONSERVATION ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to CONSERVATION ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does CONSERVATION ENDOWMENT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CONSERVATION ENDOWMENT FUND 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 CONSERVATION ENDOWMENT FUND 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 CONSERVATION ENDOWMENT FUND?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does CONSERVATION ENDOWMENT FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $487,867, expenses of $544,237 and total assets of $3,120,123 at year end.
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