Nonprofit · EIN 95-3761013
JEANNE WARD FOUNDATION
Tax-exempt · SAN MARINO, CA 91108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-PF | $703,372 | $173,429 | $529,943 | $2,230,895 | $5,701 | $2,225,194 |
| January 31, 2024 | 990-PF | $54,382 | $161,510 | -$107,128 | $1,697,751 | $2,500 | $1,695,251 |
Financial details: 990-PF for the year ended January 31, 2025
Revenue
- Dividends
- $25,016
- Interest
- $57,149
- Net gain from sales of assets
- $621,207
Expenses
- Grants and similar amounts paid
- $98,000
- Disbursements for charitable purposes
- $126,748
- Excise tax on investment income
- $9,128
Balance sheet and other
- Total assets, start of year
- $1,697,751
- Total assets, end of year
- $2,230,895
- Total liabilities, end of year
- $5,701
- Net assets, end of year
- $2,225,194
- Fair market value of assets
- $2,254,808
- Qualifying distributions
- $126,748
- Net investment income
- $703,372
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY A SHAW 2425 MISSION ST, SAN MARINO, CA 91108 | President | 1 | $0 |
| TIMOTHY J McKNIGHT 2425 MISSION ST, SAN MARINO, CA 91108 | SEC/ TREAS | 1 | $0 |
| EMILY GOFF 2432 TEASLEY, LA CRESCENTA, CA 91214 | Director | 1 | $0 |
| CHRISTINA ROSE 765 DEL MONTE ST, PASADENA, CA 91103 | Director | 1 | $0 |
| MOLLY GIRARDI 2425 MISSION ST, SAN MARINO, CA 91108 | Vice President | 1 | $0 |
| CAITLIN BOGERT-UPTON 1185 CHARLES STREET, PASADENA, CA 91103 | Director | 1 | $0 |
| WENDY BETH ROHMAN 17715 NOLL ROAD NE, POULSBO, WA 98370 | Director | 1 | $0 |
990-PF for the year ended January 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY A SHAW 2425 MISSION ST, SAN MARINO, CA 91108 | President | 1 | $0 |
| TIMOTHY J McKNIGHT 2425 MISSION ST, SAN MARINO, CA 91108 | SEC/ TREAS | 1 | $0 |
| EMILY GOFF 2432 TEASLEY, LA CRESCENTA, CA 91214 | Director | 1 | $0 |
| CHRISTINA ROSE 765 DEL MONTE ST, PASADENA, CA 91103 | Director | 1 | $0 |
| MOLLY GIRARDI 2425 MISSION ST, SAN MARINO, CA 91108 | Vice President | 1 | $0 |
| CAITLIN BOGERT-UPTON 1185 CHARLES STREET, PASADENA, CA 91103 | Director | 1 | $0 |
| WENDY BETH ROHMAN 17715 NOLL ROAD NE, POULSBO, WA 98370 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2425 MISSION ST STE 1, SAN MARINO, CA 91108-1620
- Signed the 990-PF
- NANCY A SHAW, President
- Phone
- (626) 799-6618
- Return prepared by
- Gavigan & Company
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3761013 or by the name JEANNE WARD 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 95-3761013
- 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
- 1982
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,230,895
- Income (IRS master file)
- $1,742,990
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2025 | $703,372 | $173,429 | $2,230,895 | IRS |
| 990-PF | January 2024 | $54,382 | $161,510 | $1,697,751 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2019 | – | – | – | 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 95-3761013).
Questions about JEANNE WARD FOUNDATION
- What is the EIN of JEANNE WARD FOUNDATION?
- The employer identification number (EIN) of JEANNE WARD FOUNDATION is 95-3761013.
- Is JEANNE WARD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to JEANNE WARD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEANNE WARD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEANNE WARD FOUNDATION due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEANNE WARD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2025.
- Who are the officers and directors of JEANNE WARD FOUNDATION?
- The 990-PF for the year ended January 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does JEANNE WARD FOUNDATION have?
- On its 990-PF for the year ended January 31, 2025 it reported revenue of $703,372, expenses of $173,429 and total assets of $2,230,895 at year end.
Other nonprofits in SAN MARINO
- HENRY E HUNTINGTON LIBRARY & ART GALLERY EIN 95-1644589 · last filed 990 for 2025
- WHH FOUNDATION EIN 20-0775264 · last filed 990-PF for 2024
- SILENT PARTNER GRANTS EIN 46-3736775 · last filed 990-PF for 2024
- SOUTHWESTERN ACADEMY EIN 95-2151023 · last filed 990 for 2025
- URBAN COMMUNITIES PRESERVATION HOUSING CORP EIN 95-4818131 · last filed 990 for 2024
- CHINESE CLUB OF SAN MARINO EIN 95-4055808 · last filed 990 for 2025
- UNIVERSAL SUNLIGHT FOUNDATION EIN 27-1016751 · last filed 990-PF for 2024
- TSENYI DRATSANG BUDDHIST FOUNDATION EIN 26-0727122 · last filed 990 for 2026