Nonprofit · EIN 95-4070020
J DOUGLAS AND MARIAN R PARDEE FOUNDATION
Tax-exempt · OAKLAND, CA 94618
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $582,442 | $598,865 | -$16,423 | $7,871,446 | $0 | $7,871,446 |
| December 31, 2023 | 990-PF | -$147,000 | $601,623 | -$748,623 | $7,887,869 | $0 | $7,887,869 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $137,989
- Interest
- $46,007
- Net gain from sales of assets
- $395,206
- Other income
- $3,240
Expenses
- Grants and similar amounts paid
- $484,850
- Compensation of officers, directors and key employees
- $36,000
- Disbursements for charitable purposes
- $512,478
- Excise tax on investment income
- $6,850
Balance sheet and other
- Total assets, start of year
- $7,887,869
- Total assets, end of year
- $7,871,446
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,871,446
- Fair market value of assets
- $11,243,857
- Qualifying distributions
- $512,478
- Net investment income
- $579,202
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 |
|---|---|---|---|
| JULIE PARDEE 6310 SAN VICENTE BLVD, SUITE 255, LOS ANGELES, CA 90048 | PRESIDENT | 20 | $24,000 |
| MARY--ALICE BENSON 6310 SAN VICENTE BLVD, SUITE 255, LOS ANGLES, CA 90048 | VICE PRESIDE | 10 | $12,000 |
| JAMES D PARDEE 6310 SAN VICENTE BLVD, LOS ANGLES, CA 90048 | VICE PRESIDE | 0 | $0 |
| JEANNIE PURSELL 6310 SAN VICENTE BLVD, SUITE 255, LOS ANGLES, CA 90048 | VICE PRESIDE | 0 | $0 |
| FRANK LEE 6310 SAN VINCENTE BLVD, SUITE 255, LOS ANGLES, CA 90048 | TREASURER | 0 | $0 |
| CRAIG C BIRKER 14724 VENTURA BLVD, SUITE 1005, SHERMAN OAKS, CA 91403 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE PARDEE 6310 SAN VICENTE BLVD, SUITE 255, LOS ANGELES, CA 90048 | PRESIDENT | 20 | $24,000 |
| MARY--ALICE BENSON 6310 SAN VICENTE BLVD, SUITE 255, LOS ANGLES, CA 90048 | VICE PRESIDE | 10 | $12,000 |
| JAMES D PARDEE 6310 SAN VICENTE BLVD, LOS ANGLES, CA 90048 | VICE PRESIDE | 0 | $0 |
| JEANNIE PURSELL 6310 SAN VICENTE BLVD, SUITE 255, LOS ANGLES, CA 90048 | VICE PRESIDE | 0 | $0 |
| FRANK LEE 6310 SAN VINCENTE BLVD, SUITE 255, LOS ANGLES, CA 90048 | TREASURER | 0 | $0 |
| CRAIG C BIRKER 14724 VENTURA BLVD, SUITE 1005, SHERMAN OAKS, CA 91403 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5732 ROSS ST, OAKLAND, CA 94618-1637
- Signed the 990-PF
- JULIE PARDEE, PRESIDENT
- Phone
- (323) 935-4530
- Return prepared by
- KINLOCH & ASSOCIATES PC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4070020 or by the name J DOUGLAS AND MARIAN R PARDEE 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
- 95-4070020
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,871,446
- Income (IRS master file)
- $4,250,824
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $582,442 | $598,865 | $7,871,446 | XML |
| 990-PF | December 2023 | -$147,000 | $601,623 | $7,887,869 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 95-4070020).
Questions about J DOUGLAS AND MARIAN R PARDEE FOUNDATION
- What is the EIN of J DOUGLAS AND MARIAN R PARDEE FOUNDATION?
- The employer identification number (EIN) of J DOUGLAS AND MARIAN R PARDEE FOUNDATION is 95-4070020.
- Is J DOUGLAS AND MARIAN R PARDEE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to J DOUGLAS AND MARIAN R PARDEE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J DOUGLAS AND MARIAN R PARDEE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J DOUGLAS AND MARIAN R PARDEE 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 J DOUGLAS AND MARIAN R PARDEE 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 J DOUGLAS AND MARIAN R PARDEE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 2 received compensation from the organization, the highest $24,000 (JULIE PARDEE, PRESIDENT).
- How much revenue does J DOUGLAS AND MARIAN R PARDEE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $582,442, expenses of $598,865 and total assets of $7,871,446 at year end.
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