Nonprofit · EIN 95-4509128
CHARLES G AND JESSIE R CALE FOUNDATION
Tax-exempt · SANTA MONICA, CA 90403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $228,779 | $66,014 | $162,765 | $2,723,181 | $0 | $2,723,181 |
| December 31, 2024 | 990-PF | $94,853 | $136,160 | -$41,307 | $2,849,281 | $0 | $2,849,281 |
| December 31, 2023 | 990-PF | $107,110 | $184,958 | -$77,848 | $3,735,486 | $0 | $3,735,486 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $75,000
- Dividends
- $56,885
- Net gain from sales of assets
- $96,894
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $22,500
- Disbursements for charitable purposes
- $44,268
- Excise tax on investment income
- $1,855
Balance sheet and other
- Total assets, start of year
- $2,849,281
- Total assets, end of year
- $2,723,181
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,723,181
- Fair market value of assets
- $2,723,181
- Qualifying distributions
- $44,268
- Net investment income
- $153,779
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 |
|---|---|---|---|
| Walter G Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Director | 2 | $7,500 |
| Elizabeth J Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Director | 2 | $7,500 |
| Whitney R Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Director | 5 | $7,500 |
| Charles G Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | President | 1 | $0 |
| Jessie R Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Vice President | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Whitney R Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Director | 5 | $11,167 |
| Walter G Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Director | 2 | $7,000 |
| Elizabeth J Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Director | 2 | $7,000 |
| Charles G Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | President | 1 | $0 |
| Jessie R Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Vice President | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Whitney R Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Director | 15 | $56,000 |
| Walter G Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Director | 2 | $6,000 |
| Elizabeth J Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Director | 2 | $6,000 |
| Charles G Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | President | 1 | $0 |
| Jessie R Cale c/o Sedgwick 2718 Wilshire Blvd, Santa Monica, CA 90403 | Vice President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO SEDGWICK 2718 WILSHIRE BLVD, SANTA MONICA, CA 90403-0000
- In care of
- % CHARLES G CALE PRES
- Signed the 990-PF
- Charles G Cale, President
- Phone
- (310) 395-8655
- Return prepared by
- Sedgwick & Company
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4509128 or by the name CHARLES G AND JESSIE R CALE 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
- 95-4509128
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,723,181
- Income (IRS master file)
- $383,883
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $228,779 | $66,014 | $2,723,181 | IRS |
| 990-PF | December 2024 | $94,853 | $136,160 | $2,849,281 | IRS |
| 990-PF | December 2023 | $107,110 | $184,958 | $3,735,486 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 95-4509128).
Questions about CHARLES G AND JESSIE R CALE FOUNDATION
- What is the EIN of CHARLES G AND JESSIE R CALE FOUNDATION?
- The employer identification number (EIN) of CHARLES G AND JESSIE R CALE FOUNDATION is 95-4509128.
- Is CHARLES G AND JESSIE R CALE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to CHARLES G AND JESSIE R CALE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES G AND JESSIE R CALE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES G AND JESSIE R CALE 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 CHARLES G AND JESSIE R CALE 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 CHARLES G AND JESSIE R CALE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 3 received compensation from the organization, the highest $7,500 (Walter G Cale, Director).
- How much revenue does CHARLES G AND JESSIE R CALE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $228,779, expenses of $66,014 and total assets of $2,723,181 at year end.
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