Nonprofit · EIN 95-4589085
HERBERT R MAYER AND JEANNE C MAYER FOUNDATION
Tax-exempt · AGOURA HILLS, CA 91301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $1,360,707 | $2,680,123 | -$1,319,416 | $33,785,257 | $1,334 | $33,783,923 |
| July 31, 2024 | 990-PF | $1,026,650 | $2,600,349 | -$1,573,699 | $35,114,306 | $10,967 | $35,103,339 |
| July 31, 2023 | 990-PF | -$152,546 | $2,525,337 | -$2,677,883 | $36,677,574 | $536 | $36,677,038 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $943,152
- Interest
- $277
- Net gain from sales of assets
- $417,278
Expenses
- Grants and similar amounts paid
- $1,905,000
- Compensation of officers, directors and key employees
- $295,351
- Disbursements for charitable purposes
- $2,222,750
- Excise tax on investment income
- $12,205
Balance sheet and other
- Total assets, start of year
- $35,114,306
- Total assets, end of year
- $33,785,257
- Total liabilities, end of year
- $1,334
- Net assets, end of year
- $33,783,923
- Fair market value of assets
- $43,192,926
- Qualifying distributions
- $2,222,750
- Net investment income
- $1,253,920
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH J KALTER PO BOX 1778, LAGUNA BEACH, CA 92652 | PRESIDENT/DIRECTOR | 40 | $295,351 | $48,000 |
| KATELYN M KALTER 617 CLUBHOUSE AVE, NEWPORT BEACH, CA 92663 | TREASURER/DIRECTOR | 5 | $0 | $0 |
| ERIC MARTON 2112 BAGLEY AVE, LOS ANGELES, CA 90034 | DIRECTOR | 1 | $0 | $0 |
| NIEL WIDERSCHEIN 7166 COVENTRY WOODS COURT, DUBLIN, OH 43017 | DIRECTOR | 1 | $0 | $0 |
| BROOKE CUTLER 5040 KIMBALL STREET, LOS ANGELES, CA 90032 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended July 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH J KALTER PO BOX 1778, LAGUNA BEACH, CA 92652 | PRESIDENT/DIRECTOR | 40 | $305,441 | $48,000 |
| KATELYN M KALTER 617 CLUBHOUSE AVE, NEWPORT BEACH, CA 92663 | TREASURER/DIRECTOR | 5 | $0 | $0 |
| ERIC MARTON 2112 BAGLEY AVE, LOS ANGELES, CA 90034 | DIRECTOR | 1 | $0 | $0 |
| NIEL WIDERSCHEIN 7166 COVENTRY WOODS COURT, DUBLIN, OH 43017 | DIRECTOR | 1 | $0 | $0 |
| BROOKE CUTLER 5040 KIMBALL STREET, LOS ANGELES, CA 90032 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended July 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH J KALTER PO BOX 1778, LAGUNA BEACH, CA 92652 | PRESIDENT/DIRECTOR | 40 | $223,168 |
| KATELYN M KALTER 617 CLUBHOUSE AVE, NEWPORT BEACH, CA 92663 | TREASURER/DIRECTOR | 5 | $0 |
| ERIC MARTON 2112 BAGLEY AVE, LOS ANGELES, CA 90034 | DIRECTOR | 1 | $0 |
| NIEL WIDERSCHEIN 7166 COVENTRY WOODS COURT, DUBLIN, OH 43017 | DIRECTOR | 1 | $0 |
| BROOKE CUTLER 5040 KIMBALL STREET, LOS ANGELES, CA 90032 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 30101 AGOURA CT STE 112, AGOURA HILLS, CA 91301-4301
- In care of
- % HERBERT R MAYER
- Signed the 990-PF
- SARAH J KALTER, PRESIDENT
- Phone
- (818) 852-7281
- Return prepared by
- MICHAEL D SCHWARTZ CPA A PROF CORP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4589085 or by the name HERBERT R MAYER AND JEANNE C MAYER 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 95-4589085
- 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
- 1996
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $33,785,257
- Income (IRS master file)
- $13,280,266
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $1,360,707 | $2,680,123 | $33,785,257 | XML |
| 990-PF | July 2024 | $1,026,650 | $2,600,349 | $35,114,306 | XML |
| 990-PF | July 2023 | -$152,546 | $2,525,337 | $36,677,574 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | IRS |
| 990-PF | July 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 95-4589085).
Questions about HERBERT R MAYER AND JEANNE C MAYER FOUNDATION
- What is the EIN of HERBERT R MAYER AND JEANNE C MAYER FOUNDATION?
- The employer identification number (EIN) of HERBERT R MAYER AND JEANNE C MAYER FOUNDATION is 95-4589085.
- Is HERBERT R MAYER AND JEANNE C MAYER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HERBERT R MAYER AND JEANNE C MAYER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT R MAYER AND JEANNE C MAYER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT R MAYER AND JEANNE C MAYER FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERBERT R MAYER AND JEANNE C MAYER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of HERBERT R MAYER AND JEANNE C MAYER FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $295,351 (SARAH J KALTER, PRESIDENT/DIRECTOR).
- How much revenue does HERBERT R MAYER AND JEANNE C MAYER FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $1,360,707, expenses of $2,680,123 and total assets of $33,785,257 at year end.
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All nonprofits in AGOURA HILLS · California · Philanthropy, voluntarism and grantmaking foundations