Nonprofit · EIN 95-4658856
CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION
Tax-exempt · IRVINE, CA 92618
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $52,734,386 | $48,992,904 | $3,741,482 | $415,372,107 | $0 | $415,372,107 |
| June 30, 2024 | 990-PF | $42,099,799 | $26,322,283 | $15,777,516 | $411,630,625 | $0 | $411,630,625 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $20,994,411
- Dividends
- $13,321,614
- Interest
- $542,453
- Net gain from sales of assets
- $17,837,032
- Other income
- $38,876
Expenses
- Grants and similar amounts paid
- $48,517,961
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $48,552,904
- Excise tax on investment income
- $441,186
Balance sheet and other
- Total assets, start of year
- $411,630,625
- Total assets, end of year
- $415,372,107
- Total liabilities, end of year
- $0
- Net assets, end of year
- $415,372,107
- Fair market value of assets
- $485,453,269
- Qualifying distributions
- $48,552,904
- Net investment income
- $31,739,975
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS J CONDON 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | CHAIRMAN | 1 | $0 |
| NAOMI H KOBAYASHI 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | SECRETARY | 1 | $0 |
| JAMES B LOVELACE 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| HILDA APPLBAUM 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| JEFFREY A STERNER 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | CHIEF FINANCIAL OFFICER, DIRECTOR | 1 | $0 |
| CANISE M ARREDONDO 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS J CONDON 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | CHAIRMAN | 1 | $0 |
| NAOMI H KOBAYASHI 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | SECRETARY | 1 | $0 |
| JAMES B LOVELACE 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| HILDA APPLBAUM 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| JEFFREY A STERNER 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | CHIEF FINANCIAL OFFICER, DIRECTOR | 1 | $0 |
| CANISE M ARREDONDO 6455 IRVINE CENTER DRIVE, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6455 IRVINE CENTER DR, IRVINE, CA 92618-4518
- In care of
- % EDITH VAN HUSS
- Signed the 990-PF
- JEFFREY A STERNER, CFO
- Phone
- (949) 975-5000
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4658856 or by the name CAPITAL GROUP COMPANIES CHARITABLE 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-4658856
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $415,372,107
- Income (IRS master file)
- $52,734,386
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $52,734,386 | $48,992,904 | $415,372,107 | XML |
| 990-PF | June 2024 | $42,099,799 | $26,322,283 | $411,630,625 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 95-4658856).
Questions about CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION
- What is the EIN of CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION?
- The employer identification number (EIN) of CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION is 95-4658856.
- Is CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $52,734,386, expenses of $48,992,904 and total assets of $415,372,107 at year end.
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