Nonprofit · EIN 95-7027924
ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997
Also known as ENBERG RICHARD A CO TTEE
Tax-exempt · SAN DIEGO, CA 92122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $135,550 | $37,895 | $97,655 | $710,604 | $0 | $710,604 |
| April 30, 2024 | 990-PF | $117,996 | $119,309 | -$1,313 | $612,949 | $0 | $612,949 |
| April 30, 2023 | 990-PF | $135,073 | $67,326 | $67,747 | $614,262 | $0 | $614,262 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $14,372
- Net gain from sales of assets
- $121,178
Expenses
- Grants and similar amounts paid
- $16,700
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $22,605
- Excise tax on investment income
- $1,753
Balance sheet and other
- Total assets, start of year
- $612,949
- Total assets, end of year
- $710,604
- Total liabilities, end of year
- $0
- Net assets, end of year
- $710,604
- Fair market value of assets
- $1,502,918
- Qualifying distributions
- $22,605
- Net investment income
- $135,550
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA A ENBERG 9191 TOWNE CENTRE DRIVE 340, SAN DIEGO, CA 92122 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA A ENBERG 9191 TOWNE CENTRE DRIVE 340, SAN DIEGO, CA 92122 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended April 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA A ENBERG 3029 WILSHIRE BLVD SUITE 200, SANTA MONICA, CA 90403 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 9191 TOWNE CENTRE DR STE 340, SAN DIEGO, CA 92122-1274
- In care of
- % GELFAND RENNERT & FELDMAN L
- Signed the 990-PF
- BARBARA A ENBERG, TRUSTEE
- Phone
- (619) 207-9721
- Return prepared by
- JGD & ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-7027924 or by the name ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997.
- 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 95-7027924
- 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
- 1997
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $710,604
- Income (IRS master file)
- $240,091
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $135,550 | $37,895 | $710,604 | XML |
| 990-PF | April 2024 | $117,996 | $119,309 | $612,949 | XML |
| 990-PF | April 2023 | $135,073 | $67,326 | $614,262 | XML |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 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 95-7027924).
Questions about ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997
- What is the EIN of ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997?
- The employer identification number (EIN) of ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997 is 95-7027924.
- Is ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997 due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997?
- The 990-PF for the year ended April 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997 have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $135,550, expenses of $37,895 and total assets of $710,604 at year end.
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