Nonprofit · EIN 99-2905912
CHAIKEN FAMILY FOUNDATION III
Tax-exempt · TIBURON, CA 94920
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $28,169,981 | $36,081 | $28,133,900 | $30,330,981 | $23,831 | $30,307,150 |
| December 31, 2024 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $28,097,541
- Dividends
- $72,390
- Interest
- $50
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $754
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $30,330,981
- Total liabilities, end of year
- $23,831
- Net assets, end of year
- $30,307,150
- Fair market value of assets
- $30,330,981
- Net investment income
- $72,440
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 |
|---|---|---|---|
| JULIE CHAIKEN 1 BLACKFIELD DRIVE SUITE 2 PMB 304, TIBERON, CA 94920 | PRESIDENT/DIRECTOR | 8 | $0 |
| SHARON MILLER 1 BLACKFIELD DRIVE SUITE 2 PMB 304, TIBERON, CA 94920 | SECRETARY/DIRECTOR | 1 | $0 |
| MELISSA HELLER 1 BLACKFIELD DRIVE SUITE 2 PMB 304, TIBERON, CA 94920 | CFO/DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE CHAIKEN 1 BLACKFIELD DRIVE SUITE 2 PMB 304, TIBERON, CA 94920 | PRESIDENT/DIRECTOR | 1 | $0 |
| SHARON MILLER 1 BLACKFIELD DRIVE SUITE 2 PMB 304, TIBERON, CA 94920 | SECRETARY/DIRECTOR | 1 | $0 |
| MELISSA HELLER 1 BLACKFIELD DRIVE SUITE 2 PMB 304, TIBERON, CA 94920 | CFO/DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 BLACKFIELD DR STE 2 PMB 304, TIBURON, CA 94920-2053
- In care of
- % JULIE E CHAIKEN
- Signed the 990-PF
- JULIE CHAIKEN, PRESIDENT AND DIRECTOR
- Phone
- (341) 205-1665
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 99-2905912 or by the name CHAIKEN FAMILY FOUNDATION III.
- 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 | Check at the IRS |
IRS record
- EIN
- 99-2905912
- 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
- 2025
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $30,330,981
- Income (IRS master file)
- $28,169,981
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $28,169,981 | $36,081 | $30,330,981 | IRS |
| 990-PF | December 2024 | $0 | $0 | $0 | XML |
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 99-2905912).
Questions about CHAIKEN FAMILY FOUNDATION III
- What is the EIN of CHAIKEN FAMILY FOUNDATION III?
- The employer identification number (EIN) of CHAIKEN FAMILY FOUNDATION III is 99-2905912.
- Is CHAIKEN FAMILY FOUNDATION III tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to CHAIKEN FAMILY FOUNDATION III tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHAIKEN FAMILY FOUNDATION III file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHAIKEN FAMILY FOUNDATION III 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 CHAIKEN FAMILY FOUNDATION III 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 CHAIKEN FAMILY FOUNDATION III?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CHAIKEN FAMILY FOUNDATION III have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $28,169,981, expenses of $36,081 and total assets of $30,330,981 at year end.
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All nonprofits in TIBURON · California · Philanthropy, voluntarism and grantmaking foundations