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Nonprofit · EIN 26-2667384

BCM FOUNDATION

Tax-exempt · WHITTIER, CA 90602

Financials

$2.7M$3.4M2023$3.4M$3.7M2024
Revenue Expenses · by fiscal year end
Financials of BCM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,386,067$3,735,502-$349,435$54,774,692$142,003$54,632,689
December 31, 2023990-PF$2,709,836$3,446,316-$736,480$53,348,657$111,456$53,237,201
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,366,920
Interest
$20
Net gain from sales of assets
$2,501,655
Other income
-$482,528

Expenses

Grants and similar amounts paid
$3,198,975
Compensation of officers, directors and key employees
$150,000
Disbursements for charitable purposes
$3,412,394
Excise tax on investment income
$44,825

Balance sheet and other

Total assets, start of year
$53,348,657
Total assets, end of year
$54,774,692
Total liabilities, end of year
$142,003
Net assets, end of year
$54,632,689
Fair market value of assets
$54,774,692
Qualifying distributions
$3,412,394
Net investment income
$3,386,067

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
James D Shepard
8152 Painter Ave 201, Whittier, CA 906023757
Trustee40$75,000
Karen P Shepard
8152 Painter Ave 201, Whittier, CA 906023757
Trustee40$75,000
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
James D Shepard
8152 Painter Ave 201, Whittier, CA 906023757
Trustee40$75,000
Karen P Shepard
8152 Painter Ave 201, Whittier, CA 906023757
Trustee40$75,000

Address and contacts

Address (IRS master file)
8152 PAINTER AVE STE 201, WHITTIER, CA 90602-3757
Signed the 990-PF
James D Shepard, Trustee
Phone
(562) 696-0338
Return prepared by
Beeson Hoffman & Siddall Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 26-2667384 or by the name BCM FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-2667384
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
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$54,774,692
Income (IRS master file)
$10,129,172

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,386,067$3,735,502$54,774,692IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$2,709,836$3,446,316$53,348,657XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 26-2667384).

Questions about BCM FOUNDATION

What is the EIN of BCM FOUNDATION?
The employer identification number (EIN) of BCM FOUNDATION is 26-2667384.
Is BCM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to BCM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BCM FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BCM FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BCM FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BCM FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $75,000 (James D Shepard, Trustee).
How much revenue does BCM FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,386,067, expenses of $3,735,502 and total assets of $54,774,692 at year end.

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