Nonprofit · EIN 27-6968865
SOARES FAMILY FOUNDATION
Also known as JAMES R SOARES TTEE
Tax-exempt · ALTADENA, CA 91001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $134,916 | $136,046 | -$1,130 | $2,525,965 | $2,920 | $2,523,045 |
| December 31, 2023 | 990-PF | $71,510 | $208,082 | -$136,572 | $2,524,175 | $0 | $2,524,175 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $51,287
- Interest
- $2,285
- Net gain from sales of assets
- $81,344
Expenses
- Grants and similar amounts paid
- $98,200
- Disbursements for charitable purposes
- $98,200
- Excise tax on investment income
- $1,875
Balance sheet and other
- Total assets, start of year
- $2,524,175
- Total assets, end of year
- $2,525,965
- Total liabilities, end of year
- $2,920
- Net assets, end of year
- $2,523,045
- Fair market value of assets
- $3,288,752
- Qualifying distributions
- $98,200
- Net investment income
- $134,916
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R SOARES 2375 MIDLOTHIAN DRIVE, ALTADENA, CA 91001 | Trustee | 2 | $0 |
| DOROTHY H SOARES 2375 MIDLOTHIAN DRIVE, ALTADENA, CA 91001 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R SOARES 2375 MIDLOTHIAN DRIVE, ALTADENA, CA 91001 | Trustee | 2 | $0 |
| DOROTHY H SOARES 2375 MIDLOTHIAN DRIVE, ALTADENA, CA 91001 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2375 MIDLOTHIAN DR, ALTADENA, CA 91001-2819
- Signed the 990-PF
- JAMES R SOARES, Trustee
- Phone
- (626) 794-4746
- Return prepared by
- Lucas Horsfall Advisors LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 27-6968865 or by the name SOARES FAMILY 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6968865
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,525,965
- Income (IRS master file)
- $466,854
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $134,916 | $136,046 | $2,525,965 | XML |
| 990-PF | December 2023 | $71,510 | $208,082 | $2,524,175 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 27-6968865).
Questions about SOARES FAMILY FOUNDATION
- What is the EIN of SOARES FAMILY FOUNDATION?
- The employer identification number (EIN) of SOARES FAMILY FOUNDATION is 27-6968865.
- Is SOARES FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to SOARES FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOARES FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOARES FAMILY 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 SOARES FAMILY 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 SOARES FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does SOARES FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $134,916, expenses of $136,046 and total assets of $2,525,965 at year end.
Other nonprofits in ALTADENA
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- ALTADENA RECOVERY CENTER EIN 27-3919804 · last filed 990 for 2024
- ALTADENA TALKS FOUNDATION INC EIN 33-3590757 · last filed 990-EZ for 2025
- FISHBEIN FAMILY FOUNDATION INC EIN 26-3913831 · last filed 990-PF for 2025
- MELODIA MARIPOSA EIN 88-4111615 · last filed 990-EZ for 2024
- JOHN F MERRELL CHARITABLE FOUNDATION EIN 95-4509531 · last filed 990-PF for 2026
- DI MASSA FAMILY FOUNDATION EIN 46-5757643 · last filed 990-PF for 2024
- WALTER F CONN FOUNDATION EIN 99-2179320 · last filed 990-PF for 2025
All nonprofits in ALTADENA · California · Philanthropy, voluntarism and grantmaking foundations