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Nonprofit · EIN 33-0622262

SUSAN SCOTT FOUNDATION

Tax-exempt · SAN CLEMENTE, CA 92673

Financials

$157K$427K2023$216K$443K2024
Revenue Expenses · by fiscal year end
Financials of SUSAN SCOTT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$215,969$443,343-$227,374$3,557,247$0$3,557,247
December 31, 2023990-PF$156,680$426,622-$269,942$3,784,621$0$3,784,621
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$114,494
Net gain from sales of assets
$101,475

Expenses

Grants and similar amounts paid
$340,000
Disbursements for charitable purposes
$371,743
Excise tax on investment income
$2,007

Balance sheet and other

Total assets, start of year
$3,784,621
Total assets, end of year
$3,557,247
Total liabilities, end of year
$0
Net assets, end of year
$3,557,247
Fair market value of assets
$5,346,173
Qualifying distributions
$371,743
Net investment income
$215,969

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
GEORGE MCFARLIN
300 Calle Paisano, San Clemente, CA 92673
President & CEO1$0
FREDERIC SCHNEIDER
1024 Bayside Drive 122, Newport Beach, CA 92660
Director0$0
CLAUDIA SCHNEIDER
1024 Bayside Drive 122, Newport Beach, CA 92660
Director0$0
TINA MCFARLIN
300 Calle Paisano, San Clemente, CA 92673
Director/SECRE0$0
SARAH MCFARLIN
1024 Bayside Drive 122, Newport Beach, CA 92660
Director0$0
TIM MCFARLIN
1024 Bayside Drive 122, Newport Beach, CA 92660
Director0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
GEORGE MCFARLIN
321 POINSETTIA AVE, CORONA DEL MAR, CA 92625
President & CEO1$0
FREDERIC SCHNEIDER
4 PARK PLAZA SUITE 1025, IRVINE, CA 92614
Director0$0
CLAUDIA SCHNEIDER
4 PARK PLAZA SUITE 1025, IRVINE, CA 92614
Director0$0
TINA MCFARLIN
321 POINSETTIA AVE, CORONA DEL MAR, CA 92625
Director/SECRE0$0
SARAH MCFARLIN
4 PARK PLAZA SUITE 1025, IRVINE, CA 92614
Director0$0
TIM MCFARLIN
4 PARK PLAZA SUITE 1025, IRVINE, CA 92614
Director0$0

Address and contacts

Address (IRS master file)
300 CALLE PAISANO, SAN CLEMENTE, CA 92673-3063
Signed the 990-PF
GEORGE MCFARLIN, President
Phone
(949) 662-0125
Return prepared by
PROKO URIBE AND MAYNARD LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0622262 or by the name SUSAN SCOTT 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
33-0622262
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,557,247
Income (IRS master file)
$688,581

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$215,969$443,343$3,557,247XML
990-PFDecember 2023$156,680$426,622$3,784,621XML
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 33-0622262).

Questions about SUSAN SCOTT FOUNDATION

What is the EIN of SUSAN SCOTT FOUNDATION?
The employer identification number (EIN) of SUSAN SCOTT FOUNDATION is 33-0622262.
Is SUSAN SCOTT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to SUSAN SCOTT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SUSAN SCOTT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SUSAN SCOTT 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 SUSAN SCOTT 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 SUSAN SCOTT FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does SUSAN SCOTT FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $215,969, expenses of $443,343 and total assets of $3,557,247 at year end.

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