Nonprofit · EIN 33-0757355
AMERMAN FAMILY FOUNDATION
Tax-exempt · TEMECULA, CA 92592
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $207,124 | $424,641 | -$217,517 | $8,684 | $0 | $8,684 |
| December 31, 2024 | 990-PF | $453,609 | $302,591 | $151,018 | $236,379 | $113,516 | $122,863 |
| December 31, 2023 | 990-PF | $295,741 | $246,663 | $49,078 | $85,361 | $113,516 | -$28,155 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $200,000
- Dividends
- $2,954
- Interest
- $9
- Net gain from sales of assets
- $4,161
Expenses
- Grants and similar amounts paid
- $395,000
- Compensation of officers, directors and key employees
- $23,000
- Disbursements for charitable purposes
- $395,000
- Excise tax on investment income
- $71
Balance sheet and other
- Total assets, start of year
- $236,379
- Total assets, end of year
- $8,684
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,684
- Fair market value of assets
- $58,474
- Qualifying distributions
- $395,000
- Net investment income
- $7,124
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE H THOMPSON 33137 VIA ALVARO, TEMECULA, CA 92592 | SECRETARY | 20 | $20,000 |
| ANNE J AMERMAN 38951 PAUBA ROAD, TEMECULA, CA 92592 | DIRECTOR | 0.5 | $1,000 |
| GARRETT J AMERMAN 8948 SUNCREEK TRAIL, RENO, NV 89523 | DIRECTOR | 0.5 | $1,000 |
| GLENN BOZARTH 2010 YACHT RESOLUTE, NEWPORT BEACH, CA 92660 | DIRECTOR | 0.5 | $1,000 |
| JOHN W AMERMAN 38951 PAUBA ROAD, TEMECULA, CA 92592 | PRESIDENT | 4 | $0 |
| JEROME T AMERMAN 38951 PAUBA ROAD, TEMECULA, CA 92592 | TREASURER | 4 | $0 |
| JOHN CONNERS 308 S BAY FRONT, BALBOA ISLAND, CA 92662 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE H THOMPSON PO BOX 479, SANTA YSABEL, CA 902700479 | SECRETARY | 20 | $15,830 |
| GARRETT J AMERMAN 12290 SARATOGA CREEK DR, SARATOGA, CA 95070 | DIRECTOR | 0.5 | $2,000 |
| GLENN BOZARTH 317 CYPRESS STREET, NEWPORT BEACH, CA 92661 | DIRECTOR | 0.5 | $1,000 |
| JOHN W AMERMAN 1478 FARMER ROAD, JULIAN, CA 92036 | PRESIDENT | 4 | $0 |
| JEROME T AMERMAN 1478 FARMER ROAD, JULIAN, CA 92036 | TREASURER | 4 | $0 |
| ANNE J AMERMAN 38951 PAUBA ROAD, TEMECULA, CA 92592 | DIRECTOR | 0.5 | $0 |
| JOHN CONNERS C/O AYCO 17877 VON KARMAN AVE, IRVINE, CA 92614 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE H THOMPSON PO BOX 479, SANTA YSABEL, CA 902700479 | SECRETARY | 20 | $15,870 |
| ANNE J AMERMAN 38951 PAUBA ROAD, TEMECULA, CA 92592 | DIRECTOR | 0.5 | $1,000 |
| GARRETT J AMERMAN 12290 SARATOGA CREEK DR, SARATOGA, CA 95070 | DIRECTOR | 0.5 | $1,000 |
| GLENN BOZARTH 317 CYPRESS STREET, NEWPORT BEACH, CA 92661 | DIRECTOR | 0.5 | $1,000 |
| JOHN W AMERMAN 1478 FARMER ROAD, JULIAN, CA 92036 | PRESIDENT | 4 | $0 |
| JEROME T AMERMAN 1478 FARMER ROAD, JULIAN, CA 92036 | TREASURER | 4 | $0 |
| JOHN CONNERS C/O AYCO 17877 VON KARMAN AVE, IRVINE, CA 92614 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 33137 VIA ALVARO, TEMECULA, CA 92592-9585
- In care of
- % BCWS
- Signed the 990-PF
- ANNE H THOMPSON, SECRETARY
- Phone
- (424) 263-5652
- Return prepared by
- PDM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0757355 or by the name AMERMAN 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 | 990-PF 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
- 33-0757355
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $8,684
- Income (IRS master file)
- $218,065
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $207,124 | $424,641 | $8,684 | XML |
| 990-PF | December 2024 | $453,609 | $302,591 | $236,379 | XML |
| 990-PF | December 2023 | $295,741 | $246,663 | $85,361 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 33-0757355).
Questions about AMERMAN FAMILY FOUNDATION
- What is the EIN of AMERMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of AMERMAN FAMILY FOUNDATION is 33-0757355.
- Is AMERMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to AMERMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AMERMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AMERMAN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERMAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of AMERMAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 4 received compensation from the organization, the highest $20,000 (ANNE H THOMPSON, SECRETARY).
- How much revenue does AMERMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $207,124, expenses of $424,641 and total assets of $8,684 at year end.
Other nonprofits in TEMECULA
- MCMILLEN FAMILY FOUNDATION EIN 26-1593449 · last filed 990-PF for 2024
- LIFE CHARITIES INC EIN 27-3504467 · last filed 990 for 2024
- SAMARITAN REACH EIN 20-4275446 · last filed 990-PF for 2025
- SANDON SHANGRI-LA HOME OF ALL CREATURES BIG AND SMALL FOUNDATION EIN 33-0972423 · last filed 990-PF for 2025
- THEATRE FOUNDATION EIN 33-0871129 · last filed 990 for 2025
- MCGREW-PHILIPP FAMILY FOUNDATION EIN 33-0642465 · last filed 990-PF for 2025
- ROTARY CLUB OF TEMECULA FOUNDATION EIN 33-0856109 · last filed 990-EZ for 2025
- NATIONAL CHARITY LEAGUE MURRIETA-TEMECULA CHAPTER EIN 81-4031603 · last filed 990-EZ for 2025
All nonprofits in TEMECULA · California · Philanthropy, voluntarism and grantmaking foundations