Nonprofit · EIN 33-0891470
THE PIMCO FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $25,915,862 | $7,156,811 | $18,759,051 | $157,841,191 | $4,140,780 | $153,700,411 |
| December 31, 2023 | 990 | $10,446,989 | $4,494,647 | $5,952,342 | $141,578,487 | $5,666,191 | $135,912,296 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,858,540
- Program service revenue
- $0
- Investment income
- $18,057,322
- Net gain from sales of assets
- $6,890,707
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $6,766,903
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $15,921
- Accounting fees
- $77,419
- Program services (functional)
- $6,766,903
- Management and general (functional)
- $389,908
Balance sheet and other
- Total assets, start of year
- $141,578,487
- Total assets, end of year
- $157,841,191
- Total liabilities, end of year
- $4,140,780
- Net assets, end of year
- $153,700,411
- Net assets without donor restrictions
- $153,700,411
- Gross receipts
- $50,316,840
- Employees
- 0
- Volunteers
- 1,505
- Year formed
- 2000
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MANNY ROMAN | PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 |
| CANDICE STACK | VICE PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 |
| JULIE MEGGERS | TREASURER / DIRECTOR Trustee or director, Officer | 2 | $0 |
| NADIA ZAKIR | SECRETARY/DIRECTOR Trustee or director, Officer | 2 | $0 |
| DAN IVASCYN | DIRECTOR Trustee or director | 1 | $0 |
| GREG SHARENOW | DIRECTOR Trustee or director | 1 | $0 |
| CATHY STAHL | DIRECTOR Trustee or director | 1 | $0 |
| DAN HYMAN | DIRECTOR Trustee or director | 1 | $0 |
| DAVID BRAUN | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY PARKER | SVP FINANCIAL CONTROL HUMA Trustee or director | 1 | $0 |
| NATE BROWN | DIRECTOR Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MANNY ROMAN | PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 |
| CANDICE STACK | VICE PRESIDENT/DIRECTOR Trustee or director, Officer | 2 | $0 |
| JULIE MEGGERS | TREASURER / DIRECTOR Trustee or director, Officer | 2 | $0 |
| NADIA ZAKIR | SECRETARY/DIRECTOR Trustee or director, Officer | 2 | $0 |
| DAN IVASCYN | DIRECTOR Trustee or director | 1 | $0 |
| GREG SHARENOW | DIRECTOR Trustee or director | 1 | $0 |
| ERIC JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| CATHY STAHL | DIRECTOR Trustee or director | 1 | $0 |
| DAN HYMAN | DIRECTOR Trustee or director | 1 | $0 |
| MARK KIESEL | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY PARKER | SVP FINANCIAL CONTROL HUMA Trustee or director | 1 | $0 |
| NATE BROWN | DIRECTOR Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 650 NEWPORT CENTER DR, NEWPORT BEACH, CA 92660-6424
- Principal officer (990 for 2024)
- JEFFREY PARKER, 650 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660
- Signed the 990
- JEFFREY PARKER, SENIOR VP FINANCIAL CONTROL HR
- Phone
- (949) 720-6397
- Website
- WWW.PIMCO.COM
- Return prepared by
- WRIGHT FORD YOUNG & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0891470 or by the name THE PIMCO 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)
Mission
OUR COMMUNITY ENGAGEMENT PLATFORM FOCUSES ON HUNGER AND GENDER EQUALITY WITH THE BELIEF THAT THESE ARE FUNDAMENTAL ISSUES CRITICAL TO HUMAN DEVELOPMENT AND SUSTAINABLE WORLDWIDE ECONOMIC GROWTH.
Program accomplishments
- PIMCO ACTS (FOUNDATION VOLUNT)Expenses $829,686 · grants $829,686
- NATIONAL GENDER EQUALITYExpenses $1,575,000 · grants $1,575,000
- FUTURE LEADERS SCHOLARSHIP PROGRAMExpenses $1,500,000 · grants $1,500,000
- Expenses $2,862,217 · grants $2,862,217
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0891470
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $157,841,191
- Income (IRS master file)
- $50,316,840
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $25,915,862 | $7,156,811 | $157,841,191 | IRS |
| 990 | December 2023 | $10,446,989 | $4,494,647 | $141,578,487 | XML |
| 990 | December 2022 | $12,115,079 | $7,614,198 | $121,026,926 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 33-0891470).
Questions about THE PIMCO FOUNDATION
- What is the EIN of THE PIMCO FOUNDATION?
- The employer identification number (EIN) of THE PIMCO FOUNDATION is 33-0891470.
- Is THE PIMCO FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THE PIMCO FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE PIMCO FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE PIMCO 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 THE PIMCO FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE PIMCO FOUNDATION?
- The 990 for the year ended December 31, 2024 names JEFFREY PARKER.
- Who are the officers and directors of THE PIMCO FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does THE PIMCO FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $25,915,862, expenses of $7,156,811 and total assets of $157,841,191 at year end.
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All nonprofits in NEWPORT BEACH · California · Philanthropy, voluntarism and grantmaking foundations