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Nonprofit · EIN 35-2828424

BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION

Tax-exempt · NEWPORT BEACH, CA 92660

Financials

$0$02021$0$02022$50K$02023$737K$418K2024$716K$548K2025
Revenue Expenses · by fiscal year end
Financials of BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$716,072$547,661$168,411$616,497$78,229$538,268
December 31, 2024990$737,418$417,581$319,837$411,101$41,244$369,857
December 31, 2023990$50,020$0$50,020$50,020$0$50,020
December 31, 2022990$0$0$0$0$0$0
December 31, 2021990$0$0$0$0$0$0
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$703,640
Program service revenue
$24,404
Investment income
$4,734
Net income from sales of inventory
-$16,706
Other revenue
-$16,706

Expenses

Grants and similar amounts paid
$133,750
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$22,927
Accounting fees
$3,692
Travel
$8,940
Program services (functional)
$425,932
Management and general (functional)
$63,103
Fundraising (functional)
$58,626

Balance sheet and other

Total assets, start of year
$411,101
Total assets, end of year
$616,497
Total liabilities, end of year
$78,229
Net assets, end of year
$538,268
Net assets without donor restrictions
$509,519
Net assets with donor restrictions
$28,749
Gross receipts
$747,318
Employees
0
Year formed
2021
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
CHRISTOPHER CARLSONCEO
Trustee or director, Officer
0$0
JACOB JANZSecretary
Trustee or director, Officer
0$0
ROBERT WILLIAMSCFO
Trustee or director, Officer
0$0
MARK SCHULEINDirector
Trustee or director, Officer
0$0
JAMES PAPAZISDirector
Trustee or director, Officer
0$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
CHRISTOPHER CARLSONCEO
Trustee or director, Officer
0$0
JACOB JANZSecretary
Trustee or director, Officer
0$0
ROBERT WILLIAMSCFO
Trustee or director, Officer
0$0
MARK SCHULEINDirector
Trustee or director, Officer
0$0
JAMES PAPAZISDirector
Trustee or director, Officer
0$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CHRISTOPHER CARLSONCEO
Trustee or director, Officer
0$0
JACOB JANZSecretary
Trustee or director, Officer
0$0
ROBERT WILLIAMSCFO
Trustee or director, Officer
0$0
990 for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
CHRISTOPHER CARLSONCEO
Trustee or director, Officer
0$0
JACOB JANZSecretary
Trustee or director, Officer
0$0
ROBERT WILLIAMSCFO
Trustee or director, Officer
0$0
990 for the year ended December 31, 2021: 3 people
NameTitleHours / weekCompensation
CHRISTOPHER CARLSONCEO
Trustee or director, Officer
0$0
JACOB JANZSecretary
Trustee or director, Officer
0$0
ROBERT WILLIAMSCFO
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
10 VIENNA, NEWPORT BEACH, CA 92660-6832
In care of
% JAMES PAPAZIS
Principal officer (990 for 2025)
ROBERT WILLIAMS, 10 VIENNA, NEWPORT BEACH, CA 92660
Signed the 990
ROBERT WILLIAMS, CFO
Phone
(714) 454-3731
Return prepared by
M BLANK & COMPANY INC

California records

California keeps its own records of charities and corporations. Search them by EIN 35-2828424 or by the name BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION.

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

Mission

TO PROMOTE EDUCATION AND AWARENESS OF OCEAN SAFETY, TO SPREAD THE TEACHINGS OF LIFEGUARDING TO UNDERPRIVILEDGED COMMUNITITES, AND TO AWARD SCHOLARSHIPS TO STUDENTS DEMONSTRATING A COMMITMENT TO OCEAN SAFETY.

990 for the year ended December 31, 2025

Program accomplishments

  • TO PROMOTE EDUCATION AND AWARENESS OF OCEAN SAFETY, TO SPREAD THE TEACHINGS OF LIFEGUARDING TO UNDERPRIVILEDGED COMMUNITITES, AND TO AWARD SCHOLARSHIPS TO STUDENTS DEMONSTRATING A COMMITMENT TO OCEAN SAFETY.
    Expenses $425,932 · grants $142,025 · revenue $716,072

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-2828424
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
2023
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$616,497
Income (IRS master file)
$747,318

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$716,072$547,661$616,497IRS
990December 2024$737,418$417,581$411,101XML
990December 2023$50,020$0$50,020XML
990December 2022$0$0$0XML
990December 2021$0$0$0XML

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 35-2828424).

Questions about BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION

What is the EIN of BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION?
The employer identification number (EIN) of BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION is 35-2828424.
Is BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BEN CARLSON MEMORIAL & SCHOLARSHIP 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 BEN CARLSON MEMORIAL & SCHOLARSHIP 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 BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION?
The 990 for the year ended December 31, 2025 names ROBERT WILLIAMS.
Who are the officers and directors of BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION?
The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BEN CARLSON MEMORIAL & SCHOLARSHIP FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $716,072, expenses of $547,661 and total assets of $616,497 at year end.

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