Nonprofit · EIN 38-3779697
THE JOE MACPHERSON FOUNDATION INC
Tax-exempt · TUSTIN, CA 92780
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,983,715 | $3,450,465 | $2,533,250 | $29,638,368 | $0 | $29,638,368 |
| December 31, 2024 | 990-PF | $4,075,467 | $2,624,356 | $1,451,111 | $27,103,123 | $2 | $27,103,121 |
| December 31, 2023 | 990-PF | $4,044,491 | $1,974,028 | $2,070,463 | $25,651,835 | $0 | $25,651,835 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,975,856
- Dividends
- $767,819
- Interest
- $59,345
- Net gain from sales of assets
- $3,180,695
Expenses
- Grants and similar amounts paid
- $3,090,000
- Disbursements for charitable purposes
- $3,090,000
- Excise tax on investment income
- $51,862
Balance sheet and other
- Total assets, start of year
- $27,103,123
- Total assets, end of year
- $29,638,368
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,638,368
- Fair market value of assets
- $41,362,338
- Qualifying distributions
- $3,090,000
- Net investment income
- $4,010,009
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 L MacPherson 11572 Padia Lane, Tustin, CA 92705 | Pres/CEO/Dir | 20 | $0 |
| James MacPherson 13631 Jenet Circle, Santa Ana, CA 92705 | CFO/Sec/Dir | 5 | $0 |
| Jeffrey MacPherson 24 Shawnee Way Ste D, Bozeman, MT 59715 | V.Pres./Dir | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anne L MacPherson 11572 Padia Lane, Tustin, CA 92705 | Pres/CEO/Dir | 20 | $0 |
| James MacPherson 13631 Jenet Circle, Santa Ana, CA 92705 | CFO/Sec/Dir | 5 | $0 |
| Jeffrey MacPherson 24 Shawnee Way Ste D, Bozeman, MT 59715 | V.Pres./Dir | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anne L MacPherson 11572 Padia Lane, Tustin, CA 92705 | Pres/CEO/Dir | 20 | $0 |
| James MacPherson 13631 Jenet Circle, Santa Ana, CA 92705 | CFO/Sec/Dir | 5 | $0 |
| Jeffrey MacPherson 24 Shawnee Way Ste D, Bozeman, MT 59715 | V.Pres./Dir | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 191 E MAIN ST UNIT 2A, TUSTIN, CA 92780-4406
- In care of
- % ANNE MACPHERSON
- Signed the 990-PF
- Anne L MacPherson, President & CEO
- Phone
- (714) 380-6200
- Return prepared by
- LANG AND COMPANY
California records
California keeps its own records of charities and corporations. Search them by EIN 38-3779697 or by the name THE JOE MACPHERSON FOUNDATION INC.
- 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
- 38-3779697
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $29,638,368
- Income (IRS master file)
- $16,119,161
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,983,715 | $3,450,465 | $29,638,368 | IRS |
| 990-PF | December 2024 | $4,075,467 | $2,624,356 | $27,103,123 | XML |
| 990-PF | December 2023 | $4,044,491 | $1,974,028 | $25,651,835 | 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 38-3779697).
Questions about THE JOE MACPHERSON FOUNDATION INC
- What is the EIN of THE JOE MACPHERSON FOUNDATION INC?
- The employer identification number (EIN) of THE JOE MACPHERSON FOUNDATION INC is 38-3779697.
- Is THE JOE MACPHERSON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to THE JOE MACPHERSON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JOE MACPHERSON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JOE MACPHERSON FOUNDATION INC 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 THE JOE MACPHERSON FOUNDATION INC 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 THE JOE MACPHERSON FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE JOE MACPHERSON FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,983,715, expenses of $3,450,465 and total assets of $29,638,368 at year end.
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