Nonprofit · EIN 45-2703970
YOUSSEF AND KAMEL MAWARDI FUND
Tax-exempt · PASADENA, CA 91101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,811,281 | $365,218 | $1,446,063 | $7,726,778 | $0 | $7,726,778 |
| December 31, 2023 | 990-PF | $277,343 | $381,258 | -$103,915 | $6,280,715 | $0 | $6,280,715 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $188,537
- Net gain from sales of assets
- $1,564,955
- Other income
- $57,789
Expenses
- Grants and similar amounts paid
- $213,896
- Compensation of officers, directors and key employees
- $76,000
- Disbursements for charitable purposes
- $325,868
- Excise tax on investment income
- $24,574
Balance sheet and other
- Total assets, start of year
- $6,280,715
- Total assets, end of year
- $7,726,778
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,726,778
- Fair market value of assets
- $7,956,204
- Qualifying distributions
- $325,868
- Net investment income
- $1,807,256
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lawrence F Meyer 301 E Colorado Blvd Ninth Fl, Pasadena, CA 91101 | Trustee | 17 | $55,000 |
| Carole I Meyer-Rieth 301 E Colorado Blvd Ninth Fl, Pasadena, CA 91101 | Trustee | 8 | $22,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lawrence F Meyer 301 E Colorado Blvd Ninth Fl, Pasadena, CA 91101 | Trustee | 17 | $72,000 |
| Carole Meyer-Rieth 301 E Colorado Blvd Ninth Fl, Pasadena, CA 91101 | Trustee | 8 | $20,000 |
Address and contacts
- Address (IRS master file)
- 301 EAST COLORADO BLVD NINTH FLOOR, PASADENA, CA 91101-1915
- In care of
- % LAWRENCE F MEYER
- Signed the 990-PF
- Carole I Meyer-Rieth, Co-Trustee
- Phone
- (626) 787-1190
- Return prepared by
- David L Smith CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 45-2703970 or by the name YOUSSEF AND KAMEL MAWARDI FUND.
- 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 | Not 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
- 45-2703970
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99)
- Assets (IRS master file)
- $7,726,778
- Income (IRS master file)
- $7,753,837
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,811,281 | $365,218 | $7,726,778 | IRS |
| 990-PF | December 2023 | $277,343 | $381,258 | $6,280,715 | 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 45-2703970).
Questions about YOUSSEF AND KAMEL MAWARDI FUND
- What is the EIN of YOUSSEF AND KAMEL MAWARDI FUND?
- The employer identification number (EIN) of YOUSSEF AND KAMEL MAWARDI FUND is 45-2703970.
- Is YOUSSEF AND KAMEL MAWARDI FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to YOUSSEF AND KAMEL MAWARDI FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does YOUSSEF AND KAMEL MAWARDI FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of YOUSSEF AND KAMEL MAWARDI FUND 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 YOUSSEF AND KAMEL MAWARDI FUND 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 YOUSSEF AND KAMEL MAWARDI FUND?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $55,000 (Lawrence F Meyer, Trustee).
- How much revenue does YOUSSEF AND KAMEL MAWARDI FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,811,281, expenses of $365,218 and total assets of $7,726,778 at year end.
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