Nonprofit · EIN 45-4059326
CARL WILSON GREGORY FOUNDATION INC
Tax-exempt · FULLERTON, CA 92832
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,728 | $41,992 | -$30,264 | $105,408 | $0 | $105,408 |
| December 31, 2024 | 990-PF | $33,128 | $48,462 | -$15,334 | $135,672 | $0 | $135,672 |
| December 31, 2023 | 990-PF | $19,135 | $42,132 | -$22,997 | $160,263 | $9,257 | $151,006 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,827
- Interest
- $22
- Net gain from sales of assets
- $7,879
Expenses
- Grants and similar amounts paid
- $37,750
- Disbursements for charitable purposes
- $41,258
- Excise tax on investment income
- $153
Balance sheet and other
- Total assets, start of year
- $135,672
- Total assets, end of year
- $105,408
- Total liabilities, end of year
- $0
- Net assets, end of year
- $105,408
- Fair market value of assets
- $158,051
- Qualifying distributions
- $41,258
- Net investment income
- $11,728
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 |
|---|---|---|---|
| Barbara Gregory 130 Hillcrest Drive, Fullerton, CA 92832 | President | 10 | $0 |
| Ryan J Gregory 107 7th Street, Newport Beach, CA 92661 | Treasurer | 10 | $0 |
| Brenna G Fallon 130 Hillcrest Drive, Fullerton, CA 92832 | Secretary | 20 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Gregory 130 Hillcrest Drive, Fullerton, CA 92832 | President | 10 | $0 |
| Ryan J Gregory 107 7th Street, Newport Beach, CA 92661 | Treasurer | 10 | $0 |
| Brenna G Fallon 130 Hillcrest Drive, Fullerton, CA 92832 | Secretary | 20 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Gregory 130 Hillcrest Drive, Fullerton, CA 92832 | President | 10 | $0 |
| Ryan J Gregory 107 7th Street, Newport Beach, CA 92661 | Treasurer | 10 | $0 |
| Brenna G Fallon 130 Hillcrest Drive, Fullerton, CA 92832 | Secretary | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 130 HILLCREST DR, FULLERTON, CA 92832-1315
- Signed the 990-PF
- BARBARA S GREGORY, President
- Phone
- (949) 735-4669
- Return prepared by
- Wertz & Company LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 45-4059326 or by the name CARL WILSON GREGORY 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
- 45-4059326
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $105,408
- Income (IRS master file)
- $35,159
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,728 | $41,992 | $105,408 | IRS |
| 990-PF | December 2024 | $33,128 | $48,462 | $135,672 | IRS |
| 990-PF | December 2023 | $19,135 | $42,132 | $160,263 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | November 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 45-4059326).
Questions about CARL WILSON GREGORY FOUNDATION INC
- What is the EIN of CARL WILSON GREGORY FOUNDATION INC?
- The employer identification number (EIN) of CARL WILSON GREGORY FOUNDATION INC is 45-4059326.
- Is CARL WILSON GREGORY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to CARL WILSON GREGORY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARL WILSON GREGORY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARL WILSON GREGORY 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 CARL WILSON GREGORY 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 CARL WILSON GREGORY 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 CARL WILSON GREGORY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,728, expenses of $41,992 and total assets of $105,408 at year end.
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