Skip to main content

Nonprofit · EIN 47-6650230

JOHN H GRACE FOUNDATION

Also known as MARIAN A JOE TTEE

Tax-exempt · FULLERTON, CA 92834

Financials

$1.4M$1.2M2023$1.4M$1.2M2024$1.8M$1.1M2025
Revenue Expenses · by fiscal year end
Financials of JOHN H GRACE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,829,548$1,128,985$700,563$22,093,843$0$22,093,843
December 31, 2024990-PF$1,449,895$1,190,906$258,989$18,609,719$0$18,609,719
December 31, 2023990-PF$1,413,661$1,176,575$237,086$18,856,056$0$18,856,056
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,841
Dividends
$797,315
Net gain from sales of assets
$1,019,036
Other income
$10,356

Expenses

Grants and similar amounts paid
$820,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$905,593
Excise tax on investment income
$21,303

Balance sheet and other

Total assets, start of year
$18,609,719
Total assets, end of year
$22,093,843
Total liabilities, end of year
$0
Net assets, end of year
$22,093,843
Fair market value of assets
$22,093,843
Qualifying distributions
$905,593
Net investment income
$1,751,031

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.

NameTitleHours / weekCompensation
MARIAN JOE
PO BOX 3036, FULLERTON, CA 92834
TRUSTEE15$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
MARIAN JOE
PO BOX 3036, FULLERTON, CA 92834
TRUSTEE15$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
MARIAN JOE
PO BOX 3036, FULLERTON, CA 92834
TRUSTEE15$0

Address and contacts

Address (IRS master file)
PO BOX 3036, FULLERTON, CA 92834-3036
In care of
% MARIAN A JOE
Signed the 990-PF
MARIAN JOE, TRUSTEE
Phone
(714) 309-5472
Return prepared by
EIDE BAILLY LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 47-6650230 or by the name JOHN H GRACE FOUNDATION.

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

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

IRS record

EIN
47-6650230
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
2015
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$22,093,843
Income (IRS master file)
$8,705,525

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,829,548$1,128,985$22,093,843IRS
990-PFDecember 2024$1,449,895$1,190,906$18,609,719IRS
990-PFDecember 2023$1,413,661$1,176,575$18,856,056XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 47-6650230).

Questions about JOHN H GRACE FOUNDATION

What is the EIN of JOHN H GRACE FOUNDATION?
The employer identification number (EIN) of JOHN H GRACE FOUNDATION is 47-6650230.
Is JOHN H GRACE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to JOHN H GRACE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN H GRACE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN H GRACE 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 JOHN H GRACE FOUNDATION 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 JOHN H GRACE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does JOHN H GRACE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,829,548, expenses of $1,128,985 and total assets of $22,093,843 at year end.

Other nonprofits in FULLERTON

All nonprofits in FULLERTON · California · Philanthropy, voluntarism and grantmaking foundations