Nonprofit · EIN 52-1703065
TAX FOUNDATION
Tax-exempt · WASHINGTON, DC 20005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $7,746,689 | $9,094,340 | -$1,347,651 | $7,907,311 | $3,064,686 | $4,842,625 |
| December 31, 2024 | 990 | $7,961,604 | $8,922,120 | -$960,516 | $7,097,425 | $1,433,284 | $5,664,141 |
| December 31, 2023 | 990 | $7,838,946 | $6,957,249 | $881,697 | $8,268,104 | $1,763,825 | $6,504,279 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,590,310
- Program service revenue
- $0
- Investment income
- $98,424
- Net gain from sales of assets
- $13
- Net income from fundraising events
- $57,955
- Other revenue
- $57,955
Expenses
- Grants and similar amounts paid
- $532,685
- Compensation of officers, directors and key employees
- $408,546
- Other salaries and wages
- $4,833,809
- Salaries, compensation and benefits (total)
- $6,210,833
- Professional fundraising fees
- $70,053
- Legal fees
- $6,466
- Accounting fees
- $169,213
- Occupancy
- $357,808
- Travel
- $233,811
- Depreciation
- $223,545
- Program services (functional)
- $6,459,180
- Management and general (functional)
- $1,261,122
- Fundraising (functional)
- $1,374,038
Balance sheet and other
- Total assets, start of year
- $7,097,425
- Total assets, end of year
- $7,907,311
- Total liabilities, end of year
- $3,064,686
- Net assets, end of year
- $4,842,625
- Land, buildings and equipment
- $244,106
- Publicly traded securities
- $3,368,294
- Net assets without donor restrictions
- $4,787,625
- Net assets with donor restrictions
- $55,000
- Gross receipts
- $8,285,946
- Employees
- 58
- Volunteers
- 13
- Year formed
- 1990
- State of legal domicile
- DC
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL BUNN | PRESIDENT & CEO AND BOARD SECRETARY Officer | 40 | $362,681 | $45,865 |
| WILLIAM MCBRIDE | CHIEF ECONOMIST Highest-paid employee | 40 | $212,610 | $24,455 |
| ALAN COLE | SENIOR ECONOMIST Highest-paid employee | 40 | $168,494 | $17,799 |
| WHITNEY EVANS | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $158,282 | $27,284 |
| COLBY PASTRE | VP OF MARKETING & COMMUNICATIONS Highest-paid employee | 40 | $169,099 | $9,506 |
| JARED WALCZAK | VP OF STATE POLICY Highest-paid employee | 40 | $164,129 | $8,919 |
| DAVE P LEWIS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JAMES W LINTOTT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| THE HONORABLE PHILIP ENGLISH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS GROTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUGLAS HOLTZ-EAKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM ROESSER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KURT LAMP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LOREN PONDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PHIL BULLOCK | DIRECTOR Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TADD FOWLER | DIRECTOR Trustee or director | 1 | $0 |
| THE HONORABLE KEVIN BRADY | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN KRANZ | DIRECTOR Trustee or director | 1 | $0 |
| PAMELA OLSON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT HODGE PRESIDENT | EMERITUS & SR. POLICY ADVISOR Officer | 40 | $356,771 | $18,415 |
| DANIEL D BUNN | PRESIDENT, CEO, BOARD SECRETARY Officer | 40 | $286,595 | $32,125 |
| WILLIAM MCBRIDE VP OF | FEDERAL TAX AND ECONOMIC POLICY Highest-paid employee | 40 | $200,495 | $19,416 |
| MICHAEL RESSEGUE | CHIEF OF STAFF Highest-paid employee | 40 | $174,936 | $5,948 |
| ALAN M COLE | SENIOR ECONOMIST Highest-paid employee | 40 | $161,574 | $13,212 |
| COLBY PASTRE | VP OF MARKETING AND COMMUNICATIONS Highest-paid employee | 40 | $159,627 | $9,027 |
| JARED M WALCZAK | VP OF STATE POLICY Highest-paid employee | 40 | $154,224 | $13,247 |
| DAVID P LEWIS | CHAIRMAN Trustee or director | 1 | $0 | $0 |
| JAMES W LINTOTT | TREASURER Trustee or director | 1 | $0 | $0 |
| THE HONORABLE PHILIP ENGLISH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS GROTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUGLAS HOLTZ-EAKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHEN KRANZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA OLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM ROESSER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KURT LAMP | DIRECTOR AS OF 04/2024 Trustee or director | 1 | $0 | $0 |
| LOREN PONDS | DIRECTOR AS OF 04/2024 Trustee or director | 1 | $0 | $0 |
| PHIL BULLOCK | DIRECTOR AS OF 04/2024 Trustee or director | 1 | $0 | $0 |
| TADD FOWLER | DIRECTOR AS OF 04/2024 Trustee or director | 1 | $0 | $0 |
| THE HONORABLE KEVIN BRADY | DIRECTOR AS OF 04/2024 Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT HODGE PRESIDENT | EMERITUS & SENIOR POLICY ADVISOR Officer | 40 | $348,620 | $17,285 |
| DANIEL D BUNN | PRESIDENT, CEO, & BOARD SECRETARY Officer | 40 | $238,913 | $30,083 |
| WILLIAM MCBRIDE | VP OF FEDERAL TAX POLICY Highest-paid employee | 40 | $191,377 | $18,852 |
| MICHAEL RESSEGUE | CHIEF OF STAFF Highest-paid employee | 40 | $180,332 | $13,431 |
| JOSH JAYE SENIOR | DIRECTOR OF EXTERNAL RELATIONS Highest-paid employee | 40 | $153,518 | $13,063 |
| COLBY PASTRE | VP OF MARKETING & COMMUNIC Highest-paid employee | 40 | $150,216 | $15,742 |
| JARED M WALCZAK | VP OF STATE PROJECTS Highest-paid employee | 40 | $151,200 | $13,597 |
| DAVID P LEWIS | CHAIRMAN Trustee or director | 1 | $0 | $0 |
| JAMES W LINTOTT | TREASURER Trustee or director | 1 | $0 | $0 |
| THE HONORABLE PHILIP ENGLISH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS GROTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUGLAS HOLTZ-EAKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHEN KRANZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA OLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH MCGILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM ROESSER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1325 G ST NW STE 950, WASHINGTON, DC 20005-3181
- Principal officer (990 for 2025)
- DANIEL BUNN, 1325 G STREET NW 950, WASHINGTON, DC 20005
- Signed the 990
- DANIEL BUNN, PRESIDENT & CEO
- Phone
- (202) 464-6200
- Website
- WWW.TAXFOUNDATION.ORG
- Return prepared by
- GELMAN ROSENBERG & FREEDMAN
Mission
TO IMPROVE LIVES THROUGH TAX POLICIES THAT LEAD TO GREATER ECONOMIC GROWTH AND OPPORTUNITY.
Program accomplishments
- MARKETING AND COMMUNICATION - THE FOUNDATION'S MARKETING AND COMMUNICATIONS TEAM MAKES TAX POLICY ENGAGING AND ACCESSIBLE TO TAXPAYERS, LEGISLATORS, AND THE MEDIA THROUGH INNOVATIVE, MULTI-CHANNEL CAMPAIGNS. THE FOUNDATION'S TEAM DELIVERS HIGH-QUALITY CONTENT TO THE RIGHT PEOPLE, AT THE RIGHT TIME, IN A FORMAT THAT PROMOTES DEEPER UNDERSTANDING USING TOOLS LIKE SOCIAL MEDIA, DIGITAL ADVERTISING, INTERACTIVE WEB EXPERIENCES, AND EMAIL. IN 2025, THE FOUNDATION EARNED 68,624 MEDIA CITATIONS IN THE WORLD'S TOP NEWS OUTLETS, INCLUDING THE WALL STREET JOURNAL, THE WASHINGTON POST, THE NEW YORK TIMES, NBC NEWS, FOX NEWS, AND NPR; ITS EXPERTS CONDUCTED 94 RADIO AND TV INTERVIEWS AND PLACED 47 OP-EDS; TAXFOUNDATION.ORG WAS VISITED 24 MILLION TIMES; ITS SOCIAL MEDIA AUDIENCE GREW 127 PERCENT TO OVER 145,000 TOTAL FOLLOWERS; ITS PODCAST LISTENERSHIP GREW BY 140 PERCENT, RESULTING IN OVER 462,000 LISTENS; AND ITS EMAIL NEWSLETTER GREW 9 PERCENT TO OVER 83,200 SUBSCRIBERS.Expenses $1,803,078
- FEDERAL TAX POLICY - THIS PROGRAM PROMOTES SOUND TAX POLICY IN WASHINGTON D.C. THE FOUNDATION PROVIDES OBJECTIVE DATA AND ANALYSIS ON TAX POLICY USING SEVERAL TOOLS, INCLUDING MODELING OF ECONOMIC AND BUDGETARY EFFECTS, RESEARCH, WRITING, CAPITOL HILL BRIEFINGS, AND CONGRESSIONAL TESTIMONY. THE FOUNDATION HAS ESTABLISHED ITSELF AS THE GO-TO RESOURCE ON FEDERAL TAX ISSUES FOR POLICYMAKERS. IN 2025, THE STAFF CONDUCTED MORE THAN 96 CAPITOL HILL MEETINGS, BRIEFINGS, AND PRESENTATIONS TO VARIOUS PUBLIC AUDIENCES, WERE CITED BY MEMBERS OF CONGRESS 53 TIMES, AND PRODUCED DOZENS OF REPORTS AND BLOG POSTS ON A VARIETY OF ISSUES THAT RECEIVED MORE THAN 55,700 CITATIONS IN LEADING MEDIA OUTLETS.Expenses $1,760,457
- GLOBAL TAX POLICY - THIS PROGRAM WAS LAUNCHED TO PROMOTE PRO-GROWTH TAX POLICIES THROUGHOUT THE WORLD WITH A PRIMARY FOCUS ON US CROSS BORDER POLICIES AND THOSE IN EUROPE. THE GLOBAL PROGRAM PRODUCES IN-DEPTH STUDIES OF ECONOMIC DATA AND USES A VARIETY OF MEASURES, SUCH AS THE INTERNATIONAL TAX COMPETITIVENESS INDEX, TO COMPARE TAX SYSTEMS. THE FOUNDATION'S EXPERTS HAVE PROVIDED BRIEFINGS IN COUNTRIES THROUGHOUT EUROPE AND ARE RELIED UPON BY MEDIA, POLICY MAKERS, AND OTHER POLICY GROUPS TO PROVIDE ANALYSIS OF TAX PROPOSALS THROUGHOUT THE WORLD. IN 2025, THE FOUNDATION'S EXPERTS WERE CITED IN 84 COUNTRIES, TESTIFIED BEFORE CONGRESSES AND PARLIAMENTS ALIKE, AND RECEIVED NEARLY 18,000 MEDIA CITATIONS.Expenses $1,529,997 · grants $532,685
- STATE TAX POLICY - THIS PROGRAM PROMOTES STATE TAX REFORM WITH COMPREHENSIVE ANNUAL REPORTS, RESEARCH, POLICY ANALYSIS, AND IN-DEPTH STATE-SPECIFIC STUDIES. IN 2025, THE FOUNDATION TESTIFIED OR PRESENTED TO OFFICIALSVIRTUALLY AND IN-PERSONIN 35 STATES, MET WITH IN STATE GROUPS OR AUDIENCES IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA, AND ITS FLAGSHIP STATE TAX COMPETITIVENESS INDEX (STCI) WAS VIEWED NEARLY 471,000 TIMES (A 172 PERCENT INCREASE OVER 2024). THE FOUNDATION IS OFTEN LOOKED TO BY LEGISLATORS, TAXPAYERS, AND THE MEDIA (WITH 18,890 MEDIA CITATIONS IN 2025) TO RECOMMEND TAX REFORM OPTIONS OR PROVIDE ANALYSIS OF TAX PLANS. THE FOUNDATION'S ANALYSIS, AND STUDIES SUCH AS THE STCI, INFORM THE TAX REFORM DEBATE ACROSS THE COUNTRY AND HAVE BEEN CRUCIAL TO MAJOR TAX CHANGES IN MANY STATES, AND FOUNDATION EXPERTS HAVE BEEN A VITAL RESOURCE TO POLICY MAKERS AND JOURNALIST AS STATES NAVIGATE AN INCREASINGLY MOBILE ECONOMY CHARACTERIZED BY A GREATER FOCUS ON TAX COMPETITIVENESS.Expenses $1,170,777
- TAX EDUCATION - TAXEDU IS DESIGNED AS A SIMPLIFIED RESOURCE TO ADVANCE TAX POLICY EDUCATION, DISCUSSION, AND UNDERSTANDING IN CLASSROOMS, LIVING ROOMS, AND GOVERNMENT CHAMBERS. TAXEDU GIVES TEACHERS THE TOOLS TO MAKE STUDENTS BETTER CITIZENS, TAXPAYERS A VOCABULARY TO SEE THROUGH THE RHETORIC, LAWMAKERS CRASH COURSES TO WRITE SMARTER LAWS, AND VIDEOS FOR ANYONE WHO WANTS TO BOOST THEIR TAX KNOWLEDGE ON THE GO. IN 2025, TAXEDU RESOURCES REACHED MORE THAN 18,000 USERS, OUR PROGRAM LEADERS HAD SEVEN SPEAKING OPPORTUNITIES, AND OUR EXPLAINER VIDEOS EXCEEDED 1.5 MILLION VIEWS. EDUCATION IS THE HEARTBEAT OF TAX FOUNDATION'S MISSION, AND TAXEDU IS FILLING A GAP THAT HAS LONG EXISTED IN CLASSROOMS, LIVING ROOMS, AND EVEN ONLINE DISCOURSE. TAX ILLITERACY IS A SERIOUS PROBLEM. TAXEDU IS PROVING IT'S ONE WE CAN SOLVE.Expenses $194,871
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1703065
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W05)
- Assets (IRS master file)
- $7,907,311
- Income (IRS master file)
- $8,285,946
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $7,746,689 | $9,094,340 | $7,907,311 | XML |
| 990 | December 2024 | $7,961,604 | $8,922,120 | $7,097,425 | XML |
| 990 | December 2023 | $7,838,946 | $6,957,249 | $8,268,104 | XML |
| 990 | December 2022 | $6,768,789 | $5,840,958 | $7,496,698 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 52-1703065).
Questions about TAX FOUNDATION
- What is the EIN of TAX FOUNDATION?
- The employer identification number (EIN) of TAX FOUNDATION is 52-1703065.
- Is TAX FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to TAX FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TAX 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 TAX 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 TAX 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 TAX FOUNDATION?
- The 990 for the year ended December 31, 2025 names DANIEL BUNN.
- Who are the officers and directors of TAX FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 19 people; 6 received compensation from the organization, the highest $362,681 (DANIEL BUNN, PRESIDENT & CEO AND BOARD SECRETARY).
- How much revenue does TAX FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $7,746,689, expenses of $9,094,340 and total assets of $7,907,311 at year end.
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