Nonprofit · EIN 77-0138294
THE JUDITH MCBEAN FOUNDATION
Also known as JUDITH MCBEAN TTEE
Tax-exempt · CARMEL, CA 93922
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $246,432 | $315,692 | -$69,260 | $3,191,109 | $0 | $3,191,109 |
| September 30, 2024 | 990-PF | $135,970 | $254,875 | -$118,905 | $3,260,369 | $0 | $3,260,369 |
| September 30, 2023 | 990-PF | $135,099 | $213,923 | -$78,824 | $3,378,901 | $0 | $3,378,901 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $125,969
- Dividends
- $119,328
- Net gain from sales of assets
- $1,135
Expenses
- Grants and similar amounts paid
- $278,500
- Disbursements for charitable purposes
- $301,779
- Excise tax on investment income
- $1,481
Balance sheet and other
- Total assets, start of year
- $3,260,369
- Total assets, end of year
- $3,191,109
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,191,109
- Fair market value of assets
- $4,229,873
- Qualifying distributions
- $301,779
- Net investment income
- $120,463
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Green PO Box 221818, Carmel, CA 93922 | Trustee | 2 | $0 |
| Natasha Hunt PO Box 221818, Carmel, CA 93922 | President | 5 | $0 |
| Robin Lane PO Box 221818, Carmel, CA 93922 | Secretary | 2 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Green PO Box 221818, Carmel, CA 93922 | Trustee | 2 | $0 |
| Natasha Hunt PO Box 221818, Carmel, CA 93922 | President | 5 | $0 |
| Robin Lane PO Box 221818, Carmel, CA 93922 | Secretary | 2 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL GREEN PO BOX 221818, CARMEL, CA 93922 | TRUSTEE | 2 | $0 |
| NATASHA HUNT PO BOX 221818, CARMEL, CA 93922 | PRESIDENT | 5 | $0 |
| ROBIN LANE PO BOX 221818, CARMEL, CA 93922 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 221818, CARMEL, CA 93922-1818
- Signed the 990-PF
- Natasha Hunt, President
- Phone
- (831) 915-7289
- Return prepared by
- Fontanello Duffield & Otake LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0138294 or by the name THE JUDITH MCBEAN FOUNDATION.
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 77-0138294
- 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
- 1987
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,191,109
- Income (IRS master file)
- $447,432
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $246,432 | $315,692 | $3,191,109 | XML |
| 990-PF | September 2024 | $135,970 | $254,875 | $3,260,369 | XML |
| 990-PF | September 2023 | $135,099 | $213,923 | $3,378,901 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 77-0138294).
Questions about THE JUDITH MCBEAN FOUNDATION
- What is the EIN of THE JUDITH MCBEAN FOUNDATION?
- The employer identification number (EIN) of THE JUDITH MCBEAN FOUNDATION is 77-0138294.
- Is THE JUDITH MCBEAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to THE JUDITH MCBEAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JUDITH MCBEAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JUDITH MCBEAN FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JUDITH MCBEAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of THE JUDITH MCBEAN FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE JUDITH MCBEAN FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $246,432, expenses of $315,692 and total assets of $3,191,109 at year end.
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