Nonprofit · EIN 77-0229243
JAMES S BOWER FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,747,828 | $4,501,758 | -$1,753,930 | $89,017,606 | $103,144 | $88,914,462 |
| December 31, 2023 | 990-PF | $2,637,099 | $4,331,922 | -$1,694,823 | $86,066,816 | $87,680 | $85,979,136 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $967,983
- Interest
- $75,350
- Net rental income
- $788,891
- Net gain from sales of assets
- $898,884
- Other income
- $16,720
Expenses
- Grants and similar amounts paid
- $3,170,750
- Compensation of officers, directors and key employees
- $378,200
- Salaries, compensation and benefits (total)
- $291,378
- Disbursements for charitable purposes
- $4,024,506
- Excise tax on investment income
- $32,669
Balance sheet and other
- Total assets, start of year
- $86,066,816
- Total assets, end of year
- $89,017,606
- Total liabilities, end of year
- $103,144
- Net assets, end of year
- $88,914,462
- Fair market value of assets
- $89,017,606
- Qualifying distributions
- $4,024,506
- Net investment income
- $2,725,140
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 | Other / benefits |
|---|---|---|---|---|
| JON CLARK 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | PRESIDENT | 40 | $288,200 | $61,164 |
| PATRICIA MADRIGAL 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | DIRECTOR OF EDUCATIO Highest-paid employee | 40 | $181,301 | $14,016 |
| JOLETTE CORBETT 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | FINANCIAL MANAGER Highest-paid employee | 30 | $110,077 | $37,118 |
| HARVEY BOTTELSEN THRU 123124 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | CHAIRMAN | 3 | $30,000 | $0 |
| CHRISTOPHER A JACOBS 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | SECRETARY | 3 | $30,000 | $0 |
| DAVID ALVARADO THRU 123124 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | TREASURER | 3 | $30,000 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JON CLARK 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | PRESIDENT | 40 | $293,702 | $57,566 |
| PATRICIA MADRIGAL 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | DIRECTOR OF EDUCATIO Highest-paid employee | 40 | $171,000 | $12,609 |
| JOLETTE CORBETT 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | FINANCIAL MANAGER Highest-paid employee | 30 | $106,978 | $34,622 |
| HARVEY BOTTELSEN 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | CHAIRMAN | 3 | $30,000 | $0 |
| CHRISTOPHER A JACOBS 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | SECRETARY | 3 | $30,000 | $0 |
| DAVID ALVARADO 26 WEST MICHELTORENA ST, SANTA BARBARA, CA 93101 | TREASURER | 3 | $30,000 | $0 |
Address and contacts
- Address (IRS master file)
- 26 W MICHELTORENA ST, SANTA BARBARA, CA 93101-2510
- Signed the 990-PF
- JON CLARK, PRESIDENT
- Phone
- (805) 564-8814
- Website
- WWW.JSBOWERFOUNDATION.ORG
- Return prepared by
- HUTCHINSON & BLOODGOOD LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0229243 or by the name JAMES S BOWER 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 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
- 77-0229243
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $89,017,606
- Income (IRS master file)
- $8,483,156
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,747,828 | $4,501,758 | $89,017,606 | XML |
| 990-PF | December 2023 | $2,637,099 | $4,331,922 | $86,066,816 | 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 77-0229243).
Questions about JAMES S BOWER FOUNDATION
- What is the EIN of JAMES S BOWER FOUNDATION?
- The employer identification number (EIN) of JAMES S BOWER FOUNDATION is 77-0229243.
- Is JAMES S BOWER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to JAMES S BOWER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES S BOWER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES S BOWER FOUNDATION 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 JAMES S BOWER FOUNDATION 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 JAMES S BOWER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 6 received compensation from the organization, the highest $288,200 (JON CLARK, PRESIDENT).
- How much revenue does JAMES S BOWER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,747,828, expenses of $4,501,758 and total assets of $89,017,606 at year end.
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