Nonprofit · EIN 77-0526077
J V LOWNEY FUND
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $117,269 | $42,547 | $74,722 | $740,105 | $0 | $740,105 |
| December 31, 2023 | 990-PF | $21,863 | $46,386 | -$24,523 | $665,383 | $0 | $665,383 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,000
- Dividends
- $15,196
- Interest
- $21
- Net gain from sales of assets
- $95,052
Expenses
- Grants and similar amounts paid
- $30,540
- Compensation of officers, directors and key employees
- $2,400
- Disbursements for charitable purposes
- $35,173
- Excise tax on investment income
- $1,492
Balance sheet and other
- Total assets, start of year
- $665,383
- Total assets, end of year
- $740,105
- Total liabilities, end of year
- $0
- Net assets, end of year
- $740,105
- Fair market value of assets
- $864,495
- Qualifying distributions
- $35,173
- Net investment income
- $110,269
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 |
|---|---|---|---|
| EDITH A BENNETT 360 17TH STREET 200, OAKLAND, CA 94612 | BOARD MEMBER | 2 | $1,200 |
| KENNETH A LOWNEY 360 17TH STREET 200, OAKLAND, CA 94612 | BOARD MEMBER | 2 | $1,200 |
| JOHN V LOWNEY 360 17TH STREET 200, OAKLAND, CA 94612 | PRESIDENT | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN V LOWNEY 360 17TH STREET SUITE 200, OAKLAND, CA 94612 | PRESIDENT | 2 | $2,400 |
| EDITH A BENNETT 360 17TH STREET SUITE 200, OAKLAND, CA 94612 | BOARD MEMBER | 2 | $1,200 |
| KENNETH A LOWNEY 360 17TH STREET SUITE 200, OAKLAND, CA 94612 | BOARD MEMBER | 2 | $1,200 |
Address and contacts
- Address (IRS master file)
- 360 17TH ST STE 200, OAKLAND, CA 94612-3340
- In care of
- % JOHN V LOWNEY
- Signed the 990-PF
- JOHN V LOWNEY, PRESIDENT
- Phone
- (650) 851-8694
- Return prepared by
- KETEL THORSTENSON LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0526077 or by the name J V LOWNEY FUND.
- 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
- 77-0526077
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $740,105
- Income (IRS master file)
- $306,373
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $117,269 | $42,547 | $740,105 | IRS |
| 990-PF | December 2023 | $21,863 | $46,386 | $665,383 | 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 77-0526077).
Questions about J V LOWNEY FUND
- What is the EIN of J V LOWNEY FUND?
- The employer identification number (EIN) of J V LOWNEY FUND is 77-0526077.
- Is J V LOWNEY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to J V LOWNEY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J V LOWNEY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J V LOWNEY FUND 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 J V LOWNEY FUND 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 J V LOWNEY FUND?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $1,200 (EDITH A BENNETT, BOARD MEMBER).
- How much revenue does J V LOWNEY FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $117,269, expenses of $42,547 and total assets of $740,105 at year end.
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