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Nonprofit · EIN 81-2820593

MOULTON FAMILY FOUNDATION INC

Tax-exempt · LAGUNA HILLS, CA 92653

Financials

$587K$359K2023$714K$456K2024$727K$535K2025
Revenue Expenses · by fiscal year end
Financials of MOULTON FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$726,964$534,627$192,337$2,389,719$228$2,389,491
December 31, 2024990-PF$714,296$456,104$258,192$2,197,270$116$2,197,154
December 31, 2023990-PF$586,926$358,790$228,136$1,938,985$23$1,938,962
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$667,357
Dividends
$15,745
Interest
$17,632
Net gain from sales of assets
$32,426

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$128,983
Disbursements for charitable purposes
$458,837
Excise tax on investment income
$915

Balance sheet and other

Total assets, start of year
$2,197,270
Total assets, end of year
$2,389,719
Total liabilities, end of year
$228
Net assets, end of year
$2,389,491
Fair market value of assets
$2,452,978
Qualifying distributions
$595,553
Net investment income
$65,803

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
Elisabeth I Ward
25258 Cabot Road, Laguna Hills, CA 92653
Exec Director
Highest-paid employee
40$99,005
Jared K Mathis
25258 Cabot Road, Laguna Hills, CA 92653
President10$0
Scott T Barnes
25258 Cabot Road, Laguna Hills, CA 92653
Treasurer10$0
Stephanie C Hibbits
2269 Lake Ysabel Road, Templeton, CA 93465
Secretary4$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Elisabeth I Ward
25258 Cabot Road, Laguna Hills, CA 92653
Exec Director
Highest-paid employee
40$61,521
Jared K Mathis
25258 Cabot Road, Laguna Hills, CA 92653
President10$0
Scott T Barnes
25258 Cabot Road, Laguna Hills, CA 92653
Treasurer10$0
Stephanie C Hibbits
2269 Lake Ysabel Road, Templeton, CA 93465
Secretary4$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Jared K Mathis
25258 Cabot Road, Laguna Hills, CA 92653
President0$0
Scott T Barnes
25258 Cabot Road, Laguna Hills, CA 92653
Treasurer0$0
Stephanie C Hibbits
2269 Lake Ysabel Road, Templeton, CA 93465
Secretary0$0

Address and contacts

Address (IRS master file)
25258 CABOT RD, LAGUNA HILLS, CA 92653-5504
In care of
% JARED K MATHIS
Signed the 990-PF
Scott T Barnes, Treasurer
Phone
(949) 868-7385
Return prepared by
Anthony B Terreri Accountancy Corp

California records

California keeps its own records of charities and corporations. Search them by EIN 81-2820593 or by the name MOULTON FAMILY FOUNDATION INC.

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
81-2820593
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,389,719
Income (IRS master file)
$1,666,015

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$726,964$534,627$2,389,719IRS
990-PFDecember 2024$714,296$456,104$2,197,270IRS
990-PFDecember 2023$586,926$358,790$1,938,985XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 81-2820593).

Questions about MOULTON FAMILY FOUNDATION INC

What is the EIN of MOULTON FAMILY FOUNDATION INC?
The employer identification number (EIN) of MOULTON FAMILY FOUNDATION INC is 81-2820593.
Is MOULTON FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to MOULTON FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does MOULTON FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MOULTON FAMILY FOUNDATION INC 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 MOULTON FAMILY FOUNDATION INC 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 MOULTON FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $99,005 (Elisabeth I Ward, Exec Director).
How much revenue does MOULTON FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $726,964, expenses of $534,627 and total assets of $2,389,719 at year end.

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