Nonprofit · EIN 85-1207989
ALLEN STEWART FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92662
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $139,715 | $41,250 | $98,465 | $840,837 | $0 | $840,837 |
| December 31, 2024 | 990-PF | $121,209 | $37,020 | $84,189 | $757,314 | $0 | $757,314 |
| December 31, 2023 | 990-PF | $178,671 | $32,070 | $146,601 | $630,661 | $0 | $630,661 |
| December 31, 2021 | 990-PF | $250,000 | $0 | $250,000 | $250,000 | $0 | $250,000 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $125,000
- Dividends
- $11,383
- Interest
- $8,168
- Net gain from sales of assets
- -$4,836
Expenses
- Grants and similar amounts paid
- $40,500
- Disbursements for charitable purposes
- $40,574
- Excise tax on investment income
- $299
Balance sheet and other
- Total assets, start of year
- $757,314
- Total assets, end of year
- $840,837
- Total liabilities, end of year
- $0
- Net assets, end of year
- $840,837
- Fair market value of assets
- $834,533
- Qualifying distributions
- $40,574
- Net investment income
- $22,201
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN STEWART PO BOX 5810, NEWPORT BEACH, CA 92662 | President | 1 | $0 |
| KATHY FLIPPIN PO BOX 1838, LAGUNA BEACH, CA 92652 | Secretary | 1 | $0 |
| MICHAEL HEALY 21 CERAMICA, RANCHO SANTA MARGARITA, CA 92688 | CFO | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Allen Stewart PO Box 5810, Newport Beach, CA 92662 | President | 1 | $0 |
| Kathy Flippin PO Box 1838, Laguna Beach, CA 92652 | Secretary | 1 | $0 |
| Michael Healy 21 CERAMICA, RANCHO SANTA MARGARITA, CA 92688 | CFO | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Allen Stewart PO Box 5810, Newport Beach, CA 92662 | President | 1 | $0 |
| Kathy Flippin PO Box 1838, Laguna Beach, CA 92652 | Secretary | 1 | $0 |
| Stephen H Bennett 27525 Puerta Real Ste 300-611, Mission Viejo, CA 92691 | CFO | 1 | $0 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Allen Stewart PO Box 5810, Newport Beach, CA 92662 | President | 1 | $0 |
| Kathy Flippin PO Box 1838, Laguna Beach, CA 92652 | Secretary | 1 | $0 |
| Stephen H Bennett 27525 Puerta Real Ste 300-611, Mission Viejo, CA 92691 | CFO | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5810, NEWPORT BEACH, CA 92662-5810
- In care of
- % STEPHEN H BENNETT
- Signed the 990-PF
- KATHY FLIPPIN, President
- Phone
- (714) 345-7188
- Return prepared by
- BOURQUE & MCLUCAS CPAS INC
California records
California keeps its own records of charities and corporations. Search them by EIN 85-1207989 or by the name ALLEN STEWART 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 | 990-PF 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
- 85-1207989
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $840,837
- Income (IRS master file)
- $546,416
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $139,715 | $41,250 | $840,837 | IRS |
| 990-PF | December 2024 | $121,209 | $37,020 | $757,314 | XML |
| 990-PF | December 2023 | $178,671 | $32,070 | $630,661 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $250,000 | $0 | $250,000 | XML |
| 990-PF | December 2020 | – | – | – | 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 85-1207989).
Questions about ALLEN STEWART FOUNDATION
- What is the EIN of ALLEN STEWART FOUNDATION?
- The employer identification number (EIN) of ALLEN STEWART FOUNDATION is 85-1207989.
- Is ALLEN STEWART FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Which annual return does ALLEN STEWART FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALLEN STEWART 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 ALLEN STEWART FOUNDATION 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 ALLEN STEWART FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALLEN STEWART FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $139,715, expenses of $41,250 and total assets of $840,837 at year end.
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