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Nonprofit · EIN 86-1917009

CALVER FOUNDATION

Tax-exempt · ESCONDIDO, CA 92026

Financials

$910K$182K2023$646K$1.8M2024$1.7M$2.4M2025
Revenue Expenses · by fiscal year end
Financials of CALVER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,726,743$2,352,572-$625,829$10,392,809$0$10,392,809
December 31, 2024990-PF$646,304$1,820,659-$1,174,355$11,016,105$0$11,016,105
December 31, 2023990-PF$910,103$181,800$728,303$12,194,214$0$12,194,214
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$616,531
Net gain from sales of assets
$1,107,681
Other income
$2,531

Expenses

Grants and similar amounts paid
$2,262,972
Compensation of officers, directors and key employees
$38,258
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$2,322,112
Excise tax on investment income
$23,691

Balance sheet and other

Total assets, start of year
$11,016,105
Total assets, end of year
$10,392,809
Total liabilities, end of year
$0
Net assets, end of year
$10,392,809
Fair market value of assets
$50,478,271
Qualifying distributions
$2,322,112
Net investment income
$1,724,251

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 / weekCompensationOther / benefits
Robert Anderson
306 W El Norte Pkwy, Escondido, CA 92026
President40$21,667$1,300
Matthew Bowers
306 W El Norte Pkwy, Escondido, CA 92026
Treasurer40$21,667$1,300
Cynthia Morales Anderson
306 W El Norte Pkwy, Escondido, CA 92026
Secretary40$10,000$600
NEIL R ANDERSON
306 W El Norte Pkwy, Escondido, CA 92026
DIRECTOR0.5$0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
NEIL R ANDERSON
5809 SETTLEMENT WAY, MCKINNEY, TX 75070
DIRECTOR0.5$0
CYNTHIA MORALES ANDERSON
5809 SETTLEMENT WAY, MCKINNEY, TX 75070
DIRECTOR0.5$0
ROBERT C ANDERSON
1076 CIRCLE DRIVE, ESCONDIDO, CA 92025
DIRECTOR0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
NEIL R ANDERSON
5809 SETTLEMENT WAY, MCKINNEY, TX 75070
DIRECTOR0.5$0
CYNTHIA MORALES-ILERIA
5809 SETTLEMENT WAY, MCKINNEY, TX 75070
DIRECTOR0.5$0
ROBERT C ANDERSON
1076 CIRCLE DRIVE, ESCONDIDO, CA 92025
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
306 W EL NORTE PKWY, ESCONDIDO, CA 92026-1960
In care of
% MATTHEW BOWERS
Signed the 990-PF
Matthew Bowers, Treasurer
Phone
(972) 978-7350
Return prepared by
Forvis Mazars LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 86-1917009 or by the name CALVER FOUNDATION.

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
86-1917009
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
2022
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P12)
Assets (IRS master file)
$10,392,809
Income (IRS master file)
$1,966,915

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,726,743$2,352,572$10,392,809XML
990-PFDecember 2024$646,304$1,820,659$11,016,105IRS
990-PFDecember 2023$910,103$181,800$12,194,214XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 86-1917009).

Questions about CALVER FOUNDATION

What is the EIN of CALVER FOUNDATION?
The employer identification number (EIN) of CALVER FOUNDATION is 86-1917009.
Is CALVER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to CALVER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CALVER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CALVER 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 CALVER 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 CALVER FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $21,667 (Robert Anderson, President).
How much revenue does CALVER FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,726,743, expenses of $2,352,572 and total assets of $10,392,809 at year end.

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