Nonprofit · EIN 87-6272874
ANDREE D VAIL TRUST
Tax-exempt · SAN DIEGO, CA 92130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $141,257 | $189,480 | -$48,223 | $1,566,054 | $0 | $1,566,054 |
| December 31, 2024 | 990-PF | $150,695 | $169,651 | -$18,956 | $1,614,277 | $0 | $1,614,277 |
| December 31, 2023 | 990-PF | $106,653 | $168,987 | -$62,334 | $1,633,233 | $0 | $1,633,233 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $63,065
- Interest
- $18
- Net gain from sales of assets
- $78,174
Expenses
- Grants and similar amounts paid
- $130,823
- Compensation of officers, directors and key employees
- $28,595
- Disbursements for charitable purposes
- $133,683
- Excise tax on investment income
- $1,188
Balance sheet and other
- Total assets, start of year
- $1,614,277
- Total assets, end of year
- $1,566,054
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,566,054
- Fair market value of assets
- $3,042,491
- Qualifying distributions
- $133,683
- Net investment income
- $141,257
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 |
|---|---|---|---|
| MEREDITH L BROWN 4180 LA JOLLA VILLAGE DR 270, LA JOLLA, CA 92037 | SUCCESSOR TRUSTEE | 5 | $28,595 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEREDITH L BROWN 4180 LA JOLLA VILLAGE DR 270, LA JOLLA, CA 92037 | SUCCESSOR TRUSTEE | 5 | $27,259 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEREDITH L BROWN 4180 LA JOLLA VILLAGE DR 270, LA JOLLA, CA 92037 | SUCCESSOR TRUSTEE | 5 | $23,785 |
Address and contacts
- Address (IRS master file)
- 12760 HIGH BLUFF DR STE 110, SAN DIEGO, CA 92130-2003
- In care of
- % JOHN W BROWN
- Signed the 990-PF
- MEREDITH L BROWN, TRUSTEE
- Phone
- (858) 453-1215
- Return prepared by
- LEINENWEBER & ASSOCIATES CPAS INC
California records
California keeps its own records of charities and corporations. Search them by EIN 87-6272874 or by the name ANDREE D VAIL TRUST.
- 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
- 87-6272874
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,566,054
- Income (IRS master file)
- $256,049
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $141,257 | $189,480 | $1,566,054 | IRS |
| 990-PF | December 2024 | $150,695 | $169,651 | $1,614,277 | IRS |
| 990-PF | December 2023 | $106,653 | $168,987 | $1,633,233 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 87-6272874).
Questions about ANDREE D VAIL TRUST
- What is the EIN of ANDREE D VAIL TRUST?
- The employer identification number (EIN) of ANDREE D VAIL TRUST is 87-6272874.
- Is ANDREE D VAIL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does ANDREE D VAIL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANDREE D VAIL TRUST 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 ANDREE D VAIL TRUST 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 ANDREE D VAIL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $28,595 (MEREDITH L BROWN, SUCCESSOR TRUSTEE).
- How much revenue does ANDREE D VAIL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $141,257, expenses of $189,480 and total assets of $1,566,054 at year end.
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