Nonprofit · EIN 94-1236937
JAMES IRVINE FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $350,154,179 | $196,024,014 | $154,130,165 | $3,386,135,557 | $54,978,646 | $3,331,156,911 |
| December 31, 2023 | 990-PF | $219,761,840 | $224,641,319 | -$4,879,479 | $3,300,619,484 | $132,765,426 | $3,167,854,058 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $12,260,547
- Interest
- $3,998,703
- Net gain from sales of assets
- $333,900,605
- Other income
- -$5,676
Expenses
- Grants and similar amounts paid
- $155,306,739
- Compensation of officers, directors and key employees
- $4,267,701
- Salaries, compensation and benefits (total)
- $15,399,627
- Disbursements for charitable purposes
- $180,202,824
- Excise tax on investment income
- $4,526,018
Balance sheet and other
- Total assets, start of year
- $3,300,619,484
- Total assets, end of year
- $3,386,135,557
- Total liabilities, end of year
- $54,978,646
- Net assets, end of year
- $3,331,156,911
- Fair market value of assets
- $3,386,135,557
- Qualifying distributions
- $180,202,824
- Net investment income
- $363,389,348
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 | Other / benefits |
|---|---|---|---|---|
| TIMOTHY RECKER One Bush Street, San Francisco, CA 94104 | TREASURER & CIO | 50 | $2,502,500 | $120,217 |
| MELISSA LOPEZ One Bush Street, San Francisco, CA 94104 | MNG DIR OF INVEST Highest-paid employee | 50 | $1,170,000 | $76,535 |
| SHARIF SIDDIQUI One Bush Street, San Francisco, CA 94104 | MNG DIR OF INVEST Highest-paid employee | 50 | $1,170,000 | $78,183 |
| JESUS S ARGUELLES One Bush Street, San Francisco, CA 94104 | MNG DIR OF INVEST Highest-paid employee | 50 | $1,034,000 | $85,274 |
| DONALD J HOWARD One Bush Street, San Francisco, CA 94104 | PRES/CEO/DIR | 50 | $929,000 | $118,883 |
| CASEY BUDESILICH One Bush Street, San Francisco, CA 94104 | CORP SECRETARY/COO | 50 | $492,000 | $54,953 |
| CHARLES S FIELDS One Bush Street, San Francisco, CA 94104 | VP PRGM IMPLEMENT Highest-paid employee | 50 | $424,333 | $56,783 |
| JEANNE SAKAMOTO One Bush Street, San Francisco, CA 94104 | Chief Staff Planning Highest-paid employee | 50 | $380,250 | $49,329 |
| DANIELLE EDMONDS TAYLOR One Bush Street, San Francisco, CA 94104 | ASSISTANT CORPORATE SECRETARY | 50 | $216,000 | $41,125 |
| PAULETTE BROWN-HINDS One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $18,000 | $0 |
| ULTIMINIO RIOS One Bush Street, San Francisco, CA 94104 | CHAIR | 2 | $18,000 | $0 |
| BRENNA BUTLER GARCIA One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $12,200 | $0 |
| MARIA ANGUIANO One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,000 | $0 |
| KAFI D BLUMENFIELD One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,000 | $0 |
| MICHAEL CHUI One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,000 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERI DUNN BERRY One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,000 |
| JOHN B FRANK One Bush Street, San Francisco, CA 94104 | VICE CHAIR | 2 | $10,000 |
| GOODWIN LIU One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,000 |
| TERESA MATSUI SCHNEIDER One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,000 |
| ELISEO V MEDINA One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,000 |
| MARC MORRIS One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $0 |
| SARA RECKTENWALD One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TIMOTHY RECKER One Bush Street, San Francisco, CA 94104 | TREASURER & CIO | 50 | $2,319,500 | $146,785 |
| MELISSA LOPEZ One Bush Street, San Francisco, CA 94104 | MNG DIR OF INVEST Highest-paid employee | 50 | $1,104,375 | $93,438 |
| SHARIF SIDDIQUI One Bush Street, San Francisco, CA 94104 | MNG DIR OF INVEST Highest-paid employee | 50 | $1,104,375 | $90,729 |
| JESUS S ARGUELLES One Bush Street, San Francisco, CA 94104 | MNG DIR OF INVEST Highest-paid employee | 50 | $993,875 | $96,063 |
| DONALD J HOWARD One Bush Street, San Francisco, CA 94104 | PRESIDENT& CEO/DIR | 50 | $808,000 | $149,544 |
| CASEY BUDESILICH One Bush Street, San Francisco, CA 94104 | CORP SEC & COO | 50 | $447,000 | $70,291 |
| AMY SAXTON One Bush Street, San Francisco, CA 94104 | VP PRGM DEVELOPMENT Highest-paid employee | 50 | $401,000 | $89,995 |
| CHARLES S FIELDS One Bush Street, San Francisco, CA 94104 | VP PROGRAM IMPLEMENT Highest-paid employee | 50 | $401,000 | $66,473 |
| DANIELLE EDMONDS TAYLOR One Bush Street, San Francisco, CA 94104 | ASSISTANT CORPORATE SECRETARY | 50 | $196,000 | $49,017 |
| ULTIMINIO RIOS One Bush Street, San Francisco, CA 94104 | Chair | 2 | $21,000 | $0 |
| PAULETTE BROWN-HINDS One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $19,000 | $0 |
| TERESA MATSUI SCHNEIDER One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,769 | $0 |
| JOHN B FRANK One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,458 | $0 |
| MARIA ANGUIANO One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,000 | $0 |
| KAFI D BLUMENFIELD One Bush Street, San Francisco, CA 94104 | Director | 2 | $10,000 | $0 |
| MICHAEL CHUI One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,000 | $0 |
| GOODWIN LIU One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,000 | $0 |
| ELISEO V MEDINA One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $10,000 | $0 |
| BRENNA BUTLER GARCIA One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $1,000 | $0 |
| ROBERT E DENHAM One Bush Street, San Francisco, CA 94104 | VICE CHAIR | 3 | $0 | $0 |
| SARA RECKTENWALD One Bush Street, San Francisco, CA 94104 | DIRECTOR | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 BUSH ST STE 800, SAN FRANCISCO, CA 94104-4494
- In care of
- % TIMOTHY RECKER
- Signed the 990-PF
- TIMOTHY RECKER, CIO/TREASURER
- Phone
- (415) 777-2244
- Website
- www.Irvine.org
- Return prepared by
- CROWE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1236937 or by the name JAMES IRVINE 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 | 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
- 94-1236937
- 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
- 1939
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,386,135,557
- Income (IRS master file)
- $802,948,934
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $350,154,179 | $196,024,014 | $3,386,135,557 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $219,761,840 | $224,641,319 | $3,300,619,484 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 94-1236937).
Questions about JAMES IRVINE FOUNDATION
- What is the EIN of JAMES IRVINE FOUNDATION?
- The employer identification number (EIN) of JAMES IRVINE FOUNDATION is 94-1236937.
- Is JAMES IRVINE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
- Are donations to JAMES IRVINE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES IRVINE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES IRVINE FOUNDATION 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 JAMES IRVINE FOUNDATION 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 JAMES IRVINE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 22 people; 20 received compensation from the organization, the highest $2,502,500 (TIMOTHY RECKER, TREASURER & CIO).
- How much revenue does JAMES IRVINE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $350,154,179, expenses of $196,024,014 and total assets of $3,386,135,557 at year end.
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