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Nonprofit · EIN 94-3073894

TAHOE MARITIME FOUNDATION

Tax-exempt · SAN JOSE, CA 95125

Financials

−$24K$227K2023$134K$231K2024$323K$252K2025
Revenue Expenses · by fiscal year end
Financials of TAHOE MARITIME FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$323,495$251,601$71,894$4,278,384$0$4,278,384
December 31, 2024990-PF$134,083$230,544-$96,461$4,206,490$0$4,206,490
December 31, 2023990-PF-$23,573$226,935-$250,508$4,302,740$0$4,302,740
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$152,623
Dividends
$117,019
Net gain from sales of assets
$53,853

Expenses

Grants and similar amounts paid
$220,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$223,339
Excise tax on investment income
$1,987

Balance sheet and other

Total assets, start of year
$4,206,490
Total assets, end of year
$4,278,384
Total liabilities, end of year
$0
Net assets, end of year
$4,278,384
Fair market value of assets
$5,394,340
Qualifying distributions
$223,339
Net investment income
$169,210

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
STEPHEN CAPLAN
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
RICHARD STOUT
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
JEFFREY PETERSON
2662 KRING DRIVE, SAN JOSE, CA 95125
TREASURER3$0
KIRK PUMPHREY
2662 KRING DRIVE, SAN JOSE, CA 95125
PRESIDENT3$0
CHERYL CAPLAN
2662 KRING DRIVE, SAN JOSE, CA 95125
SECRETARY3$0
LORA NADOLSKI HANSON
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
TODD JEFFERY
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
DARREN KRAMER
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
STEPHEN CAPLAN
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
ROY DRYER III
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
RICHARD STOUT
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
JEFFREY PETERSON
2662 KRING DRIVE, SAN JOSE, CA 95125
TREASURER3$0
KIRK PUMPHREY
2662 KRING DRIVE, SAN JOSE, CA 95125
PRESIDENT3$0
CHERYL CAPLAN
2662 KRING DRIVE, SAN JOSE, CA 95125
SECRETARY3$0
LORA NADOLSKI HANSON
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
TODD JEFFERY
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
DARREN KRAMER
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
STEPHEN CAPLAN
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
ROY DRYER III
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
RICHARD STOUT
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
JEFFREY PETERSON
2662 KRING DRIVE, SAN JOSE, CA 95125
TREASURER3$0
KIRK PUMPHREY
2662 KRING DRIVE, SAN JOSE, CA 95125
PRESIDENT3$0
CHERYL CAPLAN
2662 KRING DRIVE, SAN JOSE, CA 95125
SECRETARY3$0
LORA NADOLSKI HANSON
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
TODD JEFFERY
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0
DARREN KRAMER
2662 KRING DRIVE, SAN JOSE, CA 95125
DIRECTOR1$0

Address and contacts

Address (IRS master file)
2662 KRING DR, SAN JOSE, CA 95125-4136
Signed the 990-PF
JEFFREY PETERSON, TREASURER
Phone
(408) 605-2999
Return prepared by
CREATIVE PLANNING TAX LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3073894 or by the name TAHOE MARITIME 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
94-3073894
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,278,384
Income (IRS master file)
$642,412

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$323,495$251,601$4,278,384XML
990-PFDecember 2024$134,083$230,544$4,206,490IRS
990-PFDecember 2023-$23,573$226,935$4,302,740XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 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 94-3073894).

Questions about TAHOE MARITIME FOUNDATION

What is the EIN of TAHOE MARITIME FOUNDATION?
The employer identification number (EIN) of TAHOE MARITIME FOUNDATION is 94-3073894.
Is TAHOE MARITIME FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to TAHOE MARITIME FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TAHOE MARITIME FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of TAHOE MARITIME 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 TAHOE MARITIME 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 TAHOE MARITIME FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does TAHOE MARITIME FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $323,495, expenses of $251,601 and total assets of $4,278,384 at year end.

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