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Nonprofit · EIN 95-3433806

PACIFIC LIFE FOUNDATION

Tax-exempt · NEWPORT BEACH, CA 92660

Financials

$11.8M$5.7M2023$14.7M$7.3M2024$14.6M$8.3M2025
Revenue Expenses · by fiscal year end
Financials of PACIFIC LIFE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$14,562,896$8,289,607$6,273,289$163,112,193$4,681,741$158,430,452
December 31, 2024990-PF$14,661,355$7,307,777$7,353,578$141,525,793$5,035,595$136,490,198
December 31, 2023990-PF$11,819,004$5,727,276$6,091,728$133,681,776$6,303,533$127,378,243
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$10,000,000
Dividends
$4,524,477
Net gain from sales of assets
$38,419

Expenses

Grants and similar amounts paid
$7,828,930
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$8,526,346
Excise tax on investment income
$62,639

Balance sheet and other

Total assets, start of year
$141,525,793
Total assets, end of year
$163,112,193
Total liabilities, end of year
$4,681,741
Net assets, end of year
$158,430,452
Fair market value of assets
$163,112,193
Qualifying distributions
$8,526,346
Net investment income
$4,562,896

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
SEE ATTACHED STATEMENT 14
700 Newport Center Drive, Newport Beach, CA 92660
SEE ATTACHED STATEMENT 1499.97$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
SEE ATTACHED STATEMENT 14
700 Newport Center Drive, Newport Beach, CA 92660
SEE ATTACHED STATEMENT 1499.45$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
SEE ATTACHED STATEMENT 14
700 Newport Center Drive, Newport Beach, CA 92660
SEE ATTACHED STATEMENT 1499.27$0

Address and contacts

Address (IRS master file)
700 NEWPORT CENTER DR, NEWPORT BEACH, CA 92660-6307
In care of
% PACIFIC LIFE INSURANCE COMPA
Signed the 990-PF
Joshua D Scott, CFO
Phone
(949) 219-6244

California records

California keeps its own records of charities and corporations. Search them by EIN 95-3433806 or by the name PACIFIC LIFE 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
95-3433806
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
1980
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$163,112,193
Income (IRS master file)
$64,356,205

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$14,562,896$8,289,607$163,112,193XML
990-PFDecember 2024$14,661,355$7,307,777$141,525,793XML
990-PFDecember 2023$11,819,004$5,727,276$133,681,776XML
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 95-3433806).

Questions about PACIFIC LIFE FOUNDATION

What is the EIN of PACIFIC LIFE FOUNDATION?
The employer identification number (EIN) of PACIFIC LIFE FOUNDATION is 95-3433806.
Is PACIFIC LIFE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to PACIFIC LIFE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PACIFIC LIFE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PACIFIC LIFE 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 PACIFIC LIFE 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 PACIFIC LIFE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does PACIFIC LIFE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $14,562,896, expenses of $8,289,607 and total assets of $163,112,193 at year end.

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