Nonprofit · EIN 95-4710160
GEORGE AND ALICE ATKINSON JR CHARITABLE FOUNDATION
Tax-exempt · LONG BEACH, CA 90802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $238,637 | $184,078 | $54,559 | $2,259,760 | $0 | $2,259,760 |
| December 31, 2024 | 990-PF | $190,802 | $178,942 | $11,860 | $2,205,201 | $0 | $2,205,201 |
| December 31, 2023 | 990-PF | $117,687 | $183,493 | -$65,806 | $2,193,341 | $0 | $2,193,341 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $76,567
- Interest
- $1,448
- Net gain from sales of assets
- $160,622
Expenses
- Grants and similar amounts paid
- $140,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $144,122
- Excise tax on investment income
- $2,804
Balance sheet and other
- Total assets, start of year
- $2,205,201
- Total assets, end of year
- $2,259,760
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,259,760
- Fair market value of assets
- $3,066,877
- Qualifying distributions
- $144,122
- Net investment income
- $238,637
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 |
|---|---|---|---|
| DANIEL WALKER 302 PINE AVENUE SECOND FLOOR, LONG BEACH, CA 90802 | PRESIDENT / CFO | 0 | $0 |
| DANIEL BURNS 652 PIROPO CT, CAMARILLO, CA 93010 | VICE-PRESIDENT | 0 | $0 |
| ALAN MCKAY 600 ANTON BLVD STE 1600, COSTA MESA, CA 92626 | VICE-PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL WALKER 302 PINE AVENUE SECOND FLOOR, LONG BEACH, CA 90802 | PRESIDENT / CFO | 0 | $0 |
| DANIEL BURNS 652 PIROPO CT, CAMARILLO, CA 93010 | VICE-PRESIDENT | 0 | $0 |
| ALAN MCKAY 600 ANTON BLVD STE 1600, COSTA MESA, CA 92626 | VICE-PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL WALKER 302 PINE AVENUE SECOND FLOOR, LONG BEACH, CA 90802 | PRESIDENT / CFO | 0 | $0 |
| DANIEL BURNS 652 PIROPO CT, CAMARILLO, CA 93010 | VICE-PRESIDENT | 0 | $0 |
| ALAN MCKAY 2010 MAIN ST 250, IRVINE, CA 92614 | VICE-PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 302 PINE AVENUE 2, LONG BEACH, CA 90802-2326
- In care of
- % FARMERS & MERCHANT TRUST
- Signed the 990-PF
- DANIEL WALKER, PRESIDENT / CFO
- Phone
- (562) 437-0011
- Return prepared by
- CBIZ ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4710160 or by the name GEORGE AND ALICE ATKINSON JR CHARITABLE 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 | 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
- 95-4710160
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $2,259,760
- Income (IRS master file)
- $238,637
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $238,637 | $184,078 | $2,259,760 | IRS |
| 990-PF | December 2024 | $190,802 | $178,942 | $2,205,201 | XML |
| 990-PF | December 2023 | $117,687 | $183,493 | $2,193,341 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 95-4710160).
Questions about GEORGE AND ALICE ATKINSON JR CHARITABLE FOUNDATION
- What is the EIN of GEORGE AND ALICE ATKINSON JR CHARITABLE FOUNDATION?
- The employer identification number (EIN) of GEORGE AND ALICE ATKINSON JR CHARITABLE FOUNDATION is 95-4710160.
- Is GEORGE AND ALICE ATKINSON JR CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to GEORGE AND ALICE ATKINSON JR CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE AND ALICE ATKINSON JR CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE AND ALICE ATKINSON JR CHARITABLE 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 GEORGE AND ALICE ATKINSON JR CHARITABLE 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 GEORGE AND ALICE ATKINSON JR CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does GEORGE AND ALICE ATKINSON JR CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $238,637, expenses of $184,078 and total assets of $2,259,760 at year end.
Other nonprofits in LONG BEACH
- CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION EIN 95-6106694 · last filed 990 for 2025
- LONG BEACH STATE FOUNDATION EIN 45-2163910 · last filed 990 for 2025
- FORTY-NINER SHOPS INC EIN 95-1782943 · last filed 990 for 2025
- ASSOCIATED STUDENTS CALIF STATE UNIVERSITY LONG BEACH EIN 95-1810426 · last filed 990 for 2025
- LIFELINE EDUCATION CHARTER SCHOOL I INC EIN 41-2064806 · last filed 990 for 2025
- LONG BEACH CITY COLLEGE FOUNDATION EIN 95-3297459 · last filed 990 for 2025
- INTELLECTUAL VIRTUES ACADEMY OF LONG BEACH EIN 46-1117774 · last filed 990 for 2025
- LONG BEACH DAY NURSERY EIN 95-1643333 · last filed 990 for 2025