As an independent, nonprofit foundation, The James Irvine Foundation files a federal tax return each year, known as Form 990-PF. In addition, as a consequence of some of our investments, we also file a corporate tax return, known as Form 990-T. These tax returns capture financial data, including the fair market value of all assets, an analysis of revenue and expenses, and a complete listing of grants paid.
We post our annual tax return on this website soon after it is filed with the IRS each year. This usually occurs in November because the Foundation holds private equity investments, and year-end data on these investments is generally not available until late the following year. Please click on the links below to read or download our three most recent tax returns.
For printed copies of our federal tax return, please make written requests to:
Chief Investment Officer and Treasurer
The James Irvine Foundation
One Bush Street, Suite 800
San Francisco, CA 94104
Please indicate if you wish to obtain a specific portion of Form 990-PF, Form 990-T or the entirety of both forms. We will try to respond to requests within 10 working days. We will not charge for reproduction or mailing costs.