Dan And Jenny Coelho Family

Brea, CA
Tax-exempt since May 1998
EIN: 33-0783818

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$861k (2024)

Expenses

$54.2k (2024)

Total Assets

$1.89M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$860,558

Expenses

$54,159

Net Income

$806,399

Net Assets

$1,892,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$386,209	44.9%
Interest Revenue	$0
Dividends	$47,497	5.5%
Sales of Assets	$426,852	49.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,825	7.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,892,057
Total Liabilities	$0
Net Assets	$1,892,057

Compensation

Key Employees and Officers	Compensation	Other
Brenda Chanocua (Treasurer)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Sec/Director)	$0	$0
Daniel G Coelho (Pres/Vp)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$252,751

Expenses

$231,354

Net Income

-$484,105

Net Assets

$1,085,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,032
Sales of Assets	-$300,783
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,400	56.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,085,658
Total Liabilities	$0
Net Assets	$1,085,658

Compensation

Key Employees and Officers	Compensation	Other
Brenda Chanocua (Treasurer)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Sec/Director)	$0	$0
Daniel G Coelho (Pres/Vp)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on Sept. 27, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$80,745

Expenses

$435,996

Net Income

-$516,741

Net Assets

$1,569,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000
Interest Revenue	$0
Dividends	$61,880
Sales of Assets	-$147,625
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,500	34.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,569,763
Total Liabilities	$0
Net Assets	$1,569,763

Compensation

Key Employees and Officers	Compensation	Other
Jenny L Coelho (Pres/Director)	$0	$0
Brenda Chanocua (Treasurer)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Sec/Director)	$0	$0
Daniel G Coelho (Vp/Director)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on Sept. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$793,538

Expenses

$175,495

Net Income

$618,043

Net Assets

$2,086,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,519	5.5%
Sales of Assets	$750,019	94.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,500	47.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,086,504
Total Liabilities	$0
Net Assets	$2,086,504

Compensation

Key Employees and Officers	Compensation	Other
Jenny L Coelho (Pres/Director)	$0	$0
Brenda Chanocua (Treasurer)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Sec/Director)	$0	$0
Daniel G Coelho (Vp/Director)	$0	$0
David J Coelho (Director)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$20,769

Expenses

$163,919

Net Income

-$143,150

Net Assets

$1,468,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,593	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,600	46.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,468,461
Total Liabilities	$1
Net Assets	$1,468,460

Compensation

Key Employees and Officers	Compensation	Other
Jenny L Coelho (Pres/Director)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Director)	$0	$0
Daniel G Coelho (Vp/Director)	$0	$0
David J Coelho (Sec/Tres/Dir)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$97,400

Expenses

$177,060

Net Income

-$79,660

Net Assets

$1,611,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,632	51.0%
Sales of Assets	$47,768	49.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,000	46.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,611,611
Total Liabilities	$1
Net Assets	$1,611,610

Compensation

Key Employees and Officers	Compensation	Other
Jenny L Coelho (Pres/Director)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Director)	$0	$0
Daniel G Coelho (Vp/Director)	$0	$0
David J Coelho (Sec/Tres/Dir)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 22, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

-$30,491

Expenses

$180,962

Net Income

-$211,453

Net Assets

$1,691,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,480
Sales of Assets	-$88,971
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,460	49.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,691,271
Total Liabilities	$0
Net Assets	$1,691,271

Compensation

Key Employees and Officers	Compensation	Other
Jenny L Coelho (Pres/Director)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Director)	$0	$0
Daniel G Coelho (Vp/Director)	$0	$0
David J Coelho (Sec/Tres/Dir)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$105,633

Expenses

$176,369

Net Income

-$70,736

Net Assets

$1,902,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,200	2.1%
Interest Revenue	$0
Dividends	$58,400	55.3%
Sales of Assets	$45,033	42.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,582	48.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,902,724
Total Liabilities	$0
Net Assets	$1,902,724

Compensation

Key Employees and Officers	Compensation	Other
Jenny L Coelho (Pres/Director)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Director)	$0	$0
Daniel G Coelho (Vp/Director)	$0	$0
David J Coelho (Sec/Tres/Dir)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$93,327

Expenses

$200,712

Net Income

-$107,385

Net Assets

$1,973,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,342	62.5%
Sales of Assets	$34,985	37.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,802	50.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,973,460
Total Liabilities	$0
Net Assets	$1,973,460

Compensation

Key Employees and Officers	Compensation	Other
Jenny L Coelho (Pres/Director)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Director)	$0	$0
Daniel G Coelho (Vp/Director)	$0	$0
David J Coelho (Sec/Tres/Dir)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

-$39,648

Expenses

$309,704

Net Income

-$349,352

Net Assets

$2,080,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,814
Sales of Assets	-$102,462
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,449	69.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,080,845
Total Liabilities	$0
Net Assets	$2,080,845

Compensation

Key Employees and Officers	Compensation	Other
Jenny L Coelho (Pres/Director)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Director)	$0	$0
Daniel G Coelho (Vp/Director)	$0	$0
David J Coelho (Sec/Tres/Dir)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$104,836

Expenses

$379,069

Net Income

-$274,233

Net Assets

$2,430,197

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,319	65.2%
Sales of Assets	$36,517	34.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,800	42.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,430,197
Total Liabilities	$0
Net Assets	$2,430,197

Compensation

Key Employees and Officers	Compensation	Other
Jenny L Coelho (Pres/Director)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Director)	$0	$0
Daniel G Coelho (Vp/Director)	$0	$0
David J Coelho (Sec/Tres/Dir)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$216,916

Expenses

$184,037

Net Income

$32,879

Net Assets

$2,704,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,693	20.1%
Sales of Assets	-$5,936
Other Income	$179,159	82.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,215	76.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,704,430
Total Liabilities	$0
Net Assets	$2,704,430

Compensation

Key Employees and Officers	Compensation	Other
Jenny L Coelho (Pres/Director)	$0	$0
Rick Emmett (Secretary)	$0	$0
Terrye L Strom (Director)	$0	$0
Catherine A Redmond (Director)	$0	$0
Daniel G Coelho (Vp/Director)	$0	$0
David J Coelho (Sec/Tres/Dir)	$0	$0
Michael A Coelho (Director)	$0	$0

+ View more people

990-PF

Filed on June 11, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$48,993

Expenses

$196,609

Net Income

-$147,616

Net Assets

$2,671,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,461	> 100%
Sales of Assets	$39,919	81.5%
Other Income	-$46,387

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,030	79.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,671,551
Total Liabilities	$1
Net Assets	$2,671,550

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$67,549

Expenses

$196,017

Net Income

-$128,468

Net Assets

$2,819,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,247	75.9%
Sales of Assets	$16,302	24.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,006	77.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,819,167
Total Liabilities	$0
Net Assets	$2,819,167

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Dan And Jenny Coelho Family

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $861k (2024)

Expenses $54.2k (2024)

Total Assets $1.89M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$861k (2024)

Expenses

$54.2k (2024)

Total Assets

$1.89M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001