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Jocson Family Foundation

  • Brea, CA
  • Tax-exempt since Sept. 2013
  • EIN: 46-1582169

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$48k (2024)

Expenses
$39.3k (2024)

Total Assets
$1.3M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,039
Expenses
$39,299
Net Income
$8,740
Net Assets
$1,297,635
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,582
94.9%
Sales of Assets $2,445
5.1%
Other Income $12
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,000
25.4%
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 $1,297,635
Total Liabilities $0
Net Assets $1,297,635
Compensation
Key Employees and Officers Compensation Other
Carlito R Jocson (President) $0 $0
Elizabeth S Jocson (Sec/Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,865
Expenses
$52,654
Net Income
$6,211
Net Assets
$1,288,895
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,916
81.4%
Sales of Assets $10,949
18.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,573
41.0%
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 $1,288,895
Total Liabilities $0
Net Assets $1,288,895
Compensation
Key Employees and Officers Compensation Other
Carlito R Jocson (President) $0 $0
Elizabeth S Jocson (Sec/Cfo) $0 $0

Document Links

990-PF
Filed on Sept. 27, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,725
Expenses
$53,505
Net Income
-$780
Net Assets
$1,282,684
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $53,967
> 100%
Sales of Assets -$1,242
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,000
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 $1,282,684
Total Liabilities $0
Net Assets $1,282,684
Compensation
Key Employees and Officers Compensation Other
Carlito R Jocson (President) $0 $0
Elizabeth S Jocson (Sec/Cfo) $0 $0

Document Links

990-PF
Filed on Sept. 7, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,190
Expenses
$59,085
Net Income
-$25,895
Net Assets
$1,283,464
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $49,560
> 100%
Sales of Assets -$16,370
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,335
56.4%
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 $1,283,464
Total Liabilities $0
Net Assets $1,283,464
Compensation
Key Employees and Officers Compensation Other
Carlito R Jocson (President) $0 $0
Elizabeth S Jocson (Sec/Cfo) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,491
Expenses
$150,035
Net Income
-$94,544
Net Assets
$1,309,358
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $53,123
95.7%
Sales of Assets $2,368
4.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $114,835
76.5%
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 $1,309,359
Total Liabilities $1
Net Assets $1,309,358
Compensation
Key Employees and Officers Compensation Other
Carlito R Jocson (President) $0 $0
Elizabeth S Jocson (Sec/Cfo) $0 $0

Document Links

990-PF
Filed on Aug. 13, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$200,939
Expenses
$87,156
Net Income
$113,783
Net Assets
$1,403,902
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $61,971
30.8%
Sales of Assets $138,968
69.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,035
65.4%
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 $1,403,903
Total Liabilities $1
Net Assets $1,403,902
Compensation
Key Employees and Officers Compensation Other
Carlito R Jocson (President) $0 $0
Elizabeth S Jocson (Sec/Cfo) $0 $0

Document Links

990-PF
Filed on Oct. 12, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,953
Expenses
$116,536
Net Income
-$56,583
Net Assets
$1,290,120
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,556
94.3%
Sales of Assets $3,397
5.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $85,700
73.5%
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 $1,290,120
Total Liabilities $0
Net Assets $1,290,120
Compensation
Key Employees and Officers Compensation Other
Carlito R Jocson (President) $0 $0
Elizabeth S Jocson (Sec/Cfo) $0 $0

Document Links

990-PF
Filed on May 10, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,106
Expenses
$96,613
Net Income
-$33,507
Net Assets
$1,346,703
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,886
83.8%
Sales of Assets $10,220
16.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,900
67.2%
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 $1,346,703
Total Liabilities $0
Net Assets $1,346,703
Compensation
Key Employees and Officers Compensation Other
Carlito R Jocson (President) $0 $0
Elizabeth S Jocson (Sec/Cfo) $0 $0

Document Links

990-PF
Filed on May 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$404
Expenses
$105,347
Net Income
-$105,751
Net Assets
$1,380,210
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,389
Sales of Assets -$39,793
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,500
72.6%
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 $1,380,210
Total Liabilities $0
Net Assets $1,380,210
Compensation
Key Employees and Officers Compensation Other
Carlito R Jocson (President) $0 $0
Elizabeth S Jocson (Sec/Cfo) $0 $0

Document Links

990-PF
Filed on May 15, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,261
Expenses
$121,996
Net Income
-$108,735
Net Assets
$1,485,961
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,299
> 100%
Sales of Assets -$30,038
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,720
69.4%
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 $1,485,961
Total Liabilities $0
Net Assets $1,485,961
Compensation
Key Employees and Officers Compensation Other
Carlito R Jocson (President) $0 $0
Elizabeth S Jocson (Sec/Cfo) $0 $0

Document Links

990-PF
Filed on May 10, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$171,148
Expenses
$88,490
Net Income
$82,658
Net Assets
$1,594,696
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $44,940
26.3%
Sales of Assets $126,208
73.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,600
60.6%
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 $1,594,696
Total Liabilities $0
Net Assets $1,594,696
Compensation
Key Employees and Officers Compensation Other
Carlito R Jocson (President) $0 $0
Elizabeth S Jocson (Sec/Cfo) $0 $0

Document Links

990-PF
Filed on May 12, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,955
Expenses
$100,917
Net Income
-$87,962
Net Assets
$1,512,038
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,585
66.3%
Sales of Assets $4,370
33.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $79,125
78.4%
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 $1,512,038
Total Liabilities $0
Net Assets $1,512,038

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,600,000
Expenses
$0
Net Income
$1,600,000
Net Assets
$1,600,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,600,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $1,600,000
Total Liabilities $0
Net Assets $1,600,000

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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 »

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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.
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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.

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