Gordon T And Melissa A Egan Family Foundation

Lodi, CA
Tax-exempt since June 1998
EIN: 68-0401845

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$78.4k (2024)

Expenses

$103k (2024)

Total Assets

$2.72M (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

$78,382

Expenses

$102,701

Net Income

-$24,319

Net Assets

$2,722,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,096	> 100%
Sales of Assets	-$22,714
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,618	72.7%
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	$2,722,773
Total Liabilities	$0
Net Assets	$2,722,773

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Nov. 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$112,661

Expenses

$116,466

Net Income

-$3,805

Net Assets

$2,747,092

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,891	80.7%
Sales of Assets	$21,770	19.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,783	71.9%
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	$2,747,092
Total Liabilities	$0
Net Assets	$2,747,092

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Nov. 14, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$95,489

Expenses

$127,737

Net Income

-$32,248

Net Assets

$2,750,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,827	74.2%
Sales of Assets	$24,662	25.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,905	77.4%
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	$2,750,897
Total Liabilities	$0
Net Assets	$2,750,897

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Oct. 16, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$258,863

Expenses

$99,081

Net Income

$159,782

Net Assets

$2,783,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,548	32.3%
Sales of Assets	$175,315	67.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,878	69.5%
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	$2,783,145
Total Liabilities	$0
Net Assets	$2,783,145

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Nov. 15, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$58,554

Expenses

$105,944

Net Income

-$47,390

Net Assets

$2,623,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,383	99.7%
Sales of Assets	$171	0.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,344	75.8%
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	$2,623,363
Total Liabilities	$1
Net Assets	$2,623,362

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$94,530

Expenses

$170,465

Net Income

-$75,935

Net Assets

$2,670,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,564	78.9%
Sales of Assets	$19,966	21.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,450	83.6%
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	$2,670,753
Total Liabilities	$1
Net Assets	$2,670,752

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Nov. 16, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$175,672

Expenses

$210,816

Net Income

-$35,144

Net Assets

$2,746,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,421	35.0%
Sales of Assets	$114,251	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,715	86.7%
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	$2,746,688
Total Liabilities	$0
Net Assets	$2,746,688

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Nov. 14, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$194,318

Expenses

$215,661

Net Income

-$21,343

Net Assets

$2,781,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,178	34.6%
Sales of Assets	$127,140	65.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,524	89.3%
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	$2,781,832
Total Liabilities	$0
Net Assets	$2,781,832

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Nov. 14, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$80,667

Expenses

$170,997

Net Income

-$90,330

Net Assets

$2,803,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,793	91.5%
Sales of Assets	$6,874	8.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,506	83.3%
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	$2,803,175
Total Liabilities	$0
Net Assets	$2,803,175

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Nov. 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$146,622

Expenses

$170,464

Net Income

-$23,842

Net Assets

$2,893,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$80,179	54.7%
Sales of Assets	$66,443	45.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,190	85.2%
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	$2,893,505
Total Liabilities	$0
Net Assets	$2,893,505

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Aug. 15, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$161,865

Expenses

$175,107

Net Income

-$13,242

Net Assets

$2,917,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,980	50.6%
Sales of Assets	$79,885	49.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,660	82.0%
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	$2,917,347
Total Liabilities	$0
Net Assets	$2,917,347

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Aug. 12, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$375,268

Expenses

$178,426

Net Income

$196,842

Net Assets

$2,930,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,354	20.3%
Sales of Assets	$298,914	79.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,800	85.1%
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	$2,930,589
Total Liabilities	$0
Net Assets	$2,930,589

Compensation

Key Employees and Officers	Compensation	Other
Susan Lenz (Director)	$0	$0
Kerry Heckman (Director)	$0	$0

990-PF

Filed on Aug. 20, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$101,881

Expenses

$83,805

Net Income

$18,076

Net Assets

$2,733,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,068	88.4%
Sales of Assets	$11,813	11.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,000	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	$2,733,747
Total Liabilities	$1
Net Assets	$2,733,746

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$130,739

Expenses

$114,696

Net Income

$16,043

Net Assets

$2,715,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,962	55.0%
Sales of Assets	$58,777	45.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,028	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	$2,715,671
Total Liabilities	$1
Net Assets	$2,715,670

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.

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Updated March 23, 2026

Gordon T And Melissa A Egan Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $78.4k (2024)

Expenses $103k (2024)

Total Assets $2.72M (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

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$78.4k (2024)

Expenses

$103k (2024)

Total Assets

$2.72M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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