MANKINS FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MANKINS FAMILY FOUNDATION (EIN 20-8042825)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-08
IRS object ID
202611289349104361
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-08T15:34:46-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN922731054PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Matt Reese CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12173 Salk Avenue Suite 250AddressLine1Txt
CityCarlsbadCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92008ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208042825EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MANKINS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMANKBusinessNameControlTxt
Phone8054895536PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAIR B MANKINSPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ Steven Pressley CPAPreparerPersonNm
PTINP01260266PTIN
Phone8054817474PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,143DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,143DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,143DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$25,804NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$256,364GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,804CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$21,851NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$35,948TotalRevAndExpnssAmt
Total Net Invst Incm$35,948TotalNetInvstIncmAmt
Total Adj Net Incm$31,995TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,318AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$416TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,533OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,267TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,867TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,081ExcessRevenueOverExpensesAmt
Net Investment Income$35,948NetInvestmentIncomeAmt
Adjusted Net Income$31,995AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,631CashBOYAmt
Cash EOY$6,287CashEOYAmt
Sav And Temp Cash Invst BOY$4,160SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,879SavAndTempCashInvstEOYAmt
Other Investments BOY$383,968OtherInvestmentsBOYAmt
Other Investments EOY$393,674OtherInvestmentsEOYAmt
Total Assets BOY$396,759TotalAssetsBOYAmt
Total Assets EOY$403,840TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$396,759RetainedEarningBOYAmt
Retained Earning EOY$403,840RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$396,759TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$403,840TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$396,759TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$403,840TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$396,759TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,081ExcessRevenueOverExpensesAmt
Subtotal$403,840SubtotalAmt
Tot Net Ast Or Fund Balances EOY$403,840TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
21 RUSSELL 1000 GROWTH ETFP2025-03-282025-08-28$9,466$7,583$1,883$1,883
104 CORE DIVIDEND GROWTH ETFP2025-03-282025-08-28$6,949$6,357$592$592
46 SPDR S&P 500 ETFP2025-03-282025-08-28$29,826$25,837$3,989$3,989
23 SPDR S&P MID CAP 400 ETFP2025-03-282025-08-28$13,724$12,634$1,090$1,090
98 VANECK URANIUM & NUCLEAR ENERGYP2024-11-272025-08-28$11,693$9,195$2,498$2,498
20 VANGUARD SMALL CAP ETFP2025-03-282025-08-28$5,058$4,424$634$634
248 ISHARES CORE DIVIDEND GROWTH ETFP2022-10-272025-08-28$16,571$12,947$3,624$3,624
1 SPDR S&P MID CAP 400 ETFP2016-04-192025-08-28$597$268$329$329
60000 GUARDANT HLTH INC SR NOTE CONVP2024-12-032025-10-30$62,470$51,305$11,165$11,165
75000 FIDELITY INVT TREASURY ONLYP2023-03-012025-03-28$75,000$75,000
25010 FIDELITY INVT TREASURY ONLYP2024-03-012025-08-28$25,010$25,010
FieldValueIRS element (for citing)
Capital Gain Net Income$25,804CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$21,851NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$500InvestmentIncomeExciseTaxAmt
Subtotal$500SubtotalAmt
Tax Based On Investment Income$500TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$21EsPenaltyAmt
Tax Due$521TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BLAIR MANKINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8054895536PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBLAIR B MANKINSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$567,196AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,287AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$571,483TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$571,483AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,572CashDeemedCharitableAmt
Net Vl Noncharitable Assets$562,911NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,146MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,146MinimumInvestmentReturnAmt
Tax Based On Investment Income$500TaxBasedOnInvestmentIncomeAmt
Total Tax$500TotalTaxAmt
Distributable Before Adj$27,646DistributableBeforeAdjAmt
Distributable Before Ded$27,646DistributableBeforeDedAmt
Distributable As Adjusted$27,646DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,600ExpensesAndContributionsAmt
Qualifying Distributions$25,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,646DistributableAsAdjustedAmt
Undistributed Income PY$25,591UndistributedIncomePYAmt
Qualifying Distributions$25,600QualifyingDistributionsAmt
Applied To Year1$25,591AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9AppliedToCurrentYearAmt
Undistributed Income CY$27,637UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMANKINS FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8054895536RecipientPhoneNum
Form And Info And MaterialsAN APPLICATION SHOULD BE MADE IN WRITING. A LETTER EXPLAINING THE INTENDED USE OF THE FUNDS IS REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHERE ARE NO RESTRICTIONS ON AWARDS. HOWEVER, THE AMOUNTS OF THE AWARDS ARE DETERMINED BY THE MANAGERS OF THE TRUST BASED ON NEEDS AND INRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIVE CITIES CHRISTIAN WOMEN
PO BOX 756GROVER BEACHCA93483NONEPCPROVIDE SUPPORT TO FEED THE HUNGRY$5,000
THE LAND CONSERVANCY OF SLO CO
PO BOX 12206SAN LUIS OBISPOCA93406NONEPFPRESERVE CALIFORNIA RANGELAND SUPPORT$5,000
AMERICAN LEGION POST 136
417 ORCHARDARROYO GRANDECA93420NONEPFPROVIDE SUPPORT TO LOCAL VETERANS ORGANIZATION$5,600
PORT SAN LUIS LIGHTHOUSE
1 LIGHTHOUSE RDAVILA BEACHCA93424N/APCGENERAL SUPPORT OF HISTORICAL EDUCATIONAL ACTIVITIES$5,000
FOUNDATION FOR PERFORMING ARTS SLO
1160 MARSH STREETSAN LUIS OBISPOCA93401N/APFSUPORT OF PERFROMING ARTS CENTER AT CALIFORNIA POLYTECHNIC UNIVERSITY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,143ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$25,804RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,144ExclusionAmt
Related Or Exempt Function Incm$25,804RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,948TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,318Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
GUARDANT HLTH INC SR NOTE CONVAT COST
FIDELITY INVT TREASURY ONLY SELECT CLAT COST$176,328
INVESTCO QQQ ETFAT COST$28,157
ISHARES DIVIDEND GROWTH EFTAT COST$14,779
VANECK URANIUM + NUCLEAR ENERGYAT COST$14,617
ISHARES RUSSELL 1000 GROWTH ETFAT COST$9,209
SPDR S&P 500 ETFAT COST$39,575
SPDR S&P MID CAP 400 ETFAT COST$13,953
VANGUARD SMALL CAP ETFAT COST$22,919
FIRST TRUST NASDAQ CYBERSECURITY ETFAT COST$12,878
VANGUARD ENERGY ETFAT COST$40,800
ALGER AI ENABLERS & ADOPTERS EFTAT COST$20,459

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK SERVICE CHARGES$20
BROKERAGE ACCOUNT FEES$1,513

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$416Amt

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