CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION

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Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/capital-group-companies-charitable-foundation-954658856. Retrieved 2026-11-09.

APA furp.org. (n.d.). CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 9, 2026, from https://furp.org/org/capital-group-companies-charitable-foundation-954658856

MLA “CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION.” furp.org, tax years 2020–2024, https://furp.org/org/capital-group-companies-charitable-foundation-954658856. Accessed 9 Nov. 2026.

Retrieved 2026-11-09; covers tax years 2020–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990PF · revenue $52.7M · expenses $49.0M · assets $415.4M

Also known as
FOUNDATION
EIN
95-4658856
Address
6455 IRVINE CENTER DR, IRVINE, CA 92618-4518
NTEE code
T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File, as T20Z)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
September 1998 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 7 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

7 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Thomas J Condon CHAIRMAN2020-2024 1 $0 reported 1
Naomi H Kobayashi SECRETARY2020-2024 1 $0 reported 1
James B Lovelace DIRECTOR2020-2024 1 $0 reported 1
Hilda Applbaum DIRECTOR2020-2024 1 $0 reported 1
Jeffrey A Sterner CHIEF FINANCIAL OFFICER, DIRECTOR2020-2024 1 $0 reported 1
Canise M Arredondo DIRECTOR2020-2024 1 $0 reported 1
Joyce E Gordon (former) DIRECTOR2020 1 $0 reported 1

People by year

2024 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS J CONDON CHAIRMAN1 $0-$0 $01
NAOMI H KOBAYASHI SECRETARY1 $0-$0 $01
JAMES B LOVELACE DIRECTOR1 $0-$0 $01
HILDA APPLBAUM DIRECTOR1 $0-$0 $01
JEFFREY A STERNER CHIEF FINANCIAL OFFICER, DIRECTOR1 $0-$0 $01
CANISE M ARREDONDO DIRECTOR1 $0-$0 $01
2023 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS J CONDON CHAIRMAN1 $0-$0 $01
NAOMI H KOBAYASHI SECRETARY1 $0-$0 $01
JAMES B LOVELACE DIRECTOR1 $0-$0 $01
HILDA APPLBAUM DIRECTOR1 $0-$0 $01
JEFFREY A STERNER CHIEF FINANCIAL OFFICER, DIRECTOR1 $0-$0 $01
CANISE M ARREDONDO DIRECTOR1 $0-$0 $01
2022 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS J CONDON CHAIRMAN1 $0-$0 $01
NAOMI H KOBAYASHI SECRETARY1 $0-$0 $01
JAMES B LOVELACE DIRECTOR1 $0-$0 $01
HILDA APPLBAUM DIRECTOR1 $0-$0 $01
JEFFREY A STERNER CHIEF FINANCIAL OFFICER, DIRECTOR1 $0-$0 $01
CANISE M ARREDONDO DIRECTOR1 $0-$0 $01
2021 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS J CONDON CHAIRMAN1 $0-$0 $01
NAOMI H KOBAYASHI SECRETARY1 $0-$0 $01
JAMES B LOVELACE DIRECTOR1 $0-$0 $01
HILDA APPLBAUM DIRECTOR1 $0-$0 $01
JEFFREY A STERNER CHIEF FINANCIAL OFFICER, DIRECTOR1 $0-$0 $01
CANISE M ARREDONDO DIRECTOR1 $0-$0 $01
2020 · 7 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS J CONDON CHAIRMAN1 $0-$0 $01
NAOMI H KOBAYASHI SECRETARY1 $0-$0 $01
JAMES B LOVELACE DIRECTOR1 $0-$0 $01
JOYCE E GORDON DIRECTOR1 $0-$0 $01
HILDA APPLBAUM DIRECTOR1 $0-$0 $01
JEFFREY A STERNER CHIEF FINANCIAL OFFICER, DIRECTOR1 $0-$0 $01
CANISE M ARREDONDO DIRECTOR1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $48.5M
2023 · 1 grant to organizations · $25.8M
2022 · 0 grants to organizations · $0 · 1 summary line · $36.5M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2021 · 0 grants to organizations · $0 · 1 summary line · $36.4M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2020 · 0 grants to organizations · $0 · 1 summary line · $27.6M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 2 contributors · $21.0M
#ContributorTypeCity, stateTotalNoncashSource
2 CAPITAL RESEARCH AND MANAGEMENT COMPANY Organization or other IRVINE, CA $20,976,911- Form 990PF Sch. B, 2024 · filing
1 CAPITAL BANK & TRUST Organization or other IRVINE, CA $17,500- Form 990PF Sch. B, 2024 · filing
2023 · 3 contributors · $13.3M
#ContributorTypeCity, stateTotalNoncashSource
3 CAPITAL RESEARCH AND MANAGEMENT COMPANY Organization or other IRVINE, CA $13,200,889- Form 990PF Sch. B, 2023 · filing
2 CAPITAL MANAGEMENT SERVICES INC Fuzzy 0.75 Organization or other IRVINE, CA $112,943$112,943 Form 990PF Sch. B, 2023 · filing
1 CAPITAL BANK & TRUST COMPANY Organization or other IRVINE, CA $17,400- Form 990PF Sch. B, 2023 · filing
2022 · 4 contributors · $21.5M
#ContributorTypeCity, stateTotalNoncashSource
2 CAPITAL GROUP COMPANIES INC Organization or other IRVINE, CA $13,067,301$13,067,301 Form 990PF Sch. B, 2022 · filing
3 CAPITAL RESEARCH AND MANAGEMENT COMPANY Organization or other IRVINE, CA $8,186,934$8,186,934 Form 990PF Sch. B, 2022 · filing
4 CAPITAL RESEARCH AND MANAGEMENT COMPANY Organization or other IRVINE, CA $241,070- Form 990PF Sch. B, 2022 · filing
1 CAPITAL BANK & TRUST COMPANY Organization or other IRVINE, CA $11,500- Form 990PF Sch. B, 2022 · filing
2021 · 4 contributors · $17.6M
#ContributorTypeCity, stateTotalNoncashSource
3 CAPITAL RESEARCH AND MANAGEMENT COMPANY Organization or other IRVINE, CA $13,011,448$13,011,448 Form 990PF Sch. B, 2021 · filing
2 CAPITAL MANAGEMENT SERVICES Fuzzy 0.62 Organization or other LOS ANGELES, CA $4,292,180$4,292,180 Form 990PF Sch. B, 2021 · filing
4 CAPITAL RESEARCH AND MANAGEMENT COMPANY Organization or other IRVINE, CA $233,606- Form 990PF Sch. B, 2021 · filing
1 CAPITAL BANK & TRUST COMPANY Organization or other IRVINE, CA $22,000- Form 990PF Sch. B, 2021 · filing
2020 · 5 contributors · $24.1M
#ContributorTypeCity, stateTotalNoncashSource
3 CAPITAL RESEARCH AND MANAGEMENT COMPANY Organization or other IRVINE, CA $15,745,405$15,745,405 Form 990PF Sch. B, 2020 · filing
5 CAPITAL RESEARCH AND MANAGEMENT COMPANY Organization or other IRVINE, CA $5,924,958$5,924,958 Form 990PF Sch. B, 2020 · filing
2 CAPITAL MANAGEMENT SERVICES Fuzzy 0.62 Organization or other LOS ANGELES, CA $2,151,997$2,151,997 Form 990PF Sch. B, 2020 · filing
4 CAPITAL RESEARCH AND MANAGEMENT COMPANY Organization or other IRVINE, CA $261,863- Form 990PF Sch. B, 2020 · filing
1 CAPITAL BANK & TRUST COMPANY Organization or other IRVINE, CA $9,000- Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$52,734,386$48,992,904 $415,372,107$415,372,107 $20,994,411- $0--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$42,099,799$26,322,283 $411,630,625$411,630,625 $13,331,232- $0--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$36,150,966$36,809,360 $395,853,109$395,853,109 $21,506,805- $0--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$49,953,906$37,122,693 $396,511,503$396,511,503 $17,559,235- $0--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$43,517,237$27,770,789 $383,680,290$383,680,290 $24,093,223- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
GROSS FAMILY CHARITABLE FOUNDATIONCAT20 $72,571,168$19,824,193 SECRETARY$431,750 Same NTEE code T20, revenue within 2x, same state, similar name
PANDA CHARITABLE FAMILY FOUNDATIONCAT20 $35,832,292$32,594,458 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
LASHLEE CHARITABLE FOUNDATIONCAT20 $30,338,337$74,031 PRESIDENT$25,000 Same NTEE code T20, revenue within 2x, same state, similar name
SANDBERG GOLDBERG BERNTHAL FAMILY CHARITABLE FOUNDATIONCAT20 $78,149,041$10,621,727 DIRECTOR, CEO$26,594 Same NTEE code T20, revenue within 2x, same state
DELTA DENTAL COMMUNITY CARE FOUNDATIONCAT20 $28,445,838$34,638,868 SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
GRUEN FAMILY FOUNDATIONCAT20 $35,701,112$922,662 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
CHAIKEN FAMILY FOUNDATION IIICAT20 $28,169,981$36,081 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
GROUSBECK FAM FOUNDATION II 05182011CAT20 $39,451,893$2,928,611 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
TOLD FOUNDATIONCAT20 $53,016,693$5,722,781 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
EBAY FOUNDATIONCAT20 $28,177,745$12,957,183 Director$30,000 Same NTEE code T20, revenue within 2x, same state
PROSTATE CANCER FOUNDATIONCAT20 $56,686,215$58,177,919 CEO (DEPARTED 2/2024)$980,983 Same NTEE code T20, revenue within 2x, same state
J-P CONTE FAMILY FOUNDATIONCAT20 $27,328,545$5,712,623 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
DART-L FOUNDATIONCAT20 $57,231,533$52,047,735 TRUSTEE$24,000 Same NTEE code T20, revenue within 2x, same state
DHANAM FOUNDATIONCAT20 $36,287,243$25,398,520 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ENLIGHT FOUNDATIONCAT20 $61,888,075$55,894,622 CEO$297,497 Same NTEE code T20, revenue within 2x, same state
HELLMAN FOUNDATIONCAT20 $41,739,679$64,555,585 BOARD CHAIR/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
RESNICK FOUNDATIONCAT20 $73,596,895$78,364,291 DIRECTOR, PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
FAT TIRE FOUNDATIONCAT20 $32,574,341$4,289,575 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
APHORISM FOUNDATIONCAT20 $34,440,061$44,517,473 PPRES/TREAS/DIR$0 Same NTEE code T20, revenue within 2x, same state
CLIF BAR FAMILY FOUNDATIONCAT20 $39,095,472$28,125,679 EXECUTIVE DIRECTOR$589,411 Same NTEE code T20, revenue within 2x, same state
BENIFICUS FOUNDATIONCAT20 $42,360,819$186,693,536 VICE PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ARAM AND LAILANI FOUNDATIONCAT20 $50,882,139$51,198 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CRAIG H NEILSEN FOUNDATIONCAT20 $50,024,650$38,488,032 EXECUTIVE DIRECTOR$577,215 Same NTEE code T20, revenue within 2x, same state
KOUM FAMILY FOUNDATIONCAT20 $64,282,904$125,629,253 PRESIDENT$430,300 Same NTEE code T20, revenue within 2x, same state
HAROLD C AND MARILYN A HOHBACH FOUNDATIONCAT20 $32,229,824$1,755,841 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
VIOLA FOUNDATION INC $30,410,0004 1Private foundation2021–2024 PROSTATE CANCER FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $15,628,20412 2DAF sponsor2016–2024 PROSTATE CANCER FOUNDATION; OCCF SUPPORTING ORGANIZATION
LARRY BENAROYA FAMILY FOUNDATION $10,000,0001 1Private foundation2024–2024 PROSTATE CANCER FOUNDATION
HELLMAN FELLOWS FUND $7,417,8631 1Private foundation2020–2020 HELLMAN FOUNDATION
SIXTY FOUR FOUNDATION $6,093,0004 1Private foundation2020–2024 PROSTATE CANCER FOUNDATION
DONOR ADVISED CHARITABLE GIVING $5,605,38113 2DAF sponsor2014–2024 PROSTATE CANCER FOUNDATION; S & R FOUNDATION
NATIONAL PHILANTHROPIC TR $5,459,61114 2DAF sponsor2014–2024 PROSTATE CANCER FOUNDATION; FERRARI FOUNDATION
THE INVISIBLE HAND FOUNDATION $5,212,3196 1Private foundation2019–2024 PROSTATE CANCER FOUNDATION
ORANGE COUNTY COMMUNITY FOUNDATION $4,590,6626 2DAF sponsor2014–2022 OCCF SUPPORTING ORGANIZATION; PROSTATE CANCER FOUNDATION
MICHAEL AND LORI MILKEN FAMILY FOUNDATION $4,477,0005 1Private foundation2019–2023 PROSTATE CANCER FOUNDATION
Sachiko Kuno Foundation Inc $4,021,0006 1Private foundation2016–2018 S & R FOUNDATION
DREW FOUNDATION $3,630,0005 1Private foundation2020–2024 PROSTATE CANCER FOUNDATION
SAN FRANCISCO FOUNDATION $3,618,88411 1DAF sponsor2010–2021 PROSTATE CANCER FOUNDATION
STUPSKI FOUNDATION $3,430,0004 1Private foundation2016–2022 PROSTATE CANCER FOUNDATION
DURDEN FOUNDATION $3,400,00015 1Private foundation2011–2025 PROSTATE CANCER FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $48,992,904 spent · pay $0 · grants $48,517,961 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $48,517,961 99.0%
Taxes $440,000 0.9%
Fees: accounting $27,500 0.1%
Other expenses $7,443 0.0%
Total$48,992,904100%

View the filing

2023 · Form 990PF · $26,322,283 spent · pay $0 · grants $25,756,751 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $25,756,751 97.9%
Taxes $534,418 2.0%
Fees: accounting $26,700 0.1%
Other expenses $4,414 0.0%
Total$26,322,283100%

View the filing

2022 · Form 990PF · $36,809,360 spent · pay $0 · grants $36,523,379 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $36,523,379 99.2%
Taxes $250,427 0.7%
Fees: accounting $24,800 0.1%
Other expenses $10,754 0.0%
Total$36,809,360100%

View the filing

2021 · Form 990PF · $37,122,693 spent · pay $0 · grants $36,407,446 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $36,407,446 98.1%
Taxes $674,743 1.8%
Fees: accounting $23,000 0.1%
Other expenses $17,504 0.0%
Total$37,122,693100%

View the filing

2020 · Form 990PF · $27,770,789 spent · pay $0 · grants $27,558,372 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $27,558,372 99.2%
Taxes $180,000 0.6%
Fees: accounting $24,800 0.1%
Other expenses $7,617 0.0%
Total$27,770,789100%

View the filing

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