The Pimco Foundation: Nonprofit Profile, Financials & Form 990 (EIN 33-0891470)

Revenue by fiscal year
FY2020	$16.5M
FY2021	$18.7M
FY2022	$12.1M
FY2023	$10.4M
FY2024	$25.9M

Expenses by fiscal year
FY2020	$6.0M
FY2021	$14.4M
FY2022	$7.6M
FY2023	$4.5M
FY2024	$7.2M

Net assets by fiscal year
FY2020	$123.8M
FY2021	$132.1M
FY2022	$113.4M
FY2023	$135.9M
FY2024	$153.7M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

95%

Program services 95% · $6.8M Management & general 5% · $390K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation

Manny Roman

President/Director

$0Pt VII · Sec A

Candice Stack

Vice President/Director

$0Pt VII · Sec A

Julie Meggers

Treasurer / Director

$0Pt VII · Sec A

Nadia Zakir

Secretary/Director

$0Pt VII · Sec A

Dan Ivascyn

Director

$0Pt VII · Sec A

Greg Sharenow

Director

$0Pt VII · Sec A

Cathy Stahl

Director

$0Pt VII · Sec A

Dan Hyman

Director

$0Pt VII · Sec A

See The Pimco Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Empowers people worldwide to achieve their full potential.

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Provided by the organization

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3 programs · $3.9M · in their own filed words · FY2024

01

National gender equality

$1.6Mprogram expense

02

Future leaders scholarship program

$1.5Mprogram expense

03

Pimco acts (foundation volunt)

$830Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Orange County Community FoundationFY2024$7.0M

Total grants receivedfrom 1 funder$7.0M

Grants paid · 5 grants · $38.5M · 2020–2024

Individual RecipientFY2024$6,766,903

Individual RecipientFY2023$4,299,231

Individual RecipientFY2022$7,453,884

Individual RecipientFY2021$14,195,770

Individual RecipientFY2020$5,793,971

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$25.9M

Ln 12

Investment incomeLn 3$18.1M

Gifts and grantsLn 1h$7.9M

Money outPt IX

$7.2M

Ln 25

Programscol B$6.8M

Managementcol C$390K

Owns and owesPt X

$153.7M

net assets · Ln 32

Cash and savingsLn 1–2$3.3M

Total assetsLn 16$157.8M

LiabilitiesLn 26$4.1M

PeoplePt VI, VII

11

listed · VII A

PaidVII A0

Voting boardVI 1a11

IndependentVI 1b11

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$7.9M

Investment incomeLn 3$18.1M

Gains on assetsLn 7$6.9M

Total revenueLn 12$25.9M

Assets in detailPt X, end of year

CashLn 1$2.3M

SavingsLn 2$981K

Cash and savings togetherLn 1–2$3.3M

InvestmentsLn 11–13$154.4M

Total assetsLn 16$157.8M

LiabilitiesLn 26$4.1M

Net assetsLn 32$153.7M

OperationsPt I, VI

EmployeesI 50

VolunteersI 61,241

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$2.5M	$3.3M
InvestmentsLn 11–13	$139.1M	$154.4M
Total assetsLn 16	$141.6M	$157.8M
LiabilitiesLn 26	$5.7M	$4.1M
Net assetsLn 32	$135.9M	$153.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$6.8M	$6.8M
Legal feesLn 11b	$16K		$16K
Accounting feesLn 11c	$77K		$77K
Other fees for servicesLn 11g	$27K		$27K
InsuranceLn 23	$14K		$14K
Other expenses (24a–d)Ln 24	$256K		$256K
Total functional expensesLn 25	$7.2M	$6.8M	$390K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$25.9M	$7.2M	$18.8M	$153.7M	990 PDF
FY2023	$10.4M	$4.5M	$6.0M	$135.9M	990 PDF
FY2022	$12.1M	$7.6M	$4.5M	$113.4M	990 PDF
FY2021	$18.7M	$14.4M	$4.4M	$132.1M	990 PDF
FY2020	$16.5M	$6.0M	$10.5M	$123.8M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2024 990 (6 parts)

Part I · Summary $25,915,862 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $7,597,436$7,858,540

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $2,849,553$18,057,322

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $10,446,989$25,915,862

I-13 Grants and similar amounts paidPrior year $4,299,231$6,766,903

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $195,416$389,908

I-18 Total expensesPrior year $4,494,647$7,156,811

I-19 Revenue less expensesPrior year $5,952,342$18,759,051

Part VI · Governance 11 of 11 board members independent, 3 to look at

VI-1a Voting members of the governing body11

VI-1b Independent voting members11

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $25,915,862 across 5 lines filed

VIII-1f All other contributions, gifts and grants$7,858,540

VIII-1h Total contributions, gifts and grants$7,858,540

VIII-3 Investment incomeExcluded from tax $11,166,615$11,166,615

VIII-7 Net gain or loss on sales of assetsExcluded from tax $6,890,707$6,890,707

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $18,057,322$25,915,862

Part IX · Statement of functional expenses $7,156,811 across 6 lines filed

IX-1 Grants to domestic organizationsPrograms $6,766,903$6,766,903

IX-11b Legal feesManagement $15,921$15,921

IX-11c Accounting feesManagement $77,419$77,419

IX-11g Other fees for servicesManagement $26,742$26,742

IX-23 InsuranceManagement $13,576$13,576

IX-24 Other expenses (24a–d)Management $256,250$256,250

IX-25 Total functional expensesPrograms $6,766,903 · Management $389,908 · Fundraising $0$7,156,811

Part X · Balance sheet $157,841,191 assets, 11 lines filed

X-1 Cash, non-interest-bearingStart of year $1,917,275$2,345,973

X-2 Savings and temporary cash investmentsStart of year $555,383$981,362

X-9 Prepaid expenses and deferred chargesStart of year $0$80,914

X-12 Other securitiesStart of year $139,105,829$154,432,942

X-16 Total assetsStart of year $141,578,487$157,841,191

X-17 Accounts payable and accrued expensesStart of year $5,746$6,957

X-18 Grants payableStart of year $5,660,445$4,133,823

X-26 Total liabilitiesStart of year $5,666,191$4,140,780

X-27 Net assets without donor restrictionsStart of year $135,912,296$153,700,411

X-32 Total net assets or fund balancesStart of year $135,912,296$153,700,411

X-33 Total liabilities and net assetsStart of year $141,578,487$157,841,191

Part XI · Reconciliation of net assets $153,700,411 net assets at year end

XI-1 Total revenue$25,915,862

XI-2 Total expenses$7,156,811

XI-3 Revenue less expenses$18,759,051

XI-4 Net assets at start of year$135,912,296

XI-5 Net unrealized gains (losses) on investments−$970,936

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$153,700,411

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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The Pimco Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for The Pimco Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV