Nonprofit · EIN 26-1222662
JOSE G DUARTE SCHOLARSHIP FOUNDATION
Tax-exempt · PASADENA, CA 91106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,643,055 | $667,940 | $3,975,115 | $13,354,036 | $0 | $13,354,036 |
| December 31, 2024 | 990-PF | $654,930 | $480,302 | $174,628 | $8,472,079 | $0 | $8,472,079 |
| December 31, 2023 | 990-PF | $367,230 | $508,986 | -$141,756 | $8,207,660 | $0 | $8,207,660 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,512,805
- Dividends
- $93,211
- Interest
- $173,883
- Net gain from sales of assets
- $863,156
Expenses
- Grants and similar amounts paid
- $520,000
- Compensation of officers, directors and key employees
- $15,000
- Disbursements for charitable purposes
- $555,152
- Excise tax on investment income
- $14,298
Balance sheet and other
- Total assets, start of year
- $8,472,079
- Total assets, end of year
- $13,354,036
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,354,036
- Fair market value of assets
- $13,354,036
- Qualifying distributions
- $555,152
- Net investment income
- $1,130,250
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA ROMERO IBARRA 1165 S OAK KNOLL AVENUE, PASADENA, CA 911064440 | DIRECTOR | 0.25 | $5,000 |
| ROBERTO DUARTE FERNANDEZ 1165 S OAK KNOLL AVENUE, PASADENA, CA 911064440 | DIRECTOR | 0.25 | $5,000 |
| ALBERTO EDUARDO DUARTE FERNANDEZ 1165 S OAK KNOLL AVENUE, PASADENA, CA 911064440 | DIRECTOR | 0.25 | $5,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA ROMERO IBARRA 1165 S OAK KNOLL AVENUE, PASADENA, CA 911064440 | DIRECTOR | 0.25 | $5,000 |
| ROBERTO DUARTE FERNANDEZ 1165 S OAK KNOLL AVENUE, PASADENA, CA 911064440 | DIRECTOR | 0.25 | $5,000 |
| ALBERTO EDUARDO DUARTE FERNANDEZ 1165 S OAK KNOLL AVENUE, PASADENA, CA 911064440 | DIRECTOR | 0.25 | $5,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA ROMERO IBARRA 1165 S OAK KNOLL AVENUE, PASADENA, CA 911064440 | DIRECTOR | 0.25 | $5,000 |
| ROBERTO DUARTE FERNANDEZ 1165 S OAK KNOLL AVENUE, PASADENA, CA 911064440 | DIRECTOR | 0.25 | $5,000 |
| ALBERTO EDUARDO DUARTE FERNANDEZ 1165 S OAK KNOLL AVENUE, PASADENA, CA 911064440 | DIRECTOR | 0.25 | $5,000 |
Address and contacts
- Address (IRS master file)
- 1165 S OAK KNOLL AVE, PASADENA, CA 91106-4440
- In care of
- % RICHARD F CARLILE
- Signed the 990-PF
- MARTHA ROMERO IBARRA, DIRECTOR
- Phone
- (562) 743-0231
- Return prepared by
- RSM US LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 26-1222662 or by the name JOSE G DUARTE SCHOLARSHIP FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1222662
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $13,354,036
- Income (IRS master file)
- $10,636,674
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,643,055 | $667,940 | $13,354,036 | IRS |
| 990-PF | December 2024 | $654,930 | $480,302 | $8,472,079 | IRS |
| 990-PF | December 2023 | $367,230 | $508,986 | $8,207,660 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1222662).
Questions about JOSE G DUARTE SCHOLARSHIP FOUNDATION
- What is the EIN of JOSE G DUARTE SCHOLARSHIP FOUNDATION?
- The employer identification number (EIN) of JOSE G DUARTE SCHOLARSHIP FOUNDATION is 26-1222662.
- Is JOSE G DUARTE SCHOLARSHIP FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to JOSE G DUARTE SCHOLARSHIP FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSE G DUARTE SCHOLARSHIP FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSE G DUARTE SCHOLARSHIP FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSE G DUARTE SCHOLARSHIP FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOSE G DUARTE SCHOLARSHIP FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $5,000 (MARTHA ROMERO IBARRA, DIRECTOR).
- How much revenue does JOSE G DUARTE SCHOLARSHIP FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,643,055, expenses of $667,940 and total assets of $13,354,036 at year end.
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All nonprofits in PASADENA · California · Philanthropy, voluntarism and grantmaking foundations