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Nonprofit · EIN 27-6979293

JOSEPH FODO FOUNDATION

Also known as JOSEPH FODO TTEE

Tax-exempt · PENNINGTON, NJ 08534

Financials

$306K$133K2023$456K$154K2024$402K$169K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPH FODO FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$401,921$169,151$232,770$3,153,908$0$3,153,908
December 31, 2024990-PF$456,120$153,653$302,467$2,940,361$0$2,940,361
December 31, 2023990-PF$306,107$132,675$173,432$2,639,444$0$2,639,444
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$200,000
Dividends
$95,653
Net gain from sales of assets
$106,268

Expenses

Grants and similar amounts paid
$130,000
Disbursements for charitable purposes
$143,463
Excise tax on investment income
$2,513

Balance sheet and other

Total assets, start of year
$2,940,361
Total assets, end of year
$3,153,908
Total liabilities, end of year
$0
Net assets, end of year
$3,153,908
Fair market value of assets
$3,804,808
Qualifying distributions
$143,463
Net investment income
$201,098

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.

NameTitleHours / weekCompensation
JOSEPH FODO
PO BOX 85, KEY COLONY BEACH, FL 33051
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JOSEPH FODO
PO BOX 85, KEY COLONY BEACH, FL 33051
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JOSEPH FODO
PO BOX 85, KEY COLONY BEACH, FL 33051
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% MERRILL LYNCH TRUST COMPANY
Signed the 990-PF
JOSEPH FODO, TRUSTEE
Phone
(888) 866-3275
Return prepared by
BANK OF AMERICA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-6979293
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,153,908
Income (IRS master file)
$2,292,457

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$401,921$169,151$3,153,908IRS
990-PFDecember 2024$456,120$153,653$2,940,361XML
990-PFDecember 2023$306,107$132,675$2,639,444XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 27-6979293).

Questions about JOSEPH FODO FOUNDATION

What is the EIN of JOSEPH FODO FOUNDATION?
The employer identification number (EIN) of JOSEPH FODO FOUNDATION is 27-6979293.
Is JOSEPH FODO FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to JOSEPH FODO FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH FODO FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH FODO 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 JOSEPH FODO 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 JOSEPH FODO FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does JOSEPH FODO FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $401,921, expenses of $169,151 and total assets of $3,153,908 at year end.

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