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Nonprofit · EIN 33-0611010

BORREGO VALLEY ENDOWMENT FUND INC

Tax-exempt · BORREGO SPGS, CA 92004

Financials

$717K$691K2023$361K$332K2024
Revenue Expenses · by fiscal year end
Financials of BORREGO VALLEY ENDOWMENT FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$360,821$331,870$28,951$10,243,519$18,113$10,225,406
March 31, 2024990$717,092$691,053$26,039$10,204,196$277,270$9,926,926
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$48,379
Program service revenue
$0
Investment income
$258,400
Other revenue
$54,042

Expenses

Grants and similar amounts paid
$173,782
Other salaries and wages
$76,000
Salaries, compensation and benefits (total)
$82,686
Professional fundraising fees
$0
Legal fees
$663
Accounting fees
$43,619
Occupancy
$10,067
Program services (functional)
$232,141
Management and general (functional)
$87,205
Fundraising (functional)
$12,524

Balance sheet and other

Total assets, start of year
$10,204,196
Total assets, end of year
$10,243,519
Total liabilities, end of year
$18,113
Net assets, end of year
$10,225,406
Publicly traded securities
$10,196,981
Net assets without donor restrictions
$426,967
Net assets with donor restrictions
$9,798,439
Gross receipts
$360,821
Employees
2
Volunteers
12
Year formed
1994
State of legal domicile
CA

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 for the year ended March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID GARMONPRESIDENT
Trustee or director, Officer
20$0
BILL LAWRENCEVICE PRESIDENT AND TREASURER
Trustee or director, Officer
5$0
SYLVANA MEEKSSECRETARY
Trustee or director, Officer
3$0
MARSHAL BRECHTDIRECTOR
Trustee or director
3$0
BOB KELLYDIRECTOR
Trustee or director
3$0
DR RICHARD FAUSELDIRECTOR
Trustee or director
3$0
DAVID LIEBERTDIRECTOR
Trustee or director
3$0
NANCY MCRAEDIRECTOR
Trustee or director
3$0
LORRY SEAGRIMDIRECTOR
Trustee or director
3$0
MELISSA STEVENSDIRECTOR
Trustee or director
3$0
DICK TROYDIRECTOR
Trustee or director
3$0
990 for the year ended March 31, 2024: 12 people
NameTitleHours / weekCompensation
RODARTE VANESSADIRECTOR
Trustee or director
1$0
MCRAE NANCYDIRECTOR
Trustee or director
3$0
TROY RICHARDDIRECTOR
Trustee or director
1$0
GARMON DAVIDPRESIDENT
Trustee or director, Officer
20$0
KELLY ROBERTDIRECTOR
Trustee or director
5$0
LAWRENCE WILLIAMVP/TREAS
Trustee or director, Officer
10$0
MEEKS SYLVANASECRETARY
Trustee or director, Officer
2$0
SEAGRIM LORRYDIRECTOR
Trustee or director
4$0
LEIBERT DAVIDDIRECTOR
Trustee or director
3$0
FAUSEL RICHARDDIRECTOR
Trustee or director
3$0
STEVENS MELISSADIRECTOR
Trustee or director
3$0
BRECHT MARSHALDIRECTOR
Trustee or director
5$0

Address and contacts

Address (IRS master file)
PO BOX 2714, BORREGO SPGS, CA 92004-2714
Principal officer (990 for 2024)
WILLIAM LAWRENCE, PO BOX 2714, BORREGO SPRINGS, CA 92004
Signed the 990
WILLIAM LAWRENCE, TREASURER
Phone
(760) 810-4469
Return prepared by
MILLER CPA GROUP PC

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0611010 or by the name BORREGO VALLEY ENDOWMENT FUND INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO OPERATE A COMMUNITY FOUNDATION THAT GRANTS FINANCIAL SUPPORT TO CHARITABLE PROGRAMS SPECIFICALLY INCLUDING BUT NOT LIMITED TO CHARITABLE, CULTURAL, SCIENTIFIC, LITERARY, CIVIC, HEALTH AND/OR EDUCATIONAL PROGRAMS WITHIN THE BORREGO VALLEY.

990 for the year ended March 31, 2025

Program accomplishments

  • PROVIDING FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS.
    Expenses $232,141 · grants $173,782
  • GRANTS FOR GENERAL FINANCIAL SUPPORT (WITHIN THE ORGANIZATION'SMISSION) TO MANY CHARITABLE PROGRAMS WITHIN THE BORREGO VALLEY (SEE ALSO SCHEDULE I).

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Check at the IRS
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
33-0611010
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1994
Accounting year ends
March
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E12)
Assets (IRS master file)
$11,122,756
Income (IRS master file)
$481,982

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$360,821$331,870$10,243,519XML
990March 2024$717,092$691,053$10,204,196XML
990March 2023$961,629$284,469$9,128,762IRS
990March 2022–––IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––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 33-0611010).

Questions about BORREGO VALLEY ENDOWMENT FUND INC

What is the EIN of BORREGO VALLEY ENDOWMENT FUND INC?
The employer identification number (EIN) of BORREGO VALLEY ENDOWMENT FUND INC is 33-0611010.
Is BORREGO VALLEY ENDOWMENT FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to BORREGO VALLEY ENDOWMENT FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BORREGO VALLEY ENDOWMENT FUND INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BORREGO VALLEY ENDOWMENT FUND INC due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BORREGO VALLEY ENDOWMENT FUND INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of BORREGO VALLEY ENDOWMENT FUND INC?
The 990 for the year ended March 31, 2025 names WILLIAM LAWRENCE.
Who are the officers and directors of BORREGO VALLEY ENDOWMENT FUND INC?
The 990 for the year ended March 31, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does BORREGO VALLEY ENDOWMENT FUND INC have?
On its 990 for the year ended March 31, 2025 it reported revenue of $360,821, expenses of $331,870 and total assets of $10,243,519 at year end.

Other nonprofits in BORREGO SPGS

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