Nonprofit · EIN 33-0971075
JOSEPH BAILEY FOUNDATION
Tax-exempt · ONTARIO, CA 91761
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,674,922 | $265,250 | $1,409,672 | $5,371,826 | $0 | $5,371,826 |
| December 31, 2024 | 990-PF | $3,996,878 | $33,962 | $3,962,916 | $3,962,915 | $0 | $3,962,915 |
| December 31, 2023 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,400,000
- Interest
- $157,436
- Net gain from sales of assets
- $117,127
- Other income
- $359
Expenses
- Grants and similar amounts paid
- $170,000
- Disbursements for charitable purposes
- $214,510
- Excise tax on investment income
- $3,046
Balance sheet and other
- Total assets, start of year
- $3,962,915
- Total assets, end of year
- $5,371,826
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,371,826
- Fair market value of assets
- $5,834,852
- Qualifying distributions
- $214,510
- Net investment income
- $268,032
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 |
|---|---|---|---|
| SHARON CARROZZA 242 CHERRY AVE, WOODBURY HEIGHTS, NJ 08097 | CEO | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON CARROZZA 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | CEO | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON CARROZZA PO BOX 904, LOMA LINDA, CA 92354 | CEO | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3200 E GUASTI RD STE 100, ONTARIO, CA 91761-8661
- In care of
- % JOSEPH BAILEY
- Signed the 990-PF
- -, TRUSTEE
- Phone
- (888) 730-4933
- Return prepared by
- PWC US TAX LLP
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
- 33-0971075
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,371,826
- Income (IRS master file)
- $2,208,724
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,674,922 | $265,250 | $5,371,826 | XML |
| 990-PF | December 2024 | $3,996,878 | $33,962 | $3,962,915 | XML |
| 990-PF | December 2023 | $0 | $0 | $0 | 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 publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about JOSEPH BAILEY FOUNDATION
- What is the EIN of JOSEPH BAILEY FOUNDATION?
- The employer identification number (EIN) of JOSEPH BAILEY FOUNDATION is 33-0971075.
- Is JOSEPH BAILEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to JOSEPH BAILEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH BAILEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH BAILEY 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 BAILEY 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 BAILEY 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 BAILEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,674,922, expenses of $265,250 and total assets of $5,371,826 at year end.
Other nonprofits in ONTARIO
- D K KIM FOUNDATION INC EIN 33-1059702 · last filed 990-PF for 2024
- KHALID E PAREKH FOUNDATION INC EIN 81-3289357 · last filed 990-PF for 2024
- HHMC FOUNDATION EIN 86-3488950 · last filed 990-PF for 2025
- HOPE REIGNS CHARITY FOUNDATION INC EIN 27-0470575 · last filed 990 for 2025
- JOHN P PREVITI MEMORIAL FOUNDATION EIN 27-4256513 · last filed 990-PF for 2025
- JOHN JACK PICK TRUST 1015028906 EIN 90-0238983 · last filed 990-PF for 2025
- FUERST FAMILY FOUNDATION EIN 47-1736251 · last filed 990-PF for 2024
- COLLECTIVE RHYTHM OUTREACH EIN 33-2466356 · last filed 990-N for 2024
All nonprofits in ONTARIO · California · Philanthropy, voluntarism and grantmaking foundations