Nonprofit · EIN 35-2740014
GARZA FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $11,253 | $31,869 | -$20,616 | $514,721 | $0 | $514,721 |
| June 30, 2024 | 990-PF | $63,150 | $38,879 | $24,271 | $535,337 | $0 | $535,337 |
| June 30, 2023 | 990-PF | $513,215 | $2,149 | $511,066 | $511,066 | $0 | $511,066 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $1,776
- Interest
- $9,477
Expenses
- Grants and similar amounts paid
- $28,000
- Disbursements for charitable purposes
- $29,820
- Excise tax on investment income
- $131
Balance sheet and other
- Total assets, start of year
- $535,337
- Total assets, end of year
- $514,721
- Total liabilities, end of year
- $0
- Net assets, end of year
- $514,721
- Fair market value of assets
- $562,870
- Qualifying distributions
- $29,820
- Net investment income
- $11,253
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Oscar Garza 4100 Newport Pl Dr 770, Newport Beach, CA 92660 | Chairman | 0 | $0 |
| Sharyl Garza 4100 Newport Pl Dr 770, Newport Beach, CA 92660 | CFO | 0 | $0 |
| Wendy Mills 4100 Newport Pl Dr 770, Newport Beach, CA 92660 | Secretary | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Oscar Garza 4100 Newport Pl Dr 770, Newport Beach, CA 92660 | Chairman | 0 | $0 |
| Sharyl Garza 4100 Newport Pl Dr 770, Newport Beach, CA 92660 | CFO | 0 | $0 |
| Wendy Mills 4100 Newport Pl Dr 770, Newport Beach, CA 92660 | Secretary | 0 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Oscar Garza 4100 Newport Pl Dr 770, Newport Beach, CA 92660 | Chairman | 0 | $0 |
| Sharyl Garza 4100 Newport Pl Dr 770, Newport Beach, CA 92660 | CFO | 0 | $0 |
| Wendy Mills 4100 Newport Pl Dr 770, Newport Beach, CA 92660 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4100 NEWPORT PLACE DR STE 770, NEWPORT BEACH, CA 92660-2497
- In care of
- % OSCAR GARZA
- Mailing address (990-N for 2021)
- 4100 Newport Pl Dr 770, Newport Beach CA 92660
- Principal officer (990-N for 2021)
- Oscar Garza, 4100 Newport Pl Dr 770, Newport Beach CA 92660
- Signed the 990-PF
- Oscar Garza, Chairman
- Phone
- (949) 570-8053
- Return prepared by
- Wertz & Company LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 35-2740014 or by the name GARZA 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-2740014
- 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
- 2023
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Medical research (H96)
- Assets (IRS master file)
- $514,721
- Income (IRS master file)
- $11,253
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $11,253 | $31,869 | $514,721 | IRS |
| 990-PF | June 2024 | $63,150 | $38,879 | $535,337 | XML |
| 990-PF | June 2023 | $513,215 | $2,149 | $511,066 | XML |
| 990-N for 2021 Officer: Oscar Garza | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
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 35-2740014).
Questions about GARZA FOUNDATION
- What is the EIN of GARZA FOUNDATION?
- The employer identification number (EIN) of GARZA FOUNDATION is 35-2740014.
- Is GARZA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to GARZA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GARZA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GARZA FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GARZA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who is the principal officer of GARZA FOUNDATION?
- The 990-N for 2021 names Oscar Garza.
- Who are the officers and directors of GARZA FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does GARZA FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $11,253, expenses of $31,869 and total assets of $514,721 at year end.
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