Nonprofit · EIN 47-4602133
NATALIE ORFALEA FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $381,400 | $1,530,360 | -$1,148,960 | $19,151,219 | $435,628 | $18,715,591 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $245,555
- Interest
- $90,350
- Net gain from sales of assets
- $190
- Other income
- $45,305
Expenses
- Grants and similar amounts paid
- $1,167,419
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $90,000
- Disbursements for charitable purposes
- $1,637,418
- Excise tax on investment income
- $4,130
Balance sheet and other
- Total assets, start of year
- $17,972,249
- Total assets, end of year
- $19,151,219
- Total liabilities, end of year
- $435,628
- Net assets, end of year
- $18,715,591
- Fair market value of assets
- $19,151,219
- Qualifying distributions
- $1,637,418
- Net investment income
- $381,400
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARYBETH CARTY PO BOX 50736, SANTA BARBARA, CA 93150 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $90,000 | $22,500 |
| NATALIE FLEET ORFALEA PO BOX 50736, SANTA BARBARA, CA 93150 | PRESIDENT, TREASURER, SECR | 10 | $0 | $0 |
| MASON J ORFALEA PO BOX 50736, SANTA BARBARA, CA 93150 | DIRECTOR | 1 | $0 | $0 |
| KEENAN J ORFALEA PO BOX 50736, SANTA BARBARA, CA 93150 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 50736, SANTA BARBARA, CA 93150-0736
- Signed the 990-PF
- NATALIE FLEET ORFALEA, PRESIDENT
- Phone
- (805) 331-1309
- Return prepared by
- TRAVIS J WILSON CPA CFP
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 | Not 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
- 47-4602133
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $19,151,219
- Income (IRS master file)
- $1,281,210
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,283,236 | $1,952,458 | $17,972,249 | IRS |
| 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 NATALIE ORFALEA FOUNDATION
- What is the EIN of NATALIE ORFALEA FOUNDATION?
- The employer identification number (EIN) of NATALIE ORFALEA FOUNDATION is 47-4602133.
- Is NATALIE ORFALEA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to NATALIE ORFALEA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NATALIE ORFALEA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NATALIE ORFALEA FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATALIE ORFALEA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NATALIE ORFALEA FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $90,000 (MARYBETH CARTY, EXECUTIVE DIRECTOR).
- How much revenue does NATALIE ORFALEA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $381,400, expenses of $1,530,360 and total assets of $19,151,219 at year end.
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