Nonprofit · EIN 52-0794431
ANTHONY & ANNA L CAROZZA FOUNDATION
Tax-exempt · VALENCIA, CA 91355
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $93,518 | $157,698 | -$64,180 | $1,475,549 | $0 | $1,475,549 |
| April 30, 2025 | 990-PF | $200,000 | $99,797 | $100,203 | $1,539,729 | $0 | $1,539,729 |
| April 30, 2024 | 990-PF | $89,985 | $104,651 | -$14,666 | $1,439,526 | $0 | $1,439,526 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $57,546
- Interest
- $2,621
- Net gain from sales of assets
- $33,351
Expenses
- Grants and similar amounts paid
- $124,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $135,257
- Excise tax on investment income
- $1,044
Balance sheet and other
- Total assets, start of year
- $1,539,729
- Total assets, end of year
- $1,475,549
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,475,549
- Fair market value of assets
- $1,989,576
- Qualifying distributions
- $135,257
- Net investment income
- $93,518
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bethany E Carey 2032 BELMONT ROAD 306, WASHINGTON, DC 20009 | Dir, Sec, Treas | 1 | $0 |
| Sandra L Carey 21841 PARVIN DRIVE, SANTA CLARITA, CA 91350 | Dir, Pres | 1 | $0 |
| Jacqueline Chase 26901 SANTA YNEZ WAY, VALENCIA, CA 91355 | Dir, Treas, VP, Pres | 1 | $0 |
| Maria C Volpe 3027 DAVENPORT STREET NW, WASHINGTON, DC 20008 | DIR, VP | 3 | $0 |
| Robert Volpe 7707 WISCONSIN AVENUE APT 718, BETHESDA, MD 20814 | Dir, Treas, VP | 1 | $0 |
990-PF for the year ended April 30, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandra L Carey 21841 PARVIN DRIVE, SANTA CLARITA, CA 91350 | Dir, Pres | 1 | $0 |
| Jacqueline Chase 26901 SANTA YNEZ WAY, VALENCIA, CA 91355 | Dir, Treas, VP | 1 | $0 |
| Maria C Volpe 3027 DAVENPORT STREET NW, WASHINGTON, DC 20008 | Dir, VP | 3 | $0 |
| Robert Volpe 7707 WISCONSIN AVENUE APT 718, BETHESDA, MD 20814 | Dir, Sec, Treas | 1 | $0 |
| BETHANY E CAREY 2032 BELMONT ROAD 306, WASHINGTON, DC 20009 | DIR, SEC | 1 | $0 |
990-PF for the year ended April 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandra L Carey 21841 PARVIN DRIVE, SANTA CLARITA, CA 91350 | Dir, Pres | 1 | $0 |
| Jacqueline Chase 26901 SANTA YNEZ WAY, VALENCIA, CA 91355 | Dir, Treas | 1 | $0 |
| Maria C Volpe 3027 DAVENPORT STREET NW, WASHINGTON, DC 20008 | Dir, VP | 3 | $0 |
| Robert Volpe 7707 WISCONSIN AVENUE APT 718, BETHESDA, MD 20814 | Dir, Sec | 1 | $0 |
| Bethany E Carey 2032 Belmont Road 306, WASHINGTON, DC 20009 | dir | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O J CHASE 26901 SANTA YNEZ WAY, VALENCIA, CA 91355-0000
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- Jacqueline Chase, President
- Phone
- (310) 926-7686
- Return prepared by
- Foundation Source
California records
California keeps its own records of charities and corporations. Search them by EIN 52-0794431 or by the name ANTHONY & ANNA L CAROZZA 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 52-0794431
- 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
- 1963
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,475,549
- Income (IRS master file)
- $409,407
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $93,518 | $157,698 | $1,475,549 | XML |
| 990-PF | April 2025 | $200,000 | $99,797 | $1,539,729 | XML |
| 990-PF | April 2024 | $89,985 | $104,651 | $1,439,526 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | 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 52-0794431).
Questions about ANTHONY & ANNA L CAROZZA FOUNDATION
- What is the EIN of ANTHONY & ANNA L CAROZZA FOUNDATION?
- The employer identification number (EIN) of ANTHONY & ANNA L CAROZZA FOUNDATION is 52-0794431.
- Is ANTHONY & ANNA L CAROZZA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to ANTHONY & ANNA L CAROZZA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANTHONY & ANNA L CAROZZA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANTHONY & ANNA L CAROZZA FOUNDATION due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANTHONY & ANNA L CAROZZA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of ANTHONY & ANNA L CAROZZA FOUNDATION?
- The 990-PF for the year ended April 30, 2026 lists 5 people; 0 received compensation from the organization.
- How much revenue does ANTHONY & ANNA L CAROZZA FOUNDATION have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $93,518, expenses of $157,698 and total assets of $1,475,549 at year end.
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