Nonprofit · EIN 83-1913033
BELLES FOUNDATION
Tax-exempt · LAKEWAY, TX 78738
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $22,529 | $50,485 | -$27,956 | $73,185 | $0 | $73,185 |
| December 31, 2023 | 990-PF | $2,163 | $3,122 | -$959 | $101,179 | $0 | $101,179 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,036
- Net gain from sales of assets
- $20,493
Expenses
- Grants and similar amounts paid
- $50,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $50,000
- Excise tax on investment income
- $308
Balance sheet and other
- Total assets, start of year
- $101,179
- Total assets, end of year
- $73,185
- Total liabilities, end of year
- $0
- Net assets, end of year
- $73,185
- Fair market value of assets
- $74,534
- Qualifying distributions
- $50,000
- Net investment income
- $22,529
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 |
|---|---|---|---|
| LORI WARD 308 TEMPRANILLO WAY, LAKEWAY, TX 78738 | PRESIDENT & TREASURER | 0.25 | $0 |
| BERINDA POST 140 SIMCOE STREET SUITE 915, TORONTO, ONTARIO M5H4E9, CA | VICE-PRESIDENT | 0.25 | $0 |
| MICHAEL WARD 308 TEMPRANILLO WAY, LAKEWAY, TX 78738 | SECRETARY | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI WARD 308 TEMPRANILLO WAY, LAKEWAY, TX 78738 | PRESIDENT & TREASURER | 0.25 | $0 |
| BERINDA POST 140 SIMCOE STREET SUITE 915, TORONTO, ONTARIO M5H4E9, CA | VICE-PRESIDENT | 0.25 | $0 |
| MICHAEL WARD 308 TEMPRANILLO WAY, LAKEWAY, TX 78738 | SECRETARY | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 308 TEMPRANILLO WAY, LAKEWAY, TX 78738-1240
- Signed the 990-PF
- MICHAEL WARD, SECRETARY
- Phone
- (415) 940-1065
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
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
- 83-1913033
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $73,185
- Income (IRS master file)
- $38,775
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $22,529 | $50,485 | $73,185 | XML |
| 990-PF | December 2023 | $2,163 | $3,122 | $101,179 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 83-1913033).
Questions about BELLES FOUNDATION
- What is the EIN of BELLES FOUNDATION?
- The employer identification number (EIN) of BELLES FOUNDATION is 83-1913033.
- Is BELLES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to BELLES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BELLES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BELLES 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 BELLES 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 BELLES FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does BELLES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $22,529, expenses of $50,485 and total assets of $73,185 at year end.
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All nonprofits in LAKEWAY · Texas · Philanthropy, voluntarism and grantmaking foundations