Nonprofit · EIN 85-3971742
DAVID AND ELITA BALFOUR FOUNDATION
Tax-exempt · SAN MARINO, CA 91108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $36,842 | $23,223 | $13,619 | $409,158 | $528 | $408,630 |
| December 31, 2024 | 990-PF | $65,037 | $12,589 | $52,448 | $395,325 | $314 | $395,011 |
| December 31, 2023 | 990-PF | $51,566 | $21,049 | $30,517 | $342,996 | $433 | $342,563 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Net gain from sales of assets
- $36,842
Expenses
- Grants and similar amounts paid
- $15,975
- Disbursements for charitable purposes
- $15,975
- Excise tax on investment income
- $512
Balance sheet and other
- Total assets, start of year
- $395,325
- Total assets, end of year
- $409,158
- Total liabilities, end of year
- $528
- Net assets, end of year
- $408,630
- Fair market value of assets
- $426,772
- Qualifying distributions
- $15,975
- Net investment income
- $36,842
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 |
|---|---|---|---|
| David Balfour 2450 MISSION ST STE 3, SAN MARINO, CA 91108 | President | 1 | $0 |
| Elita Balfour 2450 MISSION ST STE 3, SAN MARINO, CA 91108 | Secretary | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Balfour 2450 MISSION ST STE 3, SAN MARINO, CA 91108 | President | 1 | $0 |
| Elita Balfour 2450 MISSION ST STE 3, SAN MARINO, CA 91108 | Secretary | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Balfour 2450 MISSION ST STE 3, SAN MARINO, CA 91108 | President | 1 | $0 |
| Elita Balfour 2450 MISSION ST STE 3, SAN MARINO, CA 91108 | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2450 MISSION ST STE 3, SAN MARINO, CA 91108-1634
- In care of
- % DAVID BALFOUR
- Signed the 990-PF
- David Balfour, President
- Phone
- (626) 403-4200
- Return prepared by
- Phillips and Co
California records
California keeps its own records of charities and corporations. Search them by EIN 85-3971742 or by the name DAVID AND ELITA BALFOUR 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 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
- 85-3971742
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $409,158
- Income (IRS master file)
- $36,842
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $36,842 | $23,223 | $409,158 | IRS |
| 990-PF | December 2024 | $65,037 | $12,589 | $395,325 | XML |
| 990-PF | December 2023 | $51,566 | $21,049 | $342,996 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 85-3971742).
Questions about DAVID AND ELITA BALFOUR FOUNDATION
- What is the EIN of DAVID AND ELITA BALFOUR FOUNDATION?
- The employer identification number (EIN) of DAVID AND ELITA BALFOUR FOUNDATION is 85-3971742.
- Is DAVID AND ELITA BALFOUR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to DAVID AND ELITA BALFOUR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID AND ELITA BALFOUR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID AND ELITA BALFOUR 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 DAVID AND ELITA BALFOUR 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 DAVID AND ELITA BALFOUR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DAVID AND ELITA BALFOUR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $36,842, expenses of $23,223 and total assets of $409,158 at year end.
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