Nonprofit · EIN 88-0457461
ORTIZ FAMILY FOUNDATION
Tax-exempt · CARSON CITY, NV 89701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $132,356 | $20,626 | $111,730 | $338,751 | $0 | $338,751 |
| December 31, 2024 | 990-PF | $41,799 | $26,265 | $15,534 | $227,021 | $0 | $227,021 |
| December 31, 2023 | 990-PF | $4,976 | $22,012 | -$17,036 | $211,487 | $0 | $211,487 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100,000
- Dividends
- $3,558
- Interest
- $1
- Net gain from sales of assets
- $28,797
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $16,574
- Excise tax on investment income
- $393
Balance sheet and other
- Total assets, start of year
- $227,021
- Total assets, end of year
- $338,751
- Total liabilities, end of year
- $0
- Net assets, end of year
- $338,751
- Fair market value of assets
- $356,801
- Qualifying distributions
- $16,574
- Net investment income
- $32,356
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 |
|---|---|---|---|
| PATRICK A ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR/PRESIDENT | 2 | $0 |
| MICAH P NAVARRO 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR/TREASURER | 1 | $0 |
| MICHELLE O NAVARRO 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR/SECRETARY | 1 | $0 |
| JILL K ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| LEIGH N ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| JEFF P ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| JASMINE ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| ISABELLA NAVARRO 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| PAUL NAVARRO 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| TRU FULTON 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK A ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR/PRESIDENT | 2 | $0 |
| JILL K ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR/SECRETARY | 2 | $0 |
| MICHELLE O NAVARRO 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR/TREASURER | 1 | $0 |
| JEFF P ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| LEIGH N ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| MICAH P NAVARRO 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK A ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR/PRES/TREASURER | 2 | $0 |
| JILL K ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR/SECRETARY | 2 | $0 |
| MICHELLE O NAVARRO 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| JEFF P ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| LEIGH N ORTIZ 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
| MICAH P NAVARRO 6 CUSHING WAY STE 200, IRVINE, CA 92618 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 E WILLIAM ST STE 204, CARSON CITY, NV 89701-3117
- In care of
- % PATRICK A ORTIZ
- Signed the 990-PF
- PATRICK ORTIZ, PRESIDENT
- Phone
- (949) 753-1414
- Return prepared by
- THE BUSCH FIRM
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
- 88-0457461
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $338,751
- Income (IRS master file)
- $570,629
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $132,356 | $20,626 | $338,751 | IRS |
| 990-PF | December 2024 | $41,799 | $26,265 | $227,021 | IRS |
| 990-PF | December 2023 | $4,976 | $22,012 | $211,487 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 88-0457461).
Questions about ORTIZ FAMILY FOUNDATION
- What is the EIN of ORTIZ FAMILY FOUNDATION?
- The employer identification number (EIN) of ORTIZ FAMILY FOUNDATION is 88-0457461.
- Is ORTIZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ORTIZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ORTIZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ORTIZ FAMILY 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 ORTIZ FAMILY 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 ORTIZ FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ORTIZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $132,356, expenses of $20,626 and total assets of $338,751 at year end.
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All nonprofits in CARSON CITY · Nevada · Philanthropy, voluntarism and grantmaking foundations