Nonprofit · EIN 88-0516865
PAUL AND BETTY BALDACCI FAMILY FOUNDATION
Tax-exempt · SAN RAMON, CA 94583
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $986 | $31,250 | -$30,264 | $426,143 | $0 | $426,143 |
| December 31, 2023 | 990-PF | $12,471 | $30,756 | -$18,285 | $509,606 | $0 | $509,606 |
| December 31, 2021 | 990-PF | $12,829 | $37,086 | -$24,257 | $634,682 | $0 | $634,682 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $959
- Interest
- $27
Expenses
- Grants and similar amounts paid
- $31,200
- Disbursements for charitable purposes
- $31,200
- Excise tax on investment income
- $14
Balance sheet and other
- Total assets, start of year
- $509,606
- Total assets, end of year
- $426,143
- Total liabilities, end of year
- $0
- Net assets, end of year
- $426,143
- Qualifying distributions
- $31,200
- Net investment income
- $986
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 |
|---|---|---|---|
| Elizabeth Baldacci 235 Montair Drive, Danville, CA 94526 | Chair Trustee | 0 | $0 |
| Marilyn Burchard 733 Glen Road, Danville, CA 94526 | Treasurer Trust | 15 | $0 |
| James Baldacci 12885 Alcosta Blvd Ste A, San Ramon, CA 94526 | Treas/Secretary | 15 | $0 |
| Elizabeth Martino 7 Courtney Lane, Danville, CA 94566 | Secretary Trust | 15 | $0 |
| Loretta Glesener 1005 Grassy Hill Lane, Camillus, NY 13031 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Baldacci 235 Montair Drive, Danville, CA 94526 | Chair Trustee | 0 | $0 |
| Marilyn Burchard 733 Glen Road, Danville, CA 94526 | Treasurer Trust | 15 | $0 |
| James Baldacci 12885 Alcosta Blvd Ste A, San Ramon, CA 94526 | Treas/Secretary | 15 | $0 |
| Elizabeth Martino 7 Courtney Lane, Danville, CA 94566 | Secretary Trust | 15 | $0 |
| Loretta Glesener 1005 Grassy Hill Lane, Camillus, NY 13031 | Director | 0 | $0 |
990-PF for the year ended December 31, 2021: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul R Baldacci Jr 235 Montair Drive, Danville, CA 94526 | Chair Trustee | 0 | $0 |
| Elizabeth Baldacci 235 Montair Drive, Danville, CA 94526 | Chair Trustee | 0 | $0 |
| Marilyn Burchard 733 Glen Road, Danville, CA 94526 | Treasurer Trust | 15 | $0 |
| James Baldacci 12885 Alcosta Blvd Ste A, San Ramon, CA 94526 | Treas/Secretary | 15 | $0 |
| Elizabeth Martino 7 Courtney Lane, Danville, CA 94566 | Secretary Trust | 15 | $0 |
| Loretta Glesener 1005 Grassy Hill Lane, Camillus, NY 13031 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 12885 ALCOSTA BLVD A, SAN RAMON, CA 94583-1355
- In care of
- % JAMES BALDACCI
- Signed the 990-PF
- James Baldacci, Treasurer
- Phone
- (925) 328-1000
- Return prepared by
- Kenneth R Rueckert CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 88-0516865 or by the name PAUL AND BETTY BALDACCI FAMILY 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 | 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
- 88-0516865
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $426,143
- Income (IRS master file)
- $986
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $986 | $31,250 | $426,143 | XML |
| 990-PF | December 2023 | $12,471 | $30,756 | $509,606 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $12,829 | $37,086 | $634,682 | XML |
| 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 88-0516865).
Questions about PAUL AND BETTY BALDACCI FAMILY FOUNDATION
- What is the EIN of PAUL AND BETTY BALDACCI FAMILY FOUNDATION?
- The employer identification number (EIN) of PAUL AND BETTY BALDACCI FAMILY FOUNDATION is 88-0516865.
- Is PAUL AND BETTY BALDACCI FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to PAUL AND BETTY BALDACCI FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL AND BETTY BALDACCI FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL AND BETTY BALDACCI FAMILY 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 PAUL AND BETTY BALDACCI FAMILY 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 PAUL AND BETTY BALDACCI FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does PAUL AND BETTY BALDACCI FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $986, expenses of $31,250 and total assets of $426,143 at year end.
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