Nonprofit · EIN 88-3964029
ROCCO-DAVIES FOUNDATION
Tax-exempt · VALLEY VLG, CA 91607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,253 | $53,180 | -$50,927 | $876,625 | $28,114 | $848,511 |
| December 31, 2024 | 990-PF | $13,089 | $64,095 | -$51,006 | $927,561 | $28,123 | $899,438 |
| December 31, 2023 | 990-PF | $12,126 | $81,278 | -$69,152 | $966,067 | $15,623 | $950,444 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,250
- Interest
- $3
Expenses
- Grants and similar amounts paid
- $48,319
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $53,056
Balance sheet and other
- Total assets, start of year
- $927,561
- Total assets, end of year
- $876,625
- Total liabilities, end of year
- $28,114
- Net assets, end of year
- $848,511
- Fair market value of assets
- $876,625
- Qualifying distributions
- $53,056
- Net investment income
- $3
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 |
|---|---|---|---|
| ERNESTO ROCCO 12400 HESBY STREET, VALLEY VILLAGE, CA 91607 | CEO | 1 | $0 |
| RICHARD DAVIES 12400 HESBY STREET, VALLEY VILLAGE, CA 91607 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERNESTO ROCCO 12400 HESBY STREET, VALLEY VILLAGE, CA 91607 | CEO | 1 | $0 |
| RICHARD DAVIES 12400 HESBY STREET, VALLEY VILLAGE, CA 91607 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERNESTO ROCCO 12400 HESBY STREET, VALLEY VILLAGE, CA 91607 | CEO | 1 | $0 |
| RICHARD DAVIES 12400 HESBY STREET, VALLEY VILLAGE, CA 91607 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 12400 HESBY ST, VALLEY VLG, CA 91607-3020
- Signed the 990-PF
- ERNESTO ROCCO, CEO
- Phone
- (818) 335-8508
- Return prepared by
- SINGERLEWAK LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 88-3964029 or by the name ROCCO-DAVIES 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
- 88-3964029
- 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 (T20)
- Assets (IRS master file)
- $876,625
- Income (IRS master file)
- $2,253
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,253 | $53,180 | $876,625 | IRS |
| 990-PF | December 2024 | $13,089 | $64,095 | $927,561 | XML |
| 990-PF | December 2023 | $12,126 | $81,278 | $966,067 | XML |
| 990-PF | December 2022 | – | – | – | 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 88-3964029).
Questions about ROCCO-DAVIES FOUNDATION
- What is the EIN of ROCCO-DAVIES FOUNDATION?
- The employer identification number (EIN) of ROCCO-DAVIES FOUNDATION is 88-3964029.
- Is ROCCO-DAVIES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ROCCO-DAVIES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROCCO-DAVIES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROCCO-DAVIES 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 ROCCO-DAVIES 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 ROCCO-DAVIES FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROCCO-DAVIES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,253, expenses of $53,180 and total assets of $876,625 at year end.
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