Nonprofit · EIN 92-2603747
BEVERLY ROSE FOUNDATION
Tax-exempt · DANA POINT, CA 92629
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $54,753 | $48,434 | $6,319 | $1,815,562 | $0 | $1,815,562 |
| December 31, 2024 | 990-PF | $21,001 | $29,869 | -$8,868 | $1,809,243 | $0 | $1,809,243 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $54,752
- Interest
- $1
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $42,336
Balance sheet and other
- Total assets, start of year
- $1,809,243
- Total assets, end of year
- $1,815,562
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,815,562
- Fair market value of assets
- $7,452
- Qualifying distributions
- $42,336
- Net investment income
- $1
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 |
|---|---|---|---|
| DILLON JAMES PO BOX 608, DANA POINT, CA 92629 | SECRETARY AN | 0 | $0 |
| ANN VAUGHN PO BOX 608, DANA POINT, CA 92629 | CEO | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DILLON JAMES 683 HIGLEY WAY, OCEANSIDE, CA 92057 | SECRETARY AN | 0 | $0 |
| ANN VAUGHN 683 HIGLEY WAY, OCEANSIDE, CA 92057 | CEO | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 608, DANA POINT, CA 92629-0608
- In care of
- % ANN B VAUGHN
- Signed the 990-PF
- DILLON JAMES, SECRETARY AND CFO
- Phone
- (949) 629-8249
- Return prepared by
- SHAPIRO VILLALOBOS & ASSOCIATES
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 on file |
IRS record
- EIN
- 92-2603747
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,815,562
- Income (IRS master file)
- $54,753
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,818,111 | $0 | $1,818,111 | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BEVERLY ROSE FOUNDATION
- What is the EIN of BEVERLY ROSE FOUNDATION?
- The employer identification number (EIN) of BEVERLY ROSE FOUNDATION is 92-2603747.
- Is BEVERLY ROSE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to BEVERLY ROSE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEVERLY ROSE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEVERLY ROSE 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 BEVERLY ROSE 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 BEVERLY ROSE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BEVERLY ROSE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $54,753, expenses of $48,434 and total assets of $1,815,562 at year end.
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All nonprofits in DANA POINT · California · Philanthropy, voluntarism and grantmaking foundations