Nonprofit · EIN 94-1643626
THE JOSEPH AND VERA LONG FOUNDATION
Tax-exempt · WALNUT CREEK, CA 94596
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,009,088 | $3,979,197 | $7,029,891 | $138,734,606 | $1,456,989 | $137,277,617 |
| December 31, 2024 | 990-PF | $9,219,381 | $3,859,310 | $5,360,071 | $122,548,627 | $3,695,000 | $118,853,627 |
| December 31, 2023 | 990-PF | $4,647,016 | $10,824,954 | -$6,177,938 | $115,200,377 | $5,603,482 | $109,596,895 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,004,525
- Interest
- $485,143
- Net gain from sales of assets
- $4,517,107
- Other income
- $2,313
Expenses
- Grants and similar amounts paid
- $3,115,747
- Compensation of officers, directors and key employees
- $219,914
- Salaries, compensation and benefits (total)
- $63,706
- Disbursements for charitable purposes
- $5,864,185
- Excise tax on investment income
- $150,625
Balance sheet and other
- Total assets, start of year
- $122,548,627
- Total assets, end of year
- $138,734,606
- Total liabilities, end of year
- $1,456,989
- Net assets, end of year
- $137,277,617
- Fair market value of assets
- $138,636,606
- Qualifying distributions
- $5,864,185
- Net investment income
- $11,009,088
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 | Other / benefits |
|---|---|---|---|---|
| MILTON E LONG 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | EXECUTIVE DIRECTOR | 32 | $173,000 | $46,914 |
| HEATHER HONEGGER 500 YGNACIO VALLEY RD 330, WALNUT CREEK, CA 94596 | FINANCE DIRECTOR Highest-paid employee | 20 | $63,706 | $6,152 |
| LANI MACKENZIE 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | TRUSTEE | 0.5 | $0 | $0 |
| LISA PIEDISCALZI 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | TRUSTEE | 0.5 | $0 | $0 |
| MICHELLE HOLSTEIN 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | TREASURER | 0.5 | $0 | $0 |
| NAN L GEFEN 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | SECRETARY | 0.5 | $0 | $0 |
| NICHOLAS PIEDISCALZI 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | BOARD CHAIR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MILTON E LONG 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | EXECUTIVE DIRECTOR | 32 | $168,000 | $41,466 |
| HEATHER HONEGGER 500 YGNACIO VALLEY RD 330, WALNUT CREEK, CA 94596 | FINANCE DIRECTOR Highest-paid employee | 20 | $61,311 | $5,905 |
| LANI MACKENZIE 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | TRUSTEE | 0.5 | $0 | $0 |
| LISA PIEDISCALZI 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | TRUSTEE | 0.5 | $0 | $0 |
| MICHELLE HOLSTEIN 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | TREASURER | 0.5 | $0 | $0 |
| NAN L GEFEN 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | SECRETARY | 0.5 | $0 | $0 |
| NICHOLAS PIEDISCALZI 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | BOARD CHAIR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MILTON E LONG 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | EXECUTIVE DIRECTOR | 32 | $140,000 | $38,260 |
| HEATHER HONEGGER 500 YGNACIO VALLEY RD 330, WALNUT CREEK, CA 94596 | FINANCE DIRECTOR Highest-paid employee | 20 | $65,366 | $3,792 |
| LANI MACKENZIE 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | TRUSTEE | 0.5 | $0 | $0 |
| LISA PIEDISCALZI 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | TRUSTEE | 0.5 | $0 | $0 |
| MICHELLE HOLSTEIN 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | TREASURER | 0.5 | $0 | $0 |
| NAN L GEFEN 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | SECRETARY | 0.5 | $0 | $0 |
| NICHOLAS PIEDISCALZI 500 YGNACIO VALLEY ROADSUITE 330, WALNUT CREEK, CA 94596 | BOARD CHAIR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 YGNACIO VALLEY RD STE 330, WALNUT CREEK, CA 94596-8232
- Signed the 990-PF
- MILTON LONG, EXEC. DIR. & VP
- Phone
- (925) 935-4138
- Website
- WWW.JVLF.ORG
- Return prepared by
- BPM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1643626 or by the name THE JOSEPH AND VERA LONG 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
- 94-1643626
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $138,734,606
- Income (IRS master file)
- $26,597,698
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,009,088 | $3,979,197 | $138,734,606 | XML |
| 990-PF | December 2024 | $9,219,381 | $3,859,310 | $122,548,627 | XML |
| 990-PF | December 2023 | $4,647,016 | $10,824,954 | $115,200,377 | 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 94-1643626).
Questions about THE JOSEPH AND VERA LONG FOUNDATION
- What is the EIN of THE JOSEPH AND VERA LONG FOUNDATION?
- The employer identification number (EIN) of THE JOSEPH AND VERA LONG FOUNDATION is 94-1643626.
- Is THE JOSEPH AND VERA LONG FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to THE JOSEPH AND VERA LONG FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JOSEPH AND VERA LONG FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JOSEPH AND VERA LONG 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 THE JOSEPH AND VERA LONG 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 THE JOSEPH AND VERA LONG FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 2 received compensation from the organization, the highest $173,000 (MILTON E LONG, EXECUTIVE DIRECTOR).
- How much revenue does THE JOSEPH AND VERA LONG FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,009,088, expenses of $3,979,197 and total assets of $138,734,606 at year end.
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