Nonprofit · EIN 94-3279919
ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION
Tax-exempt · PALO ALTO, CA 94306
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $229,916 | $777,390 | -$547,474 | $5,363,473 | $0 | $5,363,473 |
| December 31, 2024 | 990-PF | $1,700,263 | $542,262 | $1,158,001 | $5,910,947 | $0 | $5,910,947 |
| December 31, 2023 | 990-PF | -$673,295 | $370,740 | -$1,044,035 | $4,752,946 | $0 | $4,752,946 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $131,854
- Net gain from sales of assets
- $98,062
Expenses
- Grants and similar amounts paid
- $690,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $716,200
- Excise tax on investment income
- $2,627
Balance sheet and other
- Total assets, start of year
- $5,910,947
- Total assets, end of year
- $5,363,473
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,363,473
- Fair market value of assets
- $6,405,660
- Qualifying distributions
- $716,200
- Net investment income
- $229,916
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 |
|---|---|---|---|
| CARLYSE CIOCCA 3000 EL CAMINO REAL SUITE 2-1000, PALO ALTO, CA 94306 | PRESIDENT | 0.5 | $0 |
| R JAMES FISHER 3000 EL CAMINO REAL SUITE 2-1000, PALO ALTO, CA 94306 | SECRETARY/TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLYSE CIOCCA 3000 EL CAMINO REAL SUITE 2-1000, PALO ALTO, CA 94306 | PRESIDENT | 0.5 | $0 |
| R JAMES FISHER 3000 EL CAMINO REAL SUITE 2-1000, PALO ALTO, CA 94306 | SECRETARY/TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLYSE CIOCCA 2475 HANOVER STREET SUITE 100, PALO ALTO, CA 94304 | PRESIDENT | 0.5 | $0 |
| R JAMES FISHER 2475 HANOVER STREET SUITE 100, PALO ALTO, CA 94304 | SECRETARY/TREASURER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 3000 EL CAMINO REAL STE 2-1000, PALO ALTO, CA 94306-2119
- In care of
- % CARLYSE CIOCCA
- Signed the 990-PF
- CARLYSE CIOCCA, PRESIDENT
- Phone
- (650) 313-2000
- Return prepared by
- Rosewood Family Advisors LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3279919 or by the name ARTHUR & CARLYSE CIOCCA CHARITABLE 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
- 94-3279919
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $5,363,473
- Income (IRS master file)
- $878,311
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $229,916 | $777,390 | $5,363,473 | XML |
| 990-PF | December 2024 | $1,700,263 | $542,262 | $5,910,947 | XML |
| 990-PF | December 2023 | -$673,295 | $370,740 | $4,752,946 | 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 94-3279919).
Questions about ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION
- What is the EIN of ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION is 94-3279919.
- Is ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARTHUR & CARLYSE CIOCCA CHARITABLE 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 ARTHUR & CARLYSE CIOCCA CHARITABLE 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 ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ARTHUR & CARLYSE CIOCCA CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $229,916, expenses of $777,390 and total assets of $5,363,473 at year end.
Other nonprofits in PALO ALTO
- JEN-HSUN & LORI HUANG FOUNDATION EIN 26-1551239 · last filed 990-PF for 2024
- GORDON E AND BETTY I MOORE FOUNDATION EIN 94-3397785 · last filed 990-PF for 2024
- GOOD VENTURES FOUNDATION EIN 46-1008520 · last filed 990-PF for 2025
- CHAN ZUCKERBERG INITIATIVE FOUNDATION EIN 45-5002209 · last filed 990-PF for 2024
- CARL VICTOR PAGE MEMORIAL FOUNDATION EIN 20-1922957 · last filed 990-PF for 2024
- THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION EIN 46-3460261 · last filed 990-PF for 2024
- WAVERLEY STREET FOUNDATION EIN 81-3242506 · last filed 990-PF for 2024
- COEFFICIENT GIVING ADVISORS INC EIN 99-2255770 · last filed 990 for 2024
All nonprofits in PALO ALTO · California · Philanthropy, voluntarism and grantmaking foundations