Skip to main content

Nonprofit · EIN 94-6646364

THE CARLOS ALZUETA MEMORIAL FUND

Tax-exempt · PALO CEDRO, CA 96073

Financials

$34K$133K2022$77K$129K2023$94K$140K2024
Revenue Expenses · by fiscal year end
Financials of THE CARLOS ALZUETA MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$93,750$140,307-$46,557$1,283,074$0$1,283,074
October 31, 2024990-PF$77,094$128,611-$51,517$1,329,631$0$1,329,631
October 31, 2023990-PF$34,424$133,063-$98,639$1,381,148$0$1,381,148
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$54,261
Interest
$782
Net gain from sales of assets
$38,707

Expenses

Grants and similar amounts paid
$101,192
Compensation of officers, directors and key employees
$19,238
Disbursements for charitable purposes
$103,116
Excise tax on investment income
$893

Balance sheet and other

Total assets, start of year
$1,329,631
Total assets, end of year
$1,283,074
Total liabilities, end of year
$0
Net assets, end of year
$1,283,074
Fair market value of assets
$2,542,726
Qualifying distributions
$103,116
Net investment income
$93,750

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN GRIMES
9485 DESCHUTES ROAD SUITE A, PALO CEDRO, CA 86073
TRUSTEE2$19,238
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
JOHN GRIMES
9485 DESCHUTES ROAD SUITE A, PALO CEDRO, CA 86073
TRUSTEE2$17,894
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
JOHN GRIMES
9485 DESCHUTES ROAD SUITE A, PALO CEDRO, CA 86073
TRUSTEE2$16,245

Address and contacts

Address (IRS master file)
PO BOX 1220, PALO CEDRO, CA 96073-1220
In care of
% JOHN M GRIES TTEE
Signed the 990-PF
JOHN GRIMES, TRUSTEE
Phone
(530) 547-3450
Return prepared by
PINION LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6646364 or by the name THE CARLOS ALZUETA MEMORIAL FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
94-6646364
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
October
Files
Form 990-PF
Assets (IRS master file)
$1,283,074
Income (IRS master file)
$360,534

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$93,750$140,307$1,283,074XML
990-PFOctober 2024$77,094$128,611$1,329,631XML
990-PFOctober 2023$34,424$133,063$1,381,148XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 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 94-6646364).

Questions about THE CARLOS ALZUETA MEMORIAL FUND

What is the EIN of THE CARLOS ALZUETA MEMORIAL FUND?
The employer identification number (EIN) of THE CARLOS ALZUETA MEMORIAL FUND is 94-6646364.
Is THE CARLOS ALZUETA MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to THE CARLOS ALZUETA MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE CARLOS ALZUETA MEMORIAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of THE CARLOS ALZUETA MEMORIAL FUND due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE CARLOS ALZUETA MEMORIAL FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of THE CARLOS ALZUETA MEMORIAL FUND?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $19,238 (JOHN GRIMES, TRUSTEE).
How much revenue does THE CARLOS ALZUETA MEMORIAL FUND have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $93,750, expenses of $140,307 and total assets of $1,283,074 at year end.

Other nonprofits in PALO CEDRO

All nonprofits in PALO CEDRO · California · Arts, culture and humanities