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Nonprofit · EIN 95-6481575

ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND

Also known as RITA M DIAZ SUCC TTEE

Tax-exempt · PASADENA, CA 91101

Financials

$1M$1.3M2023$1.7M$1.3M2024$1.5M$1.3M2025
Revenue Expenses · by fiscal year end
Financials of ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF (amended)$1,492,035$1,257,663$234,372$6,380,202$0$6,380,202
December 31, 2024990-PF$1,706,389$1,256,744$449,645$6,155,771$0$6,155,771
December 31, 2023990-PF$1,046,812$1,266,381-$219,569$5,708,304$0$5,708,304
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$564,914
Interest
$262,322
Net gain from sales of assets
$664,799

Expenses

Grants and similar amounts paid
$1,010,102
Compensation of officers, directors and key employees
$201,516
Disbursements for charitable purposes
$1,010,102
Excise tax on investment income
$20,505

Balance sheet and other

Total assets, start of year
$6,155,771
Total assets, end of year
$6,380,202
Total liabilities, end of year
$0
Net assets, end of year
$6,380,202
Fair market value of assets
$28,320,277
Qualifying distributions
$1,010,102
Net investment income
$1,480,675

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.

NameTitleHours / weekCompensation
SALLY A TERRY
301 EAST COLORADO BLVD 900, PASADENA, CA 91101
CO-TRUSTEE1$100,758
RITA M DIAZ
301 EAST COLORADO BLVD 900, PASADENA, CA 91101
CO-TRUSTEE1$100,758
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
SALLY A TERRY
301 EAST COLORADO BLVD 900, PASADENA, CA 91101
CO-TRUSTEE1$96,576
RITA M DIAZ
301 EAST COLORADO BLVD 900, PASADENA, CA 91101
CO-TRUSTEE1$96,576
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
SALLY A TERRY
301 EAST COLORADO BLVD 900, PASADENA, CA 91101
CO-TRUSTEE1$89,135
RITA M DIAZ
301 EAST COLORADO BLVD 900, PASADENA, CA 91101
CO-TRUSTEE1$89,135

Address and contacts

Address (IRS master file)
301 E COLORADO BLVD STE 900, PASADENA, CA 91101-1916
Signed the 990-PF
RITA M DIAZ, CO-TRUSTEE
Phone
(626) 796-9123
Return prepared by
COLDWELL SCLAFANI & COMPANY LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6481575 or by the name ETHEL WILSON BOWLES & ROBERT BOWLES 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-6481575
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
1974
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,250,202
Income (IRS master file)
$1,981,170

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,492,035$1,257,663$6,380,202XML
990-PFDecember 2024$1,706,389$1,256,744$6,155,771IRS
990-PFDecember 2023$1,046,812$1,266,381$5,708,304XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 95-6481575).

Questions about ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND

What is the EIN of ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND?
The employer identification number (EIN) of ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND is 95-6481575.
Is ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND 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 ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND 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 ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $100,758 (SALLY A TERRY, CO-TRUSTEE).
How much revenue does ETHEL WILSON BOWLES & ROBERT BOWLES MEMORIAL FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,492,035, expenses of $1,257,663 and total assets of $6,380,202 at year end.

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