Nonprofit · EIN 16-1475079
JOSEPH AND INEZ E CARBONE FOUNDATION TR
Also known as CARBONE DOMINICK & ALEXANDER TTEE
Tax-exempt · UTICA, NY 13501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $157,919 | $241,550 | -$83,631 | $1,650,569 | $12,750 | $1,637,819 |
| December 31, 2024 | 990-PF | $185,256 | $251,986 | -$66,730 | $1,735,850 | $14,400 | $1,721,450 |
| December 31, 2023 | 990-PF | $118,869 | $262,637 | -$143,768 | $1,806,310 | $18,130 | $1,788,180 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $26,653
- Dividends
- $49,523
- Net gain from sales of assets
- $81,743
Expenses
- Grants and similar amounts paid
- $222,650
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $222,650
- Excise tax on investment income
- $1,591
Balance sheet and other
- Total assets, start of year
- $1,735,850
- Total assets, end of year
- $1,650,569
- Total liabilities, end of year
- $12,750
- Net assets, end of year
- $1,637,819
- Fair market value of assets
- $2,576,241
- Qualifying distributions
- $222,650
- Net investment income
- $131,266
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 |
|---|---|---|---|
| ENESSA M CARBONE 18 WESTWOOD LANE, NEW HARTFORD, NY 13413 | TRUSTEE | 1 | $0 |
| ALEXANDER E CARBONE PO BOX 194, SYLVAN BEACH, NY 13157 | TRUSTEE | 1 | $0 |
| JOSEPH A CARBONE 202 STONEGATE RD, NEW HARTFORD, NY 13413 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ENESSA M CARBONE 18 WESTWOOD LANE, NEW HARTFORD, NY 13413 | TRUSTEE | 1 | $0 |
| ALEXANDER E CARBONE PO BOX 194, SYLVAN BEACH, NY 13157 | TRUSTEE | 1 | $0 |
| JOSEPH A CARBONE 202 STONEGATE RD, NEW HARTFORD, NY 13413 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ENESSA M CARBONE 18 WESTWOOD LANE, NEW HARTFORD, NY 13413 | TRUSTEE | 1 | $0 |
| ALEXANDER E CARBONE 42 HOFFMAN ROAD, NEW HARTFORD, NY 13413 | TRUSTEE | 1 | $0 |
| JOSEPH A CARBONE 202 STONEGATE RD, NEW HARTFORD, NY 13413 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 291 GENESEE STREET, UTICA, NY 13501-3813
- In care of
- % SCOLARO LAW FIRM
- Signed the 990-PF
- L MICHAEL FITZGERALD, TREASURER
- Phone
- (315) 724-2145
- Return prepared by
- FITZGERALD DEPIETRO & WOJNAS CPAS PC
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
- 16-1475079
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $1,650,569
- Income (IRS master file)
- $385,947
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $157,919 | $241,550 | $1,650,569 | IRS |
| 990-PF | December 2024 | $185,256 | $251,986 | $1,735,850 | IRS |
| 990-PF | December 2023 | $118,869 | $262,637 | $1,806,310 | 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 16-1475079).
Questions about JOSEPH AND INEZ E CARBONE FOUNDATION TR
- What is the EIN of JOSEPH AND INEZ E CARBONE FOUNDATION TR?
- The employer identification number (EIN) of JOSEPH AND INEZ E CARBONE FOUNDATION TR is 16-1475079.
- Is JOSEPH AND INEZ E CARBONE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to JOSEPH AND INEZ E CARBONE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH AND INEZ E CARBONE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH AND INEZ E CARBONE FOUNDATION TR 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 JOSEPH AND INEZ E CARBONE FOUNDATION TR 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 JOSEPH AND INEZ E CARBONE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOSEPH AND INEZ E CARBONE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $157,919, expenses of $241,550 and total assets of $1,650,569 at year end.
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All nonprofits in UTICA · New York · Philanthropy, voluntarism and grantmaking foundations