Nonprofit · EIN 77-0371721
IOTA FUND
Tax-exempt · SANTA CRUZ, CA 95060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $10,498 | $16,223 | -$5,725 | $74,611 | $4,895 | $69,716 |
| December 31, 2023 | 990-PF | $10,811 | $16,545 | -$5,734 | $76,449 | $1,008 | $75,441 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $10,000
- Other income
- $498
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $14,014
Balance sheet and other
- Total assets, start of year
- $76,449
- Total assets, end of year
- $74,611
- Total liabilities, end of year
- $4,895
- Net assets, end of year
- $69,716
- Fair market value of assets
- $74,856
- Qualifying distributions
- $14,014
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY CUBA 849-C ALMAR AVE 164, SANTA CRUZ, CA 95060 | President | 1 | $0 |
| JEREMY S SCHWARTZ 1166 HUNTERS DR, STONE MOUNTAIN, GA 30083 | Secretary | 1 | $0 |
| AUDRI PHILLIPS N CROFT AVE 2, LOS ANGELES, CA 90069 | Director | 1 | $0 |
| ROBERTA FRIEDMAN 131 WEST 21ST STREET, NEW YORK, NY 10011 | Treasurer | 1 | $0 |
| SARA PETTY 522 LA HONDA, APTOS, CA 95003 | Director | 1 | $0 |
| PAMELA TAYLOR 2615 FENDALL AVENUE, RICHMOND, VA 23222 | Director | 1 | $0 |
| DR MAX HATTLER 18 TAT HONG AVE, KOWLOON TONG, HONG KONG, CH | Director | 1 | $0 |
| ANGELA DIAMOS 23240 HASKELL VISTA LANE, NEWHALL, CA 91321 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY CUBA 849-C ALMAR AVE 164, SANTA CRUZ, CA 95060 | President | 1 | $0 |
| JEREMY S SCHWARTZ 1166 HUNTERS DR, STONE MOUNTAIN, GA 30083 | Secretary | 1 | $0 |
| AUDRI PHILLIPS N CROFT AVE 2, LOS ANGELES, CA 90069 | Director | 1 | $0 |
| ROBERTA FRIEDMAN 131 WEST 21ST STREET, NEW YORK, NY 10011 | Treasurer | 1 | $0 |
| SARA PETTY 522 LA HONDA, APTOS, CA 95003 | Director | 1 | $0 |
| PAMELA TAYLOR 2615 FENDALL AVENUE, RICHMOND, VA 23222 | Director | 1 | $0 |
| DR MAX HATTLER 18 TAT HONG AVE, KOWLOON TONG, HONG KONG, CH | Director | 1 | $0 |
| ANGELA DIAMOS 23240 HASKELL VISTA LANE, NEWHALL, CA 91321 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 849 ALMAR AVE STE C PMB 164, SANTA CRUZ, CA 95060-5875
- Signed the 990-PF
- LARRY CUBA, President
- Phone
- (831) 429-1230
- Website
- http://iotacenter.org/
- Return prepared by
- Allworth Tax Solutions
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0371721 or by the name IOTA FUND.
- 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 Not required. 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 | Not 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
- 77-0371721
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Not required
- Assets (IRS master file)
- $74,611
- Income (IRS master file)
- $10,498
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $10,498 | $16,223 | $74,611 | XML |
| 990-PF | December 2023 | $10,811 | $16,545 | $76,449 | 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 77-0371721).
Questions about IOTA FUND
- What is the EIN of IOTA FUND?
- The employer identification number (EIN) of IOTA FUND is 77-0371721.
- Is IOTA FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to IOTA FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does IOTA FUND file?
- Form Not required.
- When is the next return of IOTA FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IOTA FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of IOTA FUND?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does IOTA FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,498, expenses of $16,223 and total assets of $74,611 at year end.
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