Nonprofit · EIN 77-0518388
AVALON FOUNDATION
Tax-exempt · TEMPLETON, CA 93465
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $12,717 | $15,977 | -$3,260 | $306,942 | $0 | $306,942 |
| June 30, 2024 | 990-PF | -$13,305 | $15,417 | -$28,722 | $300,280 | $0 | $300,280 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $8,867
- Interest
- $4,818
- Net gain from sales of assets
- -$968
Expenses
- Grants and similar amounts paid
- $14,500
- Disbursements for charitable purposes
- $14,500
- Excise tax on investment income
- $190
Balance sheet and other
- Total assets, start of year
- $300,280
- Total assets, end of year
- $306,942
- Total liabilities, end of year
- $0
- Net assets, end of year
- $306,942
- Fair market value of assets
- $293,614
- Qualifying distributions
- $14,500
- Net investment income
- $13,685
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA STROMSOE 3775 OLD CREEK RD, TEMPLETON, CA 93465 | PRESIDENT | 2 | $0 |
| LORI BUZZETTI 8750 CASANOVA RD, ATASCADERO, CA 93422 | CFO/SECRETARY | 2 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA STROMSOE 3775 OLD CREEK RD, TEMPLETON, CA 93465 | PRESIDENT | 2 | $0 |
| LORI BUZZETTI 8750 CASANOVA RD, ATASCADERO, CA 93422 | CFO/SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3775 OLD CREEK RD, TEMPLETON, CA 93465-8734
- In care of
- % LISA STROMSOE
- Signed the 990-PF
- LORI BUZZETTI, OFFICER
- Phone
- (805) 237-8632
- Website
- www.avalonfoundationslo.org
- Return prepared by
- MICHAEL L WITTE CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0518388 or by the name AVALON 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0518388
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $306,942
- Income (IRS master file)
- $35,595
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $12,717 | $15,977 | $306,942 | XML |
| 990-PF | June 2024 | -$13,305 | $15,417 | $300,280 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 77-0518388).
Questions about AVALON FOUNDATION
- What is the EIN of AVALON FOUNDATION?
- The employer identification number (EIN) of AVALON FOUNDATION is 77-0518388.
- Is AVALON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to AVALON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AVALON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AVALON FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AVALON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of AVALON FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does AVALON FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $12,717, expenses of $15,977 and total assets of $306,942 at year end.
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All nonprofits in TEMPLETON · California · Philanthropy, voluntarism and grantmaking foundations