Nonprofit · EIN 87-3998943
BALAY KO FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $5,255,658 | $11,869,091 | -$6,613,433 | $129,334,109 | $0 | $129,334,109 |
| November 30, 2024 | 990-PF | $4,543,956 | $8,013,576 | -$3,469,620 | $135,947,542 | $0 | $135,947,542 |
| November 30, 2023 | 990-PF | $3,074,896 | $7,128,404 | -$4,053,508 | $139,417,162 | $0 | $139,417,162 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $4,202,549
- Net gain from sales of assets
- $1,052,687
- Other income
- $422
Expenses
- Grants and similar amounts paid
- $11,491,850
- Compensation of officers, directors and key employees
- $12,000
- Disbursements for charitable purposes
- $11,068,618
- Excise tax on investment income
- $69,555
Balance sheet and other
- Total assets, start of year
- $135,947,542
- Total assets, end of year
- $129,334,109
- Total liabilities, end of year
- $0
- Net assets, end of year
- $129,334,109
- Fair market value of assets
- $156,477,085
- Qualifying distributions
- $11,068,618
- Net investment income
- $5,255,658
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN OBERT 525 SAN YSIDRO RD STE D-174, SANTA BARBARA, CA 93108 | TREASURER | 8 | $12,000 |
| AMIE GODFREY 525 SAN YSIDRO RD STE D-174, SANTA BARBARA, CA 93108 | PRESIDENT | 0 | $0 |
| SCOTT M GODFREY 525 SAN YSIDRO RD STE D-174, SANTA BARBARA, CA 93108 | SECRETARY | 0 | $0 |
| ETHAN GODFREY 525 SAN YSIDRO RD STE D-174, SANTA BARBARA, CA 93108 | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN OBERT 525 SAN YSIDRO RD STE D-174, SANTA BARBARA, CA 93108 | TREASURER | 8 | $12,000 |
| AMIE GODFREY 525 SAN YSIDRO RD STE D-174, SANTA BARBARA, CA 93108 | PRESIDENT | 0 | $0 |
| SCOTT M GODFREY 525 SAN YSIDRO RD STE D-174, SANTA BARBARA, CA 93108 | SECRETARY | 0 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN OBERT 525 SAN YSIDRO RD STE D-174, SANTA BARBARA, CA 93108 | TREASURER | 8 | $12,000 |
| AMIE GODFREY 525 SAN YSIDRO RD STE D-174, SANTA BARBARA, CA 93108 | PRESIDENT | 0 | $0 |
| SCOTT M GODFREY 525 SAN YSIDRO RD STE D-174, SANTA BARBARA, CA 93108 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 525 SAN YSIDRO RD STE D PMB 174, SANTA BARBARA, CA 93108-2159
- In care of
- % TIFFANY HALIMI
- Signed the 990-PF
- KAREN OBERT, TREASURER
- Phone
- (805) 464-7148
- Website
- HTTPS://BALAYKO.ORG/
- Return prepared by
- REDPATH AND COMPANY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 87-3998943 or by the name BALAY KO 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-3998943
- 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
- 2024
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $129,334,109
- Income (IRS master file)
- $60,826,994
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $5,255,658 | $11,869,091 | $129,334,109 | XML |
| 990-PF | November 2024 | $4,543,956 | $8,013,576 | $135,947,542 | XML |
| 990-PF | November 2023 | $3,074,896 | $7,128,404 | $139,417,162 | XML |
| 990-PF | November 2022 | – | – | – | 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 87-3998943).
Questions about BALAY KO FOUNDATION
- What is the EIN of BALAY KO FOUNDATION?
- The employer identification number (EIN) of BALAY KO FOUNDATION is 87-3998943.
- Is BALAY KO FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to BALAY KO FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BALAY KO FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BALAY KO FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALAY KO FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of BALAY KO FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $12,000 (KAREN OBERT, TREASURER).
- How much revenue does BALAY KO FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $5,255,658, expenses of $11,869,091 and total assets of $129,334,109 at year end.
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