Nonprofit · EIN 04-6036697
STEARNS CHARITABLE TRUST
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,371,974 | $536,385 | $835,589 | $9,519,406 | $0 | $9,519,406 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $202,018
- Interest
- $5,792
- Net gain from sales of assets
- $1,164,164
Expenses
- Grants and similar amounts paid
- $450,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $452,265
- Excise tax on investment income
- $18,298
Balance sheet and other
- Total assets, start of year
- $8,480,788
- Total assets, end of year
- $9,519,406
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,519,406
- Fair market value of assets
- $9,519,406
- Qualifying distributions
- $452,265
- Net investment income
- $1,362,971
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 |
|---|---|---|---|
| JAMES A GASSEL 4505 PARADISE DRIVE, TIBURON, CA 94920 | TRUSTEE | 1 | $0 |
| KIMBERLY B SOULE 163 DEAN STREET, BROOKLYN, NY 11217 | TRUSTEE | 1 | $0 |
| SARAH J LODGE 730 ANDORRA ROAD, LAFAYETTE HILL, PA 19444 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1650 MARKET ST FL 47, PHILADELPHIA, PA 19103-7308
- In care of
- % ROPES & GRAY
- Signed the 990-PF
- JAMES A GASSEL, TRUSTEE
- Phone
- (215) 640-3432
- Return prepared by
- EAG NEW ENGLAND LLC
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
- 04-6036697
- 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
- 1951
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,519,406
- Income (IRS master file)
- $4,192,794
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,371,974 | $536,385 | $9,519,406 | XML |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $239,343 | $481,942 | $7,836,579 | IRS |
| 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 04-6036697).
Questions about STEARNS CHARITABLE TRUST
- What is the EIN of STEARNS CHARITABLE TRUST?
- The employer identification number (EIN) of STEARNS CHARITABLE TRUST is 04-6036697.
- Is STEARNS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to STEARNS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEARNS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEARNS CHARITABLE TRUST 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 STEARNS CHARITABLE TRUST 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 STEARNS CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does STEARNS CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,371,974, expenses of $536,385 and total assets of $9,519,406 at year end.
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