Nonprofit · EIN 20-6735481
FRANK AND MARY FRITSCH CHARITABLETRUST
Also known as STEPHEN F FRITSCH TTEE
Tax-exempt · CARMEL, CA 93923
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $68,791 | $83,617 | -$14,826 | $69,976 | $0 | $69,976 |
| December 31, 2024 | 990-PF | $151,676 | $81,512 | $70,164 | $102,834 | $0 | $102,834 |
| December 31, 2023 | 990-PF | $52,569 | $73,370 | -$20,801 | $85,705 | $0 | $85,705 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $20,153
- Dividends
- $2,189
- Interest
- $209
- Net gain from sales of assets
- $46,240
Expenses
- Grants and similar amounts paid
- $74,900
- Disbursements for charitable purposes
- $76,343
- Excise tax on investment income
- $575
Balance sheet and other
- Total assets, start of year
- $102,834
- Total assets, end of year
- $69,976
- Total liabilities, end of year
- $0
- Net assets, end of year
- $69,976
- Fair market value of assets
- $473,347
- Qualifying distributions
- $76,343
- Net investment income
- $48,638
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 |
|---|---|---|---|
| S FRANK FRITSCH 2957 FRANCISCAN WAY, CARMEL, CA 93923 | TRUSTEE | 0.1 | $0 |
| MARY M FRITSCH 2957 FRANCISCAN WAY, CARMEL, CA 93923 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S FRANK FRITSCH 2957 FRANCISCAN WAY, CARMEL, CA 93923 | TRUSTEE | 0.1 | $0 |
| MARY M FRITSCH 2957 FRANCISCAN WAY, CARMEL, CA 93923 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S FRANK FRITSCH 2957 FRANCISCAN WAY, CARMEL, CA 93923 | TRUSTEE | 0.1 | $0 |
| MARY M FRITSCH 2957 FRANCISCAN WAY, CARMEL, CA 93923 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 2957 FRANCISCAN WAY, CARMEL, CA 93923-9216
- Signed the 990-PF
- S FRANK FRITSCH, TRUSTEE
- Phone
- (717) 972-1300
- Return prepared by
- MARTIN M SACKS & ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 20-6735481 or by the name FRANK AND MARY FRITSCH CHARITABLETRUST.
- 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 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
- 20-6735481
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $69,976
- Income (IRS master file)
- $81,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $68,791 | $83,617 | $69,976 | IRS |
| 990-PF | December 2024 | $151,676 | $81,512 | $102,834 | IRS |
| 990-PF | December 2023 | $52,569 | $73,370 | $85,705 | 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 20-6735481).
Questions about FRANK AND MARY FRITSCH CHARITABLETRUST
- What is the EIN of FRANK AND MARY FRITSCH CHARITABLETRUST?
- The employer identification number (EIN) of FRANK AND MARY FRITSCH CHARITABLETRUST is 20-6735481.
- Is FRANK AND MARY FRITSCH CHARITABLETRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to FRANK AND MARY FRITSCH CHARITABLETRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANK AND MARY FRITSCH CHARITABLETRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANK AND MARY FRITSCH CHARITABLETRUST 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 FRANK AND MARY FRITSCH CHARITABLETRUST 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 FRANK AND MARY FRITSCH CHARITABLETRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does FRANK AND MARY FRITSCH CHARITABLETRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $68,791, expenses of $83,617 and total assets of $69,976 at year end.
Other nonprofits in CARMEL
- HAZEN FAMILY FOUNDATION EIN 46-1127591 · last filed 990-PF for 2025
- CHARLES AND MARIE ROBERTSON FOUNDATION EIN 46-2161280 · last filed 990-PF for 2024
- OTTER COVE FOUNDATION EIN 94-3287969 · last filed 990-PF for 2024
- BERKSHIRE FOUNDATION EIN 77-0438710 · last filed 990-PF for 2025
- MARTI AND STEVE DIAMOND CHARITABLE FOUNDATION EIN 47-5106683 · last filed 990-PF for 2024
- CARMEL WOMANS CLUB INC EIN 94-1295376 · last filed 990 for 2026
- PETER FOGLIANO & HAL LESTER FOUNDATION INC EIN 81-2484193 · last filed 990-PF for 2025
- THE TWETEN FOUNDATION EIN 26-3067054 · last filed 990-PF for 2024
All nonprofits in CARMEL · California · Philanthropy, voluntarism and grantmaking foundations