Nonprofit · EIN 20-7515945
JOSEPH A W CLAYES III CHARITABLE TR
Also known as TRULETTE CLAYES CO TTEE
Tax-exempt · LA JOLLA, CA 92037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,284,110 | $2,426,736 | $5,857,374 | $37,254,489 | $0 | $37,254,489 |
| December 31, 2023 | 990-PF | $5,296,561 | $2,406,581 | $2,889,980 | $31,397,115 | $0 | $31,397,115 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,157,728
- Interest
- $1
- Net gain from sales of assets
- $7,116,632
- Other income
- $9,749
Expenses
- Grants and similar amounts paid
- $1,700,000
- Compensation of officers, directors and key employees
- $200,000
- Disbursements for charitable purposes
- $1,823,655
- Excise tax on investment income
- $108,539
Balance sheet and other
- Total assets, start of year
- $31,397,115
- Total assets, end of year
- $37,254,489
- Total liabilities, end of year
- $0
- Net assets, end of year
- $37,254,489
- Fair market value of assets
- $41,443,118
- Qualifying distributions
- $1,823,655
- Net investment income
- $8,247,281
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 |
|---|---|---|---|
| TRULETTE M CLAYES 6309 HARTLEY DRIVE, LA JOLLA, CA 920376326 | TRUSTEE | 15 | $100,000 |
| BRENDAN A HOLMES 6309 HARTLEY DRIVE, LA JOLLA, CA 920376326 | TRUSTEE | 15 | $100,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRULETTE M CLAYES 6309 HARTLEY DRIVE, LA JOLLA, CA 920376326 | TRUSTEE | 15 | $100,000 |
| BRENDAN A HOLMES 6309 HARTLEY DRIVE, LA JOLLA, CA 920376326 | TRUSTEE | 15 | $100,000 |
Address and contacts
- Address (IRS master file)
- 6309 HARTLEY DR, LA JOLLA, CA 92037-6326
- In care of
- % ERIC LABOUNTY
- Signed the 990-PF
- TRULETTE CLAYES, CO-TRUSTEE
- Phone
- (858) 459-8783
- Return prepared by
- CBIZ ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-7515945 or by the name JOSEPH A W CLAYES III CHARITABLE TR.
- 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 | 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
- 20-7515945
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $37,254,489
- Income (IRS master file)
- $24,271,251
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,284,110 | $2,426,736 | $37,254,489 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $5,296,561 | $2,406,581 | $31,397,115 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 20-7515945).
Questions about JOSEPH A W CLAYES III CHARITABLE TR
- What is the EIN of JOSEPH A W CLAYES III CHARITABLE TR?
- The employer identification number (EIN) of JOSEPH A W CLAYES III CHARITABLE TR is 20-7515945.
- Is JOSEPH A W CLAYES III CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to JOSEPH A W CLAYES III CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH A W CLAYES III CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH A W CLAYES III CHARITABLE TR 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 JOSEPH A W CLAYES III CHARITABLE TR 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 JOSEPH A W CLAYES III CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $100,000 (TRULETTE M CLAYES, TRUSTEE).
- How much revenue does JOSEPH A W CLAYES III CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,284,110, expenses of $2,426,736 and total assets of $37,254,489 at year end.
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