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Nonprofit · EIN 22-2783903

STEPHEN A FURBACHER CHARITABLE TRUST

Tax-exempt · PASO ROBLES, CA 93446

Financials

$9K$32K2023$12K$37K2024$43K$39K2025
Revenue Expenses · by fiscal year end
Financials of STEPHEN A FURBACHER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$43,050$38,606$4,444$509,900$0$509,900
December 31, 2024990-PF$11,588$36,587-$24,999$505,456$0$505,456
December 31, 2023990-PF$8,884$32,285-$23,401$467,335$0$467,335
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,419
Net gain from sales of assets
$32,631

Expenses

Grants and similar amounts paid
$24,000
Disbursements for charitable purposes
$24,000
Excise tax on investment income
$419

Balance sheet and other

Total assets, start of year
$505,456
Total assets, end of year
$509,900
Total liabilities, end of year
$0
Net assets, end of year
$509,900
Fair market value of assets
$699,987
Qualifying distributions
$24,000
Net investment income
$43,050

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.

NameTitleHours / weekCompensation
Richard J Furbacher
2812 Wiltshire Road, Mill Bay BC, CA 00000
Trustee1$0
SA Furbacher
55 N Wooded Brook Circle, The Woodlands, TX 77382
Trustee1$0
Ann McCasland
1985 Penman Springs Rd, Paso Robles, CA 93446
Trustee1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Richard J Furbacher
2812 Wiltshire Road, Mill Bay BC, CA 00000
Trustee1$0
SA Furbacher
55 N Wooded Brook Circle, The Woodlands, TX 77382
Trustee1$0
Ann McCasland
1985 Penman Springs Rd, Paso Robles, CA 93446
Trustee1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Richard J Furbacher
2812 Wiltshire Road, Mill Bay BC, CA 00000
Trustee1$0
SA Furbacher
55 N Wooded Brook Circle, The Woodlands, TX 77382
Trustee1$0
Ann McCasland
1985 Penman Springs Rd, Paso Robles, CA 93446
Trustee1$0

Address and contacts

Address (IRS master file)
1985 PENMAN SPRINGS RD, PASO ROBLES, CA 93446-9362
In care of
% POWERS & HALL PC
Signed the 990-PF
Ann E McCasland, Trustee
Phone
(805) 237-8960
Return prepared by
D & D TAX FILING SERVICES LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 22-2783903 or by the name STEPHEN A FURBACHER CHARITABLE TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-2783903
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$509,900
Income (IRS master file)
$370,457

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$43,050$38,606$509,900IRS
990-PFDecember 2024$11,588$36,587$505,456XML
990-PFDecember 2023$8,884$32,285$467,335XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 22-2783903).

Questions about STEPHEN A FURBACHER CHARITABLE TRUST

What is the EIN of STEPHEN A FURBACHER CHARITABLE TRUST?
The employer identification number (EIN) of STEPHEN A FURBACHER CHARITABLE TRUST is 22-2783903.
Is STEPHEN A FURBACHER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to STEPHEN A FURBACHER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STEPHEN A FURBACHER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of STEPHEN A FURBACHER 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 STEPHEN A FURBACHER 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 STEPHEN A FURBACHER 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 STEPHEN A FURBACHER CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $43,050, expenses of $38,606 and total assets of $509,900 at year end.

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