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Nonprofit · EIN 23-7434707

JOHN STAUFFER CHARITABLE TRUST

Tax-exempt · PASADENA, CA 91101

Financials

$1.4M$3.6M2022$2.6M$4.1M2023$1.6M$3.7M2024$1.7M$4.1M2025
Revenue Expenses · by fiscal year end
Financials of JOHN STAUFFER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,711,094$4,103,781-$2,392,687$31,705,490$0$31,705,490
December 31, 2024990-PF$1,616,089$3,684,919-$2,068,830$34,094,477$0$34,094,477
December 31, 2023990-PF (amended)$2,561,348$4,126,043-$1,564,695$36,110,497$0$36,110,497
December 31, 2022990-PF (amended)$1,373,346$3,596,817-$2,223,471$37,603,499$0$37,603,499
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,303,722
Net gain from sales of assets
$406,978
Other income
$394

Expenses

Grants and similar amounts paid
$3,000,000
Compensation of officers, directors and key employees
$676,189
Disbursements for charitable purposes
$3,584,281
Excise tax on investment income
$16,558

Balance sheet and other

Total assets, start of year
$34,094,477
Total assets, end of year
$31,705,490
Total liabilities, end of year
$0
Net assets, end of year
$31,705,490
Fair market value of assets
$78,133,399
Qualifying distributions
$3,584,281
Net investment income
$1,710,700

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
MICHAEL R WHALEN
531 S MARENGO AVENUE, PASADENA, CA 91101
Trustee10$225,396
WILLIAM F KRUSE
155 NORTH LAKE AVENUE 11TH FL, PASADENA, CA 91101
Trustee10$225,396
TIMOTHY J GOSNEY
155 NORTH LAKE AVENUE 11TH FL, PASADENA, CA 91101
Trustee10$225,396
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MICHAEL R WHALEN
531 S MARENGO AVENUE, PASADENA, CA 91101
Trustee10$217,785
WILLIAM F KRUSE
155 NORTH LAKE AVENUE 11TH FL, PASADENA, CA 91101
Trustee10$217,785
TIMOTHY J GOSNEY
155 NORTH LAKE AVENUE 11TH FL, PASADENA, CA 91101
Trustee10$217,785
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MICHAEL WHALEN
531 S MARENGO AVENUE, PASADENA, CA 91101
Trustee10$198,392
WILLIAM R KRUSE
155 NORTH LAKE AVENUE 11TH FL, PASADENA, CA 91101
Trustee10$198,392
TIMOTHY J GOSNEY
155 NORTH LAKE AVENUE 11TH FL, PASADENA, CA 91101
Trustee10$198,392
990-PF for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
MICHAEL WHALEN
531 S MARENGO AVENUE, PASADENA, CA 91101
Trustee10$203,060
WILLIAM R KRUSE
155 NORTH LAKE AVENUE 11TH FL, PASADENA, CA 91101
Trustee10$203,060
TIMOTHY J GOSNEY
155 NORTH LAKE AVENUE 11TH FL, PASADENA, CA 91101
Trustee10$203,060

Address and contacts

Address (IRS master file)
155 NORTH LAKE AVENUE 11TH FLOOR, PASADENA, CA 91101-2333
Signed the 990-PF
WILLIAM F KRUSE, Trustee
Phone
(626) 793-9400
Return prepared by
ATS Accounting Group Inc

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
23-7434707
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
1975
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$31,705,490
Income (IRS master file)
$11,655,661

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$2,561,348$4,126,043$36,110,497IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about JOHN STAUFFER CHARITABLE TRUST

What is the EIN of JOHN STAUFFER CHARITABLE TRUST?
The employer identification number (EIN) of JOHN STAUFFER CHARITABLE TRUST is 23-7434707.
Is JOHN STAUFFER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to JOHN STAUFFER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN STAUFFER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN STAUFFER 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 JOHN STAUFFER 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 JOHN STAUFFER CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $225,396 (MICHAEL R WHALEN, Trustee).
How much revenue does JOHN STAUFFER CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,711,094, expenses of $4,103,781 and total assets of $31,705,490 at year end.

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