Nonprofit · EIN 26-1539957
STAGEN FAMILY CHARITABLE TRUST
Tax-exempt · NEW YORK, NY 10017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $121,630 | $76,665 | $44,965 | $640,424 | $0 | $640,424 |
| December 31, 2023 | 990-PF | $34,311 | $83,029 | -$48,718 | $607,723 | $0 | $607,723 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $10,906
- Net gain from sales of assets
- $110,724
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $64,003
- Excise tax on investment income
- $1,515
Balance sheet and other
- Total assets, start of year
- $607,723
- Total assets, end of year
- $640,424
- Total liabilities, end of year
- $0
- Net assets, end of year
- $640,424
- Fair market value of assets
- $920,632
- Qualifying distributions
- $64,003
- Net investment income
- $121,630
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 |
|---|---|---|---|
| RANDALL STAGEN C/O CPCO 767 THIRD AVE FLOOR 6, NEW YORK, NY 100179026 | CO-TRUSTEE | 0 | $0 |
| GRACE L TORKELSON C/O CPCO 767 THIRD AVE FLOOR 6, NEW YORK, NY 100179026 | CO-TRUSTEE | 0 | $0 |
| CLARE V TORKELSON C/O CPCO 767 THIRD AVE FLOOR 6, NEW YORK, NY 100179026 | CO-TRUSTEE | 0 | $0 |
| DOSORIS TRUST COMPANY C/O CPCO 767 THIRD AVE FLOOR 6, NEW YORK, NY 100179026 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDALL STAGEN C/O CPCO 767 THIRD AVE, NEW YORK, NY 100179026 | CO-TRUSTEE | 0 | $0 |
| CORINNE STAGEN C/O CPCO 767 THIRD AVE, NEW YORK, NY 100179026 | CO-TRUSTEE | 0 | $0 |
| DOSORIS TRUST COMPANY C/O CPCO 767 THIRD AVE, NEW YORK, NY 100179026 | CO-TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO CPCO 767 THIRD AVE 6 FL, NEW YORK, NY 10017-0000
- In care of
- % DOSORIS TRUST COMPANY
- Signed the 990-PF
- CORINNE STAGEN, CO-TRUSTEE
- Phone
- (212) 867-4444
- Return prepared by
- CHARLES PRATT & COMPANY 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 | 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
- 26-1539957
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $640,424
- Income (IRS master file)
- $153,991
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $121,630 | $76,665 | $640,424 | XML |
| 990-PF | December 2023 | $34,311 | $83,029 | $607,723 | 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 26-1539957).
Questions about STAGEN FAMILY CHARITABLE TRUST
- What is the EIN of STAGEN FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of STAGEN FAMILY CHARITABLE TRUST is 26-1539957.
- Is STAGEN FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to STAGEN FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STAGEN FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STAGEN FAMILY CHARITABLE TRUST 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 STAGEN FAMILY CHARITABLE TRUST 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 STAGEN FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does STAGEN FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $121,630, expenses of $76,665 and total assets of $640,424 at year end.
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