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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 26-1879961

SUN LAKES COUNTRY CLUB CHARITABLE TRUST

Tax-exempt · BANNING, CA 92220

Financials

$153K$139K2023$141K$135K2024$126K$129K2025
Revenue Expenses · by fiscal year end
Financials of SUN LAKES COUNTRY CLUB CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$125,628$128,604-$2,976$35,620$0$35,620
December 31, 2024990-EZ$141,334$134,666$6,668$23,996$0$23,996
December 31, 2023990-EZ$153,076$139,242$13,834$19,918$2,590$17,328
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Investment income
$933
Other revenue
$124,695

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$128,604

Balance sheet and other

Total assets, start of year
$23,996
Total assets, end of year
$35,620
Total liabilities, end of year
$0
Net assets, end of year
$35,620
Cash, savings and investments
$35,620
Gross receipts
$125,628

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID M KEALYPRESIDENT20$0
DAVID PUCKETTTREASURER20$0
NANCY KADOLPHSECRETARY20$0
TIMOTHY HANRATTYBOARD MEMBER2$0
BEVERLY SIMMONSBOARD MEMBER2$0
DIANE AARHUSBOARD MEMBER2$0
990-EZ for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
DAVID M KEALYPRESIDENT20$0
DAVID PUCKETTTREASURER20$0
NANCY KADOLPHSECRETARY20$0
MICHELLE WALTERSCO-PRESIDENT2$0
BOB WALTERBOARD MEMBER2$0
BEVERLY SIMMONSBOARD MEMBER2$0
DIANE AARHUSBOARD MEMBER2$0
990-EZ for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DAVID M KEALYPRESIDENT20$0
DAVID PUCKETTTREASURER20$0
NANCY KADOLPHSECRETARY20$0

Address and contacts

Address (IRS master file)
300 S HIGHLAND SPRINGS STE 6C - 179, BANNING, CA 92220-6508
In care of
% DAVID PUCKETT
Signed the 990-EZ
DAVID PUCKETT, TREASURER
Phone
(951) 845-8134
Return prepared by
GINO DEMONACOS TAX SERVICE

California records

California keeps its own records of charities and corporations. Search them by EIN 26-1879961 or by the name SUN LAKES COUNTRY CLUB CHARITABLE TRUST.

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

Mission

CHARITABLE TRUST

990-EZ for the year ended December 31, 2025

Program accomplishments

  • ORGANIZED AND OPERATED BY VOLUNTEERS EXCLUSIVELY FOR CHARITABLE 501(C)(3) PURPOSES TO HELP MEET THE NEEDS IN OUR COMMUNITY AND THE GREATER SAN GORGONIO PASS AREA.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for SUN LAKES COUNTRY CLUB CHARITABLE TRUST

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
26-1879961
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$35,620
Income (IRS master file)
$125,628

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$125,628$128,604$35,620IRS
990-EZDecember 2024$141,334$134,666$23,996XML
990-EZDecember 2023$153,076$139,242$19,918XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––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 26-1879961).

Questions about SUN LAKES COUNTRY CLUB CHARITABLE TRUST

What is the EIN of SUN LAKES COUNTRY CLUB CHARITABLE TRUST?
The employer identification number (EIN) of SUN LAKES COUNTRY CLUB CHARITABLE TRUST is 26-1879961.
Is SUN LAKES COUNTRY CLUB CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to SUN LAKES COUNTRY CLUB CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SUN LAKES COUNTRY CLUB CHARITABLE TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SUN LAKES COUNTRY CLUB 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 SUN LAKES COUNTRY CLUB CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of SUN LAKES COUNTRY CLUB CHARITABLE TRUST?
The 990-EZ for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does SUN LAKES COUNTRY CLUB CHARITABLE TRUST have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $125,628, expenses of $128,604 and total assets of $35,620 at year end.

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