Nonprofit · EIN 26-6165090
TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC
Also known as J W MADOCKS TTEE
Tax-exempt · BERKELEY, CA 94704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $40,860 | $50,923 | -$10,063 | $490,857 | – | $490,857 |
| December 31, 2024 | 990-EZ | $33,303 | $56,591 | -$23,288 | $419,426 | $2,000 | $417,426 |
| December 31, 2023 | 990-EZ | $28,806 | $28,629 | $177 | $375,195 | – | $375,195 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $23,763
- Investment income
- $10,228
- Net gain from sales of assets
- $144
- Other revenue
- $6,725
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $6,036
- Occupancy
- $39,805
- Other expenses
- $5,082
Balance sheet and other
- Total assets, start of year
- $419,426
- Total assets, end of year
- $490,857
- Total liabilities, end of year
- –
- Net assets, end of year
- $490,857
- Cash, savings and investments
- $490,857
- Gross receipts
- $40,860
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA O'BRIEN | President | 0.58 | $0 |
| CHRISTOPHER WAGSTAFF | Vice President | 0.58 | $0 |
| ERIKA PAGE | Secretary | 0.58 | $0 |
| NANCY TALCOTT | Trustee | 0.15 | $0 |
| JOANNA KATZ | Treasurer | 0.58 | $0 |
| JULIE MORFEE | Trustee | 0.15 | $0 |
| DONICA MENSING | Trustee | 0.15 | $0 |
990-EZ for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIKA PAGE | Secretary | 0.58 | $6,000 |
| BARBARA O'BRIEN | President | 0.58 | $0 |
| CHRISTOPHER WAGSTAFF | Vice President | 0.58 | $0 |
| NANCY TALCOTT | Trustee | 0.15 | $0 |
| JOANNA KATZ | Treasurer | 0.58 | $0 |
| JULIE MORFEE | Trustee | 0.15 | $0 |
| DONICA MENSING | Trustee | 0.15 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA O'BRIEN | President | 0.58 | $0 |
| CHRISTOPHER WAGSTAFF | Vice President | 0.58 | $0 |
| ERIKA PAGE | Secretary | 0.58 | $0 |
| NANCY TALCOTT | Trustee | 0.15 | $0 |
| JOANNA KATZ | Treasurer | 0.58 | $0 |
| JULIE MORFEE | Trustee | 0.15 | $0 |
| DONICA MENSING | Trustee | 0.15 | $0 |
Address and contacts
- Address (IRS master file)
- 2601 DURANT AVE, BERKELEY, CA 94704-1716
- In care of
- % J W MADOCKS
- Mailing address (990-N for 2023)
- 4024 Loma Vista Avenue, Oakland CA 94619
- Principal officer (990-N for 2023)
- Joanna T Katz, 4024 Loma Vista Avenue, Oakland CA 94619
- Signed the 990-EZ
- JOANNA KATZ, Trustee
- Phone
- (510) 225-8059
- Return prepared by
- Terri Montgomery CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 26-6165090 or by the name TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC.
- 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)
Mission
THE TRUST HOLDS AND INVESTS FUNDS FOR THE CSO AT THE UNIVERSITY OF CALIFORNIA, BERKLEY, A STUDENT RELIGIOUS ORGANIZATION AND TURNS OVER FUNDS TO THE CSO ASREQUIRED.
Program accomplishments
- THE TRUST HOLDS AND INVESTS FUNDS FOR THE CSO AT THEUNIVERSITY OF CALIFORNIA, BERKELEY, A STUDENT RELIGIOUSORGANIZATION AND TURNS OVER FUNDS TO THE CSO AS REQUIRED.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 26-6165090
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $490,857
- Income (IRS master file)
- $40,860
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $40,860 | $50,923 | $490,857 | IRS |
| 990-EZ | December 2024 | $33,303 | $56,591 | $419,426 | XML |
| 990-N for 2023 Officer: Joanna T Katz | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2023 | $28,806 | $28,629 | $375,195 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: JoannaKatz | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 26-6165090).
Questions about TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC
- What is the EIN of TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC?
- The employer identification number (EIN) of TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC is 26-6165090.
- Is TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 2008.
- Which annual return does TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC 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 TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC 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 TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC?
- The 990-N for 2023 names Joanna T Katz.
- Who are the officers and directors of TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC?
- The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does TRUST TO BENEFIT THE CHRISTIAN SCIENCE ORGANIZATION AT UC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $40,860, expenses of $50,923 and total assets of $490,857 at year end.
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