Nonprofit · EIN 27-6188697
RALPH AND HAZEL OSBORN AND LOIS J ROORK CHARITABLE TRUST
Also known as STEPHEN E OLSON TTEE
Tax-exempt · SEAL BEACH, CA 90740
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $267,201 | $561,566 | -$294,365 | $3,638,956 | $0 | $3,638,956 |
| December 31, 2024 | 990-PF | $383,334 | $599,343 | -$216,009 | $3,933,321 | $0 | $3,933,321 |
| December 31, 2023 | 990-PF | $165,651 | $483,367 | -$317,716 | $4,149,330 | $0 | $4,149,330 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $235,500
- Net gain from sales of assets
- $31,701
Expenses
- Grants and similar amounts paid
- $525,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $526,556
- Excise tax on investment income
- $3,257
Balance sheet and other
- Total assets, start of year
- $3,933,321
- Total assets, end of year
- $3,638,956
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,638,956
- Fair market value of assets
- $8,448,420
- Qualifying distributions
- $526,556
- Net investment income
- $266,752
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN E OLSON 3010 OLD RANCH PARKWAY 100, SEAL BEACH, CA 90740 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN E OLSON 3010 OLD RANCH PARKWAY 100, SEAL BEACH, CA 90740 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN E OLSON 3010 OLD RANCH PARKWAY 100, SEAL BEACH, CA 90740 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3010 OLD RANCH PKWY STE 100, SEAL BEACH, CA 90740-2750
- Signed the 990-PF
- STEPHEN E OLSON, TRUSTEE
- Phone
- (562) 596-4770
- Return prepared by
- EIDE BAILLY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 27-6188697 or by the name RALPH AND HAZEL OSBORN AND LOIS J ROORK CHARITABLE TRUST.
- 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)
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 | 990-PF 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
- 27-6188697
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,638,956
- Income (IRS master file)
- $1,369,660
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $267,201 | $561,566 | $3,638,956 | IRS |
| 990-PF | December 2024 | $383,334 | $599,343 | $3,933,321 | IRS |
| 990-PF | December 2023 | $165,651 | $483,367 | $4,149,330 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 27-6188697).
Questions about RALPH AND HAZEL OSBORN AND LOIS J ROORK CHARITABLE TRUST
- What is the EIN of RALPH AND HAZEL OSBORN AND LOIS J ROORK CHARITABLE TRUST?
- The employer identification number (EIN) of RALPH AND HAZEL OSBORN AND LOIS J ROORK CHARITABLE TRUST is 27-6188697.
- Is RALPH AND HAZEL OSBORN AND LOIS J ROORK CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Which annual return does RALPH AND HAZEL OSBORN AND LOIS J ROORK CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RALPH AND HAZEL OSBORN AND LOIS J ROORK 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 RALPH AND HAZEL OSBORN AND LOIS J ROORK 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 RALPH AND HAZEL OSBORN AND LOIS J ROORK CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does RALPH AND HAZEL OSBORN AND LOIS J ROORK CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $267,201, expenses of $561,566 and total assets of $3,638,956 at year end.
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