Nonprofit · EIN 37-6055435
HENRY M STALEY DECLARATION OF CHARITABLE TRUST
Also known as STALEY FAMILY FOUNDATION
Tax-exempt · SPRINGFIELD, IL 62711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $544,868 | $488,663 | $56,205 | $4,058,757 | $0 | $4,058,757 |
| December 31, 2024 | 990-PF | $1,433,389 | $472,826 | $960,563 | $4,012,605 | $10,053 | $4,002,552 |
| December 31, 2023 | 990-PF | $233,104 | $441,953 | -$208,849 | $3,041,989 | $0 | $3,041,989 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $114,034
- Net gain from sales of assets
- $430,834
Expenses
- Grants and similar amounts paid
- $443,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $443,000
- Excise tax on investment income
- $9,149
Balance sheet and other
- Total assets, start of year
- $4,012,605
- Total assets, end of year
- $4,058,757
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,058,757
- Fair market value of assets
- $4,124,204
- Qualifying distributions
- $443,000
- Net investment income
- $658,208
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 |
|---|---|---|---|
| MARK E STALEY 3301 EMBASSY DRIVE, SPRINGFIELD, IL 62711 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK E STALEY 3301 EMBASSY DRIVE, SPRINGFIELD, IL 62711 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK E STALEY 3301 EMBASSY DRIVE, SPRINGFIELD, IL 62711 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3301 EMBASSY DR, SPRINGFIELD, IL 62711-7411
- Signed the 990-PF
- MARK E STALEY, TRUSTEE
- Phone
- (217) 483-3205
- Return prepared by
- GROSS KAPLAN & OSIOL 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 | 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
- 37-6055435
- 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
- 1966
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,058,757
- Income (IRS master file)
- $1,186,553
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $544,868 | $488,663 | $4,058,757 | IRS |
| 990-PF | December 2024 | $1,433,389 | $472,826 | $4,012,605 | XML |
| 990-PF | December 2023 | $233,104 | $441,953 | $3,041,989 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 37-6055435).
Questions about HENRY M STALEY DECLARATION OF CHARITABLE TRUST
- What is the EIN of HENRY M STALEY DECLARATION OF CHARITABLE TRUST?
- The employer identification number (EIN) of HENRY M STALEY DECLARATION OF CHARITABLE TRUST is 37-6055435.
- Is HENRY M STALEY DECLARATION OF CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to HENRY M STALEY DECLARATION OF CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY M STALEY DECLARATION OF CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY M STALEY DECLARATION OF 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 HENRY M STALEY DECLARATION OF 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 HENRY M STALEY DECLARATION OF 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 HENRY M STALEY DECLARATION OF CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $544,868, expenses of $488,663 and total assets of $4,058,757 at year end.
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