Nonprofit · EIN 42-6055997
SIEFER CHARITABLE TRUST
Tax-exempt · TAMPA, FL 33637
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $63,524 | $25,270 | $38,254 | $230,931 | $0 | $230,931 |
| December 31, 2024 | 990-PF | $15,264 | $21,698 | -$6,434 | $190,609 | $0 | $190,609 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $20,000
- Dividends
- $6,555
- Net gain from sales of assets
- $36,969
Expenses
- Grants and similar amounts paid
- $21,184
- Compensation of officers, directors and key employees
- $3,213
- Disbursements for charitable purposes
- $23,183
- Excise tax on investment income
- $576
Balance sheet and other
- Total assets, start of year
- $190,609
- Total assets, end of year
- $230,931
- Total liabilities, end of year
- $0
- Net assets, end of year
- $230,931
- Fair market value of assets
- $280,399
- Qualifying distributions
- $23,183
- Net investment income
- $43,524
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 |
|---|---|---|---|
| Members trust Company 12333 UNVERSITY AVENUE, CLIVE, IA 50325 | TRUSTEE | 2 | $3,213 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Members trust Company 12333 UNVERSITY AVENUE, CLIVE, IA 50325 | TRUSTEE | 2 | $3,193 |
Address and contacts
- Address (IRS master file)
- 14055 RIVEREDGE DR STE 525, TAMPA, FL 33637-2008
- In care of
- % MEMBERS TRUST COMPANY
- Signed the 990-PF
- MEMBERS TRUST COMPANY, TRUSTEE
- Return prepared by
- ERNST & YOUNG US LLP
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
- 42-6055997
- 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
- 1965
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $230,931
- Income (IRS master file)
- $206,641
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $9,048 | $20,942 | $197,044 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SIEFER CHARITABLE TRUST
- What is the EIN of SIEFER CHARITABLE TRUST?
- The employer identification number (EIN) of SIEFER CHARITABLE TRUST is 42-6055997.
- Is SIEFER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to SIEFER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIEFER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIEFER 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 SIEFER 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 SIEFER CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,213 (Members trust Company, TRUSTEE).
- How much revenue does SIEFER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $63,524, expenses of $25,270 and total assets of $230,931 at year end.
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