Nonprofit · EIN 42-6099826
TERESA TREAT STEARNS TRUST
Tax-exempt · TAMPA, FL 33637
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $59,530 | $47,784 | $11,746 | $615,414 | $0 | $615,414 |
| June 30, 2024 | 990-PF | $39,382 | $45,443 | -$6,061 | $604,104 | $0 | $604,104 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $20,672
- Net gain from sales of assets
- $38,858
Expenses
- Grants and similar amounts paid
- $37,668
- Compensation of officers, directors and key employees
- $9,802
- Disbursements for charitable purposes
- $42,569
- Excise tax on investment income
- $756
Balance sheet and other
- Total assets, start of year
- $604,104
- Total assets, end of year
- $615,414
- Total liabilities, end of year
- $0
- Net assets, end of year
- $615,414
- Fair market value of assets
- $803,371
- Qualifying distributions
- $42,569
- Net investment income
- $59,530
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Greenstate 12333 UNIVERSITY AVE, CLIVE, IA 50325 | TRUSTEE | 4 | $9,802 |
| KEVIN BAHRENFUSS 1325 DES MOINES ST, WEBSTER CITY, IA 50595 | DIRECTOR | 1 | $0 |
| MARJORIE GROVES 2995 NEELY AVENUE, JEWELL, IA 50130 | DIRECTOR | 1 | $0 |
| ROGER LENZ 1403 WILSON AVENUE, WEBSTER CITY, IA 50595 | DIRECTOR | 1 | $0 |
| DOROTHY BOHAN 1903 BEACH STREET, WEBSTER CITY, IA 50595 | DIRECTOR | 1 | $0 |
| GAYLE OLSON 1609 WHITE FOX ROAD, WOOLSTOCK, IA 50599 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Greenstate 12333 UNIVERSITY AVE, CLIVE, IA 50325 | TRUSTEE | 4 | $9,170 |
| KEVIN BAHRENFUSS 1325 DES MOINES ST, WEBSTER CITY, IA 50595 | DIRECTOR | 1 | $0 |
| MARJORIE GROVES 2995 NEELY AVENUE, JEWELL, IA 50130 | DIRECTOR | 1 | $0 |
| ROGER LENZ 1403 WILSON AVENUE, WEBSTER CITY, IA 50595 | DIRECTOR | 1 | $0 |
| DOROTHY BOHAN 1903 BEACH STREET, WEBSTER CITY, IA 50595 | DIRECTOR | 1 | $0 |
| GAYLE OLSON 1609 WHITE FOX ROAD, WOOLSTOCK, IA 50599 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 14055 RIVEREDGE DR STE 525, TAMPA, FL 33637-2008
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6099826
- 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
- 1972
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $615,414
- Income (IRS master file)
- $222,790
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $59,530 | $47,784 | $615,414 | XML |
| 990-PF | June 2024 | $39,382 | $45,443 | $604,104 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 42-6099826).
Questions about TERESA TREAT STEARNS TRUST
- What is the EIN of TERESA TREAT STEARNS TRUST?
- The employer identification number (EIN) of TERESA TREAT STEARNS TRUST is 42-6099826.
- Is TERESA TREAT STEARNS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to TERESA TREAT STEARNS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TERESA TREAT STEARNS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TERESA TREAT STEARNS TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TERESA TREAT STEARNS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of TERESA TREAT STEARNS TRUST?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $9,802 (Greenstate, TRUSTEE).
- How much revenue does TERESA TREAT STEARNS TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $59,530, expenses of $47,784 and total assets of $615,414 at year end.
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