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Nonprofit · EIN 52-7264121

COUGHLAN FAM CHARITABLE TR

Also known as COUGHLAN KATHLEEN A TTEE

Tax-exempt · HUNTINGTN BCH, CA 92649

Financials

$6K$18K2023$15K$22K2024$11K$10K2025
Revenue Expenses · by fiscal year end
Financials of COUGHLAN FAM CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$11,392$9,676$1,716$74,270$0$74,270
December 31, 2024990-PF$14,670$22,040-$7,370$81,295$0$81,295
December 31, 2023990-PF$6,022$18,246-$12,224$93,730$0$93,730
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$567
Interest
$1,780
Net gain from sales of assets
$9,045

Expenses

Grants and similar amounts paid
$5,977
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$5,977
Excise tax on investment income
$158

Balance sheet and other

Total assets, start of year
$81,295
Total assets, end of year
$74,270
Total liabilities, end of year
$0
Net assets, end of year
$74,270
Fair market value of assets
$74,270
Qualifying distributions
$5,977
Net investment income
$11,392

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.

NameTitleHours / weekCompensation
KATHLEEN COUGHLAN
3401 SAGAMORE DRIVE, HUNTINGTON BEACH, CA 92649
TRUSTEE5$0
ANTHONY COUGHLAN
3401 SAGAMORE DRIVE, HUNTINGTON BEACH, CA 92649
TRUSTEE5$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
KATHLEEN COUGHLAN
3401 SAGAMORE DRIVE, HUNTINGTON BEACH, CA 92649
TRUSTEE5$0
ANTHONY COUGHLAN
3401 SAGAMORE DRIVE, HUNTINGTON BEACH, CA 92649
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
KATHLEEN COUGHLAN
3401 SAGAMORE DRIVE, HUNTINGTON BEACH, CA 92649
TRUSTEE5$0
ANTHONY COUGHLAN
3401 SAGAMORE DRIVE, HUNTINGTON BEACH, CA 92649
TRUSTEE5$0

Address and contacts

Address (IRS master file)
3401 SAGAMORE DR, HUNTINGTN BCH, CA 92649-2515
In care of
% KATHLEEN A COUGHLAN
Signed the 990-PF
KATHLEEN COUGHLAN, TRUSTEE
Phone
(847) 234-7576
Return prepared by
CHERYL ROHLFS & ASSOCIATES LTD

California records

California keeps its own records of charities and corporations. Search them by EIN 52-7264121 or by the name COUGHLAN FAM CHARITABLE TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-7264121
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$74,270
Income (IRS master file)
$71,774

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$11,392$9,676$74,270XML
990-PFDecember 2024$14,670$22,040$81,295XML
990-PFDecember 2023$6,022$18,246$93,730XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 52-7264121).

Questions about COUGHLAN FAM CHARITABLE TR

What is the EIN of COUGHLAN FAM CHARITABLE TR?
The employer identification number (EIN) of COUGHLAN FAM CHARITABLE TR is 52-7264121.
Is COUGHLAN FAM CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to COUGHLAN FAM CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does COUGHLAN FAM CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of COUGHLAN FAM CHARITABLE TR 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 COUGHLAN FAM CHARITABLE TR 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 COUGHLAN FAM CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does COUGHLAN FAM CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,392, expenses of $9,676 and total assets of $74,270 at year end.

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