Skip to main content

Nonprofit · EIN 77-0372490

B P MOSER TRUST

Also known as FRANK R & ARTHUR H MILLER TTEE

Tax-exempt (reinstated) · SANTA BARBARA, CA 93108

Financials

$21K$39K2022$44K$157K2023$68K$139K2024
Revenue Expenses · by fiscal year end
Financials of B P MOSER TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$68,189$138,760-$70,571$1,115,212$0$1,115,212
August 31, 2024990-PF$43,557$157,414-$113,857$1,163,095$0$1,163,095
August 31, 2023990-PF$20,599$38,818-$18,219$1,276,952$0$1,276,952
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$34,031
Interest
$3
Net gain from sales of assets
$34,155

Expenses

Grants and similar amounts paid
$96,500
Compensation of officers, directors and key employees
$18,878
Disbursements for charitable purposes
$107,911
Excise tax on investment income
$564

Balance sheet and other

Total assets, start of year
$1,163,095
Total assets, end of year
$1,115,212
Total liabilities, end of year
$0
Net assets, end of year
$1,115,212
Fair market value of assets
$1,943,967
Qualifying distributions
$107,911
Net investment income
$68,189

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PATRICIA MILLER
1224 COAST VILLAGE CIRCLE 11, SANTA BARBARA, CA 93108
CO-TRUSTEE8$9,439
ARTHUR MILLER
1224 COAST VILLAGE CIRCLE 11, SANTA BARBARA, CA 93108
CO-TRUSTEE8$9,439
990-PF for the year ended August 31, 2024: 2 people
NameTitleHours / weekCompensation
PATRICIA MILLER
1187 COAST VILLAGE CIRCLE 200, SANTA BARBARA, CA 93108
CO-TRUSTEE8$8,601
ARTHUR MILLER
1187 COAST VILLAGE CIRCLE 200, SANTA BARBARA, CA 93108
CO-TRUSTEE8$8,601
990-PF for the year ended August 31, 2023: 2 people
NameTitleHours / weekCompensation
PATRICIA MILLER
1224 COAST VILLAGE CIRCLE 20, SANTA BARBARA, CA 93108
CO-TRUSTEE8$6,476
ARTHUR MILLER
1224 COAST VILLAGE CIRCLE 20, SANTA BARBARA, CA 93108
CO-TRUSTEE8$6,475

Address and contacts

Address (IRS master file)
1224 COAST VILLAGE CIR STE 11, SANTA BARBARA, CA 93108-2778
Signed the 990-PF
ARTHUR MILLER, CO-TRUSTEE
Phone
(805) 570-6933
Return prepared by
Mark R Jackson CPA Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0372490 or by the name B P MOSER TRUST.

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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
77-0372490
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
2012
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$1,115,212
Income (IRS master file)
$469,671

Revocation and reinstatement

Exemption revoked
January 15, 2011
Posted by the IRS
September 7, 2011
Reinstated
Effective October 15, 2011

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$68,189$138,760$1,115,212XML
990-PFAugust 2024$43,557$157,414$1,163,095XML
990-PFAugust 2023$20,599$38,818$1,276,952XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 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 77-0372490).

Questions about B P MOSER TRUST

What is the EIN of B P MOSER TRUST?
The employer identification number (EIN) of B P MOSER TRUST is 77-0372490.
Is B P MOSER TRUST tax-exempt?
Yes. The IRS revoked its exemption on January 15, 2011 and reinstated it effective October 15, 2011.
Are donations to B P MOSER TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does B P MOSER TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of B P MOSER TRUST due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did B P MOSER TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of B P MOSER TRUST?
The 990-PF for the year ended August 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $9,439 (PATRICIA MILLER, CO-TRUSTEE).
How much revenue does B P MOSER TRUST have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $68,189, expenses of $138,760 and total assets of $1,115,212 at year end.

Other nonprofits in SANTA BARBARA

All nonprofits in SANTA BARBARA · California · Philanthropy, voluntarism and grantmaking foundations