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Nonprofit · EIN 82-2907927

THE STEP FORWARD TRUST

Tax-exempt · BOISE, ID 83702

Financials

$417K$394K2023$923K$260K2024$296K$441K2025
Revenue Expenses · by fiscal year end
Financials of THE STEP FORWARD TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$296,282$441,450-$145,168$7,996,207$0$7,996,207
December 31, 2024990-PF$923,371$259,816$663,555$8,147,356$0$8,147,356
December 31, 2023990-PF$416,944$393,638$23,306$7,478,308$425$7,477,883
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$280,362
Interest
$28
Net gain from sales of assets
$10,690
Other income
$5,202

Expenses

Grants and similar amounts paid
$368,719
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$368,719
Excise tax on investment income
$3,377

Balance sheet and other

Total assets, start of year
$8,147,356
Total assets, end of year
$7,996,207
Total liabilities, end of year
$0
Net assets, end of year
$7,996,207
Fair market value of assets
$9,731,437
Qualifying distributions
$368,719
Net investment income
$296,282

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
JAMES CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0
GAYLE CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0
MARTHA CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0
JOHN CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JAMES CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0
GAYLE CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0
MARTHA CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0
JOHN CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JAMES CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0
GAYLE CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0
MARTHA CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0
JOHN CHALFANT
1775 W STATE STREET PMB 177, BOISE, ID 83702
CO-TRUSTEE0$0

Address and contacts

Address (IRS master file)
1775 W STATE ST PMB 177, BOISE, ID 83702-3924
Signed the 990-PF
MARTHA M CHALFANT, CO-TRUSTEE
Phone
(208) 407-6237
Return prepared by
SORREN INC

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
82-2907927
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,996,207
Income (IRS master file)
$2,653,660

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$296,282$441,450$7,996,207XML
990-PFDecember 2024$923,371$259,816$8,147,356XML
990-PFDecember 2023$416,944$393,638$7,478,308XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 82-2907927).

Questions about THE STEP FORWARD TRUST

What is the EIN of THE STEP FORWARD TRUST?
The employer identification number (EIN) of THE STEP FORWARD TRUST is 82-2907927.
Is THE STEP FORWARD TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to THE STEP FORWARD TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE STEP FORWARD TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE STEP FORWARD 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 THE STEP FORWARD 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 THE STEP FORWARD TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does THE STEP FORWARD TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $296,282, expenses of $441,450 and total assets of $7,996,207 at year end.

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