Nonprofit · EIN 82-6661139
CHARLOTTE RASHMI-GRAFF CHARITABLE TRUST
Tax-exempt · PALM DESERT, CA 92211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $339,147 | $455,808 | -$116,661 | $5,886,935 | $2,875 | $5,884,060 |
| December 31, 2024 | 990-PF | $319,860 | $498,509 | -$178,649 | $6,042,360 | $2,875 | $6,039,485 |
| December 31, 2023 | 990-PF | $163,021 | $400,126 | -$237,105 | $6,070,666 | $0 | $6,070,666 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $241,119
- Interest
- $13,401
- Net gain from sales of assets
- $84,627
Expenses
- Grants and similar amounts paid
- $325,705
- Disbursements for charitable purposes
- $325,705
- Excise tax on investment income
- $3,540
Balance sheet and other
- Total assets, start of year
- $6,042,360
- Total assets, end of year
- $5,886,935
- Total liabilities, end of year
- $2,875
- Net assets, end of year
- $5,884,060
- Fair market value of assets
- $8,259,756
- Qualifying distributions
- $325,705
- Net investment income
- $254,697
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 |
|---|---|---|---|
| CLIFTON G LAMB 78649 PLATINUM DRIVE, PALM DESERT, CA 92211 | TRUSTEE | 0 | $0 |
| MARGARET CLAGGETT 78649 PLATINUM DRIVE, PALM DESERT, CA 92211 | DIRECTOR | 0 | $0 |
| DANA TARNOW 78649 PLATINUM DRIVE, PALM DESERT, CA 92211 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFTON G LAMB 78649 PLATINUM DRIVE, PALM DESERT, CA 92211 | TRUSTEE | 3.5 | $55,383 |
| MARGARET CLAGGETT 78649 PLATINUM DRIVE, PALM DESERT, CA 92211 | DIRECTOR | 0.5 | $750 |
| DANA TARNOW 78649 PLATINUM DRIVE, PALM DESERT, CA 92211 | DIRECTOR | 0.5 | $750 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFTON G LAMB 78649 PLATINUM DRIVE, PALM DESERT, CA 92211 | TRUSTEE | 3.5 | $27,153 |
| MARGARET CLAGGETT 78649 PLATINUM DRIVE, PALM DESERT, CA 92211 | DIRECTOR | 0.5 | $500 |
| DANA TARNOW 78649 PLATINUM DRIVE, PALM DESERT, CA 92211 | DIRECTOR | 0.5 | $500 |
Address and contacts
- Address (IRS master file)
- 78649 PLATINUM DR, PALM DESERT, CA 92211-1890
- Signed the 990-PF
- CLIFTON G LAMB, TRUSTEE
- Phone
- (760) 777-9805
- Return prepared by
- CGC ACCOUNTANTS AND ADVISORS
California records
California keeps its own records of charities and corporations. Search them by EIN 82-6661139 or by the name CHARLOTTE RASHMI-GRAFF CHARITABLE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 82-6661139
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,886,935
- Income (IRS master file)
- $3,332,179
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $339,147 | $455,808 | $5,886,935 | XML |
| 990-PF | December 2024 | $319,860 | $498,509 | $6,042,360 | IRS |
| 990-PF | December 2023 | $163,021 | $400,126 | $6,070,666 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 82-6661139).
Questions about CHARLOTTE RASHMI-GRAFF CHARITABLE TRUST
- What is the EIN of CHARLOTTE RASHMI-GRAFF CHARITABLE TRUST?
- The employer identification number (EIN) of CHARLOTTE RASHMI-GRAFF CHARITABLE TRUST is 82-6661139.
- Is CHARLOTTE RASHMI-GRAFF CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to CHARLOTTE RASHMI-GRAFF CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLOTTE RASHMI-GRAFF CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLOTTE RASHMI-GRAFF 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 CHARLOTTE RASHMI-GRAFF 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 CHARLOTTE RASHMI-GRAFF CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CHARLOTTE RASHMI-GRAFF CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $339,147, expenses of $455,808 and total assets of $5,886,935 at year end.
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