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Nonprofit · EIN 85-6104630

STOCKMAN FAM FOUNDATION TR

Also known as STOCKMAN HERVEY TTEE

Tax-exempt · NEW YORK, NY 10008

Financials

$417K$471K2022$601K$1.2M2023$600K$1.5M2024
Revenue Expenses · by fiscal year end
Financials of STOCKMAN FAM FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$599,762$1,469,460-$869,698$14,413,277$0$14,413,277
November 30, 2024990-PF$600,750$1,234,475-$633,725$15,288,450$0$15,288,450
November 30, 2023990-PF$417,244$470,994-$53,750$15,921,579$0$15,921,579
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$584,031
Net gain from sales of assets
$15,731

Expenses

Grants and similar amounts paid
$1,320,500
Compensation of officers, directors and key employees
$141,981
Disbursements for charitable purposes
$1,377,292
Excise tax on investment income
$7,056

Balance sheet and other

Total assets, start of year
$15,288,450
Total assets, end of year
$14,413,277
Total liabilities, end of year
$0
Net assets, end of year
$14,413,277
Fair market value of assets
$33,346,148
Qualifying distributions
$1,377,292
Net investment income
$599,762

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DEUTSCHE BANK TRUST COMPANY N A
1 COLUMBUS CIRCLE 18TH FLOOR, NEW YORK, NY 10019
TRUSTEE10$141,981
KARL W GUSTAFSON
7020 PROSPECT PF NE, ALBERQUERQUE, NM 87110
TREASURER1$0
ALLISON A STOCKMAN
1517 S STREET NW APT B, WASHINGTON, DC 20009
DIRECTOR0$0
PAMELA PROCTOR
10 CREST ROAD, ROWAYTON, CT 06853
DIRECTOR0$0
HERVEY S STOCKMAN JR
4475 N OCEAN BLVD 5-8, DELRAY BEACH, FL 33483
PRESIDENT1$0
CHARLES C STOCKMAN
800 NW 56TH STREET, SEATTLE, WA 98107
DIRECTOR0$0
ROBERT P STOCKMAN
517 S STREET NW APT B, WASHINGTON, DC 20009
DIRECTOR0$0
990-PF for the year ended November 30, 2024: 7 people
NameTitleHours / weekCompensation
DEUTSCHE BANK TRUST COMPANY N A
1 COLUMBUS CIRCLE 18TH FLOOR, NEW YORK, NY 10019
TRUSTEE10$128,405
KARL W GUSTAFSON
7020 PROSPECT PF NE, ALBERQUERQUE, NM 87110
TREASURER1$0
ALLISON A STOCKMAN
1517 S STREET NW APT B, WASHINGTON, DC 20009
DIRECTOR0$0
PAMELA PROCTOR
10 CREST ROAD, ROWAYTON, CT 06853
DIRECTOR0$0
HERVEY S STOCKMAN JR
4475 N OCEAN BLVD 5-8, DELRAY BEACH, FL 33483
PRESIDENT1$0
CHARLES C STOCKMAN
800 NW 56TH STREET, SEATTLE, WA 98107
DIRECTOR0$0
ROBERT P STOCKMAN
517 S STREET NW APT B, WASHINGTON, DC 20009
DIRECTOR0$0
990-PF for the year ended November 30, 2023: 7 people
NameTitleHours / weekCompensation
DEUTSCHE BANK TRUST COMPANY N A
1 COLUMBUS CIRCLE 18TH FLOOR, NEW YORK, NY 10019
TRUSTEE10$104,105
KARL W GUSTAFSON
7020 PROSPECT PF NE, ALBERQUERQUE, NM 87110
TREASURER1$0
ALLISON A STOCKMAN
1517 S STREET NW APT B, WASHINGTON, DC 20009
DIRECTOR0$0
PAMELA PROCTOR
10 CREST ROAD, ROWAYTON, CT 06853
DIRECTOR0$0
HERVEY S STOCKMAN JR
4475 N OCEAN BLVD 5-8, DELRAY BEACH, FL 33483
PRESIDENT1$0
CHARLES C STOCKMAN
800 NW 56TH STREET, SEATTLE, WA 98107
DIRECTOR0$0
ROBERT P STOCKMAN
517 S STREET NW APT B, WASHINGTON, DC 20009
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 1297, NEW YORK, NY 10008-1297
Signed the 990-PF
DEUTSCHE BANK TRUST CO NA, VICE PRESIDENT
Phone
(212) 250-2500
Return prepared by
PWC US TAX 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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
85-6104630
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
1991
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$14,413,277
Income (IRS master file)
$2,538,174

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$599,762$1,469,460$14,413,277XML
990-PFNovember 2024$600,750$1,234,475$15,288,450XML
990-PFNovember 2023$417,244$470,994$15,921,579XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 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 85-6104630).

Questions about STOCKMAN FAM FOUNDATION TR

What is the EIN of STOCKMAN FAM FOUNDATION TR?
The employer identification number (EIN) of STOCKMAN FAM FOUNDATION TR is 85-6104630.
Is STOCKMAN FAM FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to STOCKMAN FAM FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STOCKMAN FAM FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of STOCKMAN FAM FOUNDATION TR due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STOCKMAN FAM FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of STOCKMAN FAM FOUNDATION TR?
The 990-PF for the year ended November 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $141,981 (DEUTSCHE BANK TRUST COMPANY N A, TRUSTEE).
How much revenue does STOCKMAN FAM FOUNDATION TR have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $599,762, expenses of $1,469,460 and total assets of $14,413,277 at year end.

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