Nonprofit · EIN 86-0427923
STEPHEN H STURGES & ROSE P STURGES CHARITABLE TRUST
Tax-exempt · YUMA, AZ 85366
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $178,118 | $315,554 | -$137,436 | $5,333,216 | $3,832 | $5,329,384 |
| November 30, 2024 | 990-PF | $153,439 | $312,818 | -$159,379 | $5,071,128 | $0 | $5,071,128 |
| November 30, 2023 | 990-PF | $171,464 | $277,701 | -$106,237 | $3,680,669 | $457 | $3,680,212 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $119,051
- Interest
- $34
- Net gain from sales of assets
- $59,009
- Other income
- $24
Expenses
- Grants and similar amounts paid
- $228,800
- Compensation of officers, directors and key employees
- $14,000
- Disbursements for charitable purposes
- $228,800
- Excise tax on investment income
- $2,332
Balance sheet and other
- Total assets, start of year
- $5,071,128
- Total assets, end of year
- $5,333,216
- Total liabilities, end of year
- $3,832
- Net assets, end of year
- $5,329,384
- Fair market value of assets
- $5,333,215
- Qualifying distributions
- $228,800
- Net investment income
- $178,094
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA RUNDELL 11772 SGM CHRISTIAN FLEETWOOD, EL PASO, TX 79908 | Trustee | 1 | $2,000 |
| AMY DORADO 4706 VIA TALA, FALLBROOK, CA 92028 | Trustee | 1 | $2,000 |
| CAM CONG 1349 S 33RD DR, YUMA, AZ 85364 | Trustee | 1 | $2,000 |
| GARY BLACK 16620 S AVENUE A, SOMERTON, AZ 85350 | Trustee | 1 | $2,000 |
| VALARIE DONNELLY 1542 W 12TH LANE, YUMA, AZ 853648907 | Trustee | 1 | $2,000 |
| KATHLEEN BENCH 5800 EASTVIEW DR, EDINA, MN 55436 | Trustee | 5 | $2,000 |
| STEPHEN SCHOENHERR 4980 E PASO DEL BAC, TUCSON, AZ 85318 | Trustee | 1 | $2,000 |
990-PF for the year ended November 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA RUNDELL 11772 SGM CHRISTIAN FLEETWOOD, EL PASO, TX 79908 | Trustee | 1 | $2,000 |
| AMY DORADO 4706 VIA TALA, FALLBROOK, CA 92028 | Trustee | 1 | $2,000 |
| CAM CONG 1349 S 33RD DR, YUMA, AZ 85364 | Trustee | 1 | $2,000 |
| GARY BLACK 16620 S AVENUE A, SOMERTON, AZ 85350 | Trustee | 1 | $2,000 |
| VALARIE DONNELLY 1542 W 12TH LANE, YUMA, AZ 853648907 | Trustee | 1 | $2,000 |
| KATHLEEN BENCH 5800 EASTVIEW DR, EDINA, MN 55436 | Trustee | 5 | $2,000 |
| STEPHEN SCHOENHERR 4980 E PASO DEL BAC, TUCSON, AZ 85318 | Trustee | 1 | $2,000 |
| GEORGE GALLAHER 1457 W 13TH ST, YUMA, AZ 85364 | Trustee | 1 | $1,500 |
990-PF for the year ended November 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE GALLAHER PO BOX 2997, YUMA, AZ 853662997 | Trustee | 1 | $2,000 |
| LINDA RUNDELL 341 BUNA RD UNIT A, FORT LEE, VA 23801 | Trustee | 1 | $2,000 |
| AMY DORADO 4706 VIA TALA, FALLBROOK, CA 92028 | Trustee | 1 | $2,000 |
| CAM CONG 1349 S 33RD DR, YUMA, AZ 85364 | Trustee | 1 | $2,000 |
| GARY BLACK 16620 S AVENUE A, SOMERTON, AZ 85350 | Trustee | 1 | $2,000 |
| VALARIE DONNELLY 1542 W 12TH LANE, YUMA, AZ 853648907 | Trustee | 1 | $2,000 |
| KATHLEEN BENCH 5800 EASTVIEW DR, EDINA, MN 55436 | Trustee | 5 | $2,000 |
| STEPHEN SCHOENHERR 4980 E PASO DEL BAC, TUCSON, AZ 85318 | Trustee | 1 | $2,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 4997, YUMA, AZ 85366-2450
- In care of
- % WESTOVER CHOULES SHADLE BOWEN PC
- Signed the 990-PF
- KATHLEEN BENCH, Trustee
- Phone
- (928) 783-8321
- Website
- WWW.STURGESTRUST.COM
- Return prepared by
- Kathleen M Bench
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-0427923
- 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
- 1982
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,333,216
- Income (IRS master file)
- $487,590
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $178,118 | $315,554 | $5,333,216 | XML |
| 990-PF | November 2024 | $153,439 | $312,818 | $5,071,128 | XML |
| 990-PF | November 2023 | $171,464 | $277,701 | $3,680,669 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 86-0427923).
Questions about STEPHEN H STURGES & ROSE P STURGES CHARITABLE TRUST
- What is the EIN of STEPHEN H STURGES & ROSE P STURGES CHARITABLE TRUST?
- The employer identification number (EIN) of STEPHEN H STURGES & ROSE P STURGES CHARITABLE TRUST is 86-0427923.
- Is STEPHEN H STURGES & ROSE P STURGES CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to STEPHEN H STURGES & ROSE P STURGES CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN H STURGES & ROSE P STURGES CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN H STURGES & ROSE P STURGES CHARITABLE TRUST 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 STEPHEN H STURGES & ROSE P STURGES CHARITABLE TRUST 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 STEPHEN H STURGES & ROSE P STURGES CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2025 lists 7 people; 7 received compensation from the organization, the highest $2,000 (LINDA RUNDELL, Trustee).
- How much revenue does STEPHEN H STURGES & ROSE P STURGES CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $178,118, expenses of $315,554 and total assets of $5,333,216 at year end.
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