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Nonprofit · EIN 87-6125059

TANNER CHARITABLE TRUST

Tax-exempt · SALT LAKE CTY, UT 84115

Financials

$2.9M$2.1M2023$2.2M$3.3M2024$231K$2.1M2025
Revenue Expenses · by fiscal year end
Financials of TANNER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$231,400$2,105,223-$1,873,823$3,161,596$0$6,371,903
December 31, 2024990-PF$2,227,902$3,329,585-$1,101,683$4,995,727$0$8,245,726
December 31, 2023990-PF$2,892,342$2,083,832$808,510$6,097,409$0$9,347,409
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$215,391
Interest
$15,965
Net gain from sales of assets
$44

Expenses

Grants and similar amounts paid
$2,091,280
Disbursements for charitable purposes
$2,091,280
Excise tax on investment income
$3,022

Balance sheet and other

Total assets, start of year
$4,995,727
Total assets, end of year
$3,161,596
Total liabilities, end of year
$0
Net assets, end of year
$6,371,903
Fair market value of assets
$3,161,596
Qualifying distributions
$2,091,280
Net investment income
$231,356

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
STEPHEN T IRISH
1930 SOUTH STATE STREET, SALT LAKE CITY, UT 84115
CHAIR/ TRUST0$0
SCOTT D SPERRY
1930 S STATE STREET, SALT LAKE CITY, UT 84115
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
STEPHEN T IRISH
1930 SOUTH STATE STREET, SALT LAKE CITY, UT 84115
CHAIR/ TRUST0$0
SCOTT D SPERRY
1930 S STATE STREET, SALT LAKE CITY, UT 84115
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
STEPHEN T IRISH
1930 SOUTH STATE STREET, SALT LAKE CITY, UT 84115
CHAIR/ TRUST0$0
DAVID A PETERSEN
1930 SOUTH STATE STREET, SALT LAKE CITY, UT 84115
TRUSTEE0$0
SCOTT D SPERRY
1930 S STATE STREET, SALT LAKE CITY, UT 84115
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1930 S STATE ST, SALT LAKE CTY, UT 84115-2311
Signed the 990-PF
STEPHEN T IRISH, CHAIR/ TRUSTEE
Phone
(801) 486-2430
Return prepared by
JL JOHNSON CPA LLC

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
87-6125059
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
1965
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,161,596
Income (IRS master file)
$231,400

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$231,400$2,105,223$3,161,596IRS
990-PFDecember 2024$2,227,902$3,329,585$4,995,727IRS
990-PFDecember 2023$2,892,342$2,083,832$6,097,409XML
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 87-6125059).

Questions about TANNER CHARITABLE TRUST

What is the EIN of TANNER CHARITABLE TRUST?
The employer identification number (EIN) of TANNER CHARITABLE TRUST is 87-6125059.
Is TANNER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to TANNER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TANNER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of TANNER 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 TANNER 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 TANNER CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does TANNER CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $231,400, expenses of $2,105,223 and total assets of $3,161,596 at year end.

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