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Nonprofit · EIN 87-6877891

STERZING CHARITABLE TR

Also known as CARL B STERZING III TTEE

Tax-exempt · VIRGINIA BCH, VA 23455

Financials

$1.6M$108K2023$172K$102K2024$157K$120K2025
Revenue Expenses · by fiscal year end
Financials of STERZING CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$157,217$120,218$36,999$1,653,564$0$1,653,564
December 31, 2024990-PF$172,433$102,020$70,413$1,616,565$0$1,616,565
December 31, 2023990-PF$1,649,006$107,854$1,541,152$1,546,152$0$1,546,152
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$53,831
Dividends
$43,868
Interest
$20
Other income
$59,498

Expenses

Grants and similar amounts paid
$117,000
Disbursements for charitable purposes
$117,000
Excise tax on investment income
$1,437

Balance sheet and other

Total assets, start of year
$1,616,565
Total assets, end of year
$1,653,564
Total liabilities, end of year
$0
Net assets, end of year
$1,653,564
Fair market value of assets
$2,052,651
Qualifying distributions
$117,000
Net investment income
$103,386

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
Carl Sterzing
4475 Lee Avenue, Virginia Beach, VA 23455
Trustee10$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Carl Sterzing
4475 Lee Avenue, Virginia Beach, VA 23455
Trustee10$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Carl Sterzing
4475 Lee Avenue, Virginia Beach, VA 23455
Trustee10$0

Address and contacts

Address (IRS master file)
4475 LEE AVE, VIRGINIA BCH, VA 23455-1503
In care of
% CARL B STERZING III TRUSTEE
Signed the 990-PF
Carl Sterzing, Trustee
Phone
(757) 572-5556
Return prepared by
FINN GARTMAN HART PLC

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
87-6877891
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
2023
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$1,653,564
Income (IRS master file)
$157,217

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$157,217$120,218$1,653,564IRS
990-PFDecember 2024$172,433$102,020$1,616,565IRS
990-PFDecember 2023$1,649,006$107,854$1,546,152XML

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 87-6877891).

Questions about STERZING CHARITABLE TR

What is the EIN of STERZING CHARITABLE TR?
The employer identification number (EIN) of STERZING CHARITABLE TR is 87-6877891.
Is STERZING CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to STERZING CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STERZING CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of STERZING CHARITABLE TR 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 STERZING CHARITABLE TR 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 STERZING CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does STERZING CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $157,217, expenses of $120,218 and total assets of $1,653,564 at year end.

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