Nonprofit · EIN 94-6220263
CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND
Tax-exempt · STOCKTON, CA 95207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $65,486 | $33,178 | $32,308 | $2,277,845 | $600 | $2,277,245 |
| December 31, 2024 | 990-PF | $464,765 | $34,474 | $430,291 | $2,251,634 | $6,697 | $2,244,937 |
| December 31, 2023 | 990-PF | $61,853 | $29,543 | $32,310 | $1,815,061 | $415 | $1,814,646 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $27,551
- Interest
- $2,864
- Net gain from sales of assets
- $35,036
- Other income
- $35
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $13,984
- Excise tax on investment income
- $653
Balance sheet and other
- Total assets, start of year
- $2,251,634
- Total assets, end of year
- $2,277,845
- Total liabilities, end of year
- $600
- Net assets, end of year
- $2,277,245
- Fair market value of assets
- $2,277,845
- Qualifying distributions
- $149,461
- Net investment income
- $65,486
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 |
|---|---|---|---|
| ROGER MOORE P O BOX 201014, STOCKTON, CA 95201 | PERSONAL REPRESENTATIVE | 1 | $0 |
| JULIE M WATTS P O BOX 201014, STOCKTON, CA 95201 | FINANCE CHAIRPERSON | 1 | $0 |
| JOHN BAKER P O BOX 201014, STOCKTON, CA 95201 | ASSISTANT TO PERSONAL REPRESENTATIVE | 1 | $0 |
| GREGORY A NISKANEN P O BOX 201014, STOCKTON, CA 95201 | GENERAL SECRETARY | 1 | $0 |
| PATRICK O'HERN P O BOX 201014, STOCKTON, CA 95201 | COMMITTEE MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER MOORE P O BOX 201014, STOCKTON, CA 95201 | PERSONAL REPRESENTATIVE | 1 | $0 |
| JULIE M WATTS P O BOX 201014, STOCKTON, CA 95201 | FINANCE CHAIRPERSON | 1 | $0 |
| JOHN BAKER P O BOX 201014, STOCKTON, CA 95201 | ASSISTANT TO PERSONAL REPRESENTATIVE | 1 | $0 |
| GREGORY A NISKANEN P O BOX 201014, STOCKTON, CA 95201 | GENERAL SECRETARY | 1 | $0 |
| PATRICK O'HERN P O BOX 201014, STOCKTON, CA 95201 | COMMITTEE MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER MOORE P O BOX 201014, STOCKTON, CA 95201 | PERSONAL REPRESENTATIVE | 1 | $0 |
| JULIE M WATTS P O BOX 201014, STOCKTON, CA 95201 | FINANCE CHAIRPERSON | 1 | $0 |
| JOHN BAKER P O BOX 201014, STOCKTON, CA 95201 | ASSISTANT TO PERSONAL REPRESENTATIVE | 1 | $0 |
| GREGORY A NISKANEN P O BOX 201014, STOCKTON, CA 95201 | GENERAL SECRETARY | 1 | $0 |
| PATRICK O'HERN P O BOX 201014, STOCKTON, CA 95201 | COMMITTEE MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 555 W BENJAMIN HOLT DR STE A, STOCKTON, CA 95207-3888
- In care of
- % BANK OF STOCKTON TR
- Signed the 990-PF
- BANK OF STOCKTON TRUST DEPARTMENT, TRUSTEE
- Phone
- (209) 929-1510
- Website
- WWW.BANKOFSTOCKTON.COM
- Return prepared by
- DEGREGORI GORMSEN & RINGER LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6220263 or by the name CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND.
- 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
- 94-6220263
- 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
- 1974
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,277,845
- Income (IRS master file)
- $248,317
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $65,486 | $33,178 | $2,277,845 | IRS |
| 990-PF | December 2024 | $464,765 | $34,474 | $2,251,634 | IRS |
| 990-PF | December 2023 | $61,853 | $29,543 | $1,815,061 | 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 94-6220263).
Questions about CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND
- What is the EIN of CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND?
- The employer identification number (EIN) of CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND is 94-6220263.
- Is CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND 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 CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND 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 CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CHARLES E STANLEY SCOTTISH RITE MEMORIAL FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $65,486, expenses of $33,178 and total assets of $2,277,845 at year end.
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