Nonprofit · EIN 94-6244818
HELEN E DANNER TRUST
Tax-exempt · STOCKTON, CA 95207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $59,828 | $40,778 | $19,050 | $936,360 | $0 | $936,360 |
| October 31, 2024 | 990 | $114,962 | $35,475 | $79,487 | $917,310 | $0 | $917,310 |
| October 31, 2023 | 990 | $70,906 | $29,401 | $41,505 | $838,460 | $0 | $838,460 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $59,828
- Net gain from sales of assets
- $22,866
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $24,932
- Compensation of officers, directors and key employees
- $15,124
- Salaries, compensation and benefits (total)
- $15,124
- Professional fundraising fees
- $0
- Accounting fees
- $612
- Program services (functional)
- $24,932
- Management and general (functional)
- $15,846
Balance sheet and other
- Total assets, start of year
- $917,310
- Total assets, end of year
- $936,360
- Total liabilities, end of year
- $0
- Net assets, end of year
- $936,360
- Gross receipts
- $210,182
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1971
- State of legal domicile
- CA
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 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF STOCKTON | TRUSTEE (5) Institutional trustee | 5 | $15,124 |
990 for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF STOCKTON | TRUSTEE (5) Institutional trustee | 5 | $14,198 |
990 for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF STOCKTON | TRUSTEE (5) Institutional trustee | 5 | $13,126 |
Address and contacts
- Address (IRS master file)
- 555 W BENJAMIN HOLT DR STE A, STOCKTON, CA 95207-3888
- In care of
- % BANK OF STOCKTON TTEE
- Principal officer (990 for 2024)
- BANK OF STOCKTON, 555 W BENJAMIN HOLT DR BLDG A, STOCKTON, CA 952073888
- Signed the 990
- BANK OF STOCKTON, TRUSTEE
- Phone
- (209) 929-1500
- Return prepared by
- IACOPI LENZ & COMPANY
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6244818 or by the name HELEN E DANNER TRUST.
- 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)
Mission
TO PROVIDE SCHOLARSHIPS FOR EDUCATION
Program accomplishments
- GRANTS TO SAN JOAQUIN DELTA COLLEGE SCHOLARSHIP FUNDExpenses $24,932 · grants $24,932
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990 on file |
IRS record
- EIN
- 94-6244818
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $936,360
- Income (IRS master file)
- $210,182
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $59,828 | $40,778 | $936,360 | XML |
| 990 | October 2024 | $114,962 | $35,475 | $917,310 | XML |
| 990 | October 2023 | $70,906 | $29,401 | $838,460 | XML |
| 990 | October 2022 | $24,009 | $35,806 | $797,714 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 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 94-6244818).
Questions about HELEN E DANNER TRUST
- What is the EIN of HELEN E DANNER TRUST?
- The employer identification number (EIN) of HELEN E DANNER TRUST is 94-6244818.
- Is HELEN E DANNER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to HELEN E DANNER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HELEN E DANNER TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HELEN E DANNER TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN E DANNER TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of HELEN E DANNER TRUST?
- The 990 for the year ended October 31, 2025 names BANK OF STOCKTON.
- Who are the officers and directors of HELEN E DANNER TRUST?
- The 990 for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,124 (BANK OF STOCKTON, TRUSTEE (5)).
- How much revenue does HELEN E DANNER TRUST have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $59,828, expenses of $40,778 and total assets of $936,360 at year end.
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