Nonprofit · EIN 95-6032559
MICHAEL J CONNELL MEMORIAL FUND TRUST
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $108,624 | $378,212 | -$269,588 | $633,097 | $0 | $633,097 |
| December 31, 2024 | 990 | $102,022 | $6,657,285 | -$6,555,263 | $903,759 | $0 | $903,759 |
| December 31, 2023 | 990 | $557,951 | $8,191,385 | -$7,633,434 | $7,459,022 | $0 | $7,459,022 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $18,660
- Net gain from sales of assets
- $1,074
- Other revenue
- $89,964
Expenses
- Grants and similar amounts paid
- $300,000
- Compensation of officers, directors and key employees
- $15,750
- Salaries, compensation and benefits (total)
- $15,750
- Professional fundraising fees
- $0
- Legal fees
- $36,745
- Accounting fees
- $22,180
- Program services (functional)
- $300,000
- Management and general (functional)
- $78,212
Balance sheet and other
- Total assets, start of year
- $903,759
- Total assets, end of year
- $633,097
- Total liabilities, end of year
- $0
- Net assets, end of year
- $633,097
- Net assets without donor restrictions
- $633,097
- Gross receipts
- $108,624
- Employees
- 0
- Year formed
- 1939
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF LOEBL | Trustee Trustee or director | 5 | $15,750 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF LOEBL | CO-TRUSTEE Trustee or director | 5 | $49,000 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| RICHARD WILSON DEC 8162023 | CO-TRUSTEE Trustee or director | 3.75 | $0 | $30,625 |
| JEFF LOEBL | CO-TRUSTEE Trustee or director | 5 | $0 | $19,375 |
Address and contacts
- Address (IRS master file)
- 317 E CARRILLO ST, SANTA BARBARA, CA 93101-1410
- In care of
- % ALLEN & KIMBELL
- Signed the 990
- JEFF LOEBL, Trustee
- Phone
- (805) 963-8611
- Return prepared by
- Vance Thrift & Biller LLP CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6032559 or by the name MICHAEL J CONNELL MEMORIAL FUND 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 SUPPORT THE REGENTS OF THE UNIVERSITY OF CALIFORNIA.
Program accomplishments
- TO PROVIDE SUPPORT TO THE GENERAL FUND OF THE REGENTS OF THE UNIVERSITY OF CALIFORNIA.Expenses $300,000 · grants $300,000
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 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6032559
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1947
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $633,097
- Income (IRS master file)
- $108,624
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $108,624 | $378,212 | $633,097 | XML |
| 990 | December 2024 | $102,022 | $6,657,285 | $903,759 | XML |
| 990 | December 2023 | $557,951 | $8,191,385 | $7,459,022 | XML |
| 990 | December 2022 | $808,622 | $1,111,654 | $15,092,456 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 95-6032559).
Questions about MICHAEL J CONNELL MEMORIAL FUND TRUST
- What is the EIN of MICHAEL J CONNELL MEMORIAL FUND TRUST?
- The employer identification number (EIN) of MICHAEL J CONNELL MEMORIAL FUND TRUST is 95-6032559.
- Is MICHAEL J CONNELL MEMORIAL FUND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to MICHAEL J CONNELL MEMORIAL FUND TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MICHAEL J CONNELL MEMORIAL FUND 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 MICHAEL J CONNELL MEMORIAL FUND 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 MICHAEL J CONNELL MEMORIAL FUND TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of MICHAEL J CONNELL MEMORIAL FUND TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,750 (JEFF LOEBL, Trustee).
- How much revenue does MICHAEL J CONNELL MEMORIAL FUND TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $108,624, expenses of $378,212 and total assets of $633,097 at year end.
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