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Nonprofit · EIN 95-6187060

CLIFFORD F AHLERS CHARITABLE TRUST

Tax-exempt · SAINT PAUL, MN 55164

Financials

$1.2M$777K2023$1.1M$1M2024$2.3M$2.9M2025
Revenue Expenses · by fiscal year end
Financials of CLIFFORD F AHLERS CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$2,294,110$2,931,943-$637,833$23,002,361$0$23,002,361
January 31, 2025990-PF$1,055,330$1,025,987$29,343$23,640,194$0$23,640,194
January 31, 2024990-PF$1,180,085$776,711$403,374$23,610,917$0$23,610,917
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$967,765
Net gain from sales of assets
$1,326,345

Expenses

Grants and similar amounts paid
$2,770,362
Compensation of officers, directors and key employees
$131,756
Disbursements for charitable purposes
$2,784,538
Excise tax on investment income
$29,867

Balance sheet and other

Total assets, start of year
$23,640,194
Total assets, end of year
$23,002,361
Total liabilities, end of year
$0
Net assets, end of year
$23,002,361
Fair market value of assets
$39,291,376
Qualifying distributions
$2,784,538
Net investment income
$2,282,878

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 January 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 64193, EAGAN, MN 55164
CO-TRUSTEE1$106,064
DAVID W VAN HORNE
PO BOX 99, SANTA BARBARA, CA 93102
CO-TRUSTEE1$25,692
990-PF for the year ended January 31, 2025: 2 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
CO-TRUSTEE1$100,087
DAVID W VAN HORNE
PO BOX 99, SANTA BARBARA, CA 93102
CO-TRUSTEE1$21,756
990-PF for the year ended January 31, 2024: 2 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
CO-TRUSTEE1$88,564
DAVID W VAN HORNE
PO BOX 99, SANTA BARBARA, CA 93102
CO-TRUSTEE1$19,149

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% SANTA BARBARA NATIONAL BANK
Signed the 990-PF
VICE PRESIDENT, TRUSTEE
Phone
(888) 265-7962
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
95-6187060
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
1975
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$23,002,361
Income (IRS master file)
$4,394,107

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026$2,294,110$2,931,943$23,002,361XML
990-PFJanuary 2025$1,055,330$1,025,987$23,640,194XML
990-PFJanuary 2024$1,180,085$776,711$23,610,917XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––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 95-6187060).

Questions about CLIFFORD F AHLERS CHARITABLE TRUST

What is the EIN of CLIFFORD F AHLERS CHARITABLE TRUST?
The employer identification number (EIN) of CLIFFORD F AHLERS CHARITABLE TRUST is 95-6187060.
Is CLIFFORD F AHLERS CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to CLIFFORD F AHLERS CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CLIFFORD F AHLERS CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CLIFFORD F AHLERS CHARITABLE TRUST due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CLIFFORD F AHLERS CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended January 2026.
Who are the officers and directors of CLIFFORD F AHLERS CHARITABLE TRUST?
The 990-PF for the year ended January 31, 2026 lists 2 people; 2 received compensation from the organization, the highest $106,064 (US BANK N A, CO-TRUSTEE).
How much revenue does CLIFFORD F AHLERS CHARITABLE TRUST have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $2,294,110, expenses of $2,931,943 and total assets of $23,002,361 at year end.

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