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Nonprofit · EIN 95-6206324

CLIFFORD F AHLERS NON-MARITAL TRUST

Tax-exempt · SAINT PAUL, MN 55164

Financials

$487K$335K2022$409K$583K2023$406K$357K2024
Revenue Expenses · by fiscal year end
Financials of CLIFFORD F AHLERS NON-MARITAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$406,490$356,803$49,687$8,217,458$0$8,217,458
September 30, 2024990-PF$409,198$583,271-$174,073$8,167,786$0$8,167,786
September 30, 2023990-PF$486,797$335,221$151,576$8,342,261$0$8,342,261
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$325,023
Net gain from sales of assets
$81,467

Expenses

Grants and similar amounts paid
$300,028
Compensation of officers, directors and key employees
$50,468
Disbursements for charitable purposes
$305,175
Excise tax on investment income
$4,963

Balance sheet and other

Total assets, start of year
$8,167,786
Total assets, end of year
$8,217,458
Total liabilities, end of year
$0
Net assets, end of year
$8,217,458
Fair market value of assets
$13,672,239
Qualifying distributions
$305,175
Net investment income
$406,420

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 64193, EAGAN, MN 55164
TRUSTEE1$40,627
DAVID VAN HORNE
PO BOX 99, SANTA BARBARA, CA 93102
CO-TRUSTEE1$9,841
990-PF for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensation
US BANK N A
P O BOX 0634, MILWAUKEE, WI 53201
CO-TRUSTEE1$37,776
DAVID VAN HORNE
PO BOX 99, SANTA BARBARA, CA 93102
CO-TRUSTEE1$9,151
990-PF for the year ended September 30, 2023: 2 people
NameTitleHours / weekCompensation
US BANK N A
P O BOX 0634, MILWAUKEE, WI 53201
CO-TRUSTEE1$33,591
DAVID VAN HORNE
PO BOX 99, SANTA BARBARA, CA 93102
CO-TRUSTEE1$9,719

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
In care of
% SANTA BARBARA BANK & TRUST
Signed the 990-PF
U S BANK N A BY, 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
95-6206324
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
1978
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$8,217,458
Income (IRS master file)
$769,399

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$406,490$356,803$8,217,458XML
990-PFSeptember 2024$409,198$583,271$8,167,786XML
990-PFSeptember 2023$486,797$335,221$8,342,261XML
990-PFSeptember 2022–––IRS
990-PFSeptember 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 95-6206324).

Questions about CLIFFORD F AHLERS NON-MARITAL TRUST

What is the EIN of CLIFFORD F AHLERS NON-MARITAL TRUST?
The employer identification number (EIN) of CLIFFORD F AHLERS NON-MARITAL TRUST is 95-6206324.
Is CLIFFORD F AHLERS NON-MARITAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to CLIFFORD F AHLERS NON-MARITAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CLIFFORD F AHLERS NON-MARITAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CLIFFORD F AHLERS NON-MARITAL TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CLIFFORD F AHLERS NON-MARITAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of CLIFFORD F AHLERS NON-MARITAL TRUST?
The 990-PF for the year ended September 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $40,627 (US BANK N A, TRUSTEE).
How much revenue does CLIFFORD F AHLERS NON-MARITAL TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $406,490, expenses of $356,803 and total assets of $8,217,458 at year end.

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