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Nonprofit · EIN 99-6705414

TOSCHI CHARITABLE TR

Also known as EUGENE TOSCHI TTEE

Tax-exempt · HEALDSBURG, CA 95448

Financials

$512K$30K2024$292K$26K2025
Revenue Expenses · by fiscal year end
Financials of TOSCHI CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$292,112$26,280$265,832$576,735$0$576,735
December 31, 2024990-PF$511,755$29,752$482,003$388,126$0$388,126
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$245,395
Dividends
$6,096
Net gain from sales of assets
$40,621

Expenses

Grants and similar amounts paid
$3,711
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$13,608
Excise tax on investment income
$473

Balance sheet and other

Total assets, start of year
$388,126
Total assets, end of year
$576,735
Total liabilities, end of year
$0
Net assets, end of year
$576,735
Fair market value of assets
$576,697
Qualifying distributions
$13,608
Net investment income
$46,717

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.

NameTitleHours / weekCompensation
BARBARA H TOSCHI
15201 CHALK HILL ROAD, HEALDSBURG, CA 95448
TRUSTEE1$0
CARLI ORTIZ
187 CONCOURSE BLVD, SANTA ROSA, CA 95403
TRUSTEE1$0
EUGENE J TOSCHI
15201 CHALK HILL ROAD, HEALDSBURG, CA 95448
TRUSTEE1$0
RONALD P WARGO
400 AVIATION BLVD STE 200, SANTA ROSA, CA 95403
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
RONALD P WARGO
400 AVIATION BLVD STE 200, SANTA ROSA, CA 95403
TRUSTEE1$0
EUGENE J TOSCHI
15201 CHALK HILL ROAD, HEALDSBURG, CA 95448
TRUSTEE1$0
BARBARA H TOSCHI
15201 CHALK HILL ROAD, HEALDSBURG, CA 95448
TRUSTEE1$0
CARLI ORTIZ
187 CONCOURSE BLVD, SANTA ROSA, CA 95403
TRUSTEE1$0

Address and contacts

Address (IRS master file)
15201 CHALK HILL RD, HEALDSBURG, CA 95448-9029
Signed the 990-PF
EUGENE J TOSCHI, TRUSTEE
Phone
(707) 433-5727
Return prepared by
LINKENHEIMER LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 99-6705414 or by the name TOSCHI CHARITABLE TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
99-6705414
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$576,735
Income (IRS master file)
$292,112

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$292,112$26,280$576,735XML
990-PFDecember 2024$511,755$29,752$388,126XML

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 99-6705414).

Questions about TOSCHI CHARITABLE TR

What is the EIN of TOSCHI CHARITABLE TR?
The employer identification number (EIN) of TOSCHI CHARITABLE TR is 99-6705414.
Is TOSCHI CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to TOSCHI CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TOSCHI CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of TOSCHI CHARITABLE TR 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 TOSCHI CHARITABLE TR 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 TOSCHI CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does TOSCHI CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $292,112, expenses of $26,280 and total assets of $576,735 at year end.

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