Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 20-1459814

AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE TRUST

Tax-exempt · SANTA MARIA, CA 93455

Financials

$426K$17K2023$270K$69K2024$509K$135K2025
Revenue Expenses · by fiscal year end
Financials of AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$508,809$135,292$373,517$3,683,588$0$3,683,588
December 31, 2024990$269,778$68,568$201,210$3,310,071$0$3,310,071
December 31, 2023990$426,296$17,346$408,950$3,108,861$0$3,108,861
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,000
Program service revenue
$0
Investment income
$503,809
Net gain from sales of assets
$500,714
Other revenue
$0

Expenses

Grants and similar amounts paid
$110,510
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$110,510
Management and general (functional)
$24,782

Balance sheet and other

Total assets, start of year
$3,310,071
Total assets, end of year
$3,683,588
Total liabilities, end of year
$0
Net assets, end of year
$3,683,588
Publicly traded securities
$3,670,352
Net assets without donor restrictions
$3,683,588
Gross receipts
$508,809
Employees
0
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.

NameTitleHours / weekCompensation
Jim SpallinoDirector
Trustee or director
1$0
Ludo De Clippel CJPresident
Officer
0$0
Edward Jalbert CJSecretary
Officer
0$0
990 for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Jim SpallinoDirector
Trustee or director
1$0
Ludo De Clippel CJPresident
Officer
0$0
Edward Jalbert CJSecretary
Officer
0$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Jim SpallinoDirector
Trustee or director
1$0
Ludo De Clippel CJPresident
Officer
0$0
Edward Jalbert CJSecretary
Officer
0$0

Address and contacts

Address (IRS master file)
180 PATTERSON RD, SANTA MARIA, CA 93455-4812
In care of
% CHARLES L HOFSCHULTE C J
Signed the 990
Edward Jalbert CJ, Secretary
Phone
(805) 937-0168
Return prepared by
Galloway & Associates

California records

California keeps its own records of charities and corporations. Search them by EIN 20-1459814 or by the name AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE TRUST.

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

Mission

To provide retirement funds for Josephite Fathers.

990 for the year ended December 31, 2025

Program accomplishments

  • Charitable Donation
    Expenses $110,510
  • Retirement Disbursements

What it must file and when

IRS records say it files Not required (church). Churches are not required to file. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-1459814
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Church
Exempt since
1946
Accounting year ends
December
Files
Not required (church)
Assets (IRS master file)
$3,683,588
Income (IRS master file)
$508,809

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$508,809$135,292$3,683,588IRS
990December 2024$269,778$68,568$3,310,071IRS
990December 2023$426,296$17,346$3,108,861XML
990December 2022-$464,607$19,789$2,699,911IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 20-1459814).

Questions about AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE TRUST

What is the EIN of AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE TRUST?
The employer identification number (EIN) of AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE TRUST is 20-1459814.
Is AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Which annual return does AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE TRUST file?
Form Not required (church). Churches are not required to file.
When is the next return of AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE 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 AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE 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 AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE TRUST?
The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does AMERICAN REGION OF THE JOSEPHITE FATHERS CHARITABLE TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $508,809, expenses of $135,292 and total assets of $3,683,588 at year end.

Other nonprofits in SANTA MARIA

All nonprofits in SANTA MARIA · California