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Nonprofit · EIN 43-6856507

GILES 2000 TR

Also known as GILES J MICHAEL TTEE

Tax-exempt · SANTA BARBARA, CA 93108

Financials

−$67K$67K2022$41K$81K2023$227K$147K2024
Revenue Expenses · by fiscal year end
Financials of GILES 2000 TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$226,713$147,011$79,702$612,390$0$612,390
September 30, 2024990-PF$41,367$80,601-$39,234$532,688$0$532,688
September 30, 2023990-PF-$67,136$66,854-$133,990$571,922$0$571,922
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$116,007
Dividends
$15,108
Net gain from sales of assets
$95,598

Expenses

Grants and similar amounts paid
$138,100
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$138,100
Excise tax on investment income
$1,502

Balance sheet and other

Total assets, start of year
$532,688
Total assets, end of year
$612,390
Total liabilities, end of year
$0
Net assets, end of year
$612,390
Fair market value of assets
$670,765
Qualifying distributions
$138,100
Net investment income
$110,706

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
JAMES MICHAEL GILES
305 ORTEGA RIDGE ROAD, SANTA BARBARA, CA 93108
TRUSTEE1$0
DIANE S GILES
305 ORTEGA RIDGE ROAD, SANTA BARBARA, CA 93108
TRUSTEE5$0
990-PF for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensation
JAMES MICHAEL GILES
305 ORTEGA RIDGE ROAD, SANTA BARBARA, CA 93108
TRUSTEE1$0
DIANE S GILES
305 ORTEGA RIDGE ROAD, SANTA BARBARA, CA 93108
TRUSTEE5$0
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
JAMES MICHAEL GILES
305 ORTEGA RIDGE ROAD, SANTA BARBARA, CA 93108
TRUSTEE5$0

Address and contacts

Address (IRS master file)
305 ORTEGA RIDGE RD, SANTA BARBARA, CA 93108-2219
Signed the 990-PF
DIANE S GILES, TRUSTEE
Phone
(805) 895-5606
Return prepared by
NASIF HICKS HARRIS & CO LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 43-6856507 or by the name GILES 2000 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 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
43-6856507
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
2001
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$612,390
Income (IRS master file)
$588,080

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$226,713$147,011$612,390IRS
990-PFSeptember 2024$41,367$80,601$532,688XML
990-PFSeptember 2023-$67,136$66,854$571,922XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 2018–––IRS
990-PFSeptember 2017–––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 43-6856507).

Questions about GILES 2000 TR

What is the EIN of GILES 2000 TR?
The employer identification number (EIN) of GILES 2000 TR is 43-6856507.
Is GILES 2000 TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to GILES 2000 TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GILES 2000 TR file?
Form 990-PF. Private foundations file every year.
When is the next return of GILES 2000 TR 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 GILES 2000 TR 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 GILES 2000 TR?
The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does GILES 2000 TR have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $226,713, expenses of $147,011 and total assets of $612,390 at year end.

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