Nonprofit · EIN 77-0562319
MINERVA CLUB TRUST FUND INC
Also known as HILLBERRY MARY TTEE
Tax-exempt · SANTA MARIA, CA 93456
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $49,554 | $21,787 | $27,767 | $303,766 | $4,932 | $298,834 |
| December 31, 2024 | 990-PF | $21,970 | $21,020 | $950 | $275,499 | $4,432 | $271,067 |
| December 31, 2023 | 990-PF | $13,033 | $22,431 | -$9,398 | $274,549 | $4,432 | $270,117 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,726
- Net gain from sales of assets
- $28,828
Expenses
- Grants and similar amounts paid
- $16,900
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $16,900
- Excise tax on investment income
- $632
Balance sheet and other
- Total assets, start of year
- $275,499
- Total assets, end of year
- $303,766
- Total liabilities, end of year
- $4,932
- Net assets, end of year
- $298,834
- Fair market value of assets
- $3,149
- Qualifying distributions
- $16,900
- Net investment income
- $49,554
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN DALLY 121 OAK HURST COURT, ORCUTT, CA 93455 | SECRETARY | 10 | $0 |
| KAREN DRAPER 2429 LONGDRIVE LANE, SANTA MARIA, CA 93455 | TREASURER | 10 | $0 |
| LISA WESNER 5969 OAKHILL DR, SANTA MARIA, CA 93455 | PRESIDENT | 10 | $0 |
| VONDA DAMORE 217 CAPITOL DRIVE, SANTA MARIA, CA 93455 | TRUSTEE | 10 | $0 |
| SHELLEY KLEIN 702 EAST FESLER, SANTA MARIA, CA 93454 | TRUSTEE | 10 | $0 |
| LESLIE MOSSON 468 BLUME STREET, NIPOMO, CA 93444 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN DALLY 121 OAK HURST COURT, ORCUTT, CA 93455 | SECRETARY | 10 | $0 |
| KAREN DRAPER 2429 LONGDRIVE LANE, SANTA MARIA, CA 93455 | TREASURER | 10 | $0 |
| LISA WESNER 5969 OAKHILL DR, SANTA MARIA, CA 93455 | PRESIDENT | 10 | $0 |
| VONDA DAMORE 217 CAPITOL DRIVE, SANTA MARIA, CA 93455 | TRUSTEE | 10 | $0 |
| SHELLEY KLEIN 702 EAST FESLER, SANTA MARIA, CA 93454 | TRUSTEE | 10 | $0 |
| LESLIE MOSSON 468 BLUME STREET, NIPOMO, CA 93444 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAMELA RISHER 4428 RADCLIFF LN, SANTA MARIA, CA 93455 | SECRETARY | 10 | $0 |
| BARBARA STEVESON 780 VIA VISTA VERDE, SANTA MARIA, CA 93455 | TREASURER | 10 | $0 |
| EILEEN HERVEY 844 STANSBURY DR, SANTA MARIA, CA 93455 | PRESIDENT | 10 | $0 |
| SCOTTIE ORTIZ 427 CAMERON AVE, SANTA MARIA, CA 93455 | TRUSTEE | 10 | $0 |
| LINDA MCCOLLISTER 2333 EASTBURY WAY, SANTA MARIA, CA 93455 | TRUSTEE | 10 | $0 |
| KAREN DALLY 121 OAK HURST CT, ORCUTT, CA 93455 | TREASURER | 10 | $0 |
| LISA WESNER 5969 OAKHILL DR, SANTA MARIA, CA 93455 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 881, SANTA MARIA, CA 93456-0881
- In care of
- % JUDY GARRETT
- Signed the 990-PF
- KAREN DRAPER, TREASURER
- Phone
- (805) 925-3203
- Return prepared by
- MCDERMOTT & APKARIAN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0562319 or by the name MINERVA CLUB TRUST FUND INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0562319
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $303,766
- Income (IRS master file)
- $82,210
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $49,554 | $21,787 | $303,766 | XML |
| 990-PF | December 2024 | $21,970 | $21,020 | $275,499 | XML |
| 990-PF | December 2023 | $13,033 | $22,431 | $274,549 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 77-0562319).
Questions about MINERVA CLUB TRUST FUND INC
- What is the EIN of MINERVA CLUB TRUST FUND INC?
- The employer identification number (EIN) of MINERVA CLUB TRUST FUND INC is 77-0562319.
- Is MINERVA CLUB TRUST FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MINERVA CLUB TRUST FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MINERVA CLUB TRUST FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MINERVA CLUB TRUST FUND INC 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 MINERVA CLUB TRUST FUND INC 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 MINERVA CLUB TRUST FUND INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does MINERVA CLUB TRUST FUND INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,554, expenses of $21,787 and total assets of $303,766 at year end.
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