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Nonprofit · EIN 77-6052982

AILENE B & PIERRE P CLAEYSSENS CHARITABLE TR

Also known as MCGOWAN GUNTERMAN

Tax-exempt · SANTA BARBARA, CA 93130

Financials

$221K$417K2023$112K$425K2024
Revenue Expenses · by fiscal year end
Financials of AILENE B & PIERRE P CLAEYSSENS CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$112,465$425,399-$312,934$4,996,070$0$4,996,070
December 31, 2023990-PF$221,371$417,494-$196,123$5,309,004$0$5,309,004
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$123,392
Interest
$34,556
Net gain from sales of assets
-$45,483

Expenses

Grants and similar amounts paid
$370,299
Compensation of officers, directors and key employees
$42,550
Disbursements for charitable purposes
$372,312
Excise tax on investment income
$1,524

Balance sheet and other

Total assets, start of year
$5,309,004
Total assets, end of year
$4,996,070
Total liabilities, end of year
$0
Net assets, end of year
$4,996,070
Fair market value of assets
$8,479,065
Qualifying distributions
$372,312
Net investment income
$157,948

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
US BANK US PRIVATE WEALTH MGMT
445 S FIGUEROA STREET 26TH FLOOR, LOS ANGELES, CA 90071
CO TRUSTEE1$42,550
NOELLE CLAEYSSENS BURKEY
PO BOX 30586, SANTA BARBARA, CA 931300586
CO TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
US BANK US PRIVATE WEALTH MGMT
445 S FIGUEROA STREET 26TH FLOOR, LOS ANGELES, CA 90071
CO TRUSTEE1$37,855
NOELLE CLAEYSSENS BURKEY
PO BOX 30586, SANTA BARBARA, CA 931300586
CO TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 30586, SANTA BARBARA, CA 93130-0586
In care of
% MCGOWAN GUNTE
Signed the 990-PF
NOELLE CLAEYSSENS BURKEY, TRUSTEE
Phone
(805) 966-0543
Return prepared by
HUTCHINSON & BLOODGOOD LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 77-6052982 or by the name AILENE B & PIERRE P CLAEYSSENS 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
77-6052982
Exempt since
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,996,070
Income (IRS master file)
$3,201,883

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$112,465$425,399$4,996,070IRS
990-PFDecember 2023$221,371$417,494$5,309,004XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 77-6052982).

Questions about AILENE B & PIERRE P CLAEYSSENS CHARITABLE TR

What is the EIN of AILENE B & PIERRE P CLAEYSSENS CHARITABLE TR?
The employer identification number (EIN) of AILENE B & PIERRE P CLAEYSSENS CHARITABLE TR is 77-6052982.
Is AILENE B & PIERRE P CLAEYSSENS CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt since 2020.
Which annual return does AILENE B & PIERRE P CLAEYSSENS CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of AILENE B & PIERRE P CLAEYSSENS CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AILENE B & PIERRE P CLAEYSSENS CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of AILENE B & PIERRE P CLAEYSSENS CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $42,550 (US BANK US PRIVATE WEALTH MGMT, CO TRUSTEE).
How much revenue does AILENE B & PIERRE P CLAEYSSENS CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $112,465, expenses of $425,399 and total assets of $4,996,070 at year end.

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