Nonprofit · EIN 77-6183959
BEIGHTLER SQUIRES CHARITABLE TR
Also known as DAVIS LYNN R ET AL TTEE
Tax-exempt · TUSTIN, CA 92780
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $201,132 | $185,647 | $15,485 | $2,501,834 | $0 | $2,501,834 |
| December 31, 2024 | 990-PF | $71,349 | $177,370 | -$106,021 | $2,406,774 | $0 | $2,406,774 |
| December 31, 2023 | 990-PF | $131,184 | $136,844 | -$5,660 | $2,138,791 | $0 | $2,138,791 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $32,523
- Interest
- $37
- Net gain from sales of assets
- $166,499
- Other income
- $2,073
Expenses
- Grants and similar amounts paid
- $182,376
- Disbursements for charitable purposes
- $184,347
- Excise tax on investment income
- $2,749
Balance sheet and other
- Total assets, start of year
- $2,406,774
- Total assets, end of year
- $2,501,834
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,501,834
- Fair market value of assets
- $2,501,834
- Qualifying distributions
- $184,347
- Net investment income
- $199,059
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 |
|---|---|---|---|
| LYNN R DAVIS 360 E 1ST PMB31, TUSTIN, CA 92780 | TRUSTEE | 3 | $0 |
| BRENDA S DAVIS 360 E 1ST PMB31, TUSTIN, CA 92780 | TRUSTEE | 3 | $0 |
| PETER DAVIS 360 E 1ST PMB 31, TUSTIN, CA 92780 | TRUSTEE | 1 | $0 |
| CHRISTINA SZEKELY 360 E 1ST PMB 31, TUSTIN, CA 92680 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNN R DAVIS 360 E 1ST PMB31, TUSTIN, CA 92780 | TRUSTEE | 3 | $0 |
| BRENDA S DAVIS 360 E 1ST PMB31, TUSTIN, CA 92780 | TRUSTEE | 3 | $0 |
| PETER DAVIS 360 E 1ST PMB 31, TUSTIN, CA 92780 | TRUSTEE | 1 | $0 |
| CHRISTINA SZEKELY 360 E 1ST PMB 31, TUSTIN, CA 92680 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNN R DAVIS 360 E 1ST PMB31, TUSTIN, CA 92780 | TRUSTEE | 3 | $0 |
| BRENDA S DAVIS 360 E 1ST PMB31, TUSTIN, CA 92780 | TRUSTEE | 3 | $0 |
| PETER DAVIS 360 E 1ST PMB 31, TUSTIN, CA 92780 | TRUSTEE | 1 | $0 |
| CHRISTINA SZEKELY 360 E 1ST PMB 31, TUSTIN, CA 92680 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 360 E 1ST ST PMB 31, TUSTIN, CA 92780-3211
- In care of
- % LYNN R DAVIS & BRENDA S DAVIS
- Signed the 990-PF
- LYNN DAVIS, TRUSTEE
- Phone
- (714) 665-9591
- Return prepared by
- DONALD G BERKHEIMER CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 77-6183959 or by the name BEIGHTLER SQUIRES CHARITABLE TR.
- 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
- 77-6183959
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,501,834
- Income (IRS master file)
- $305,467
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $201,132 | $185,647 | $2,501,834 | IRS |
| 990-PF | December 2024 | $71,349 | $177,370 | $2,406,774 | IRS |
| 990-PF | December 2023 | $131,184 | $136,844 | $2,138,791 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 77-6183959).
Questions about BEIGHTLER SQUIRES CHARITABLE TR
- What is the EIN of BEIGHTLER SQUIRES CHARITABLE TR?
- The employer identification number (EIN) of BEIGHTLER SQUIRES CHARITABLE TR is 77-6183959.
- Is BEIGHTLER SQUIRES CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BEIGHTLER SQUIRES CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEIGHTLER SQUIRES CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEIGHTLER SQUIRES 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 BEIGHTLER SQUIRES 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 BEIGHTLER SQUIRES 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 BEIGHTLER SQUIRES CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $201,132, expenses of $185,647 and total assets of $2,501,834 at year end.
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