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Nonprofit · EIN 82-1604387

MISTLER CHARITABLE TRUST

Tax-exempt · RALEIGH, NC 27607

Financials

$104K$148K2023$143K$161K2024
Revenue Expenses · by fiscal year end
Financials of MISTLER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$142,810$161,418-$18,608$1,646,688$0$1,646,688
December 31, 2023990-PF$104,315$147,725-$43,410$1,665,743$0$1,665,743
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$99,361
Interest
$6
Net gain from sales of assets
$40,388
Other income
$3,055

Expenses

Grants and similar amounts paid
$136,700
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$136,700
Excise tax on investment income
$1,690

Balance sheet and other

Total assets, start of year
$1,665,743
Total assets, end of year
$1,646,688
Total liabilities, end of year
$0
Net assets, end of year
$1,646,688
Fair market value of assets
$3,210,581
Qualifying distributions
$136,700
Net investment income
$142,810

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
THOMAS E MISTLER
826 WALKER STONE DRIVE, CARY, NC 66205
TRUSTEE0$0
CAROLYN FENDELMAN
2206 WHITMAN RD, RALEIGH, NC 27607
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
THOMAS E MISTLER
826 WALKER STONE DRIVE, CARY, NC 66205
TRUSTEE0$0
CAROLYN FENDELMAN
2206 WHITMAN RD, RALEIGH, NC 27607
TRUSTEE0$0

Address and contacts

Address (IRS master file)
2206 WHITMAN RD, RALEIGH, NC 27607-6649
Signed the 990-PF
THOMAS E MISTLER, TRUSTEE
Phone
(913) 213-5400
Return prepared by
RUBINBROWN LLP

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
82-1604387
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,646,688
Income (IRS master file)
$202,941

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$142,810$161,418$1,646,688IRS
990-PFDecember 2023$104,315$147,725$1,665,743XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 82-1604387).

Questions about MISTLER CHARITABLE TRUST

What is the EIN of MISTLER CHARITABLE TRUST?
The employer identification number (EIN) of MISTLER CHARITABLE TRUST is 82-1604387.
Is MISTLER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to MISTLER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MISTLER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MISTLER CHARITABLE TRUST 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 MISTLER CHARITABLE TRUST 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 MISTLER CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does MISTLER CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $142,810, expenses of $161,418 and total assets of $1,646,688 at year end.

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