Nonprofit · EIN 88-6692752
STEVENS HAVEN CHARITABLE FOUNDATION
Also known as ROBERT L SOUZA TTEE
Tax-exempt · CASA GRANDE, AZ 85122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $341,876 | $278,652 | $63,224 | $5,571,474 | $519 | $5,570,955 |
| December 31, 2024 | 990-PF | $802,334 | $257,405 | $544,929 | $5,508,973 | $1,242 | $5,507,731 |
| December 31, 2023 | 990-PF | $211,628 | $256,058 | -$44,430 | $4,962,802 | $0 | $4,962,802 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $77,230
- Interest
- $265,151
- Net gain from sales of assets
- -$505
Expenses
- Grants and similar amounts paid
- $242,487
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $242,487
- Excise tax on investment income
- $4,759
Balance sheet and other
- Total assets, start of year
- $5,508,973
- Total assets, end of year
- $5,571,474
- Total liabilities, end of year
- $519
- Net assets, end of year
- $5,570,955
- Fair market value of assets
- $5,636,218
- Qualifying distributions
- $242,487
- Net investment income
- $342,381
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 |
|---|---|---|---|
| ROBERT L SOUZA PO BOX 10550, CASA GRANDE, AZ 851300079 | TRUSTEE | 0 | $0 |
| MARY MICKAEL FOERSTER PO BOX 10550, CASA GRANDE, AZ 851300079 | TRUSTEE | 0 | $0 |
| WITHNEY E SOUZA PO BOX 10550, CASA GRANDE, AZ 851300079 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L SOUZA PO BOX 10550, CASA GRANDE, AZ 851300079 | TRUSTEE | 0 | $0 |
| MARY MICKAEL FOERSTER PO BOX 10550, CASA GRANDE, AZ 851300079 | TRUSTEE | 0 | $0 |
| WITHNEY E SOUZA PO BOX 10550, CASA GRANDE, AZ 851300079 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L SOUZA PO BOX 10550, CASA GRANDE, AZ 851300079 | TRUSTEE | 0 | $0 |
| MARY MICKAEL FOERSTER PO BOX 10550, CASA GRANDE, AZ 851300079 | TRUSTEE | 0 | $0 |
| WITHNEY E SOUZA PO BOX 10550, CASA GRANDE, AZ 851300079 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2250 N PINAL AVE STE 5, CASA GRANDE, AZ 85122-6218
- Signed the 990-PF
- ROBERT L SOUZA, TRUSTEE
- Phone
- (520) 431-0140
- Return prepared by
- ARANA & CORDOVA PC
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
- 88-6692752
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,571,474
- Income (IRS master file)
- $3,810,734
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $341,876 | $278,652 | $5,571,474 | XML |
| 990-PF | December 2024 | $802,334 | $257,405 | $5,508,973 | IRS |
| 990-PF | December 2023 | $211,628 | $256,058 | $4,962,802 | XML |
| 990-PF | December 2022 | – | – | – | 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 88-6692752).
Questions about STEVENS HAVEN CHARITABLE FOUNDATION
- What is the EIN of STEVENS HAVEN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of STEVENS HAVEN CHARITABLE FOUNDATION is 88-6692752.
- Is STEVENS HAVEN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to STEVENS HAVEN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEVENS HAVEN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEVENS HAVEN CHARITABLE FOUNDATION 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 STEVENS HAVEN CHARITABLE FOUNDATION 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 STEVENS HAVEN CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does STEVENS HAVEN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $341,876, expenses of $278,652 and total assets of $5,571,474 at year end.
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