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Nonprofit · EIN 94-2455308

HUGH STUART CENTER CHARITABLE TRUST

Tax-exempt · SAN JOSE, CA 95112

Financials

$2M$2.3M2023$3.5M$2M2024
Revenue Expenses · by fiscal year end
Financials of HUGH STUART CENTER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,500,247$1,997,778$1,502,469$13,294,743$0$13,294,743
December 31, 2023990-PF$2,013,727$2,339,106-$325,379$11,792,274$0$11,792,274
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,190,396
Interest
$2,499
Net gain from sales of assets
$2,307,036
Other income
$316

Expenses

Grants and similar amounts paid
$1,350,000
Compensation of officers, directors and key employees
$447,422
Salaries, compensation and benefits (total)
$36,819
Disbursements for charitable purposes
$1,743,405
Excise tax on investment income
$45,113

Balance sheet and other

Total assets, start of year
$11,792,274
Total assets, end of year
$13,294,743
Total liabilities, end of year
$0
Net assets, end of year
$13,294,743
Fair market value of assets
$31,400,666
Qualifying distributions
$1,743,405
Net investment income
$3,499,931

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
ARTHUR K LUND
96 NORTH THIRD STREET 560, SAN JOSE, CA 95112
TRUSTEE20$223,711
SHIRLEY ONEAL
96 NORTH THIRD STREET 560, SAN JOSE, CA 95112
Trustee15$223,711
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ARTHUR K LUND
96 NORTH THIRD STREET 500, SAN JOSE, CA 95112
TRUSTEE20$179,173
SHIRLEY ONEAL
96 NORTH THIRD STREET 500, SAN JOSE, CA 95112
Trustee15$179,173

Address and contacts

Address (IRS master file)
96 N 3RD ST STE 560, SAN JOSE, CA 95112-7709
Signed the 990-PF
ARTHUR K LUND, TRUSTEE
Phone
(408) 293-0463
Return prepared by
Crawford Pimentel Corporation

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2455308 or by the name HUGH STUART CENTER CHARITABLE TRUST.

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
94-2455308
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
1978
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$13,294,743
Income (IRS master file)
$9,376,380

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,500,247$1,997,778$13,294,743XML
990-PFDecember 2023$2,013,727$2,339,106$11,792,274XML
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 94-2455308).

Questions about HUGH STUART CENTER CHARITABLE TRUST

What is the EIN of HUGH STUART CENTER CHARITABLE TRUST?
The employer identification number (EIN) of HUGH STUART CENTER CHARITABLE TRUST is 94-2455308.
Is HUGH STUART CENTER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to HUGH STUART CENTER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HUGH STUART CENTER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HUGH STUART CENTER 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 HUGH STUART CENTER 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 HUGH STUART CENTER CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $223,711 (ARTHUR K LUND, TRUSTEE).
How much revenue does HUGH STUART CENTER CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,500,247, expenses of $1,997,778 and total assets of $13,294,743 at year end.

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