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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 94-6063948

JULIA KLUMPKE TRUST

Also known as CAROL A MUELLER TTEE

Tax-exempt · SAN FRANCISCO, CA 94116

Financials

$9K$2K2023$11K$2K2024$11K$23K2025
Revenue Expenses · by fiscal year end
Financials of JULIA KLUMPKE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$10,865$23,395-$12,530$128,525–$128,525
December 31, 2024990-EZ$10,695$2,346$8,349$141,055–$141,055
December 31, 2023990-EZ$9,126$2,299$6,827$132,706–$132,706
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Investment income
$10,865

Expenses

Grants and similar amounts paid
$19,592
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$2,242
Other expenses
$1,561
Program services (functional)
$3,802

Balance sheet and other

Total assets, start of year
$141,055
Total assets, end of year
$128,525
Total liabilities, end of year
–
Net assets, end of year
$128,525
Cash, savings and investments
$128,525
Gross receipts
$10,865

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Carol A MuellerTrustee1$0
990-EZ for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Carol A MuellerTrustee1$0
990-EZ for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Carol A MuellerTrustee1$0

Address and contacts

Address (IRS master file)
695 PACHECO ST, SAN FRANCISCO, CA 94116-1370
In care of
% UNITED CALIFORNIA BANK
Signed the 990-EZ
Carol A Mueller, Trustee
Phone
(415) 661-2687
Return prepared by
Peckler Kolling & Woodul LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6063948 or by the name JULIA KLUMPKE TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

The trust makes contributions to two charitable organizations pursuant to the governing document.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Contributions to two charities are made pursuant to the governing document as amended:1. An Annual payment of $500 to the Society of West-Coast Artists2. A Biennial payment to the San Francisco Symphony Association for the balance of the net income.The trust has no beneficiaries other than the above charities
    Expenses $3,802 · grants $19,593

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for JULIA KLUMPKE TRUST

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
94-6063948
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1971
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$128,525
Income (IRS master file)
$10,865

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$10,865$23,395$128,525XML
990-EZDecember 2024$10,695$2,346$141,055XML
990-EZDecember 2023$9,126$2,299$132,706XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––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 94-6063948).

Questions about JULIA KLUMPKE TRUST

What is the EIN of JULIA KLUMPKE TRUST?
The employer identification number (EIN) of JULIA KLUMPKE TRUST is 94-6063948.
Is JULIA KLUMPKE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to JULIA KLUMPKE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JULIA KLUMPKE TRUST file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of JULIA KLUMPKE TRUST 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 JULIA KLUMPKE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of JULIA KLUMPKE TRUST?
The 990-EZ for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does JULIA KLUMPKE TRUST have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $10,865, expenses of $23,395 and total assets of $128,525 at year end.

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