Stagen Family Charitable Trust

New York, NY
Tax-exempt since May 2010
EIN: 26-1539957

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$122k (2024)

Expenses

$76.7k (2024)

Total Assets

$640k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$121,630

Expenses

$76,665

Net Income

$44,965

Net Assets

$640,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,906	9.0%
Sales of Assets	$110,724	91.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,003	83.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$640,424
Total Liabilities	$0
Net Assets	$640,424

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Grace L Torkelson (Co Trustee)	$0	$0
Clare V Torkelson (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

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990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$34,311

Expenses

$83,029

Net Income

-$48,718

Net Assets

$607,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,238	32.8%
Sales of Assets	$23,041	67.2%
Other Income	$32	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,018	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$607,723
Total Liabilities	$0
Net Assets	$607,723

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Corinne Stagen (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$51,514

Expenses

$42,454

Net Income

$9,060

Net Assets

$645,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	19.4%
Interest Revenue	$0
Dividends	$9,158	17.8%
Sales of Assets	$32,356	62.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,875	60.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$646,275
Total Liabilities	$927
Net Assets	$645,348

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Corinne Stagen (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$99,637

Expenses

$56,424

Net Income

$43,213

Net Assets

$664,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,005	8.0%
Sales of Assets	$91,632	92.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,044	71.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$665,739
Total Liabilities	$1,309
Net Assets	$664,430

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Corinne Stagen (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$106,728

Expenses

$63,312

Net Income

$43,416

Net Assets

$636,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$693	0.6%
Dividends	$8,268	7.7%
Sales of Assets	$97,483	91.3%
Other Income	$284	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,391	79.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$637,767
Total Liabilities	$1,180
Net Assets	$636,587

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Corinne Stagen (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$113,319

Expenses

$57,393

Net Income

$55,926

Net Assets

$533,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,035	1.8%
Dividends	$9,788	8.6%
Sales of Assets	$101,192	89.3%
Other Income	$304	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,392	75.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$534,948
Total Liabilities	$1,067
Net Assets	$533,881

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Corinne Stagen (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$41,800

Expenses

$50,887

Net Income

-$9,087

Net Assets

$531,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,314	5.5%
Dividends	$8,882	21.2%
Sales of Assets	$30,300	72.5%
Other Income	$304	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,068	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$532,220
Total Liabilities	$922
Net Assets	$531,298

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Corinne Stagen (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$60,208

Expenses

$59,592

Net Income

$616

Net Assets

$539,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,151	3.6%
Dividends	$8,293	13.8%
Sales of Assets	$49,578	82.3%
Other Income	$186	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,610	81.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$540,487
Total Liabilities	$1,003
Net Assets	$539,484

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Corinne Torkelson (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$45,520

Expenses

$53,343

Net Income

-$7,823

Net Assets

$548,350

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,144	2.5%
Dividends	$8,674	19.1%
Sales of Assets	$35,702	78.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,300	81.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$549,220
Total Liabilities	$870
Net Assets	$548,350

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Corinne Stagen (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$34,911

Expenses

$44,803

Net Income

-$9,892

Net Assets

$564,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,607	4.6%
Dividends	$9,556	27.4%
Sales of Assets	$22,297	63.9%
Other Income	$1,451	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,108	76.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$565,740
Total Liabilities	$893
Net Assets	$564,847

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Corinne Torkelson (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

990-PF

Filed on July 21, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$71,109

Expenses

$57,842

Net Income

$13,267

Net Assets

$613,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,524	2.1%
Dividends	$12,399	17.4%
Sales of Assets	$54,807	77.1%
Other Income	$2,379	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,142	79.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$614,476
Total Liabilities	$955
Net Assets	$613,521

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Corinne Torkelson (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$57,826

Expenses

$54,569

Net Income

$3,257

Net Assets

$572,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,051	3.5%
Dividends	$11,055	19.1%
Sales of Assets	$43,256	74.8%
Other Income	$1,464	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,059	80.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$573,042
Total Liabilities	$994
Net Assets	$572,048

Compensation

Key Employees and Officers	Compensation	Other
Randall Stagen (Co Trustee)	$0	$0
Corinne Torkelson (Co Trustee)	$0	$0
Dosoris Trust Company (Co Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$36,169

Expenses

$42,859

Net Income

-$6,690

Net Assets

$586,067

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,826	7.8%
Dividends	$11,611	32.1%
Sales of Assets	$21,076	58.3%
Other Income	$656	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,166	77.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$586,939
Total Liabilities	$872
Net Assets	$586,067

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$27,434

Expenses

$34,874

Net Income

-$7,440

Net Assets

$593,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,979	10.9%
Dividends	$11,407	41.6%
Sales of Assets	$12,577	45.8%
Other Income	$471	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,394	72.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$593,958
Total Liabilities	$820
Net Assets	$593,138

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Stagen Family Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $122k (2024)

Expenses $76.7k (2024)

Total Assets $640k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$122k (2024)

Expenses

$76.7k (2024)

Total Assets

$640k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007