Charles & Violet Stenson 1994 Tr 01051994 07102007

Stockton, CA
Tax-exempt since Nov. 2008
EIN: 33-6373514

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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 / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$195k (2024)

Expenses

$120k (2024)

Total Assets

$2.7M (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

$195,435

Expenses

$119,737

Net Income

$75,698

Net Assets

$2,703,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,544	2.3%
Dividends	$114,408	58.5%
Sales of Assets	$76,483	39.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,990	89.4%
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	$2,703,230
Total Liabilities	$0
Net Assets	$2,703,230

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Aaron Bennett,Trust Admin Officer)	$0	$0

990-PF

Filed on May 15, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$140,575

Expenses

$187,808

Net Income

-$47,233

Net Assets

$2,627,532

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,168	79.8%
Sales of Assets	$28,407	20.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,877	94.2%
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	$2,627,532
Total Liabilities	$0
Net Assets	$2,627,532

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Aaron Bennett,Trust Admin Officer)	$0	$0

990-PF

Filed on May 15, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$122,285

Expenses

$209,312

Net Income

-$87,027

Net Assets

$2,674,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,252	77.1%
Sales of Assets	$27,969	22.9%
Other Income	$64	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,537	92.9%
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	$2,674,765
Total Liabilities	$0
Net Assets	$2,674,765

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Aaron Bennett,Trust Admin Officer)	$0	$0

990-PF

Filed on Nov. 14, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$292,427

Expenses

$189,478

Net Income

$102,949

Net Assets

$2,761,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,501	25.1%
Sales of Assets	$218,855	74.8%
Other Income	$71	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,608	94.3%
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	$2,761,792
Total Liabilities	$0
Net Assets	$2,761,792

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Aaron Bennett,Trust Admin Officer)	$0	$0

990-PF

Filed on May 13, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$96,069

Expenses

$179,319

Net Income

-$83,250

Net Assets

$2,658,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,011	75.0%
Sales of Assets	$24,058	25.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,348	94.4%
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	$2,658,843
Total Liabilities	$1
Net Assets	$2,658,842

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Aaron Bennett,Trust Admin Officer)	$0	$0

990-PF

Filed on May 14, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$95,799

Expenses

$189,052

Net Income

-$93,253

Net Assets

$2,742,092

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,429	90.2%
Sales of Assets	$9,370	9.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,307	94.3%
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	$2,742,093
Total Liabilities	$1
Net Assets	$2,742,092

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Danielle Love Rawlings,Avp Tr Officer)	$0	$0

990-PF

Filed on July 8, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$136,670

Expenses

$189,723

Net Income

-$53,053

Net Assets

$2,835,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,087	68.8%
Sales of Assets	$42,580	31.2%
Other Income	$3	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,503	89.3%
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	$2,835,346
Total Liabilities	$0
Net Assets	$2,835,346

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Michael Turner, Vp/Trust)	$0	$0

990-PF

Filed on May 15, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$422,670

Expenses

$171,858

Net Income

$250,812

Net Assets

$2,888,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,248	20.2%
Sales of Assets	$337,342	79.8%
Other Income	$80	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,101	97.2%
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	$2,888,399
Total Liabilities	$0
Net Assets	$2,888,399

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Richard Halladay, Vp/Trust)	$0	$0

990-PF

Filed on May 14, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$24,029

Expenses

$175,473

Net Income

-$151,444

Net Assets

$2,637,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,825	> 100%
Sales of Assets	-$44,796
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,634	99.0%
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	$2,637,587
Total Liabilities	$0
Net Assets	$2,637,587

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Richard Halladay, Vp/Trust)	$0	$0

990-PF

Filed on May 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$118,838

Expenses

$175,108

Net Income

-$56,270

Net Assets

$2,789,031

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,548	68.6%
Sales of Assets	$37,290	31.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,257	98.9%
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	$2,789,031
Total Liabilities	$0
Net Assets	$2,789,031

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Richard Halladay, Vp/Trust)	$0	$0

990-PF

Filed on May 12, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$201,549

Expenses

$174,881

Net Income

$26,668

Net Assets

$2,845,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,136	50.2%
Sales of Assets	$100,413	49.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,844	89.7%
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	$2,845,301
Total Liabilities	$0
Net Assets	$2,845,301

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Richard Halladay, Vp/Trust)	$0	$0

990-PF

Filed on May 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$461,721

Expenses

$143,017

Net Income

$318,704

Net Assets

$2,818,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,813	22.7%
Sales of Assets	$356,908	77.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,261	96.7%
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	$2,818,633
Total Liabilities	$0
Net Assets	$2,818,633

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Stockton Trust Dept (Richard Halladay, Vp/Trust)	$0	$0

990-PF

Filed on May 12, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$173,080

Expenses

$165,413

Net Income

$7,667

Net Assets

$2,499,928

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$116,475	67.3%
Sales of Assets	$52,106	30.1%
Other Income	$4,499	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,905	94.3%
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	$2,499,929
Total Liabilities	$1
Net Assets	$2,499,928

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$219,203

Expenses

$161,865

Net Income

$57,338

Net Assets

$2,492,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,127	55.7%
Sales of Assets	$89,634	40.9%
Other Income	$7,442	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,330	91.0%
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	$2,492,262
Total Liabilities	$0
Net Assets	$2,492,262

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

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Updated March 23, 2026

Charles & Violet Stenson 1994 Tr 01051994 07102007

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $195k (2024)

Expenses $120k (2024)

Total Assets $2.7M (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

$195k (2024)

Expenses

$120k (2024)

Total Assets

$2.7M (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