Steven M & Joyce E Tadler Charitable Tr

Steven M & Joyce F Tadler Ttee

Kiawah Island, SC
Tax-exempt since March 2009
EIN: 35-6797771

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.21M (2024)

Expenses

$1.56M (2024)

Total Assets

$14.8M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$1,212,011

Expenses

$1,559,878

Net Income

-$347,867

Net Assets

$14,770,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$168,714	13.9%
Dividends	$545,134	45.0%
Sales of Assets	$497,393	41.0%
Other Income	$770	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,452,875	93.1%
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	$14,770,817
Total Liabilities	$0
Net Assets	$14,770,817

Compensation

Key Employees and Officers	Compensation	Other
Steven M Tadler (Trustee)	$0	$0
Joyce E Tadler (Trustee)	$0	$0

990-PF

Filed on Nov. 17, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$2,121,843

Expenses

$1,156,297

Net Income

$965,546

Net Assets

$15,118,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$72,907	3.4%
Dividends	$545,502	25.7%
Sales of Assets	$1,503,384	70.9%
Other Income	$50	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,099,228	95.1%
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	$15,118,684
Total Liabilities	$0
Net Assets	$15,118,684

Compensation

Key Employees and Officers	Compensation	Other
Steven M Tadler (Trustee)	$0	$0
Joyce E Tadler (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$370,645

Expenses

$1,189,017

Net Income

-$818,372

Net Assets

$14,153,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50,800	13.7%
Dividends	$477,620	> 100%
Sales of Assets	-$157,856
Other Income	$81	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,103,250	92.8%
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	$14,153,138
Total Liabilities	$0
Net Assets	$14,153,138

Compensation

Key Employees and Officers	Compensation	Other
Steven M Tadler (Trustee)	$0	$0
Joyce E Tadler (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$2,243,581

Expenses

$926,590

Net Income

$1,316,991

Net Assets

$14,971,510

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$626,998	27.9%
Interest Revenue	$49,763	2.2%
Dividends	$579,045	25.8%
Sales of Assets	$986,049	43.9%
Other Income	$1,726	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$868,849	93.8%
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	$14,971,510
Total Liabilities	$0
Net Assets	$14,971,510

Compensation

Key Employees and Officers	Compensation	Other
Steven M Tadler (Trustee)	$0	$0
Joyce E Tadler (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$923,132

Expenses

$903,327

Net Income

$19,805

Net Assets

$13,654,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35,718	3.9%
Dividends	$417,513	45.2%
Sales of Assets	$463,928	50.3%
Other Income	$5,973	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$851,000	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	$13,654,519
Total Liabilities	$1
Net Assets	$13,654,518

Compensation

Key Employees and Officers	Compensation	Other
Steven M Tadler (Trustee)	$0	$0
Joyce E Tadler (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$2,123,271

Expenses

$670,483

Net Income

$1,452,788

Net Assets

$13,634,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,632,900	76.9%
Interest Revenue	$61,762	2.9%
Dividends	$364,391	17.2%
Sales of Assets	$64,218	3.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$603,687	90.0%
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	$13,634,714
Total Liabilities	$1
Net Assets	$13,634,713

Compensation

Key Employees and Officers	Compensation	Other
Steven M Tadler (Trustee)	$0	$0
Joyce E Tadler (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$5,737,771

Expenses

$454,680

Net Income

$5,283,091

Net Assets

$12,181,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,724,188	82.3%
Interest Revenue	$18,502	0.3%
Dividends	$269,448	4.7%
Sales of Assets	$725,633	12.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$423,625	93.2%
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	$12,181,926
Total Liabilities	$0
Net Assets	$12,181,926

Compensation

Key Employees and Officers	Compensation	Other
Steven M Tadler (Trustee)	$0	$0
Joyce E Tadler (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$1,558,229

Expenses

$389,643

Net Income

$1,168,586

Net Assets

$6,898,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,045,573	67.1%
Interest Revenue	$1,310	0.1%
Dividends	$217,177	13.9%
Sales of Assets	$294,169	18.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$384,744	98.7%
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	$6,898,835
Total Liabilities	$0
Net Assets	$6,898,835

Compensation

Key Employees and Officers	Compensation	Other
Steven M Tadler (Trustee)	$0	$0
Joyce E Tadler (Trustee)	$0	$0

990-PF

Filed on Sept. 14, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$2,358,719

Expenses

$204,707

Net Income

$2,154,012

Net Assets

$5,581,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,554,830	65.9%
Interest Revenue	$223	0.0%
Dividends	$181,793	7.7%
Sales of Assets	$620,928	26.3%
Other Income	$945	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,250	91.5%
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	$5,581,675
Total Liabilities	$0
Net Assets	$5,581,675

Compensation

Key Employees and Officers	Compensation	Other
Steven M Tadler (Trustee)	$0	$0
Joyce E Tadler (Trustee)	$0	$0

990-PF

Filed on May 13, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$1,822,781

Expenses

$366,631

Net Income

$1,456,150

Net Assets

$4,313,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$908,624	49.8%
Interest Revenue	$209	0.0%
Dividends	$142,997	7.8%
Sales of Assets	$770,951	42.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$360,175	98.2%
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	$4,313,976
Total Liabilities	$0
Net Assets	$4,313,976

Compensation

Key Employees and Officers	Compensation	Other
Steven M Tadler (Trustee)	$0	$0
Joyce E Tadler (Trustee)	$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

$1,934,814

Expenses

$322,234

Net Income

$1,612,580

Net Assets

$3,400,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,594,170	82.4%
Interest Revenue	$133	0.0%
Dividends	$107,985	5.6%
Sales of Assets	$232,526	12.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$319,660	99.2%
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	$3,400,386
Total Liabilities	$0
Net Assets	$3,400,386

Compensation

Key Employees and Officers	Compensation	Other
Steven M Tadler (Trustee)	$0	$0
Joyce E Tadler (Trustee)	$0	$0

990-PF

Filed on May 13, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$247,370

Expenses

$239,834

Net Income

$7,536

Net Assets

$2,650,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$71	0.0%
Dividends	$94,796	38.3%
Sales of Assets	$152,503	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,775	96.2%
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	$2,650,203
Total Liabilities	$1
Net Assets	$2,650,202

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$707,861

Expenses

$144,921

Net Income

$562,940

Net Assets

$2,642,666

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$285,875	40.4%
Interest Revenue	$114	0.0%
Dividends	$96,459	13.6%
Sales of Assets	$325,413	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,200	98.8%
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	$2,642,667
Total Liabilities	$1
Net Assets	$2,642,666

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Steven M & Joyce E Tadler Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.21M (2024)

Expenses $1.56M (2024)

Total Assets $14.8M (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

No Extracted Financial Data

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

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$1.21M (2024)

Expenses

$1.56M (2024)

Total Assets

$14.8M (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