John Stauffer Charitable Trust

990PF • Fiscal year 2024 • EIN 23-7434707

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 25, 2025

Organization Profile

155 North Lake Avenue 11th FloorPasadena, CA 91101

(626) 793-9400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $25M-$50M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $25M-$50M nonprofits • Source year 2024

-128%

Higher net margin than 3% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

$217,785

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

-5.6%

Faster asset growth than 11% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

-37%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets15th percentile

Assets

Down

$34,094,477

Down $2,016,020 (-5.6%) from 2023

Net Assets

Down

$34,094,477

Down $2,016,020 (-5.6%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue15th percentile Net Margin3rd percentile

Revenue

Down

$1,616,089

Down $945,259 (-37%) from 2023

Expenses

Down

$3,684,919

Down $441,124 (-11%) from 2023

Net Income

Down

-$2,068,830

Down $504,135 (-32%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2024

Assets$34,094,477

Liabilities$0

Net Assets$34,094,477

Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$1,616,089

Expenses$3,684,919

Net Income-$2,068,830

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Mar 25, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay49th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL R WHALEN	Trustee	PT	$217,785	-	$217,785
WILLIAM F KRUSE	Trustee	PT	$217,785	-	$217,785
TIMOTHY J GOSNEY	Trustee	PT	$217,785	-	$217,785

Filing and Contact Details

Filer

Filer Name: John Stauffer Charitable Trust
EIN: 23-7434707
Phone: 6267939400
Address: 155 NORTH LAKE AVENUE 11TH FLOOR, PASADENA, CA 91101

Signing Officer

Name: William F Kruse
Title: Trustee
Signed: 2025-03-25
Discuss with paid preparer: Yes

Preparer

Firm: ATS Accounting Group Inc
Address: 6355 Topanga Canyon Blvd Ste 225, Woodland Hills, CA 91367
Preparer: Michael Trunnell CPA
Phone: 8187041040

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	ENDOWMENT FORCHEMISTRYPROFESSOR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	JOHN STAUFFERCENTER FORINNOVATION ANDLEARNING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	TO SUPPORT A CHAIR IN THE FIELD OF CHEMISTRY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	ENDOWMENT FORSUMMER RESEARCHPROGRAM INCHEMISTRY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	TO SUPPORT THE RADIOLOGY DEPARTMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	TO SUPPORT A CHAIR IN THE FIELD OF CHEMISTRY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	CALIFORNIA INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	EISENHOWER HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	UNIVERSITY OF REDLANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	UNIVERSITY OF THE PACIFIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	USC ARCADIA HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	5	OCCIDENTAL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1200 EAST CALIFORNIA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	39000 BOB HOPE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1200 EAST COLTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	3601 PACIFIC AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	300 W HUNTINGTON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	1600 CAMPUS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	RANCHO MIRAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	REDLANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	STOCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	ARCADIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	91125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	92373
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	95211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	91007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	90041
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	2513000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	702851
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	2363514
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	3620017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	3066365
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	2917166
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	2363514
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	19974
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	19974
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	154121
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	2410
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	1084
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	745
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	154121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	2410
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	1084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	745
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	52810
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	1099/BOOK TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	193987
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	EVERETT HARRIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	193987
TaxesSchedule/TaxesDetail/Amt	0	105916
TaxesSchedule/TaxesDetail/Amt	1	29420
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	105916
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	29420
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WILLIAM F KRUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JOHN STAUFFER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	JOHN
ReturnHeader/Filer/EIN	0	237434707
ReturnHeader/Filer/PhoneNum	0	6267939400
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	155 NORTH LAKE AVENUE 11TH FLOOR
ReturnHeader/Filer/USAddress/CityNm	0	PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	822021615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ATS Accounting Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	6355 Topanga Canyon Blvd Ste 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	91367
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8187041040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Michael Trunnell CPA
ReturnHeader/ReturnTs	0	2025-03-25T10:00:07-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $34,094,477
Liabilities: $0
Net assets: $34,094,477
Revenue: $1,616,089
Expenses: $3,684,919
Net income: -$2,068,830

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$34.1	$0.00	$34.1	$1.62	$3.68	$2.07
2023Detailed filing. Detailed filing data is available for this year.	$36.1	$0.00	$36.1	$2.56	$4.13	$1.56
2022Detailed filing. Detailed filing data is available for this year.	$37.6	$0.00	$37.6	$1.37	$3.60	$2.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$39.8	$0.00	$39.8	$8.95	$3.90	$5.05
2020Detailed filing. Detailed filing data is available for this year.	$34.8	$0.00	$34.8	$0.40	$3.02	$2.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$37.4	$0.00	$37.4	$3.24	$2.98	$0.26
2018Detailed filing. Detailed filing data is available for this year.	$37.2	$0.00	$37.2	$4.00	$3.03	$0.97
2017Detailed filing. Detailed filing data is available for this year.	$36.2	$0.00	$36.2	$3.72	$3.21	$0.51
2016Detailed filing. Detailed filing data is available for this year.	$35.7	$0.00	$35.7	$2.97	$2.80	$0.18