Stephen Furbacher Charitable Trust
Stephen Furbacher Charitable Trust is a private foundation, based in Paso Robles, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $510K in total assets. In 2025, it awarded 7 grants totaling $24K. Net investment income was $30K.
Stephen Furbacher Charitable Trust at a glance
In short: Stephen Furbacher Charitable Trust gave $24K across 7 grants in 2025 (avg $3K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,000
- +0.0% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $3,429
- +0.0% vs 2024
- Median grant
- $1,500
- Total assets
- $509,900
- +0.9% vs 2024
- Primary geography
- California (58% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Stephen Furbacher Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Concordia Lutheran High School of N Harris Cty ($10K). Together the top 7 received $24K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 33 grants of 33 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Stephen Furbacher Charitable Trust gives
- Giving grew 33% from 2022 to 2025. Method
- In 2025 it paid out 77% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2022) to $31K (2021). In 2025 it made 7 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Concordia Lutheran High School of N Harris Cty Tomball, TX | General | $10,000 |
| United Nations High Commissioner for Refugees Toronto Ontario, CA | General | $5,000 |
| Water AidWater Can Ottawa Ontario, CA | General | $4,500 |
| Boys and Girls Club of San Leandro San Leandro, CA | General | $1,500 |
| El Camino Homeless Organization Atascadero, CA | General | $1,500 |
| Project Ploughshares Waterloo ON, CA | General | $750 |
| Inter Pares Ottawa Ontario, CA | General | $750 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $509,900 | $43,050 | $38,606 | $24,000 | 7 | $24,000 | $30,151 | $31,323 |
| 2024 | $505,456 | $11,588 | $36,587 | $24,000 | 7 | $24,000 | $74,708 | $29,207 |
| 2023 | $467,335 | $8,884 | $32,285 | $21,000 | 7 | $21,000 | $17,830 | $25,835 |
| 2022 | $481,790 | $8,396 | $31,149 | $18,000 | 5 | $18,000 | $30,282 | $26,076 |
| 2021 | $482,657 | $8,842 | $43,841 | $30,500 | 7 | $30,500 | $75,128 | $29,999 |
| 2020 | $451,695 | $9,943 | $37,631 | $27,000 | 6 | — | $36,353 | $25,855 |
Under IRS private-foundation payout rules, Stephen Furbacher Charitable Trust reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stephen Furbacher Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ann McCasland
Trustee
On filings since 2020
1 hr/week
No compensation reported
Richard J Furbacher
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Stephen Furbacher Charitable Trust
How much does Stephen Furbacher Charitable Trust give each year?
Stephen Furbacher Charitable Trust gave $24K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 7 grants.
What is Stephen Furbacher Charitable Trust's typical grant size?
Stephen Furbacher Charitable Trust's median grant in 2025 was $1,500, and its average grant was $3,429, across 7 grants on its 2025 IRS Form 990-PF.
Where does Stephen Furbacher Charitable Trust give grants?
Stephen Furbacher Charitable Trust gives mostly in California: 58% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Texas (42%). The most frequent recipient cities were Ottawa Ontario, CA (2 grants).
Does Stephen Furbacher Charitable Trust give general operating support?
Yes: 100% of Stephen Furbacher Charitable Trust's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Stephen Furbacher Charitable Trust's largest grantees?
Stephen Furbacher Charitable Trust's largest 2025 grantees include Concordia Lutheran High School of N Harris Cty ($10,000), United Nations High Commissioner for Refugees ($5,000) and Water AidWater Can ($4,500), according to its 2025 IRS Form 990-PF. Together they received 81% of its itemized 2025 grant dollars.
How large is Stephen Furbacher Charitable Trust?
Stephen Furbacher Charitable Trust reported $510K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Stephen Furbacher Charitable Trust's EIN?
Stephen Furbacher Charitable Trust's EIN (Employer Identification Number) is 22-2783903. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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