Zerbst Charles Irrev Charitable Tr

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $100 a year.

How does your 990 look to donors? Take the 10-Question Audit

To provide support in perpetuity to lutheran services, INC.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 81-2918786) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
$8K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $825 a year · 3% of revenue · last 6 filings
A surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
71%
of spending
71% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$8K
to officers and key staff · 25% of spending
Pay to officers and key staff is 25% of spending.
Part VII, Section A
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
1
of 1 voting members
1 of 1 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$44K
+42% vs prior year
Spent
$30K
To programs
71%
Net assets
$682K
By yearFY2020–FY2025
Revenue
$44K
FY2025▲ +42%
Tap a bar for its year
Revenue by fiscal year
FY2020$8K
FY2021$36K
FY2022$26K
FY2023$22K
FY2024$31K
FY2025$44K
Expenses
$30K
FY2025▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$25K
FY2021$26K
FY2022$25K
FY2023$27K
FY2024$29K
FY2025$30K
Net assets
$682K
FY2025▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$655K
FY2021$666K
FY2022$667K
FY2023$664K
FY2024$666K
FY2025$682K

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $22K Management & general 29% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

1 person listed on the 990; $8K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$7,517Pt VII · Sec A

The Bank of Tampa’s $8K as Trustee is at the 29th percentile of top reported officer pay among 146 <$100K education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
The Bank of Tampa$7,517$7,172$6,714$6,972$7,252$3,735

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Zerbst Charles Irrev Charitable Tr executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports Lutheran Services, Inc. in perpetuity.

Questions for Zerbst Charles Irrev Charitable Tr

Tap to ask. Zerbst Charles Irrev Charitable Tr sees how many people are interested.

Your first name shows with your question. Zerbst Charles Irrev Charitable Tr answers here, for everyone.

1 program · $22K · in their own filed words · FY2025
01

To provide support in perpetuity to lutheran services inc

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 81-2918786) · Dispute this line
$22Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $113K · 2020–2025

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$44K
Ln 12
Investment incomeLn 3$25K
Other incomeLn 4–11$19K
Money outPt IX
$30K
Ln 25
Programscol B$22K
Managementcol C$9K
Owns and owesPt X
$682K
net assets · Ln 32
Total assetsLn 16$682K
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$25K
Other incomeLn 4–11$19K
Gains on assetsLn 7$19K
Total revenueLn 12$44K
Assets in detailPt X, end of year
InvestmentsLn 11–13$682K
Total assetsLn 16$682K
LiabilitiesLn 26$0
Net assetsLn 32$682K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
InvestmentsLn 11–13$666K$682K
Total assetsLn 16$666K$682K
LiabilitiesLn 26$0$0
Net assetsLn 32$666K$682K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$22K$22K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$8K$8K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$800$800
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$476$476
All other expensesLn 24e$0
Total functional expensesLn 25$30K$22K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 12, 2026 $44K$30K$13K$682K 990 PDF
FY2024Filed with the IRS May 5, 2025 $31K$29K$2K$666K 990 PDF
FY2023Filed with the IRS May 13, 2024 $22K$27K−$5K$664K 990 PDF
FY2022Filed with the IRS May 3, 2023 $26K$25K$1K$667K 990 PDF
FY2021Filed with the IRS May 3, 2022 $36K$26K$10K$666K 990 PDF
FY2020Filed with the IRS May 26, 2021 $8K$25K−$16K$655K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations R · Related orgs
See the full FY2025 990
Part I · Summary $43,571 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $30,605$43,571
I-11 Other revenue$0
I-12 Total revenuePrior year $30,605$43,571
I-13 Grants and similar amounts paidPrior year $20,898$21,643
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $7,172$7,517
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $528$1,276
I-18 Total expensesPrior year $28,598$30,436
I-19 Revenue less expensesPrior year $2,007$13,135
Part VI · Governance 1 of 1 board members independent, 2 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members1
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $43,571 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $24,982$24,982
VIII-7 Net gain or loss on sales of assetsExcluded from tax $18,589$18,589
VIII-12 Total revenueExcluded from tax $43,571$43,571
Part IX · Statement of functional expenses $30,436 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $21,643$21,643
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)Management $7,517$7,517
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $800$800
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Management $476$476
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $21,643 · Management $8,793 · Fundraising $0$30,436
Part X · Balance sheet $682,246 assets, 6 lines filed
X-11 Publicly traded securitiesStart of year $666,404$682,246
X-16 Total assetsStart of year $666,404$682,246
X-26 Total liabilitiesStart of year $0$0
X-29 Capital stock or trust principalStart of year $666,404$682,246
X-32 Total net assets or fund balancesStart of year $666,404$682,246
X-33 Total liabilities and net assetsStart of year $666,404$682,246
Part XI · Reconciliation of net assets $682,246 net assets at year end
XI-1 Total revenue$43,571
XI-2 Total expenses$30,436
XI-3 Revenue less expenses$13,135
XI-4 Net assets at start of year$666,404
XI-9 Other changes in net assets$2,707
XI-10 Net assets at end of year$682,246

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

The names, titles, and financial information shown on this page are reproduced from IRS Form 990 filings, which are public records. More

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown. A filing can only be corrected by the organization filing an amended return with the IRS; the corrected information appears here at our next update.

We publish only information contained in the public IRS filing, and less than the filing contains. Our pages do not display home addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, contact the filing organization or the IRS directly.

All figures come from public IRS Form 990 filings. Comparisons are computed from the filing against similar orgs. They are not a rating.

Featured nonprofit jobs

All nonprofit jobs → · Hiring? Post a job →