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Employer Identification Number 26-4520720

Society of Trust and Estate is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:Society of Trust and Estate
Employer identification number (EIN):26-4520720
EIN Issuing AuthorityInternet
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementProfessional Organization Providing education on international Private client matters
Number of Employees0
Number of Volunteers100
Year Formed2009

Organization Governance

Legal DomicileDE
Voting Members - Governing Body13
Voting Members - Independent13

Organization Financials

2025-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 646,010
Program Service Revenue from current yearUSD $ 810,097
Investment Income from prior yearUSD $ 2,624
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 1,052
Other Revenue from current yearUSD $ 440
Gross receipts from all sourcesUSD $ 820,537
Net assets / fund balances at end of fiscal yearUSD $ 962,667
Net assets / fund balances at beginning of fiscal yearUSD $ 918,318
Total liabilities at end of fiscal yearUSD $ 47,290
Total liabilities at beginning of fiscal yearUSD $ 63,201
Total assets at end of fiscal yearUSD $ 1,009,957
Total assets at beginning of fiscal yearUSD $ 981,519
Revenues less expenses for current yearUSD $ 44,349
Revenues less expenses for previous yearUSD $ -60,716
Total expenses for current yearUSD $ 776,188
Total expenses for previous yearUSD $ 720,402
Other expenses in current yearUSD $ 776,188
Other expenses in previous yearUSD $ 720,402
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 820,537
Total revenue in previous fiscal yearUSD $ 659,686
Contributions and grants from current yearUSD $ 10,000
Contributions and grants from previous yearUSD $ 10,000
Total of other revenueUSD $ 440
2024-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 342,498
Program Service Revenue from current yearUSD $ 646,010
Investment Income from prior yearUSD $ 646
Investment Income from current yearUSD $ 2,624
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 1,052
Gross receipts from all sourcesUSD $ 659,686
Net assets / fund balances at end of fiscal yearUSD $ 918,318
Net assets / fund balances at beginning of fiscal yearUSD $ 979,034
Total liabilities at end of fiscal yearUSD $ 63,201
Total liabilities at beginning of fiscal yearUSD $ 81,450
Total assets at end of fiscal yearUSD $ 981,519
Total assets at beginning of fiscal yearUSD $ 1,060,484
Revenues less expenses for current yearUSD $ -60,716
Revenues less expenses for previous yearUSD $ 50,982
Total expenses for current yearUSD $ 720,402
Total expenses for previous yearUSD $ 322,162
Other expenses in current yearUSD $ 720,402
Other expenses in previous yearUSD $ 322,162
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 659,686
Total revenue in previous fiscal yearUSD $ 373,144
Contributions and grants from current yearUSD $ 10,000
Contributions and grants from previous yearUSD $ 30,000
Total of other revenueUSD $ 1,052
2023-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 130,634
Program Service Revenue from current yearUSD $ 342,498
Investment Income from prior yearUSD $ 552
Investment Income from current yearUSD $ 646
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 373,144
Net assets / fund balances at end of fiscal yearUSD $ 979,034
Net assets / fund balances at beginning of fiscal yearUSD $ 928,052
Total liabilities at end of fiscal yearUSD $ 81,450
Total liabilities at beginning of fiscal yearUSD $ 84,517
Total assets at end of fiscal yearUSD $ 1,060,484
Total assets at beginning of fiscal yearUSD $ 1,012,569
Revenues less expenses for current yearUSD $ 50,982
Revenues less expenses for previous yearUSD $ 142,217
Total expenses for current yearUSD $ 322,162
Total expenses for previous yearUSD $ 87,364
Other expenses in current yearUSD $ 322,162
Other expenses in previous yearUSD $ 87,364
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 373,144
Total revenue in previous fiscal yearUSD $ 229,581
Contributions and grants from current yearUSD $ 30,000
Contributions and grants from previous yearUSD $ 98,395
2022-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 137,671
Program Service Revenue from current yearUSD $ 130,634
Investment Income from prior yearUSD $ 1,053
Investment Income from current yearUSD $ 552
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 229,581
Net assets / fund balances at end of fiscal yearUSD $ 928,052
Net assets / fund balances at beginning of fiscal yearUSD $ 785,835
Total liabilities at end of fiscal yearUSD $ 84,517
Total liabilities at beginning of fiscal yearUSD $ 179,947
Total assets at end of fiscal yearUSD $ 1,012,569
Total assets at beginning of fiscal yearUSD $ 965,782
Revenues less expenses for current yearUSD $ 142,217
Revenues less expenses for previous yearUSD $ -180
Total expenses for current yearUSD $ 87,364
Total expenses for previous yearUSD $ 144,614
Other expenses in current yearUSD $ 87,364
Other expenses in previous yearUSD $ 144,614
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 229,581
Total revenue in previous fiscal yearUSD $ 144,434
Contributions and grants from current yearUSD $ 98,395
Contributions and grants from previous yearUSD $ 5,710
2021-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 604,889
Program Service Revenue from current yearUSD $ 137,671
Investment Income from prior yearUSD $ 3,103
Investment Income from current yearUSD $ 1,053
Other Revenue from prior yearUSD $ 5,692
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 144,434
Net assets / fund balances at end of fiscal yearUSD $ 785,835
Net assets / fund balances at beginning of fiscal yearUSD $ 786,015
Total liabilities at end of fiscal yearUSD $ 179,947
Total liabilities at beginning of fiscal yearUSD $ 196,254
Total assets at end of fiscal yearUSD $ 965,782
Total assets at beginning of fiscal yearUSD $ 982,269
Revenues less expenses for current yearUSD $ -180
Revenues less expenses for previous yearUSD $ 177,043
Total expenses for current yearUSD $ 144,614
Total expenses for previous yearUSD $ 436,641
Other expenses in current yearUSD $ 144,614
Other expenses in previous yearUSD $ 436,641
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 144,434
Total revenue in previous fiscal yearUSD $ 613,684
Contributions and grants from current yearUSD $ 5,710
Contributions and grants from previous yearUSD $ 0
2020-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 973,708
Program Service Revenue from current yearUSD $ 604,889
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 3,103
Other Revenue from prior yearUSD $ 1,073
Other Revenue from current yearUSD $ 5,692
Gross receipts from all sourcesUSD $ 613,684
Net assets / fund balances at end of fiscal yearUSD $ 786,015
Net assets / fund balances at beginning of fiscal yearUSD $ 803,672
Total liabilities at end of fiscal yearUSD $ 196,254
Total liabilities at beginning of fiscal yearUSD $ 237,372
Total assets at end of fiscal yearUSD $ 982,269
Total assets at beginning of fiscal yearUSD $ 1,041,044
Revenues less expenses for current yearUSD $ 177,043
Revenues less expenses for previous yearUSD $ 220,757
Total expenses for current yearUSD $ 436,641
Total expenses for previous yearUSD $ 775,174
Other expenses in current yearUSD $ 436,641
Other expenses in previous yearUSD $ 769,920
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 5,254
Total revenue in current fiscal yearUSD $ 613,684
Total revenue in previous fiscal yearUSD $ 995,931
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 21,150
Total of other revenueUSD $ 5,692
2019-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 813,686
Program Service Revenue from current yearUSD $ 973,708
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 95
Other Revenue from current yearUSD $ 1,073
Gross receipts from all sourcesUSD $ 995,931
Net assets / fund balances at end of fiscal yearUSD $ 803,672
Net assets / fund balances at beginning of fiscal yearUSD $ 521,346
Total liabilities at end of fiscal yearUSD $ 237,372
Total liabilities at beginning of fiscal yearUSD $ 302,882
Total assets at end of fiscal yearUSD $ 1,041,044
Total assets at beginning of fiscal yearUSD $ 824,228
Revenues less expenses for current yearUSD $ 220,757
Revenues less expenses for previous yearUSD $ 127,086
Total expenses for current yearUSD $ 775,174
Total expenses for previous yearUSD $ 686,695
Other expenses in current yearUSD $ 769,920
Other expenses in previous yearUSD $ 686,695
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 5,254
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 995,931
Total revenue in previous fiscal yearUSD $ 813,781
Contributions and grants from current yearUSD $ 21,150
Contributions and grants from previous yearUSD $ 0
Revenue from membership duesUSD $ 21,150
Total of other revenueUSD $ 1,073
2018-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 685,759
Program Service Revenue from current yearUSD $ 813,686
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 325
Other Revenue from current yearUSD $ 95
Gross receipts from all sourcesUSD $ 813,781
Net assets / fund balances at end of fiscal yearUSD $ 521,346
Net assets / fund balances at beginning of fiscal yearUSD $ 394,260
Total liabilities at end of fiscal yearUSD $ 302,882
Total liabilities at beginning of fiscal yearUSD $ 221,433
Total assets at end of fiscal yearUSD $ 824,228
Total assets at beginning of fiscal yearUSD $ 615,693
Revenues less expenses for current yearUSD $ 127,086
Revenues less expenses for previous yearUSD $ 27,770
Total expenses for current yearUSD $ 686,695
Total expenses for previous yearUSD $ 684,289
Other expenses in current yearUSD $ 686,695
Other expenses in previous yearUSD $ 680,289
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 4,000
Total revenue in current fiscal yearUSD $ 813,781
Total revenue in previous fiscal yearUSD $ 712,059
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 25,975
Total of other revenueUSD $ 95
2017-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 423,986
Program Service Revenue from current yearUSD $ 685,759
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 9,173
Other Revenue from current yearUSD $ 325
Gross receipts from all sourcesUSD $ 712,059
Net assets / fund balances at end of fiscal yearUSD $ 394,260
Net assets / fund balances at beginning of fiscal yearUSD $ 392,348
Total liabilities at end of fiscal yearUSD $ 221,433
Total liabilities at beginning of fiscal yearUSD $ 136,337
Total assets at end of fiscal yearUSD $ 615,693
Total assets at beginning of fiscal yearUSD $ 528,685
Revenues less expenses for current yearUSD $ 27,770
Revenues less expenses for previous yearUSD $ -23,024
Total expenses for current yearUSD $ 684,289
Total expenses for previous yearUSD $ 460,983
Other expenses in current yearUSD $ 680,289
Other expenses in previous yearUSD $ 460,983
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 4,000
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 712,059
Total revenue in previous fiscal yearUSD $ 437,959
Contributions and grants from current yearUSD $ 25,975
Contributions and grants from previous yearUSD $ 4,800
Revenue from membership duesUSD $ 24,775
Total of other revenueUSD $ 325
2015-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 550,915
Program Service Revenue from current yearUSD $ 440,233
Investment Income from prior yearUSD $ 0
Investment Income from current yearUSD $ 0
Other Revenue from prior yearUSD $ 5,303
Other Revenue from current yearUSD $ 2,482
Gross receipts from all sourcesUSD $ 442,715
Net assets / fund balances at end of fiscal yearUSD $ 415,372
Net assets / fund balances at beginning of fiscal yearUSD $ 302,736
Total liabilities at end of fiscal yearUSD $ 121,379
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 536,751
Total assets at beginning of fiscal yearUSD $ 302,736
Revenues less expenses for current yearUSD $ 112,636
Revenues less expenses for previous yearUSD $ 84,814
Total expenses for current yearUSD $ 330,079
Total expenses for previous yearUSD $ 515,457
Other expenses in current yearUSD $ 330,079
Other expenses in previous yearUSD $ 515,457
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 442,715
Total revenue in previous fiscal yearUSD $ 600,271
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 44,053
Total of other revenueUSD $ 2,482

Other Company Names associated with EIN

SOCIETY OF TRUST AND ESTATE PRACTITIONERS US INC

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 264520720

USA Mailing Address
12750 High Bluff Drive Ste 300
San Diego
CA
92130
Date first seen: 2007-01-01
Date last seen: 2025-12-31
USA Mailing Address
280 PARK AVENUE 7TH FL
NEW YORK
NY
10017
Date first seen: 2007-01-01
Date last seen: 2026-03-31
USA Mailing Address
575 MADISON AVENUE NO 704
NEW YORK
NY
10022
Date first seen: 2007-01-01
Date last seen: 2025-12-31
USA Mailing Address
P O BOX 3099
JACKSON
WY
83001
Date first seen: 2007-01-01
Date last seen: 2025-12-31
USA Mailing Address
10250 CONSTELLATION BOULEVARD 1400
LOS ANGELES
CA
90067
Date first seen: 2008-01-01
Date last seen: 2025-12-31

EIN Events

Event Date Event description
2013-04-08Posting of automatic revocation of federal tax exempt status for not filing Form 990 return or notice for 3 consecutive years
2012-08-15Automatic revocation of federal tax exempt status for not filing Form 990 return or notice for 3 consecutive years
2012-08-15Reinstatement of federal tax exempt status following automatic revocation for not filing Form 990 return or notice for 3 consecutive years

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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