Nonprofit · EIN 14-6217703
BERT JOHNSON CHARITABLE FOUNDATION TR UA 12202002
Also known as HALL TRUDY TTEE
Tax-exempt · SEATTLE, WA 98112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $22,198 | $24,894 | -$2,696 | $368,450 | $0 | $368,450 |
| December 31, 2024 | 990-PF | $18,938 | $28,023 | -$9,085 | $371,146 | $0 | $371,146 |
| December 31, 2023 | 990-PF | $11,300 | $29,225 | -$17,925 | $380,331 | $100 | $380,231 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $14,181
- Interest
- $6
- Net gain from sales of assets
- $8,011
Expenses
- Grants and similar amounts paid
- $18,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $18,000
- Excise tax on investment income
- $258
Balance sheet and other
- Total assets, start of year
- $371,146
- Total assets, end of year
- $368,450
- Total liabilities, end of year
- $0
- Net assets, end of year
- $368,450
- Fair market value of assets
- $449,568
- Qualifying distributions
- $18,000
- Net investment income
- $20,718
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUDY E HALL 1081 26TH AVENUE, SEATTLE, WA 98112 | TRUSTEE | 0 | $0 |
| SAMUEL H JOHNSON 102 CHERRYWOOD COURT, MCMURRAY, PA 15317 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUDY E HALL 1081 26TH AVENUE, SEATTLE, WA 98112 | TRUSTEE | 0 | $0 |
| SAMUEL H JOHNSON 102 CHERRYWOOD COURT, MCMURRAY, PA 15317 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUDY E HALL 1081 26TH AVENUE, SEATTLE, WA 98112 | TRUSTEE | 0 | $0 |
| SAMUEL H JOHNSON 102 CHERRYWOOD COURT, MCMURRAY, PA 15317 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1081 26TH AVE E, SEATTLE, WA 98112-3613
- In care of
- % LAVELLE & FINN LLP
- Signed the 990-PF
- TRUDY E HALL, TRUSTEE
- Phone
- (518) 852-2042
- Return prepared by
- HAGEN KURTH PERMAN & CO PS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 14-6217703
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $368,450
- Income (IRS master file)
- $145,105
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $22,198 | $24,894 | $368,450 | XML |
| 990-PF | December 2024 | $18,938 | $28,023 | $371,146 | XML |
| 990-PF | December 2023 | $11,300 | $29,225 | $380,331 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-6217703).
Questions about BERT JOHNSON CHARITABLE FOUNDATION TR UA 12202002
- What is the EIN of BERT JOHNSON CHARITABLE FOUNDATION TR UA 12202002?
- The employer identification number (EIN) of BERT JOHNSON CHARITABLE FOUNDATION TR UA 12202002 is 14-6217703.
- Is BERT JOHNSON CHARITABLE FOUNDATION TR UA 12202002 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to BERT JOHNSON CHARITABLE FOUNDATION TR UA 12202002 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERT JOHNSON CHARITABLE FOUNDATION TR UA 12202002 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERT JOHNSON CHARITABLE FOUNDATION TR UA 12202002 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERT JOHNSON CHARITABLE FOUNDATION TR UA 12202002 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BERT JOHNSON CHARITABLE FOUNDATION TR UA 12202002?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BERT JOHNSON CHARITABLE FOUNDATION TR UA 12202002 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $22,198, expenses of $24,894 and total assets of $368,450 at year end.
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