Nonprofit · EIN 23-7418092
HENRY ELM TRUST
Tax-exempt · SIDNEY, MT 59270
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $131,635 | $116,149 | $15,486 | $1,182,419 | $0 | $1,182,419 |
| December 31, 2024 | 990-PF | $148,082 | $167,832 | -$19,750 | $1,156,908 | $0 | $1,156,908 |
| December 31, 2023 | 990-PF | $149,488 | $180,722 | -$31,234 | $1,164,420 | $0 | $1,164,420 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $42,077
- Other income
- $89,558
Expenses
- Grants and similar amounts paid
- $76,324
- Disbursements for charitable purposes
- $76,324
- Excise tax on investment income
- $1,276
Balance sheet and other
- Total assets, start of year
- $1,156,908
- Total assets, end of year
- $1,182,419
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,182,419
- Fair market value of assets
- $1,169,656
- Qualifying distributions
- $76,324
- Net investment income
- $131,635
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 |
|---|---|---|---|
| WADE WHITEMAN BOX 1688, SIDNEY, MT 59270 | CO-TRUSTEE | 0 | $0 |
| HANNA JEPSON BOX 1688, SIDNEY, MT 59270 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WADE WHITEMAN BOX 1688, SIDNEY, MT 59270 | CO-TRUSTEE | 0 | $0 |
| HANNA JEPSON BOX 1688, SIDNEY, MT 59270 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WADE WHITEMAN BOX 1049, SIDNEY, MT 59270 | CO-TRUSTEE | 0 | $0 |
| JD MULKEY BOX 1049, SIDNEY, MT 59270 | CO-TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 W HOLLY ST, SIDNEY, MT 59270-3905
- In care of
- % RICHLAND NATIONAL BANK
- Signed the 990-PF
- WADE WHITEMAN, CO-TRUSTEE
- Phone
- (406) 433-8600
- Return prepared by
- GERTEN & CO PC
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
- 23-7418092
- 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
- 1964
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,182,419
- Income (IRS master file)
- $131,635
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $131,635 | $116,149 | $1,182,419 | XML |
| 990-PF | December 2024 | $148,082 | $167,832 | $1,156,908 | IRS |
| 990-PF | December 2023 | $149,488 | $180,722 | $1,164,420 | 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 23-7418092).
Questions about HENRY ELM TRUST
- What is the EIN of HENRY ELM TRUST?
- The employer identification number (EIN) of HENRY ELM TRUST is 23-7418092.
- Is HENRY ELM TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to HENRY ELM TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY ELM TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY ELM TRUST 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 HENRY ELM TRUST 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 HENRY ELM TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HENRY ELM TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $131,635, expenses of $116,149 and total assets of $1,182,419 at year end.
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