Nonprofit · EIN 26-1167161
DR NEIL & ELAINE TROTMAN FAMILY FOUNDATION
Tax-exempt · FORTINE, MT 59918
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $51,426 | $165,033 | -$113,607 | $319,123 | $0 | $319,123 |
| June 30, 2024 | 990-PF | $36,303 | $176,893 | -$140,590 | $432,730 | $0 | $432,730 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $11,028
- Net gain from sales of assets
- $40,398
Expenses
- Grants and similar amounts paid
- $157
- Compensation of officers, directors and key employees
- $150,000
- Disbursements for charitable purposes
- $27,736
Balance sheet and other
- Total assets, start of year
- $432,730
- Total assets, end of year
- $319,123
- Total liabilities, end of year
- $0
- Net assets, end of year
- $319,123
- Fair market value of assets
- $344,461
- Qualifying distributions
- $27,736
- Net investment income
- $11,028
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEA ANN TROTMAN SMITH PO BOX 288, FORTINE, MT 59918 | PRESIDENT | 0 | $75,000 |
| KENNETH N TROTMAN 10799 SW KIOWA COURT, TUALATIN, OR 97062 | TREASURER | 0 | $75,000 |
| ELAINE G TROTMAN 15642 MUSTANG DRIVE, FOUNTAIN HILLS, AZ 85268 | CHAIRPERSON | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEA ANN TROTMAN SMITH PO BOX 288, FORTINE, MT 59918 | PRESIDENT | 20 | $75,000 |
| KENNETH N TROTMAN 10799 SW KIOWA COURT, TUALATIN, OR 97062 | TREASURER | 18 | $75,000 |
| ELAINE G TROTMAN 15642 MUSTANG DRIVE, FOUNTAIN HILLS, AZ 85268 | CHAIRPERSON | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 288, FORTINE, MT 59918-0288
- Signed the 990-PF
- LEA ANN TROTMAN SMITH, PRESIDENT
- Phone
- (406) 882-4520
- Return prepared by
- ADDINGTON ACCOUNTING & TAX 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1167161
- 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
- 2008
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $319,123
- Income (IRS master file)
- $167,406
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $51,426 | $165,033 | $319,123 | XML |
| 990-PF | June 2024 | $36,303 | $176,893 | $432,730 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 26-1167161).
Questions about DR NEIL & ELAINE TROTMAN FAMILY FOUNDATION
- What is the EIN of DR NEIL & ELAINE TROTMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of DR NEIL & ELAINE TROTMAN FAMILY FOUNDATION is 26-1167161.
- Is DR NEIL & ELAINE TROTMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to DR NEIL & ELAINE TROTMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DR NEIL & ELAINE TROTMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DR NEIL & ELAINE TROTMAN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DR NEIL & ELAINE TROTMAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of DR NEIL & ELAINE TROTMAN FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $75,000 (LEA ANN TROTMAN SMITH, PRESIDENT).
- How much revenue does DR NEIL & ELAINE TROTMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $51,426, expenses of $165,033 and total assets of $319,123 at year end.
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