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Nonprofit · EIN 32-6050918

JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL

Also known as DANIEL J LOWENBERG TTEE

Tax-exempt · MONTROSE, CO 81401

Financials

$41K$4K2023$56K$66K2024$41K$31K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$41,078$30,863$10,215$549,911$79,500$470,411
December 31, 2024990-PF$55,596$65,528-$9,932$526,196$66,000$460,196
December 31, 2023990-PF$40,854$4,414$36,440$545,128$75,000$470,128
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$18,323
Interest
$32
Net gain from sales of assets
$22,329
Other income
$394

Expenses

Grants and similar amounts paid
$19,500
Compensation of officers, directors and key employees
$4,057
Disbursements for charitable purposes
$19,500
Excise tax on investment income
$571

Balance sheet and other

Total assets, start of year
$526,196
Total assets, end of year
$549,911
Total liabilities, end of year
$79,500
Net assets, end of year
$470,411
Fair market value of assets
$719,559
Qualifying distributions
$19,500
Net investment income
$41,078

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.

NameTitleHours / weekCompensation
DANIEL J LOWENBERG
144 S UNCOMPAHGRE AVE, MONTROSE, CO 81401
TRUSTEE1$4,057
BRANDON KELTZ
2540 LOCUST ROAD, MONTROSE, CO 81401
TRUSTEE0.5$0
MARK VIDMAR
1040 FRUIT PARK RD, MONTROSE, CO 81403
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
DANIEL J LOWENBERG
144 S UNCOMPAHGRE AVE, MONTROSE, CO 81401
TRUSTEE1$5,429
BRANDON KELTZ
2540 LOCUST ROAD, MONTROSE, CO 81401
TRUSTEE0.5$750
MARK VIDMAR
1040 FRUIT PARK RD, MONTROSE, CO 81403
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DANIEL J LOWENBERG
144 SOUTH UNCOMPAHGRE AVENUE, Montrose, CO 81401
TRUSTEE1$2,069
BRANDON KELTZ
2540 LOCUST ROAD, Montrose, CO 81401
TRUSTEE0.5$0
MARK VIDMAR
1040 FRUIT PARK ROAD, Montrose, CO 81403
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
144 S UNCOMPAHGRE AVE, MONTROSE, CO 81401-3966
Signed the 990-PF
DANIEL J LOWENBERG, TRUSTEE
Phone
(970) 240-2812
Return prepared by
LEHIGH ACCOUNTING AND TAX SOLUTIONS LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
32-6050918
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2007
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$549,911
Income (IRS master file)
$728,708

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$41,078$30,863$549,911XML
990-PFDecember 2024$55,596$65,528$526,196IRS
990-PFDecember 2023$40,854$4,414$545,128XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 32-6050918).

Questions about JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL

What is the EIN of JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL?
The employer identification number (EIN) of JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL is 32-6050918.
Is JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL 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 JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL 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 JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $4,057 (DANIEL J LOWENBERG, TRUSTEE).
How much revenue does JOSEPHINE ECKLUND PETRIE AND CHARLES A PETRIE MEMORIAL have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $41,078, expenses of $30,863 and total assets of $549,911 at year end.

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