Nonprofit · EIN 36-3499982
W JAMES AND JANE K TRUETTNER FOUNDATION
Tax-exempt · CRESTED BUTTE, CO 81224
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $903,790 | $442,245 | $461,545 | $4,954,650 | $0 | $4,954,650 |
| December 31, 2024 | 990-PF | $570,303 | $563,484 | $6,819 | $4,489,105 | $0 | $4,489,105 |
| December 31, 2023 | 990-PF | $117,750 | $463,145 | -$345,395 | $9,236,364 | $0 | $9,236,364 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $112,724
- Net gain from sales of assets
- $791,066
Expenses
- Grants and similar amounts paid
- $409,589
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $412,709
- Excise tax on investment income
- $12,152
Balance sheet and other
- Total assets, start of year
- $4,489,105
- Total assets, end of year
- $4,954,650
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,954,650
- Fair market value of assets
- $7,142,587
- Qualifying distributions
- $412,709
- Net investment income
- $903,790
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 |
|---|---|---|---|
| WILLIAM K TRUETTNER PO BOX 247, CRESTED BUTTE, CO 81224 | PRESIDENT | 5 | $0 |
| NANCY H TRUETTNER PO BOX 247, CRESTED BUTTE, CO 81224 | TREASURER AND SECRETARY | 2 | $0 |
| LINDA T ALBRECHT PO BOX 247, CRESTED BUTTE, CO 81224 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W JAMES TRUETTNER III PO BOX 247, CRESTED BUTTE, CO 81224 | PRESIDENT | 5 | $0 |
| NANCY H TRUETTNER PO BOX 247, CRESTED BUTTE, CO 81224 | TREASURER AND SECRETARY | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| W JAMES TRUETTNER JR PO BOX 247, CRESTED BUTTE, CO 81224 | PRESIDENT | 5 | $2,000 |
| W JAMES TRUETTNER III PO BOX 247, CRESTED BUTTE, CO 81224 | SECRETARY-TREASURER | 5 | $2,000 |
| NANCY H TRUETTNER PO BOX 247, CRESTED BUTTE, CO 81224 | DIRECTOR | 2 | $2,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 247, CRESTED BUTTE, CO 81224-0247
- In care of
- % W JAMES TRUETTNER III
- Signed the 990-PF
- W JAMES TRUETTNER III, PRESIDENT
- Phone
- (970) 349-5883
- Return prepared by
- YOUNT HYDE & BARBOUR 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
- 36-3499982
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,954,650
- Income (IRS master file)
- $2,480,187
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $903,790 | $442,245 | $4,954,650 | IRS |
| 990-PF | December 2024 | $570,303 | $563,484 | $4,489,105 | XML |
| 990-PF | December 2023 | $117,750 | $463,145 | $9,236,364 | 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 36-3499982).
Questions about W JAMES AND JANE K TRUETTNER FOUNDATION
- What is the EIN of W JAMES AND JANE K TRUETTNER FOUNDATION?
- The employer identification number (EIN) of W JAMES AND JANE K TRUETTNER FOUNDATION is 36-3499982.
- Is W JAMES AND JANE K TRUETTNER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to W JAMES AND JANE K TRUETTNER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W JAMES AND JANE K TRUETTNER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W JAMES AND JANE K TRUETTNER FOUNDATION 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 W JAMES AND JANE K TRUETTNER FOUNDATION 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 W JAMES AND JANE K TRUETTNER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does W JAMES AND JANE K TRUETTNER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $903,790, expenses of $442,245 and total assets of $4,954,650 at year end.
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