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Nonprofit · EIN 74-2552549

HAROLD W RITCHEY FAMILY FOUNDATION

Tax-exempt · BOZEMAN, MT 59718

Financials

$50K$57K2023$132K$60K2024
Revenue Expenses · by fiscal year end
Financials of HAROLD W RITCHEY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$132,409$60,118$72,291$833,714$0$833,714
June 30, 2024990-PF$49,750$56,515-$6,765$761,708$0$761,708
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$46,066
Net gain from sales of assets
$86,343

Expenses

Grants and similar amounts paid
$50,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$53,150
Excise tax on investment income
$1,797

Balance sheet and other

Total assets, start of year
$761,708
Total assets, end of year
$833,714
Total liabilities, end of year
$0
Net assets, end of year
$833,714
Fair market value of assets
$1,105,717
Qualifying distributions
$53,150
Net investment income
$132,409

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.

NameTitleHours / weekCompensation
DAVID RITCHEY
1568 COBB HILL ROAD, BOZEMAN, MT 59718
PRESIDENT0$0
STEPHEN RITCHEY
1551 NW 82 AVE STE 506-8, MIAMI, FL 33126
VICE PRESIDENT0$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
DAVID RITCHEY
1568 COBB HILL ROAD, BOZEMAN, MT 59718
PRESIDENT0$0
STEPHEN RITCHEY
1551 NW 82 AVE STE 506-8, MIAMI, FL 33126
VICE PRESIDENT0$0

Address and contacts

Address (IRS master file)
1568 COBB HILL RD, BOZEMAN, MT 59718-9079
Signed the 990-PF
DAVID RITCHEY, FOUNDATION MANAGER
Phone
(406) 570-2850
Return prepared by
PINION 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
74-2552549
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
1989
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$833,714
Income (IRS master file)
$177,862

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$132,409$60,118$833,714IRS
990-PFJune 2024$49,750$56,515$761,708XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 74-2552549).

Questions about HAROLD W RITCHEY FAMILY FOUNDATION

What is the EIN of HAROLD W RITCHEY FAMILY FOUNDATION?
The employer identification number (EIN) of HAROLD W RITCHEY FAMILY FOUNDATION is 74-2552549.
Is HAROLD W RITCHEY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to HAROLD W RITCHEY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAROLD W RITCHEY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HAROLD W RITCHEY 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 HAROLD W RITCHEY 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 HAROLD W RITCHEY FAMILY FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does HAROLD W RITCHEY FAMILY FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $132,409, expenses of $60,118 and total assets of $833,714 at year end.

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