Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 81-0789264

BLUE TRUNK FOUNDATION INC

Tax-exempt · MADISON, WI 53703

Financials

$16K$37K2023$20K$16K2024$20K$12K2025
Revenue Expenses · by fiscal year end
Financials of BLUE TRUNK FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$20,021$11,663$8,358$212,030$0$172,756
December 31, 2024990-PF$19,995$15,939$4,056$203,672$164,397$164,397
December 31, 2023990-PF$16,046$37,337-$21,291$160,341$0$160,341
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$20,021

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$11,663

Balance sheet and other

Total assets, start of year
$242,946
Total assets, end of year
$212,030
Total liabilities, end of year
$0
Net assets, end of year
$172,756
Fair market value of assets
$64,157
Qualifying distributions
$11,663

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
RUPA VALDEZ
1622 BRANDYWINE DR, CHARLOTTESVILLE, VA 22901
PRESIDENT0$0
CLAIRE WELLBELOVED
118 SCARBOROUGH PLACE, CHARLOTTESVILLE, VA 22903
VP AND COO0$0
RAJAN SHETH
1512 STILL MEADOW COVE, CHARLOTTESVILLE, VA 22901
TREASURER/SECRETARY0$0
MELANIE FOSTER
114 AIKENS PLACE, STATE COLLEGE, PA 16801
BOARD MEMBER0$0
JULIE ARBELAEZ
1610 SAINT ANNES ROAD, CHARLOTTESVILLE, VA 22901
BOARD MEMBER0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
RUPA VALDEZ
1622 BRANDYWINE DR, CHARLOTTESVILLE, VA 22901
PRESIDENT0$0
CLAIRE WELLBELOVED
118 SCARBOROUGH PLACE, CHARLOTTESVILLE, VA 22903
VP AND COO0$0
RAJAN SHETH
1512 STILL MEADOW COVE, CHARLOTTESVILLE, VA 22901
TREASURER/SE0$0
MELANIE FOSTER
114 AIKENS PLACE, STATE COLLEGE, PA 16801
BOARD MEMBER0$0
JULIE ARBELAEZ
1610 SAINT ANNES ROAD, CHARLOTTESVILLE, VA 22901
BOARD MEMBER0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
RUPA VALDEZ
1622 BRANDYWINE DR, CHARLOTTESVILLE, VA 22901
PRESIDENT0$0
CLAIRE WELLBELOVED-STONE
511 1ST STREET NORTH APT 610, CHARLOTTESVILLE, VA 22902
VP AND COO0$0
RAJAN SHETH
1512 STILL MEADOW COVE, CHARLOTTESVILLE, VA 22901
TREASURER/SE0$0
MELANIE FOSTER
114 AIKENS PLACE, STATE COLLEGE, PA 16801
DIRECTOR0$0
JULIE ARBELAEZ
1610 ST ANNES ROAD, CHARLOTTESVILLE, VA 22901
DIRECTOR0$0

Address and contacts

Address (IRS master file)
2 E MIFFLIN ST STE 200, MADISON, WI 53703-4269
In care of
% RAJAN SHETH
Signed the 990-PF
CLAIRE WELLBELOVED, VICE PRESIDENT
Phone
(434) 218-0953
Return prepared by
HRB TAX GROUP INC

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
81-0789264
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2016
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P61)
Assets (IRS master file)
$212,030
Income (IRS master file)
$20,021

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$20,021$11,663$212,030IRS
990-PFDecember 2024$19,995$15,939$203,672XML
990-PFDecember 2023$16,046$37,337$160,341XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 81-0789264).

Questions about BLUE TRUNK FOUNDATION INC

What is the EIN of BLUE TRUNK FOUNDATION INC?
The employer identification number (EIN) of BLUE TRUNK FOUNDATION INC is 81-0789264.
Is BLUE TRUNK FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to BLUE TRUNK FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BLUE TRUNK FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BLUE TRUNK FOUNDATION INC 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 BLUE TRUNK FOUNDATION INC 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 BLUE TRUNK FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BLUE TRUNK FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,021, expenses of $11,663 and total assets of $212,030 at year end.

Other nonprofits in MADISON

All nonprofits in MADISON · Wisconsin · Human services