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Nonprofit · EIN 81-6053766

D I EMERICK TRUST

Tax-exempt · DILLON, MT 59725

Financials

$94K$104K2023$456K$96K2024$292K$119K2025
Revenue Expenses · by fiscal year end
Financials of D I EMERICK TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990$292,222$119,068$173,154$3,065,208$0$3,065,208
June 30, 2025990$456,088$95,778$360,310$2,640,464$0$2,640,464
June 30, 2024990$94,071$103,560-$9,489$2,523,951$0$2,523,951
Financial details: 990 for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$292,222
Net gain from sales of assets
$208,153
Other revenue
$0

Expenses

Grants and similar amounts paid
$108,402
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$108,402
Management and general (functional)
$10,666

Balance sheet and other

Total assets, start of year
$2,640,464
Total assets, end of year
$3,065,208
Total liabilities, end of year
$0
Net assets, end of year
$3,065,208
Publicly traded securities
$2,659,740
Gross receipts
$783,610
Employees
0
State of legal domicile
MT

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 for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
ROXANNE ENGELLANTExecutive Dir.
Trustee or director
0$0
MICHAEL REIDTrustee
Officer
0$0
JOHNNY MACLEANTrustee
Officer
0$0
990 for the year ended June 30, 2025: 3 people
NameTitleHours / weekCompensation
ROXANNE ENGELLANTExecutive Dir.
Trustee or director
0$0
MICHAEL REIDTrustee
Officer
0$0
JOHNNY MACLEANTrustee
Officer
0$0
990 for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
ROXANNE ENGELLANTEXEC. DIRECTOR
Trustee or director
0$0
MICHAEL REIDTRUSTEE
Officer
0$0
JOHNNY MACLEANTRUSTEE
Officer
0$0

Address and contacts

Address (IRS master file)
710 S ATLANTIC ST, DILLON, MT 59725-3511
In care of
% WESTEN MONTANA COLLEGE
Signed the 990
ROXANNE ENGELLANT, Executive Director
Phone
(406) 683-7305
Return prepared by
DAWN M WRIGG CPA PLLC

Mission

TO PROVIDE SCHOLARSHIP FUNDS.

990 for the year ended June 30, 2026

Program accomplishments

  • PAYMENTS TO UNIVERSITY OF MONTANA-WESTERN MONTANA COLLEGE FOUNDATION FOR PURPOSES OF PROVIDING STUDENT SCHOLARSHIPS. WMC IS A PUBLIC COLLEGE OF SECONDARY EDUCATION. WMC SELECTS THE SCHOLARSHIP RECIPIENTS.
    Expenses $108,402

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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, 2026990 on file
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
81-6053766
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1983
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,065,208
Income (IRS master file)
$783,610

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2026–––IRS
990June 2025–––IRS
990June 2024–––IRS
990June 2023$66,760$31,886$2,333,726IRS
990June 2022$244,752$30,381$2,179,526IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about D I EMERICK TRUST

What is the EIN of D I EMERICK TRUST?
The employer identification number (EIN) of D I EMERICK TRUST is 81-6053766.
Is D I EMERICK TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to D I EMERICK TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does D I EMERICK TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of D I EMERICK TRUST due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did D I EMERICK TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2026.
Who are the officers and directors of D I EMERICK TRUST?
The 990 for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does D I EMERICK TRUST have?
On its 990 for the year ended June 30, 2026 it reported revenue of $292,222, expenses of $119,068 and total assets of $3,065,208 at year end.

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