Nonprofit · EIN 82-6965610
DAVID P BRODY CHARITABLE TR
Also known as SHELLY DURRELL TTEE
Tax-exempt · TACOMA, WA 98402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $595,779 | $737,150 | -$141,371 | $12,373,978 | $0 | $12,373,978 |
| December 31, 2024 | 990-PF | $753,135 | $647,592 | $105,543 | $12,515,795 | $0 | $12,515,795 |
| December 31, 2023 | 990-PF | $597,515 | $590,524 | $6,991 | $12,410,580 | $133 | $12,410,447 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Interest
- $595,779
Expenses
- Grants and similar amounts paid
- $528,500
- Compensation of officers, directors and key employees
- $186,981
- Disbursements for charitable purposes
- $627,567
- Excise tax on investment income
- $8,281
Balance sheet and other
- Total assets, start of year
- $12,515,795
- Total assets, end of year
- $12,373,978
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,373,978
- Fair market value of assets
- $12,795,985
- Qualifying distributions
- $627,567
- Net investment income
- $595,779
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 |
|---|---|---|---|
| RICHARD GLAUBINGER 531 W HOPKINS ST, SAN MARCOS, TX 78666 | TRUSTEE | 0.5 | $62,327 |
| SHELLY DURRELL 11785 ARROWHEAD DR, GIG HARBOR, WA 98332 | TRUSTEE | 1 | $62,327 |
| CARRIE WOLFGANG 208 PARKVIEW AVENUE, JAMESTOWN, NY 14701 | TRUSTEE | 1 | $62,327 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD GLAUBINGER 531 W HOPKINS ST, SAN MARCOS, TX 78666 | TRUSTEE | 0.5 | $62,407 |
| SHELLY DURRELL 11785 ARROWHEAD DR, GIG HARBOR, WA 98332 | TRUSTEE | 1 | $62,407 |
| CARRIE WOLFGANG 208 PARKVIEW AVENUE, JAMESTOWN, NY 14701 | TRUSTEE | 2 | $62,407 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD GLAUBINGER 531 W HOPKINS ST, SAN MARCOS, TX 78666 | TRUSTEE | 0.5 | $61,881 |
| SHELLY DURRELL 11785 ARROWHEAD DR, GIG HARBOR, WA 98332 | TRUSTEE | 1 | $61,881 |
| CARRIE WOLFGANG 208 PARKVIEW AVENUE, JAMESTOWN, NY 14701 | TRUSTEE | 2 | $61,881 |
Address and contacts
- Address (IRS master file)
- 401 BROADWAY STE 100 PMB 93786, TACOMA, WA 98402-3900
- Signed the 990-PF
- SHELLY DURRELL, TRUSTEE
- Phone
- (702) 578-5903
- Return prepared by
- RUBINBROWN LLP
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
- 82-6965610
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $12,373,978
- Income (IRS master file)
- $595,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $595,779 | $737,150 | $12,373,978 | XML |
| 990-PF | December 2024 | $753,135 | $647,592 | $12,515,795 | XML |
| 990-PF | December 2023 | $597,515 | $590,524 | $12,410,580 | 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 82-6965610).
Questions about DAVID P BRODY CHARITABLE TR
- What is the EIN of DAVID P BRODY CHARITABLE TR?
- The employer identification number (EIN) of DAVID P BRODY CHARITABLE TR is 82-6965610.
- Is DAVID P BRODY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to DAVID P BRODY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID P BRODY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID P BRODY CHARITABLE TR 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 DAVID P BRODY CHARITABLE TR 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 DAVID P BRODY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $62,327 (RICHARD GLAUBINGER, TRUSTEE).
- How much revenue does DAVID P BRODY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $595,779, expenses of $737,150 and total assets of $12,373,978 at year end.
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All nonprofits in TACOMA · Washington · Philanthropy, voluntarism and grantmaking foundations