Nonprofit · EIN 85-6107055
ROSINA PATTERSON TR
Also known as STOELZEL WALLY TTEE
Tax-exempt · EL PASO, TX 79903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $353,717 | $281,022 | $72,695 | $2,865,748 | $182,594 | $2,683,154 |
| December 31, 2023 | 990-PF | $96,378 | $251,401 | -$155,023 | $2,761,939 | $151,480 | $2,610,459 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $102,340
- Interest
- $724
- Net gain from sales of assets
- $250,653
Expenses
- Grants and similar amounts paid
- $231,209
- Disbursements for charitable purposes
- $281,022
- Excise tax on investment income
- $3,586
Balance sheet and other
- Total assets, start of year
- $2,761,939
- Total assets, end of year
- $2,865,748
- Total liabilities, end of year
- $182,594
- Net assets, end of year
- $2,683,154
- Fair market value of assets
- $4,113,261
- Qualifying distributions
- $281,022
- Net investment income
- $307,824
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WESTERN NM UNIVERSITY FDN PO BOX 1158, SILVER CITY, NM 88062 | CO-TRUSTEE | 0 | $0 |
| WALLY STOElZEL 320 SUNDOWN, EL PASO, TX 79912 | CO TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WESTERN NM UNIVERSITY FDN PO BOX 1158, SILVER CITY, NM 88062 | CO-TRUSTEE | 0 | $0 |
| WALLY STOElZEL 320 SUNDOWN, EL PASO, TX 79912 | CO TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2009 MONTANA AVE, EL PASO, TX 79903-3418
- In care of
- % WALLY STOBELZEL TRUSTEE
- Signed the 990-PF
- WALLY STOEZEL, CO-TRUSTEE
- Phone
- (915) 593-7070
- Return prepared by
- James L Ellis CPA 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 | Not 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
- 85-6107055
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,865,748
- Income (IRS master file)
- $695,625
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $353,717 | $281,022 | $2,865,748 | IRS |
| 990-PF | December 2023 | $96,378 | $251,401 | $2,761,939 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 85-6107055).
Questions about ROSINA PATTERSON TR
- What is the EIN of ROSINA PATTERSON TR?
- The employer identification number (EIN) of ROSINA PATTERSON TR is 85-6107055.
- Is ROSINA PATTERSON TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to ROSINA PATTERSON TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROSINA PATTERSON TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROSINA PATTERSON TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROSINA PATTERSON TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROSINA PATTERSON TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROSINA PATTERSON TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $353,717, expenses of $281,022 and total assets of $2,865,748 at year end.
Other nonprofits in EL PASO
- STEVENS FAMILY CHARITABLE TR EIN 26-6824259 · last filed 990-PF for 2025
- EL PASO COMMUNITY FOUNDATION EIN 74-1839536 · last filed 990 for 2024
- UNITED WAY OF EL PASO COUNTY EIN 74-1291051 · last filed 990 for 2026
- EL PASO ALLIANCE INC EIN 31-1739497 · last filed 990 for 2025
- THE BURKITT FOUNDATION EIN 74-6053270 · last filed 990 for 2025
- SCHWARTZ FOUNDATION EIN 74-2900056 · last filed 990-PF for 2025
- THE JEWISH COMMUNITY FOUNDATION OF EL PASO EIN 03-0438796 · last filed 990 for 2025
- PAUL L FOSTER FAMILY FOUNDATION EIN 26-1939994 · last filed 990-PF for 2024
All nonprofits in EL PASO · Texas · Philanthropy, voluntarism and grantmaking foundations