Nonprofit · EIN 87-4048862
NATT MCDOUGALL FAMILY CHARITABLE TRUST
Tax-exempt · LAKE OSWEGO, OR 97034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $40,831 | $60,671 | -$19,840 | $934,056 | $0 | $934,056 |
| December 31, 2024 | 990-PF | $35,830 | $53,533 | -$17,703 | $953,896 | $0 | $953,896 |
| December 31, 2023 | 990-PF | $31,284 | $53,094 | -$21,810 | $971,599 | $0 | $971,599 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,424
- Interest
- $17,402
- Net gain from sales of assets
- $10,005
Expenses
- Grants and similar amounts paid
- $52,375
- Disbursements for charitable purposes
- $54,070
- Excise tax on investment income
- $482
Balance sheet and other
- Total assets, start of year
- $953,896
- Total assets, end of year
- $934,056
- Total liabilities, end of year
- $0
- Net assets, end of year
- $934,056
- Fair market value of assets
- $965,252
- Qualifying distributions
- $54,070
- Net investment income
- $40,831
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 |
|---|---|---|---|
| NATT MCDOUGALL 524 RIDGEWAY ROAD, LAKE OSWEGO, OR 97034 | Trustee | 2 | $0 |
| KAREN MCDOUGALL 524 RIDGEWAY ROAD, LAKE OSWEGO, OR 97034 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATT MCDOUGALL 524 RIDGEWAY ROAD, LAKE OSWEGO, OR 97034 | Trustee | 2 | $0 |
| KAREN MCDOUGALL 524 RIDGEWAY ROAD, LAKE OSWEGO, OR 97034 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATT MCDOUGALL 524 RIDGEWAY ROAD, LAKE OSWEGO, OR 97034 | Trustee | 2 | $0 |
| KAREN MCDOUGALL 524 RIDGEWAY ROAD, LAKE OSWEGO, OR 97034 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 524 RIDGEWAY RD, LAKE OSWEGO, OR 97034-3825
- In care of
- % NATT MCDOUGALL
- Signed the 990-PF
- NATT MCDOUGALL, Trustee
- Phone
- (503) 407-9572
- Return prepared by
- SHELLY S DAVIS 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 | 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
- 87-4048862
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $934,056
- Income (IRS master file)
- $115,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $40,831 | $60,671 | $934,056 | XML |
| 990-PF | December 2024 | $35,830 | $53,533 | $953,896 | XML |
| 990-PF | December 2023 | $31,284 | $53,094 | $971,599 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-4048862).
Questions about NATT MCDOUGALL FAMILY CHARITABLE TRUST
- What is the EIN of NATT MCDOUGALL FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of NATT MCDOUGALL FAMILY CHARITABLE TRUST is 87-4048862.
- Is NATT MCDOUGALL FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to NATT MCDOUGALL FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NATT MCDOUGALL FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NATT MCDOUGALL FAMILY CHARITABLE TRUST 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 NATT MCDOUGALL FAMILY CHARITABLE TRUST 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 NATT MCDOUGALL FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does NATT MCDOUGALL FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $40,831, expenses of $60,671 and total assets of $934,056 at year end.
Other nonprofits in LAKE OSWEGO
- MARCIA H RANDALL FOUNDATION EIN 75-3098324 · last filed 990-PF for 2024
- CRABBY BEACH FOUNDATION EIN 30-0179374 · last filed 990-PF for 2024
- ACADEMIC CONSORTIUM FOR INTEGRATIVE MEDICINE & HEALTH INC EIN 56-2298880 · last filed 990 for 2024
- SKY VIEW FOUNDATION EIN 47-0927354 · last filed 990-PF for 2024
- RIVERDALE SCHOOL FOUNDATION EIN 94-3187982 · last filed 990 for 2025
- UMPQUA BANK CHARITABLE FOUNDATION EIN 47-1247608 · last filed 990-PF for 2024
- WISNIEWSKI FOUNDATION DECLARATION OF TR EIN 39-6904866 · last filed 990-PF for 2025
- SHAUNA M AND KEVIN B FLANIGAN FAMILY FOUNDATION EIN 26-2964325 · last filed 990-PF for 2025
All nonprofits in LAKE OSWEGO · Oregon · Philanthropy, voluntarism and grantmaking foundations