Nonprofit · EIN 91-0586921
DAVID MCKINLAY TRUST
Tax-exempt · LYNNWOOD, WA 98037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $130,904 | $202,524 | -$71,620 | $2,366,859 | $277 | $2,366,582 |
| December 31, 2023 | 990-PF | $152,672 | $198,326 | -$45,654 | $2,438,202 | $0 | $2,438,202 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $49,564
- Interest
- $8,422
- Net gain from sales of assets
- $67,467
- Other income
- $5,451
Expenses
- Grants and similar amounts paid
- $160,000
- Disbursements for charitable purposes
- $160,000
- Excise tax on investment income
- $341
Balance sheet and other
- Total assets, start of year
- $2,438,202
- Total assets, end of year
- $2,366,859
- Total liabilities, end of year
- $277
- Net assets, end of year
- $2,366,582
- Fair market value of assets
- $3,562,529
- Qualifying distributions
- $160,000
- Net investment income
- $63,437
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 |
|---|---|---|---|
| DAVID HARRISON 17129 32ND AVE NE, SEATTLE, WA 98155 | PRESIDENT | 0 | $0 |
| DAVID T SWEENEY 5617 PARK ROAD NE, SEATTLE, WA 98105 | VICE PRESIDE | 0 | $0 |
| C WILLIAM REHM 12761 7TH AVE NW, SEATTLE, WA 98177 | DIRECTOR | 0 | $0 |
| MARGARET SYMONS 2214 13TH AVE E, SEATTLE, WA 98102 | DIRECTOR | 0 | $0 |
| HENRY ISKE 1310 QUEEN ANNE AVE N 18, SEATTLE, WA 98109 | TREASURER | 0 | $0 |
| FREDERIC L ROEBKE 1604 30TH AVE W, SEATTLE, WA 98177 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID HARRISON 17129 32ND AVE NE, SEATTLE, WA 98155 | PRESIDENT | 0 | $0 |
| DAVID T SWEENEY 5617 PARK ROAD NE, SEATTLE, WA 98105 | VICE PRESIDE | 0 | $0 |
| C WILLIAM REHM 12761 7TH AVE NW, SEATTLE, WA 98177 | DIRECTOR | 0 | $0 |
| MARGARET SYMONS 2214 13TH AVE E, SEATTLE, WA 98102 | DIRECTOR | 0 | $0 |
| HENRY ISKE 1310 QUEEN ANNE AVE N 18, SEATTLE, WA 98109 | TREASURER | 0 | $0 |
| FREDERIC L ROEBKE 1604 30TH AVE W, SEATTLE, WA 98177 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3400 188TH ST SW STE 200, LYNNWOOD, WA 98037-4792
- In care of
- % HABIB ZILLEN RUSSELL & BAILIFF PS
- Signed the 990-PF
- DAVID HARRISON, PRESIDENT
- Phone
- (206) 402-5266
- Return prepared by
- JAIN ACCOUNTING PLLC
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
- 91-0586921
- 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
- 1953
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,366,859
- Income (IRS master file)
- $465,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $130,904 | $202,524 | $2,366,859 | XML |
| 990-PF | December 2023 | $152,672 | $198,326 | $2,438,202 | 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 91-0586921).
Questions about DAVID MCKINLAY TRUST
- What is the EIN of DAVID MCKINLAY TRUST?
- The employer identification number (EIN) of DAVID MCKINLAY TRUST is 91-0586921.
- Is DAVID MCKINLAY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to DAVID MCKINLAY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID MCKINLAY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID MCKINLAY TRUST 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 DAVID MCKINLAY TRUST 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 DAVID MCKINLAY TRUST?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does DAVID MCKINLAY TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $130,904, expenses of $202,524 and total assets of $2,366,859 at year end.
Other nonprofits in LYNNWOOD
- PROGRESSIVE ANIMAL WELFARE SOCIETY INC EIN 91-6073154 · last filed 990 for 2024
- CHRISTIAN VETERINARY MISSION FOUNDATION EIN 85-2465430 · last filed 990 for 2025
- PARKVIEW SERVICES EIN 91-0828809 · last filed 990 for 2024
- 1419 ASSOCIATION EIN 91-0872182 · last filed 990 for 2024
- LATINO EDUCATIONAL TRAINING INSTITUTE EIN 75-3252857 · last filed 990 for 2024
- 1416 ASSOCIATION EIN 91-0872181 · last filed 990 for 2024
- WORK OPPORTUNITIES INC EIN 91-0754419 · last filed 990 for 2025
- SOUNDVIEW SCHOOL EIN 91-1832492 · last filed 990 for 2025