Nonprofit · EIN 91-0646217
K O ERICKSON CHARITY TRUST FUND
Tax-exempt · PORT ANGELES, WA 98363
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $419,712 | $79,550 | $340,162 | $1,771,413 | $0 | $1,771,413 |
| December 31, 2023 | 990 | $48,464 | $62,474 | -$14,010 | $1,431,251 | $0 | $1,431,251 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $320,533
- of which government grants
- $320,533
- Program service revenue
- $0
- Investment income
- $76,985
- Net rental income
- $22,194
- Net gain from sales of assets
- $10,385
- Other revenue
- $22,194
Expenses
- Grants and similar amounts paid
- $51,264
- Other salaries and wages
- $12,795
- Salaries, compensation and benefits (total)
- $12,795
- Professional fundraising fees
- $0
- Accounting fees
- $1,450
- Program services (functional)
- $51,264
- Management and general (functional)
- $28,286
Balance sheet and other
- Total assets, start of year
- $1,431,251
- Total assets, end of year
- $1,771,413
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,771,413
- Land, buildings and equipment
- $179,314
- Publicly traded securities
- $1,564,569
- Net assets without donor restrictions
- $1,540,376
- Net assets with donor restrictions
- $231,037
- Gross receipts
- $995,071
- Employees
- 0
- Year formed
- 1953
- State of legal domicile
- WA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN MCKEEN | MANAGING TRU Trustee or director, Officer | 4 | $4,800 |
| PAT HYDEN | SEC/TREAS Officer | 2 | $3,700 |
| IANTHA FRAZER | SEC/TREAS Officer | 2 | $2,125 |
| MATTHEW PAUL | TRUSTEE Trustee or director | 1 | $770 |
| LAURA MURRAY | TRUSTEE Trustee or director | 1 | $770 |
| MARTY BREWER | TRUSTEE Trustee or director | 1 | $630 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN MCKEEN | MANAGING TRU Officer | 4 | $4,800 |
| PAT HYDEN | SEC/TREAS Officer | 4 | $4,800 |
| MARTY BREWER | TRUSTEE Trustee or director | 1 | $840 |
| MATTHEW PAUL | TRUSTEE Trustee or director | 1 | $840 |
| LAURA MURRAY | TRUSTEE Trustee or director | 1 | $560 |
| GAIL WHEATLEY | TRUSTEE Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3005 W 18TH ST, PORT ANGELES, WA 98363-1111
- In care of
- % JOHN M PUNNETT
- Principal officer (990 for 2024)
- DAN MCKEEN, 3005 W 18TH ST, PORT ANGELES, WA 98363
- Signed the 990
- PAT HYDEN, SEC/TREAS
- Phone
- (360) 457-1843
- Return prepared by
- BAKER OVERBY & MOORE INC
Mission
NET PROFITS OF THE TRUST'S INVESTMENT ACTIVITIES ARE FOR THE USE AND BENEFIT OF THE FOLLOWING PORT ANGELES BASED ORGANIZATIONS: THE SALVATION ARMY, THE AMERICAN RED CROSS, THE BOY SCOUTS OF AMERICA, THE GIRL SCOUTS OF AMERICA, AND THE PORT ANGELES YMCA.
Program accomplishments
- GRANTS WERE GIVEN TO THE SALVATION ARMY, YMCA, AMERICAN RED CROSS, BOY SCOUTS AND THE GIRL SCOUTS.Expenses $42,264 · grants $42,264
- SCHOLARSHIPS TO INDIVIDUALS.Expenses $9,000 · grants $9,000
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 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-0646217
- 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
- 1960
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,771,413
- Income (IRS master file)
- $1,027,312
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $419,712 | $79,550 | $1,771,413 | XML |
| 990 | December 2023 | $48,464 | $62,474 | $1,431,251 | XML |
| 990 | December 2022 | $121,479 | $58,171 | $1,459,859 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 91-0646217).
Questions about K O ERICKSON CHARITY TRUST FUND
- What is the EIN of K O ERICKSON CHARITY TRUST FUND?
- The employer identification number (EIN) of K O ERICKSON CHARITY TRUST FUND is 91-0646217.
- Is K O ERICKSON CHARITY TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to K O ERICKSON CHARITY TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does K O ERICKSON CHARITY TRUST FUND 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 K O ERICKSON CHARITY TRUST FUND 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 K O ERICKSON CHARITY TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of K O ERICKSON CHARITY TRUST FUND?
- The 990 for the year ended December 31, 2024 names DAN MCKEEN.
- Who are the officers and directors of K O ERICKSON CHARITY TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 6 people; 6 received compensation from the organization, the highest $4,800 (DAN MCKEEN, MANAGING TRU).
- How much revenue does K O ERICKSON CHARITY TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $419,712, expenses of $79,550 and total assets of $1,771,413 at year end.
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