Nonprofit · EIN 91-1823640
DON SHERWOOD ENDOWMENT CHARITABLE TRUST FUND ROTARY CLUB WALLA WALLA
Tax-exempt · WALLA WALLA, WA 99362
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $625 | $21,984 | -$21,359 | $478,190 | – | $478,190 |
| June 30, 2024 | 990-EZ | $8,405 | $15,374 | -$6,969 | $442,326 | – | $442,326 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $625
Expenses
- Grants and similar amounts paid
- $16,085
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $5,899
Balance sheet and other
- Total assets, start of year
- $442,326
- Total assets, end of year
- $478,190
- Total liabilities, end of year
- –
- Net assets, end of year
- $478,190
- Cash, savings and investments
- $478,190
- Gross receipts
- $625
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tim Ruybalid | President | 0 | $0 |
| Elizabeth Chamberlain | Past President | 0.25 | $0 |
| Bob Francis | Secretary | 0 | $0 |
| Kathryn Trommald | President Elect | 0.25 | $0 |
| David Hull | Board Member | 0 | $0 |
| Kathy Long | Foundation Mgr. | 0.25 | $0 |
| Chris Coates | Treasurer | 0 | $0 |
| Cory Johnson | Sergeant | 0.25 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charlie DeSalvo | Treasurer | 0.25 | $0 |
| Elizabeth Chamberlain | President | 0.25 | $0 |
| Sara Archer | Board Member | 0.25 | $0 |
| Kathy Trommald | Board Member | 0.25 | $0 |
| Christopher Jay | Sergeant At Arm | 0.25 | $0 |
| Kathy Long | Foundation Mgr. | 0.25 | $0 |
| Debbie Williams | President Elect | 0.25 | $0 |
| Cory Johnson | Sergeant | 0.25 | $0 |
| Bob McCoy | Secretary | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 418, WALLA WALLA, WA 99362-0011
- In care of
- % TERRANCE W TESKE SEC
- Signed the 990-EZ
- Chris Coates, Treasurer
- Phone
- (509) 731-3591
- Return prepared by
- Fondahn CPA
Mission
To provide scholarships to local students.
Program accomplishments
- Annually donations are made to this endowment fund, primarily from Rotary Club Members. However, periodically major fund drives are made to add to the endowment which results in higher donations during those years. The Sherwood Trust, a private foundation, has made matching grants to encourage donations. These large donations tip the calculation of public support to less than the 33-1/3% that is required. The Rotary Club board members, which also govern the Don Sherwood Endowment Charitable Trust, is voted on by over 200 Rotary members, thus broadly representing the community and general public. Thus the organization believes it meets the facts and circumstances test.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 91-1823640
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $478,190
- Income (IRS master file)
- $625
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $625 | $21,984 | $478,190 | XML |
| 990-EZ | June 2024 | $8,405 | $15,374 | $442,326 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 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 91-1823640).
Questions about DON SHERWOOD ENDOWMENT CHARITABLE TRUST FUND ROTARY CLUB WALLA WALLA
- What is the EIN of DON SHERWOOD ENDOWMENT CHARITABLE TRUST FUND ROTARY CLUB WALLA WALLA?
- The employer identification number (EIN) of DON SHERWOOD ENDOWMENT CHARITABLE TRUST FUND ROTARY CLUB WALLA WALLA is 91-1823640.
- Is DON SHERWOOD ENDOWMENT CHARITABLE TRUST FUND ROTARY CLUB WALLA WALLA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to DON SHERWOOD ENDOWMENT CHARITABLE TRUST FUND ROTARY CLUB WALLA WALLA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DON SHERWOOD ENDOWMENT CHARITABLE TRUST FUND ROTARY CLUB WALLA WALLA file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of DON SHERWOOD ENDOWMENT CHARITABLE TRUST FUND ROTARY CLUB WALLA WALLA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DON SHERWOOD ENDOWMENT CHARITABLE TRUST FUND ROTARY CLUB WALLA WALLA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of DON SHERWOOD ENDOWMENT CHARITABLE TRUST FUND ROTARY CLUB WALLA WALLA?
- The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does DON SHERWOOD ENDOWMENT CHARITABLE TRUST FUND ROTARY CLUB WALLA WALLA have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $625, expenses of $21,984 and total assets of $478,190 at year end.
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