Nonprofit · EIN 91-1909665
RICHARD AND LOIS WORTHINGTON FOUNDATION
Tax-exempt · ANACORTES, WA 98221
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $826,810 | $399,882 | $426,928 | $5,960,725 | $0 | $5,960,725 |
| December 31, 2024 | 990-PF | $722,122 | $562,789 | $159,333 | $5,533,796 | $0 | $5,533,796 |
| December 31, 2023 | 990-PF | $222,189 | $384,022 | -$161,833 | $5,374,462 | $0 | $5,374,462 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $132,661
- Interest
- $11,835
- Net gain from sales of assets
- $679,893
- Other income
- $2,421
Expenses
- Grants and similar amounts paid
- $347,615
- Disbursements for charitable purposes
- $347,615
- Excise tax on investment income
- $10,766
Balance sheet and other
- Total assets, start of year
- $5,533,796
- Total assets, end of year
- $5,960,725
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,960,725
- Fair market value of assets
- $7,058,986
- Qualifying distributions
- $347,615
- Net investment income
- $826,810
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 |
|---|---|---|---|
| BARBARA MATHESON 15203 GIBRALTER ROAD, ANACORTES, WA 98221 | PRESIDENT | 0 | $0 |
| MOLLY HENDRICKS 14809 GIBRALTER ROAD, ANACORTES, WA 98221 | 1ST V PRES | 0 | $0 |
| RICHARD MATHESON 17866 BEST ROAD, MOUNT VERNON, WA 98273 | 2ND V PRES | 0 | $0 |
| KATHERINE METCALF 15189 DECEPTION ROAD, ANACORTES, WA 98221 | SECRETARY | 0 | $0 |
| B MICHAEL MATHESON 15203 GIBRALTER ROAD, ANACORTES, WA 98221 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA MATHESON 15203 GIBRALTER ROAD, ANACORTES, WA 98221 | PRESIDENT | 0 | $0 |
| MOLLY HENDRICKS 14809 GIBRALTER ROAD, ANACORTES, WA 98221 | 1ST V PRES | 0 | $0 |
| RICHARD MATHESON 17866 BEST ROAD, MOUNT VERNON, WA 98273 | 2ND V PRES | 0 | $0 |
| KATHERINE METCALF 15189 DECEPTION ROAD, ANACORTES, WA 98221 | SECRETARY | 0 | $0 |
| B MICHAEL MATHESON 15203 GIBRALTER ROAD, ANACORTES, WA 98221 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA MATHESON 15203 GIBRALTER ROAD, ANACORTES, WA 98221 | PRESIDENT | 0 | $0 |
| MOLLY HENDRICKS 14809 GIBRALTER ROAD, ANACORTES, WA 98221 | 1ST V PRES | 0 | $0 |
| RICHARD MATHESON 17866 BEST ROAD, MOUNT VERNON, WA 98273 | 2ND V PRES | 0 | $0 |
| KATHERINE METCALF 15189 DECEPTION ROAD, ANACORTES, WA 98221 | SECRETARY | 0 | $0 |
| B MICHAEL MATHESON 15203 GIBRALTER ROAD, ANACORTES, WA 98221 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 15203 GILBRALTER ROAD, ANACORTES, WA 98221-0000
- In care of
- % LIVENGOOD FITZGERALD AND ALSKOG
- Signed the 990-PF
- BARBARA MATHESON, PRESIDENT
- Phone
- (360) 293-9647
- Return prepared by
- WN ADVISORY LLC
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
- 91-1909665
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,960,725
- Income (IRS master file)
- $3,253,517
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $826,810 | $399,882 | $5,960,725 | XML |
| 990-PF | December 2024 | $722,122 | $562,789 | $5,533,796 | IRS |
| 990-PF | December 2023 | $222,189 | $384,022 | $5,374,462 | 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 91-1909665).
Questions about RICHARD AND LOIS WORTHINGTON FOUNDATION
- What is the EIN of RICHARD AND LOIS WORTHINGTON FOUNDATION?
- The employer identification number (EIN) of RICHARD AND LOIS WORTHINGTON FOUNDATION is 91-1909665.
- Is RICHARD AND LOIS WORTHINGTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to RICHARD AND LOIS WORTHINGTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD AND LOIS WORTHINGTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD AND LOIS WORTHINGTON FOUNDATION 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 RICHARD AND LOIS WORTHINGTON FOUNDATION 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 RICHARD AND LOIS WORTHINGTON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does RICHARD AND LOIS WORTHINGTON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $826,810, expenses of $399,882 and total assets of $5,960,725 at year end.
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