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Nonprofit · EIN 91-1909665

RICHARD AND LOIS WORTHINGTON FOUNDATION

Tax-exempt · ANACORTES, WA 98221

Financials

$222K$384K2023$722K$563K2024$827K$400K2025
Revenue Expenses · by fiscal year end
Financials of RICHARD AND LOIS WORTHINGTON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$826,810$399,882$426,928$5,960,725$0$5,960,725
December 31, 2024990-PF$722,122$562,789$159,333$5,533,796$0$5,533,796
December 31, 2023990-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.

NameTitleHours / weekCompensation
BARBARA MATHESON
15203 GIBRALTER ROAD, ANACORTES, WA 98221
PRESIDENT0$0
MOLLY HENDRICKS
14809 GIBRALTER ROAD, ANACORTES, WA 98221
1ST V PRES0$0
RICHARD MATHESON
17866 BEST ROAD, MOUNT VERNON, WA 98273
2ND V PRES0$0
KATHERINE METCALF
15189 DECEPTION ROAD, ANACORTES, WA 98221
SECRETARY0$0
B MICHAEL MATHESON
15203 GIBRALTER ROAD, ANACORTES, WA 98221
TREASURER0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
BARBARA MATHESON
15203 GIBRALTER ROAD, ANACORTES, WA 98221
PRESIDENT0$0
MOLLY HENDRICKS
14809 GIBRALTER ROAD, ANACORTES, WA 98221
1ST V PRES0$0
RICHARD MATHESON
17866 BEST ROAD, MOUNT VERNON, WA 98273
2ND V PRES0$0
KATHERINE METCALF
15189 DECEPTION ROAD, ANACORTES, WA 98221
SECRETARY0$0
B MICHAEL MATHESON
15203 GIBRALTER ROAD, ANACORTES, WA 98221
TREASURER0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
BARBARA MATHESON
15203 GIBRALTER ROAD, ANACORTES, WA 98221
PRESIDENT0$0
MOLLY HENDRICKS
14809 GIBRALTER ROAD, ANACORTES, WA 98221
1ST V PRES0$0
RICHARD MATHESON
17866 BEST ROAD, MOUNT VERNON, WA 98273
2ND V PRES0$0
KATHERINE METCALF
15189 DECEPTION ROAD, ANACORTES, WA 98221
SECRETARY0$0
B MICHAEL MATHESON
15203 GIBRALTER ROAD, ANACORTES, WA 98221
TREASURER0$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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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
Assets (IRS master file)
$5,960,725
Income (IRS master file)
$3,253,517

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$826,810$399,882$5,960,725XML
990-PFDecember 2024$722,122$562,789$5,533,796IRS
990-PFDecember 2023$222,189$384,022$5,374,462XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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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