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Nonprofit · EIN 91-6406229

ROBERTA GOSE TRUST

Tax-exempt · WALLA WALLA, WA 99362

Financials

$7K$16K2022$457$18K2023$6K$14K2024
Revenue Expenses · by fiscal year end
Financials of ROBERTA GOSE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$5,941$14,380-$8,439$184,203$0$184,203
June 30, 2024990-PF$457$17,930-$17,473$192,642$0$192,642
June 30, 2023990-PF$6,993$16,271-$9,278$210,115$0$210,115
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$5,989
Net gain from sales of assets
-$48

Expenses

Grants and similar amounts paid
$10,297
Compensation of officers, directors and key employees
$2,408
Disbursements for charitable purposes
$11,439
Excise tax on investment income
$47

Balance sheet and other

Total assets, start of year
$192,642
Total assets, end of year
$184,203
Total liabilities, end of year
$0
Net assets, end of year
$184,203
Fair market value of assets
$211,685
Qualifying distributions
$11,439
Net investment income
$6,313

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BAKER BOYER BANK WEALTH MANGAGEMENT
PO BOX 1796, WALLA WALLA, WA 99362
TRUSTEE1$2,408
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
BAKER BOYER BANK WEALTH MANGAGEMENT
PO BOX 1796, WALLA WALLA, WA 99362
TRUSTEE0$2,400
990-PF for the year ended June 30, 2023: 1 people
NameTitleHours / weekCompensation
BAKER BOYER BANK WEALTH MANGAGEMENT
PO BOX 1796, WALLA WALLA, WA 99362
TRUSTEE0$2,400

Address and contacts

Address (IRS master file)
PO BOX 1796, WALLA WALLA, WA 99362-0353
In care of
% BAKER BOYER BANK TTEE
Signed the 990-PF
BONNIE SANTSCHI, TRUSTEE
Phone
(509) 525-2000
Return prepared by
NORTHWEST CPA GROUP 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
91-6406229
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$184,203
Income (IRS master file)
$27,235

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$5,941$14,380$184,203XML
990-PFJune 2024$457$17,930$192,642XML
990-PFJune 2023$6,993$16,271$210,115XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 91-6406229).

Questions about ROBERTA GOSE TRUST

What is the EIN of ROBERTA GOSE TRUST?
The employer identification number (EIN) of ROBERTA GOSE TRUST is 91-6406229.
Is ROBERTA GOSE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does ROBERTA GOSE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERTA GOSE TRUST 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 ROBERTA GOSE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of ROBERTA GOSE TRUST?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,408 (BAKER BOYER BANK WEALTH MANGAGEMENT, TRUSTEE).
How much revenue does ROBERTA GOSE TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $5,941, expenses of $14,380 and total assets of $184,203 at year end.

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