Nonprofit · EIN 91-6513400
T R ERIKSEN TRUST B
Also known as LACASSE JOANNE L TTEE
Tax-exempt · UKIAH, CA 95482
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $113,515 | $412,702 | -$299,187 | $3,141,716 | $0 | $3,141,716 |
| December 31, 2024 | 990-PF | $104,587 | $424,830 | -$320,243 | $3,440,903 | $0 | $3,440,903 |
| December 31, 2023 | 990-PF | $193,061 | $367,530 | -$174,469 | $3,761,146 | $0 | $3,761,146 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $94,964
- Interest
- $686
- Net gain from sales of assets
- $9,101
- Other income
- $8,764
Expenses
- Grants and similar amounts paid
- $355,000
- Compensation of officers, directors and key employees
- $50,000
- Disbursements for charitable purposes
- $391,219
- Excise tax on investment income
- $1,305
Balance sheet and other
- Total assets, start of year
- $3,440,903
- Total assets, end of year
- $3,141,716
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,141,716
- Fair market value of assets
- $7,430,504
- Qualifying distributions
- $391,219
- Net investment income
- $113,515
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 |
|---|---|---|---|
| SHELLY A SMITH PO BOX 723, UKIAH, CA 95482 | TRUSTEE/MANAGER | 12 | $50,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLY A SMITH PO BOX 723, UKIAH, CA 95482 | TRUSTEE/MANAGER | 12 | $75,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLY A SMITH PO BOX 723, UKIAH, CA 95482 | TRUSTEE/MANAGER | 12 | $34,950 |
Address and contacts
- Address (IRS master file)
- PO BOX 723, UKIAH, CA 95482-0723
- In care of
- % JOANNE LACASSE TRUSTEE
- Signed the 990-PF
- SHELLY A SMITH, Trustee
- Phone
- (707) 670-5800
- Website
- treriksenfoundation.org
- Return prepared by
- David J Fisher CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 91-6513400 or by the name T R ERIKSEN TRUST B.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 91-6513400
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,141,716
- Income (IRS master file)
- $499,006
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $113,515 | $412,702 | $3,141,716 | XML |
| 990-PF | December 2024 | $104,587 | $424,830 | $3,440,903 | XML |
| 990-PF | December 2023 | $193,061 | $367,530 | $3,761,146 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 91-6513400).
Questions about T R ERIKSEN TRUST B
- What is the EIN of T R ERIKSEN TRUST B?
- The employer identification number (EIN) of T R ERIKSEN TRUST B is 91-6513400.
- Is T R ERIKSEN TRUST B tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does T R ERIKSEN TRUST B file?
- Form 990-PF. Private foundations file every year.
- When is the next return of T R ERIKSEN TRUST B 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 T R ERIKSEN TRUST B 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 T R ERIKSEN TRUST B?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $50,000 (SHELLY A SMITH, TRUSTEE/MANAGER).
- How much revenue does T R ERIKSEN TRUST B have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $113,515, expenses of $412,702 and total assets of $3,141,716 at year end.
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