Nonprofit · EIN 92-6168473
DRG FOUNDATION CHARITABLE TR
Also known as DAVID BROTEMARKLE TTEE
Tax-exempt · SAINT HELENA, CA 94574
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $465,661 | $4,100 | $461,561 | $12,047,300 | $100 | $12,047,200 |
| December 31, 2024 | 990 | $398,453 | $14,017 | $384,436 | $11,585,639 | $0 | $11,585,639 |
| December 31, 2023 | 990 | $1,316,375 | $99,486 | $1,216,889 | $11,201,314 | $0 | $11,201,314 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $465,661
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,000
- Management and general (functional)
- $4,100
Balance sheet and other
- Total assets, start of year
- $11,585,639
- Total assets, end of year
- $12,047,300
- Total liabilities, end of year
- $100
- Net assets, end of year
- $12,047,200
- Gross receipts
- $465,661
- Employees
- 0
- Volunteers
- 2
- Year formed
- 2022
- State of legal domicile
- CA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Brotemarkle | Trustee Trustee or director, Officer | 1 | $0 |
| Bill Dutra | Trustee Trustee or director, Officer | 0 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Brotemarkle | Trustee Trustee or director, Officer | 1 | $0 |
| Bill Dutra | Trustee Trustee or director, Officer | 0 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Brotemarkle | Trustee Trustee or director, Officer | 1 | $0 |
| Bill Dutra | Trustee Trustee or director, Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 503 FULTON LN, SAINT HELENA, CA 94574-1012
- Principal officer (990 for 2025)
- David Brotemarkle, 503 Fulton Lane, St Helena, CA 94574
- Signed the 990
- David Brotemarkle, Trustee
- Phone
- (707) 486-3962
- Return prepared by
- BROTEMARKLE DAVIS & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 92-6168473 or by the name DRG FOUNDATION CHARITABLE TR.
- 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)
Mission
The Organization's primary exempt purpose is to support The DRG Foundation, a California public charity.
Program accomplishments
- No grants were made to the DRG Foundation in 2025
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 92-6168473
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,047,300
- Income (IRS master file)
- $465,661
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $465,661 | $4,100 | $12,047,300 | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,316,375 | $99,486 | $11,201,314 | XML |
| 990-PF | December 2022 | – | – | – | 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 92-6168473).
Questions about DRG FOUNDATION CHARITABLE TR
- What is the EIN of DRG FOUNDATION CHARITABLE TR?
- The employer identification number (EIN) of DRG FOUNDATION CHARITABLE TR is 92-6168473.
- Is DRG FOUNDATION CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does DRG FOUNDATION CHARITABLE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DRG FOUNDATION CHARITABLE TR 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 DRG FOUNDATION CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of DRG FOUNDATION CHARITABLE TR?
- The 990 for the year ended December 31, 2025 names David Brotemarkle.
- Who are the officers and directors of DRG FOUNDATION CHARITABLE TR?
- The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DRG FOUNDATION CHARITABLE TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $465,661, expenses of $4,100 and total assets of $12,047,300 at year end.
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