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Nonprofit · EIN 93-0796366

ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST

Tax-exempt · ASTORIA, OR 97103

Financials

$17K$124K2023$100K$121K2024
Revenue Expenses · by fiscal year end
Financials of ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$99,886$120,669-$20,783$2,075,388$0$2,075,388
December 31, 2023990$17,422$123,776-$106,354$2,020,459$0$2,020,459
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$99,886
Net gain from sales of assets
$28,286
Other revenue
$0

Expenses

Grants and similar amounts paid
$109,031
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$109,031
Management and general (functional)
$11,638

Balance sheet and other

Total assets, start of year
$2,020,459
Total assets, end of year
$2,075,388
Total liabilities, end of year
$0
Net assets, end of year
$2,075,388
Publicly traded securities
$2,034,816
Net assets without donor restrictions
$2,075,388
Gross receipts
$268,012
Employees
0
Volunteers
4
Year formed
1981
State of legal domicile
OR

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, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
BRUCE JONESTRUSTEE
Trustee or director, Officer
0.3$0$150,000$8,156
DON VOLLUMCHAIR
Trustee or director, Officer
0.3$0$0$0
MARY MEYERSTRUSTEE
Trustee or director
0.3$0$0$0
JACK FICKENTRUSTEE
Trustee or director
0.3$0$0$0
JOSH STELLMONTRUSTEE
Trustee or director
0.3$0$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
SAMUEL JOHNSONTRUSTEE
Trustee or director, Officer
0.3$0$152,072$16,440
MICHAEL HAGLUNDCHAIR
Trustee or director, Officer
0.3$0$0$0
JOHN MCGOWANTRUSTEE
Trustee or director
0.3$0$0$0
HEATHER REYNOLDSTRUSTEE
Trustee or director
0.3$0$0$0
BARBARA BLUETRUSTEE
Trustee or director
0.3$0$0$0
HEATHER SEPPATRUSTEE
Trustee or director
0.3$0$0$0

Address and contacts

Address (IRS master file)
1792 MARINE DR, ASTORIA, OR 97103-3525
In care of
% YERGEN AND MEYER CPAS
Principal officer (990 for 2024)
DON VOLLUM, 1792 MARINE DRIVE, ASTORIA, OR 971033525
Signed the 990
BRUCE JONES, TRUSTEE
Phone
(503) 325-2323
Return prepared by
HOFFMAN STEWART & SCHMIDT PC

Mission

TO SUPPORT THE OPERATIONS OF THE COLUMBIA RIVER MARITIME MUSEUM.

990 for the year ended December 31, 2024

Program accomplishments

  • DISTRIBUTIONS TO THE COLUMBIA RIVER MARITIME MUSEUM TO SUPPORT MUSEUM PROGRAM OPERATIONS. THE TRUST MADE DISTRIBUTIONS TO THE COLUMBIA RIVER MARITIME MUSEUM DURING THE YEAR ENDED DECEMBER 31, 2024 TOTALING $109,031.
    Expenses $109,031 · grants $109,031

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
93-0796366
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1984
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,075,388
Income (IRS master file)
$268,012

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$99,886$120,669$2,075,388XML
990December 2023$17,422$123,776$2,020,459XML
990December 2022$38,170$116,585$1,899,429IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 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 93-0796366).

Questions about ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST

What is the EIN of ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST?
The employer identification number (EIN) of ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST is 93-0796366.
Is ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST 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 ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST?
The 990 for the year ended December 31, 2024 names DON VOLLUM.
Who are the officers and directors of ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $99,886, expenses of $120,669 and total assets of $2,075,388 at year end.

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