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Nonprofit · EIN 93-1283685

CHARLES HUGH & WILMA MARIE PERRIN FOUNDATION

Tax-exempt · BILLINGS, MT 59116

Financials

$23K$25K2023$9K$26K2024$37K$27K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES HUGH & WILMA MARIE PERRIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$37,098$26,562$10,536$344,628$0$344,628
December 31, 2024990-PF$9,020$25,814-$16,794$331,072$0$331,072
December 31, 2023990-PF$22,572$24,810-$2,238$348,443$0$348,443
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,389
Net gain from sales of assets
$24,709

Expenses

Grants and similar amounts paid
$19,500
Compensation of officers, directors and key employees
$5,372
Disbursements for charitable purposes
$22,216
Excise tax on investment income
$455

Balance sheet and other

Total assets, start of year
$331,072
Total assets, end of year
$344,628
Total liabilities, end of year
$0
Net assets, end of year
$344,628
Fair market value of assets
$431,746
Qualifying distributions
$22,216
Net investment income
$37,098

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
FIRST INTERSTATE BANK
1100 NW BOND ST SUITE 100, BEND, OR 97703
TRUSTEE2$5,372
STEVE BJORVIK
120 NE PRIMROSE COURT, PRINEVILLE, OR 97754
DIRECTOR0$0
CARL DUTLI
545 E 7TH ST, PRINEVILLE, OR 97754
DIRECTOR0$0
JERRY EVANS
180 NW SECOND, PRINEVILLE, OR 97754
DIRECTOR0$0
PEGGY MORGAN
750 W THIRD, PRINEVILLE, OR 97754
DIRECTOR0$0
JENNIFER LILZE
555 NORTHWEST 3RD STREET, PRINEVILLE, OR 97703
DIRECTOR0$0
PATTY YANCY
6880 SE JUNIPER CANYON ROAD, PRINEVILLE, OR 97554
DIRECTOR0$0
CARRIE LOWENBACH
1100 SE LYNN BLVD, PRINEVILLE, OR 97554
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
FIRST INTERSTATE BANK
1100 NW BOND ST SUITE 100, BEND, OR 97703
TRUSTEE2$5,068
STEVE BJORVIK
120 NE PRIMROSE COURT, PRINEVILLE, OR 97754
DIRECTOR0$0
CARL DUTLI
545 E 7TH ST, PRINEVILLE, OR 97754
DIRECTOR0$0
JERRY EVANS
180 NW SECOND, PRINEVILLE, OR 97754
DIRECTOR0$0
PEGGY MORGAN
750 W THIRD, PRINEVILLE, OR 97754
DIRECTOR0$0
JENNIFER LILZE
555 NORTHWEST 3RD STREET, PRINEVILLE, OR 97703
DIRECTOR0$0
PATTY YANCY
6880 SE JUNIPER CANYON ROAD, PRINEVILLE, OR 97554
DIRECTOR0$0
CARRIE LOWENBACH
1100 SE LYNN BLVD, PRINEVILLE, OR 97554
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
FIRST INTERSTATE BANK
1100 NW BOND ST SUITE 100, BEND, OR 97703
TRUSTEE2$5,000
STEVE BJORVIK
120 NE PRIMROSE COURT, PRINEVILLE, OR 97754
DIRECTOR0$0
CARL DUTLI
545 E 7TH ST, PRINEVILLE, OR 97754
DIRECTOR0$0
JERRY EVANS
180 NW SECOND, PRINEVILLE, OR 97754
DIRECTOR0$0
PEGGY MORGAN
750 W THIRD, PRINEVILLE, OR 97754
DIRECTOR0$0
JENNIFER LILZE
555 NORTHWEST 3RD STREET, PRINEVILLE, OR 97703
DIRECTOR0$0
PATTY YANCY
6880 SE JUNIPER CANYON ROAD, PRINEVILLE, OR 97554
DIRECTOR0$0
CARRIE LOWENBACH
1100 SE LYNN BLVD, PRINEVILLE, OR 97554
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 30918, BILLINGS, MT 59116-0918
In care of
% BOTC TRUST DEPT
Signed the 990-PF
DEBRA UECKER, VP
Phone
(888) 791-4075
Return prepared by
ERNST & YOUNG US LLP

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
93-1283685
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$344,628
Income (IRS master file)
$149,707

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$37,098$26,562$344,628IRS
990-PFDecember 2024$9,020$25,814$331,072IRS
990-PFDecember 2023$22,572$24,810$348,443XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 93-1283685).

Questions about CHARLES HUGH & WILMA MARIE PERRIN FOUNDATION

What is the EIN of CHARLES HUGH & WILMA MARIE PERRIN FOUNDATION?
The employer identification number (EIN) of CHARLES HUGH & WILMA MARIE PERRIN FOUNDATION is 93-1283685.
Is CHARLES HUGH & WILMA MARIE PERRIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to CHARLES HUGH & WILMA MARIE PERRIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES HUGH & WILMA MARIE PERRIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES HUGH & WILMA MARIE PERRIN 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 CHARLES HUGH & WILMA MARIE PERRIN 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 CHARLES HUGH & WILMA MARIE PERRIN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $5,372 (FIRST INTERSTATE BANK, TRUSTEE).
How much revenue does CHARLES HUGH & WILMA MARIE PERRIN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,098, expenses of $26,562 and total assets of $344,628 at year end.

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