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Nonprofit · EIN 99-3975378

ALBINA MUSIC TRUST

Tax-exempt · PORTLAND, OR 97211

Financials

$588K$160K2024$295K$520K2025
Revenue Expenses · by fiscal year end
Financials of ALBINA MUSIC TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$294,952$519,500-$224,548$164,423$1,549$162,874
December 31, 2024990$588,027$160,135$427,892$427,412$196$427,216
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$222,669
Program service revenue
$70,090
Investment income
$2,193
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$180,523
Salaries, compensation and benefits (total)
$208,985
Professional fundraising fees
$0
Legal fees
$600
Accounting fees
$12,444
Occupancy
$7,649
Travel
$3,944
Depreciation
$1,044
Program services (functional)
$305,067
Management and general (functional)
$214,433

Balance sheet and other

Total assets, start of year
$427,412
Total assets, end of year
$164,423
Total liabilities, end of year
$1,549
Net assets, end of year
$162,874
Land, buildings and equipment
$4,174
Net assets without donor restrictions
$112,874
Net assets with donor restrictions
$50,000
Gross receipts
$294,952
Employees
1
Year formed
2024
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Owen R Smith IVExec Dir./Sec
Key employee, Highest-paid employee
40$180,523
Michelle DePassBoard Director at Large
Trustee or director
10$0
Kenneth W BerryPres/Interim Treasurer
Officer
10$0
990 for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Owen R Smith IVExecutive Director
Key employee, Highest-paid employee
40$38,502
Kenneth W BerryBoard President
Officer
10$3,000
Calvin J WalkerTreasurer
Officer
10$1,596

Address and contacts

Address (IRS master file)
2828 NE ALBERTA ST, PORTLAND, OR 97211-6351
In care of
% OWEN R SMITH IV
Principal officer (990 for 2025)
Owen R Smith IV, 10415 SE Boise, Portland, OR 97230
Signed the 990
Owen R Smith IV, Executive DirectorSecretary
Phone
(503) 899-5035
Return prepared by
The Bookkeeping Company LLC B13488

Mission

To amplify the legacy of Albinas musician community through archival media preservation, events, and assorted programs.

990 for the year ended December 31, 2025

Program accomplishments

  • Special Events including concerts and public speaking engagements. These events are for the community and are well attended. Paid speakers, actors, musicians are used as well as volunteers.
    Expenses $79,829 · grants $7,500
  • Community archive operations to document historic media made publicly available for educational purposes.
    Expenses $225,238 · grants $79,500 · revenue $14,784
  • Educational lectures and performance with primary, secordary and post-secondary institutions.
    grants $1,000

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
99-3975378
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2025
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$164,423
Income (IRS master file)
$294,952

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$294,952$519,500$164,423IRS
990December 2024$588,027$160,135$427,412IRS

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 99-3975378).

Questions about ALBINA MUSIC TRUST

What is the EIN of ALBINA MUSIC TRUST?
The employer identification number (EIN) of ALBINA MUSIC TRUST is 99-3975378.
Is ALBINA MUSIC TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to ALBINA MUSIC TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ALBINA MUSIC 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 ALBINA MUSIC TRUST 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 ALBINA MUSIC TRUST 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 ALBINA MUSIC TRUST?
The 990 for the year ended December 31, 2025 names Owen R Smith IV.
Who are the officers and directors of ALBINA MUSIC TRUST?
The 990 for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $180,523 (Owen R Smith IV, Exec Dir./Sec).
How much revenue does ALBINA MUSIC TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $294,952, expenses of $519,500 and total assets of $164,423 at year end.

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