Roe Foundation Charitable Trust

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Provides grants to community action agencies in the state of washington who provide grants to poor and distressed senior citizens in the state of washington

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 91-1205793) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $24K a year · 45% of revenue · last 6 filings
A surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
0% of spending went to programs.
Pt IX · Ln 25 · col B
580.2 mo
of spending, in cash
Plus $696K in investments, Pt X · Ln 11–13
580.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
0
of 5 voting members
None of 5 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$66K
+3% vs prior year
Spent
$2K
To programs
0%
Net assets
$814K
By yearFY2020–FY2025
Revenue
$66K
FY2025▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2020$52K
FY2021$58K
FY2022$35K
FY2023$43K
FY2024$64K
FY2025$66K
Expenses
$2K
FY2025▼ -92%
Tap a bar for its year
Expenses by fiscal year
FY2020$28K
FY2021$76K
FY2022$3K
FY2023$32K
FY2024$32K
FY2025$2K
Net assets
$814K
FY2025▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$694K
FY2021$675K
FY2022$707K
FY2023$718K
FY2024$750K
FY2025$814K

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $2K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Roe Foundation Charitable Trust executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds community agencies that give aid to poor and distressed seniors in Washington.

Questions for Roe Foundation Charitable Trust

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1 program · in their own filed words · FY2025
01

Roe foundation did not distribute any grants in 2025. The board of directors is reviewing potential canditates for distributions in 2026

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 91-1205793) · Dispute this line
Pt IX · Ln 25 · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $160K · 2020–2024
Individual RecipientFY2024$30,000
Individual RecipientFY2023$30,000
Hope SourceWA · FY2021$50,000

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$66K
Ln 12
Other incomeLn 4–11$48K
Investment incomeLn 3$18K
Money outPt IX
$2K
Ln 25
Managementcol C$2K
Owns and owesPt X
$814K
net assets · Ln 32
Cash and savingsLn 1–2$118K
Total assetsLn 16$814K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$18K
Other incomeLn 4–11$48K
Gains on assetsLn 7$48K
Total revenueLn 12$66K
Assets in detailPt X, end of year
CashLn 1$118K
Cash and savings togetherLn 1–2$118K
InvestmentsLn 11–13$696K
Total assetsLn 16$814K
LiabilitiesLn 26$0
Net assetsLn 32$814K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$116K$118K
InvestmentsLn 11–13$634K$696K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$750K$814K
LiabilitiesLn 26$0$0
Net assetsLn 32$750K$814K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$2K$2K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$377$377
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$94$94
All other expensesLn 24e$0
Total functional expensesLn 25$2K$0$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Feb 20, 2026 $66K$2K$64K$814K 990 PDF
FY2024Filed with the IRS Apr 7, 2025 $64K$32K$32K$750K 990 PDF
FY2023Filed with the IRS Apr 18, 2024 $43K$32K$11K$718K 990 PDF
FY2022Filed with the IRS May 12, 2023 $35K$3K$32K$707K 990 PDF
FY2021Filed with the IRS Jun 6, 2022 $58K$76K−$18K$675K 990 PDF
FY2020Filed with the IRS Jun 6, 2022 $52K$28K$24K$694K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $66,113 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $64,370$66,113
I-11 Other revenue$0
I-12 Total revenuePrior year $64,370$66,113
I-13 Grants and similar amounts paidPrior year $30,000$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $2,195$2,442
I-18 Total expensesPrior year $32,195$2,442
I-19 Revenue less expensesPrior year $32,175$63,671
Part VI · Governance 0 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $66,113 across 7 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-3 Investment incomeRelated to mission $17,700$17,700
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $48,413$48,413
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $66,113$66,113
Part IX · Statement of functional expenses $2,442 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $1,971$1,971
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotionManagement $377$377
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Management $94$94
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $0 · Management $2,442 · Fundraising $0$2,442
Part X · Balance sheet $813,869 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $116,231$118,076
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $633,967$695,793
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $750,198$813,869
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $750,198$813,869
X-32 Total net assets or fund balancesStart of year $750,198$813,869
X-33 Total liabilities and net assetsStart of year $750,198$813,869
Part XI · Reconciliation of net assets $813,869 net assets at year end
XI-1 Total revenue$66,113
XI-2 Total expenses$2,442
XI-3 Revenue less expenses$63,671
XI-4 Net assets at start of year$750,198
XI-10 Net assets at end of year$813,869

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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