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Nonprofit · EIN 30-6315350

R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE

Also known as SECURITY STATE BANK TRUST DEPT TTEE

Tax-exempt · CENTRALIA, WA 98531

Financials

$13K$25K2023$16K$25K2024
Revenue Expenses · by fiscal year end
Financials of R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$15,791$25,023-$9,232$77,275$177$77,098
December 31, 2023990-PF$12,521$24,667-$12,146$86,462$132$86,330
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,813
Interest
$1
Net gain from sales of assets
$12,977

Expenses

Grants and similar amounts paid
$21,256
Compensation of officers, directors and key employees
$1,181
Disbursements for charitable purposes
$21,792
Excise tax on investment income
$177

Balance sheet and other

Total assets, start of year
$86,462
Total assets, end of year
$77,275
Total liabilities, end of year
$177
Net assets, end of year
$77,098
Fair market value of assets
$137,926
Qualifying distributions
$21,792
Net investment income
$15,791

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
SECURITY STATE BANK TRUST DEPT
PO BOX 1050, CENTRALIA, WA 98531
TRUSTEE1$1,181
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
SECURITY STATE BANK TRUST DEPT
PO BOX 1050, CENTRALIA, WA 98531
Trustee1$1,147

Address and contacts

Address (IRS master file)
PO BOX 1050, CENTRALIA, WA 98531-0717
In care of
% SECURITY STATE BANK TRUST DEPT
Signed the 990-PF
SECURITY STATE BANK TRUST DEPT, TRUSTEE
Phone
(360) 330-2788
Return prepared by
MENICHELLI & ASSOCIATES PLLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-6315350
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$77,275
Income (IRS master file)
$23,266

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$15,791$25,023$77,275IRS
990-PFDecember 2023$12,521$24,667$86,462XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 30-6315350).

Questions about R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE

What is the EIN of R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE?
The employer identification number (EIN) of R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE is 30-6315350.
Is R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE file?
Form 990-PF. Private foundations file every year.
When is the next return of R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE 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 R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $1,181 (SECURITY STATE BANK TRUST DEPT, TRUSTEE).
How much revenue does R & M INGWERSEN TR UA FBO HARVEY MUDD COLLEGE have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $15,791, expenses of $25,023 and total assets of $77,275 at year end.

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