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Nonprofit · EIN 36-7428977

TYKESON FAM CHARITABLE TR

Also known as TYKESON DONALD E TTEE

Tax-exempt · OVANDO, MT 59854

Financials

$3.4M$5.7M2023$7M$6.3M2024
Revenue Expenses · by fiscal year end
Financials of TYKESON FAM CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$7,038,617$6,318,351$720,266$102,245,947$0$102,245,947
December 31, 2023990-PF$3,422,174$5,747,793-$2,325,619$101,525,681$0$101,525,681
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,295,931
Interest
$7,801
Net gain from sales of assets
$3,849,444
Other income
$885,441

Expenses

Grants and similar amounts paid
$5,629,023
Compensation of officers, directors and key employees
$75,000
Disbursements for charitable purposes
$5,769,951
Excise tax on investment income
$90,210

Balance sheet and other

Total assets, start of year
$101,525,681
Total assets, end of year
$102,245,947
Total liabilities, end of year
$0
Net assets, end of year
$102,245,947
Fair market value of assets
$119,448,304
Qualifying distributions
$5,769,951
Net investment income
$7,034,300

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
AMY C TYKESON
PO BOX 78, OVANDO, MT 59854
TRUSTEE20$75,000
ELLEN P TYKESON
PO BOX 78, OVANDO, MT 59854
TRUSTEE0.5$0
ERIC D TYKESON
PO BOX 78, OVANDO, MT 59854
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
AMY C TYKESON
PO BOX 78, OVANDO, MT 59854
TRUSTEE20$75,000
ELLEN P TYKESON
PO BOX 78, OVANDO, MT 59854
TRUSTEE0.5$0
ERIC D TYKESON
PO BOX 78, OVANDO, MT 59854
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
PO BOX 78, OVANDO, MT 59854-0078
Signed the 990-PF
AMY C TYKESON, TRUSTEE
Phone
(503) 819-3648
Return prepared by
KERNUTT STOKES 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-7428977
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$102,245,947
Income (IRS master file)
$22,822,146

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$7,038,617$6,318,351$102,245,947IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$3,422,174$5,747,793$101,525,681XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 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 36-7428977).

Questions about TYKESON FAM CHARITABLE TR

What is the EIN of TYKESON FAM CHARITABLE TR?
The employer identification number (EIN) of TYKESON FAM CHARITABLE TR is 36-7428977.
Is TYKESON FAM CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to TYKESON FAM CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TYKESON FAM CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of TYKESON FAM CHARITABLE TR 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 TYKESON FAM CHARITABLE TR 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 TYKESON FAM CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $75,000 (AMY C TYKESON, TRUSTEE).
How much revenue does TYKESON FAM CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,038,617, expenses of $6,318,351 and total assets of $102,245,947 at year end.

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