Skip to main content

Nonprofit · EIN 58-6301950

W D TRIPPE TRUST INC RM -655053007

Tax-exempt · CEDARTOWN, GA 30125

Financials

$516K$696K2023$463K$526K2024$839K$643K2025
Revenue Expenses · by fiscal year end
Financials of W D TRIPPE TRUST INC RM -655053007 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$839,109$643,452$195,657$9,306,445$0$9,306,445
December 31, 2024990-PF$462,708$525,701-$62,993$9,110,788$0$9,110,788
December 31, 2023990-PF$516,274$696,473-$180,199$9,173,781$0$9,173,781
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$219,404
Interest
$88,000
Net gain from sales of assets
$531,705

Expenses

Grants and similar amounts paid
$542,412
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$542,412
Excise tax on investment income
$11,664

Balance sheet and other

Total assets, start of year
$9,110,788
Total assets, end of year
$9,306,445
Total liabilities, end of year
$0
Net assets, end of year
$9,306,445
Fair market value of assets
$11,312,041
Qualifying distributions
$542,412
Net investment income
$839,109

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
JAMIE MORRIS
344 OAK CREST DRIVE, CEDARTOWN, GA 30125
DIRECTOR1$0
LLOYD H GRAY JR
222 FAIR OAKS ROAD, CEDARTOWN, GA 30125
DIRECTOR1$0
GEORGE E MUNDY
50 CHEROKEE PLACE, CEDARTOWN, GA 30125
PRESIDENT1$0
JANE C WYATT
801 N COLLEGE STREET, CEDARTOWN, GA 30125
SECRETARY/ TREASURER1$0
SANDRA GALLOWAY
700 MONTGOMERY AVE APT 14, CEDARTOWN, GA 30125
DIRECTOR1$0
DAN BAKER
PO BOX 108, CEDARTOWN, GA 30125
DIRECTOR1$0
RACHEL GRAVES
219 LAKEVIEW DRIVE, CEDARTOWN, GA 30125
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
JAMIE MORRIS
344 OAK CREST DRIVE, CEDARTOWN, GA 30125
DIRECTOR1$0
LLOYD H GRAY JR
222 FAIR OAKS ROAD, CEDARTOWN, GA 30125
DIRECTOR1$0
GEORGE E MUNDY
50 CHEROKEE PLACE, CEDARTOWN, GA 30125
PRESIDENT1$0
JANE C WYATT
801 N COLLEGE STREET, CEDARTOWN, GA 30125
SECRETARY/ TREASURER1$0
SANDRA GALLOWAY
700 MONTGOMERY AVE APT 14, CEDARTOWN, GA 30125
DIRECTOR1$0
DAN BAKER
PO BOX 108, CEDARTOWN, GA 30125
DIRECTOR1$0
RACHEL GRAVES
219 LAKEVIEW DRIVE, CEDARTOWN, GA 30125
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JAMIE MORRIS
344 OAK CREST DRIVE, CEDARTOWN, GA 30125
DIRECTOR1$0
LLOYD H GRAY JR
222 FAIR OAKS ROAD, CEDARTOWN, GA 30125
DIRECTOR1$0
GEORGE E MUNDY
50 CHEROKEE PLACE, CEDARTOWN, GA 30125
PRESIDENT1$0
JANE C WYATT
801 N COLLEGE STREET, CEDARTOWN, GA 30125
SECRETARY/ TREASURER1$0
SANDRA GALLOWAY
700 MONTGOMERY AVE APT 14, CEDARTOWN, GA 30125
DIRECTOR1$0
DAN BAKER
PO BOX 108, CEDARTOWN, GA 30125
DIRECTOR1$0
RACHEL GRAVES
219 LAKEVIEW DRIVE, CEDARTOWN, GA 30125
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 265, CEDARTOWN, GA 30125-0265
In care of
% GEORGE E MUNDY PC
Signed the 990-PF
GEORGE E MUNDY, BOARD MEMBER
Phone
(678) 244-7095
Return prepared by
NICHOLS CAULEY ADVISORY GROUP LLC

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
58-6301950
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,306,445
Income (IRS master file)
$3,419,593

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$839,109$643,452$9,306,445XML
990-PFDecember 2024$462,708$525,701$9,110,788IRS
990-PFDecember 2023$516,274$696,473$9,173,781XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 58-6301950).

Questions about W D TRIPPE TRUST INC RM -655053007

What is the EIN of W D TRIPPE TRUST INC RM -655053007?
The employer identification number (EIN) of W D TRIPPE TRUST INC RM -655053007 is 58-6301950.
Is W D TRIPPE TRUST INC RM -655053007 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to W D TRIPPE TRUST INC RM -655053007 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does W D TRIPPE TRUST INC RM -655053007 file?
Form 990-PF. Private foundations file every year.
When is the next return of W D TRIPPE TRUST INC RM -655053007 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 W D TRIPPE TRUST INC RM -655053007 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 W D TRIPPE TRUST INC RM -655053007?
The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does W D TRIPPE TRUST INC RM -655053007 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $839,109, expenses of $643,452 and total assets of $9,306,445 at year end.

Other nonprofits in CEDARTOWN

All nonprofits in CEDARTOWN · Georgia · Philanthropy, voluntarism and grantmaking foundations