Nonprofit · EIN 91-2013369
FOREST C AND RUTH V KELSEY FOUNDATION
Tax-exempt · MONTESANO, WA 98563
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $620,225 | $918,164 | -$297,939 | $12,647,768 | $251 | $12,647,517 |
| December 31, 2024 | 990-PF | $4,518,359 | $1,062,697 | $3,455,662 | $13,000,864 | $216 | $13,000,648 |
| December 31, 2023 | 990-PF | $483,585 | $852,889 | -$369,304 | $9,530,091 | $267 | $9,529,824 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $381,627
- Net gain from sales of assets
- $238,598
Expenses
- Grants and similar amounts paid
- $810,800
- Compensation of officers, directors and key employees
- $8,000
- Salaries, compensation and benefits (total)
- $6,569
- Disbursements for charitable purposes
- $810,800
- Excise tax on investment income
- $7,129
Balance sheet and other
- Total assets, start of year
- $13,000,864
- Total assets, end of year
- $12,647,768
- Total liabilities, end of year
- $251
- Net assets, end of year
- $12,647,517
- Fair market value of assets
- $14,748,653
- Qualifying distributions
- $810,800
- Net investment income
- $620,225
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG LEWIS 223 EAST SPRUCE, MONTESANO, WA 98563 | Trustee | 2 | $1,200 |
| LONI CRASS 900 EAST SPRUCE, MONTESANO, WA 98563 | Vice President | 2 | $1,200 |
| TERESA FRAFJORD 705 MEDCALF STREET, MONTESANO, WA 98563 | Trustee | 2 | $1,200 |
| MIKE HLIBOKI 611 SPRUCE, HOQUIAM, WA 98550 | Trustee | 2 | $1,200 |
| JULIE RANDICH 2315 SUMMIT LAKE SHORE RD NW, OLYMPIA, WA 98502 | President | 2 | $1,200 |
| KIMBERLEY LILLEGARD 702 CHERRY RD, MONTESANO, WA 98563 | Secy/Treasurer | 5 | $1,200 |
| STEVE CALDWELL 808 EAST SIMPSON, MONTESANO, WA 98563 | Trustee | 2 | $800 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG LEWIS 223 EAST SPRUCE, MONTESANO, WA 98563 | Trustee | 2 | $1,200 |
| LONI CRASS 900 EAST SPRUCE, MONTESANO, WA 98563 | Vice President | 2 | $1,200 |
| TERESA FRAFJORD 705 MEDCALF STREET, MONTESANO, WA 98563 | Trustee | 2 | $1,200 |
| MIKE HLIBOKI 611 SPRUCE, HOQUIAM, WA 98550 | Trustee | 2 | $1,200 |
| JULIE RANDICH 2315 SUMMIT LAKE SHORE RD NW, OLYMPIA, WA 98502 | President | 2 | $1,200 |
| KIMBERLEY LILLEGARD 702 CHERRY RD, MONTESANO, WA 98563 | Secy/Treasurer | 5 | $1,200 |
| STEVE CALDWELL 808 EAST SIMPSON, MONTESANO, WA 98563 | Trustee | 2 | $800 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG LEWIS 223 EAST SPRUCE, MONTESANO, WA 98563 | Trustee | 2 | $1,200 |
| LONI CRASS 900 EAST SPRUCE, MONTESANO, WA 98563 | Vice President | 2 | $1,200 |
| TERESA FRAFJORD 705 MEDCALF STREET, MONTESANO, WA 98563 | Trustee | 2 | $1,200 |
| STEVE CALDWELL 808 EAST SIMPSON, MONTESANO, WA 98563 | Trustee | 2 | $1,200 |
| JULIE RANDICH 2315 SUMMIT LAKE SHORE RD NW, OLYMPIA, WA 98502 | President | 2 | $1,200 |
| KIMBERLEY LILLEGARD 702 CHERRY RD, MONTESANO, WA 98563 | Secy/Treasurer | 5 | $1,200 |
| MIKE HLIBOKI 611 SPRUCE, HOQUIAM, WA 98550 | Trustee | 2 | $800 |
Address and contacts
- Address (IRS master file)
- PO BOX 404, MONTESANO, WA 98563-0404
- In care of
- % CHARLES W CALDWELL
- Signed the 990-PF
- JULIE RANDICH, President
- Phone
- (360) 249-4800
- Return prepared by
- PRESZLER LARNER MERTZ & CO PS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-2013369
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $12,647,768
- Income (IRS master file)
- $2,642,033
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $620,225 | $918,164 | $12,647,768 | IRS |
| 990-PF | December 2024 | $4,518,359 | $1,062,697 | $13,000,864 | IRS |
| 990-PF | December 2023 | $483,585 | $852,889 | $9,530,091 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 91-2013369).
Questions about FOREST C AND RUTH V KELSEY FOUNDATION
- What is the EIN of FOREST C AND RUTH V KELSEY FOUNDATION?
- The employer identification number (EIN) of FOREST C AND RUTH V KELSEY FOUNDATION is 91-2013369.
- Is FOREST C AND RUTH V KELSEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to FOREST C AND RUTH V KELSEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FOREST C AND RUTH V KELSEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FOREST C AND RUTH V KELSEY FOUNDATION 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 FOREST C AND RUTH V KELSEY FOUNDATION 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 FOREST C AND RUTH V KELSEY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 7 received compensation from the organization, the highest $1,200 (DOUG LEWIS, Trustee).
- How much revenue does FOREST C AND RUTH V KELSEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $620,225, expenses of $918,164 and total assets of $12,647,768 at year end.
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