W James And Jane K Truettner Foundation

Crested Butte, CO
Tax-exempt since March 1987
EIN: 36-3499982

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$570k (2024)

Expenses

$563k (2024)

Total Assets

$4.49M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$570,303

Expenses

$563,484

Net Income

$6,819

Net Assets

$4,489,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$201,207	35.3%
Sales of Assets	$369,096	64.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$518,910	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,489,105
Total Liabilities	$0
Net Assets	$4,489,105

Compensation

Key Employees and Officers	Compensation	Other
W James Truettner Iii (President)	$0	$0
Nancy H Truettner (Treasurer And Secretary)	$0	$0

990-PF

Filed on March 25, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$117,750

Expenses

$463,145

Net Income

-$345,395

Net Assets

$9,236,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$201,504	> 100%
Sales of Assets	-$83,754
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$423,155	91.4%
Compensation of Officers*	$6,000	1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,236,364
Total Liabilities	$0
Net Assets	$9,236,364

Compensation

Key Employees and Officers	Compensation	Other
W James Truettner Jr (President)	$2,000	$0
W James Truettner Iii (Secretary Treasurer)	$2,000	$0
Nancy H Truettner (Director)	$2,000	$0

990-PF

Filed on Feb. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$207,795

Expenses

$554,211

Net Income

-$346,416

Net Assets

$9,581,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,116	50.6%
Sales of Assets	$102,679	49.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$511,859	92.4%
Compensation of Officers*	$6,000	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,581,759
Total Liabilities	$0
Net Assets	$9,581,759

Compensation

Key Employees and Officers	Compensation	Other
W James Truettner Jr (President)	$2,000	$0
W James Truettner Iii (Secretary Treasurer)	$2,000	$0
Nancy H Truettner (Director)	$2,000	$0

990-PF

Filed on Feb. 22, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$285,292

Expenses

$617,898

Net Income

-$332,606

Net Assets

$9,928,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,302	18.3%
Sales of Assets	$232,990	81.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$506,887	82.0%
Compensation of Officers*	$6,000	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,928,175
Total Liabilities	$0
Net Assets	$9,928,175

Compensation

Key Employees and Officers	Compensation	Other
W James Truettner Jr (President)	$2,000	$0
W James Truettner Iii (Secretary Treasurer)	$2,000	$0
Nancy H Truettner (Director)	$2,000	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$3,934,410

Expenses

$312,856

Net Income

$3,621,554

Net Assets

$7,580,863

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,300,000	33.0%
Interest Revenue	$0
Dividends	$29,823	0.8%
Sales of Assets	$2,604,587	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$276,624	88.4%
Compensation of Officers*	$6,000	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,580,864
Total Liabilities	$1
Net Assets	$7,580,863

Compensation

Key Employees and Officers	Compensation	Other
W James Truettner Jr (President)	$2,000	$0
W James Truettner Iii (Secretary Treasurer)	$2,000	$0
Nancy H Truettner (Director)	$2,000	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2019

Revenue

$2,421,963

Expenses

$167,052

Net Income

$2,254,911

Net Assets

$3,959,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,000,000	82.6%
Interest Revenue	$0
Dividends	$28,064	1.2%
Sales of Assets	$393,899	16.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,476	87.7%
Compensation of Officers*	$6,000	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,959,310
Total Liabilities	$1
Net Assets	$3,959,309

Compensation

Key Employees and Officers	Compensation	Other
W James Truettner Jr (President)	$2,000	$0
W James Truettner Iii (Secretary Treasurer)	$2,000	$0
Nancy H Truettner (Director)	$2,000	$0

990-PF

Filed on July 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$209,550

Expenses

$143,889

Net Income

$65,661

Net Assets

$1,704,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,987	8.6%
Sales of Assets	$191,563	91.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,127	84.9%
Compensation of Officers*	$6,000	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,704,399
Total Liabilities	$0
Net Assets	$1,704,399

Compensation

Key Employees and Officers	Compensation	Other
W James Truettner Jr (President)	$2,000	$0
W James Truettner Iii (Secretary Treasurer)	$2,000	$0
Nancy H Truettner (Director)	$2,000	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$421,197

Expenses

$165,198

Net Income

$255,999

Net Assets

$1,638,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,954	5.0%
Sales of Assets	$394,066	93.6%
Other Income	$6,177	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,939	91.4%
Compensation of Officers*	$6,000	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,638,738
Total Liabilities	$0
Net Assets	$1,638,738

Compensation

Key Employees and Officers	Compensation	Other
W James Truettner Jr (President)	$2,000	$0
W James Truettner Iii (Secretary Treasurer)	$2,000	$0
Nancy H Truettner (Director)	$2,000	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$147,999

Expenses

$115,163

Net Income

$32,836

Net Assets

$1,382,739

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,677	17.3%
Sales of Assets	$122,322	82.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,702	88.3%
Compensation of Officers*	$6,000	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,382,739
Total Liabilities	$0
Net Assets	$1,382,739

Compensation

Key Employees and Officers	Compensation	Other
W James Truettner Jr (President)	$2,000	$0
W James Truettner Iii (Secretary Treasurer)	$2,000	$0
Nancy H Truettner (Director)	$2,000	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$48,733

Expenses

$124,833

Net Income

-$76,100

Net Assets

$1,349,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,624	23.9%
Sales of Assets	$37,109	76.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,115	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,349,903
Total Liabilities	$0
Net Assets	$1,349,903

Compensation

Key Employees and Officers	Compensation	Other
W James Truettner Jr (President)	$0	$0
W James Truettner Iii (Secretary Treasurer)	$0	$0
Nancy H Truettner (Director)	$0	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$202,528

Expenses

$122,618

Net Income

$79,910

Net Assets

$1,426,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,667	13.7%
Sales of Assets	$174,861	86.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,550	86.1%
Compensation of Officers*	$6,000	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,427,003
Total Liabilities	$1,000
Net Assets	$1,426,003

Compensation

Key Employees and Officers	Compensation	Other
W James Truettner Jr (President)	$2,000	$0
W James Truettner Iii (Secretary Treasurer)	$2,000	$0
Nancy H Truettner (Director)	$2,000	$0

990-PF

Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$148,907

Expenses

$101,176

Net Income

$47,731

Net Assets

$1,346,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,732	18.0%
Sales of Assets	$122,134	82.0%
Other Income	$41	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,831	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,346,146
Total Liabilities	$0
Net Assets	$1,346,146

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$99,332

Expenses

$76,976

Net Income

$22,356

Net Assets

$1,298,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,452	26.6%
Sales of Assets	$72,880	73.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,520	83.8%
Compensation of Officers*	$6,000	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,298,408
Total Liabilities	$46
Net Assets	$1,298,362

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$253,790

Expenses

$74,048

Net Income

$179,742

Net Assets

$1,276,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$241,995	95.4%
Interest Revenue	$0
Dividends	$11,413	4.5%
Sales of Assets	$382	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,537	83.1%
Compensation of Officers*	$6,000	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,276,052
Total Liabilities	$46
Net Assets	$1,276,006

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

W James And Jane K Truettner Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $570k (2024)

Expenses $563k (2024)

Total Assets $4.49M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$570k (2024)

Expenses

$563k (2024)

Total Assets

$4.49M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001