Roberta Gose Trust

Walla Walla, WA
EIN: 91-6406229

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$5.94k (2025)

Expenses

$14.4k (2025)

Total Assets

$184k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$5,941

Expenses

$14,380

Net Income

-$8,439

Net Assets

$184,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,989	> 100%
Sales of Assets	-$48
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,439	79.5%
Compensation of Officers*	$2,408	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$184,203
Total Liabilities	$0
Net Assets	$184,203

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Mangagement (Trustee)	$2,408	$0

990-PF

Filed on Nov. 12, 2025

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

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Fiscal Year Ending June
2024

Revenue

$457

Expenses

$17,930

Net Income

-$17,473

Net Assets

$192,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,321	> 100%
Dividends	$2,428	> 100%
Sales of Assets	-$5,292
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,536	86.6%
Compensation of Officers*	$2,400	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$192,642
Total Liabilities	$0
Net Assets	$192,642

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Mangagement (Trustee)	$2,400	$0

990-PF

Filed on Nov. 1, 2024

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

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Fiscal Year Ending June
2023

Revenue

$6,993

Expenses

$16,271

Net Income

-$9,278

Net Assets

$210,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57	0.8%
Dividends	$5,018	71.8%
Sales of Assets	$1,918	27.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,293	75.6%
Compensation of Officers*	$2,400	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$210,115
Total Liabilities	$0
Net Assets	$210,115

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Mangagement (Trustee)	$2,400	$0

990-PF

Filed on May 13, 2024

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

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Fiscal Year Ending June
2022

Revenue

$11,984

Expenses

$16,737

Net Income

-$4,753

Net Assets

$219,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$4,648	38.8%
Sales of Assets	$7,335	61.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,306	73.5%
Compensation of Officers*	$2,707	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,393
Total Liabilities	$0
Net Assets	$219,393

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Wealth Management John Adams (Trustee)	$2,707	$0

990-PF

Filed on Nov. 11, 2022

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

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Fiscal Year Ending June
2021

Revenue

$30,942

Expenses

$16,855

Net Income

$14,087

Net Assets

$224,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$4,352	14.1%
Sales of Assets	$26,587	85.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,961	76.9%
Compensation of Officers*	$2,628	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,145
Total Liabilities	$1
Net Assets	$224,144

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Wealth Management John Adams (Trustee)	$2,628	$0

990-PF

Filed on Nov. 9, 2021

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

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XML

Fiscal Year Ending June
2020

Revenue

-$3,036

Expenses

$17,520

Net Income

-$20,556

Net Assets

$210,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48
Dividends	$5,469
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,680	78.1%
Compensation of Officers*	$2,596	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$210,061
Total Liabilities	$1
Net Assets	$210,060

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Wealth Management John Adams (Trustee)	$2,596	$0

990-PF

Filed on Oct. 5, 2020

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

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Fiscal Year Ending June
2019

Revenue

$13,737

Expenses

$17,005

Net Income

-$3,268

Net Assets

$230,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49	0.4%
Dividends	$7,168	52.2%
Sales of Assets	$5,352	39.0%
Other Income	$1,168	8.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,522	79.5%
Compensation of Officers*	$2,710	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$230,615
Total Liabilities	$0
Net Assets	$230,615

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Wealth Management John Adams (Trustee)	$2,710	$0

990-PF

Filed on Aug. 15, 2019

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

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Fiscal Year Ending June
2018

Revenue

$11,124

Expenses

$17,322

Net Income

-$6,198

Net Assets

$233,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34	0.3%
Dividends	$5,009	45.0%
Sales of Assets	$6,081	54.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,682	79.0%
Compensation of Officers*	$2,904	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$233,882
Total Liabilities	$0
Net Assets	$233,882

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Wealth Management Bryan Ponti (Trustee)	$2,904	$0

990-PF

Filed on Aug. 23, 2018

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

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Fiscal Year Ending June
2017

Revenue

$15,530

Expenses

$17,401

Net Income

-$1,871

Net Assets

$240,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$283	1.8%
Dividends	$4,859	31.3%
Sales of Assets	$10,388	66.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,986	80.4%
Compensation of Officers*	$2,786	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$240,078
Total Liabilities	$0
Net Assets	$240,078

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Wealth Management Bryan Ponti (Trustee)	$2,786	$0

990-PF

Filed on Nov. 9, 2017

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

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Fiscal Year Ending June
2016

Revenue

$11,853

Expenses

$17,907

Net Income

-$6,054

Net Assets

$241,949

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,402	11.8%
Dividends	$5,224	44.1%
Sales of Assets	$5,227	44.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,587	81.5%
Compensation of Officers*	$2,768	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$241,949
Total Liabilities	$0
Net Assets	$241,949

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Wealth Management Bryan Ponti (Trustee)	$2,768	$0

990-PF

Filed on Oct. 28, 2016

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

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Fiscal Year Ending June
2015

Revenue

$17,933

Expenses

$17,563

Net Income

$370

Net Assets

$248,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,590	8.9%
Dividends	$5,014	28.0%
Sales of Assets	$11,329	63.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,025	79.9%
Compensation of Officers*	$2,876	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$248,005
Total Liabilities	$0
Net Assets	$248,005

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Wealth Management (Trustee)	$2,876	$0

990-PF

Filed on Nov. 3, 2015

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

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Fiscal Year Ending June
2014

Revenue

$21,143

Expenses

$17,394

Net Income

$3,749

Net Assets

$247,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,612	7.6%
Dividends	$4,937	23.4%
Sales of Assets	$14,594	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,129	81.2%
Compensation of Officers*	$2,508	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$247,635
Total Liabilities	$0
Net Assets	$247,635

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Wealth Management (Trustee)	$2,508	$0

990-PF

Filed on July 24, 2014

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

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Fiscal Year Ending June
2013

Revenue

$18,678

Expenses

$21,140

Net Income

-$2,462

Net Assets

$243,885

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,475	13.3%
Dividends	$4,532	24.3%
Sales of Assets	$11,619	62.2%
Other Income	$52	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,938	84.9%
Compensation of Officers*	$2,514	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$243,886
Total Liabilities	$1
Net Assets	$243,885

990-PF

Filed on Nov. 26, 2013

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

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Fiscal Year Ending June
2012

Revenue

$3,340

Expenses

$19,370

Net Income

-$16,030

Net Assets

$246,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,254	37.5%
Dividends	$3,145	94.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,100	83.1%
Compensation of Officers*	$2,505	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$246,348
Total Liabilities	$1
Net Assets	$246,347

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

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Roberta Gose Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $5.94k (2025)

Expenses $14.4k (2025)

Total Assets $184k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$5.94k (2025)

Expenses

$14.4k (2025)

Total Assets

$184k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001