T R Eriksen Trust B

Lacasse Joanne L Ttee

Ukiah, CA
EIN: 91-6513400

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Type of Nonprofit

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

Revenue

$193k (2023)

Expenses

$368k (2023)

Total Assets

$3.76M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$193,061

Expenses

$367,530

Net Income

-$174,469

Net Assets

$3,761,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,077	0.6%
Dividends	$94,544	49.0%
Sales of Assets	$62,008	32.1%
Other Income	$35,432	18.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$346,726	94.3%
Compensation of Officers*	$34,950	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,761,146
Total Liabilities	$0
Net Assets	$3,761,146

Compensation

Key Employees and Officers	Compensation	Other
Shelly A Smith (Trustee/Manager)	$34,950	$0

990-PF

Filed on Oct. 22, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$232,446

Expenses

$382,972

Net Income

-$150,526

Net Assets

$3,935,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$90,468	38.9%
Sales of Assets	$139,234	59.9%
Other Income	$2,742	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$352,795	92.1%
Compensation of Officers*	$30,000	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	$3,935,615
Total Liabilities	$0
Net Assets	$3,935,615

Compensation

Key Employees and Officers	Compensation	Other
Shelly A Smith (Trustee/Manager)	$30,000	$0

990-PF

Filed on Oct. 26, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$537,314

Expenses

$1,136,210

Net Income

-$598,896

Net Assets

$4,086,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$86,040	16.0%
Sales of Assets	$447,725	83.3%
Other Income	$3,541	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,095,800	96.4%
Compensation of Officers*	$62,000	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,086,141
Total Liabilities	$0
Net Assets	$4,086,141

Compensation

Key Employees and Officers	Compensation	Other
Joanne Lacasse (Trustee/Manager)	$40,000	$0
Larry Macleitch (Grant Committeeperson)	$12,000	$0
Sandra Hendrickx (Grant Committeeperson)	$10,000	$0

990-PF

Filed on Nov. 4, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$810,605

Expenses

$458,563

Net Income

$352,042

Net Assets

$4,685,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$98,794	12.2%
Sales of Assets	$709,045	87.5%
Other Income	$2,758	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$428,000	93.3%
Compensation of Officers*	$59,500	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,685,037
Total Liabilities	$1
Net Assets	$4,685,036

Compensation

Key Employees and Officers	Compensation	Other
Joanne Lacasse (Trustee/Manager)	$40,000	$0
Larry Macleitch (Grant Committeeperson)	$12,000	$0
Sandra Hendrickx (Grant Committeeperson)	$7,500	$0

990-PF

Filed on Nov. 4, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$188,057

Expenses

$357,169

Net Income

-$169,112

Net Assets

$4,332,994

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$141,498	75.2%
Sales of Assets	$42,590	22.6%
Other Income	$3,961	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$302,500	84.7%
Compensation of Officers*	$57,000	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	$4,332,995
Total Liabilities	$1
Net Assets	$4,332,994

Compensation

Key Employees and Officers	Compensation	Other
Joanne Lacasse (Trustee/Manager)	$40,000	$0
Larry Macleitch (Grant Committeeperson)	$12,000	$0
Sandra Hendrickx (Grant Committeeperson)	$5,000	$0

990-PF

Filed on Nov. 9, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$409,601

Expenses

$337,598

Net Income

$72,003

Net Assets

$4,502,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$59	0.0%
Dividends	$136,541	33.3%
Sales of Assets	$267,317	65.3%
Other Income	$5,684	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$295,557	87.5%
Compensation of Officers*	$73,000	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,502,107
Total Liabilities	$0
Net Assets	$4,502,107

Compensation

Key Employees and Officers	Compensation	Other
Joanne Lacasse (Trustee/Manager)	$50,000	$0
Larry Macleitch (Grant Committeeperson)	$18,000	$0
Sandra Hendrickx (Grant Committeeperson)	$5,000	$0

990-PF

Filed on Oct. 27, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$369,156

Expenses

$324,158

Net Income

$44,998

Net Assets

$4,430,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$61	0.0%
Dividends	$130,765	35.4%
Sales of Assets	$234,828	63.6%
Other Income	$3,502	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$291,665	90.0%
Compensation of Officers*	$60,500	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,430,232
Total Liabilities	$0
Net Assets	$4,430,232

Compensation

Key Employees and Officers	Compensation	Other
Joanne Lacasse (Trustee/Manager)	$40,000	$0
Larry Macleitch (Grant Committeeperson)	$18,000	$0
Sandra Hendrickx (Grant Committeeperson)	$2,500	$0

990-PF

Filed on Oct. 30, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$240,276

Expenses

$309,025

Net Income

-$68,749

Net Assets

$4,389,814

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$106	0.0%
Dividends	$139,646	58.1%
Sales of Assets	$98,117	40.8%
Other Income	$2,407	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,820	88.3%
Compensation of Officers*	$66,500	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,389,814
Total Liabilities	$0
Net Assets	$4,389,814

Compensation

Key Employees and Officers	Compensation	Other
Joanne Lacasse (Trustee/Manager)	$40,000	$0
Larry Macleitch (Grant Committeeperson)	$24,000	$0
Sandra Hendrickx (Grant Committeeperson)	$2,500	$0

990-PF

Filed on Nov. 13, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$463,487

Expenses

$418,266

Net Income

$45,221

Net Assets

$4,454,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$157	0.0%
Dividends	$90,319	19.5%
Sales of Assets	$59,482	12.8%
Other Income	$4,000	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,800	56.9%
Compensation of Officers*	$66,500	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	$4,454,970
Total Liabilities	$0
Net Assets	$4,454,970

Compensation

Key Employees and Officers	Compensation	Other
Joanne Lacasse (Trustee/Manager)	$40,000	$0
Larry Macleitch (Grant Committeeperson)	$24,000	$0
Sandra Hendrickx (Grant Committeeperson)	$2,500	$0

990-PF

Filed on Aug. 5, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$412,272

Expenses

$462,274

Net Income

-$50,002

Net Assets

$4,408,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$85	0.0%
Dividends	$82,687	20.1%
Sales of Assets	-$6,947
Other Income	$9,706	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,750	52.3%
Compensation of Officers*	$66,500	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	$4,408,660
Total Liabilities	$0
Net Assets	$4,408,660

Compensation

Key Employees and Officers	Compensation	Other
Joanne Lacasse (Trustee/Manager)	$40,000	$0
Larry Macleitch (Grant Committeeperson)	$24,000	$0
Sandra Hendrickx (Grant Committeeperson)	$2,500	$0

990-PF

Filed on Nov. 14, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$453,839

Expenses

$458,795

Net Income

-$4,956

Net Assets

$4,457,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54	0.0%
Dividends	$84,267	18.6%
Sales of Assets	$3,958	0.9%
Other Income	$12,227	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,750	54.7%
Compensation of Officers*	$69,000	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,457,848
Total Liabilities	$0
Net Assets	$4,457,848

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$504,345

Expenses

$437,532

Net Income

$66,813

Net Assets

$4,462,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57	0.0%
Dividends	$100,134	19.9%
Sales of Assets	$13,160	2.6%
Other Income	$12,163	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,850	53.9%
Compensation of Officers*	$64,000	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,462,132
Total Liabilities	$0
Net Assets	$4,462,132

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$444,002

Expenses

$402,629

Net Income

$41,373

Net Assets

$4,394,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$303	0.1%
Dividends	$77,954	17.6%
Sales of Assets	$4,926	1.1%
Other Income	$10,896	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,550	49.6%
Compensation of Officers*	$66,500	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,394,754
Total Liabilities	$0
Net Assets	$4,394,754

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated June 30, 2025

T R Eriksen Trust B

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $193k (2023)

Expenses $368k (2023)

Total Assets $3.76M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$193k (2023)

Expenses

$368k (2023)

Total Assets

$3.76M (2023)

Total Liabilities

$0 (2023)

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