Roberta Gose Trust Baker Boyer Bank Wealth Management

Private foundation · Grantmaker Walla Walla, WA EIN: 91-6406229

Roberta Gose Trust Baker Boyer Bank Wealth Management is a private foundation, based in Walla Walla, WA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $184K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $3K.

Key facts about Roberta Gose Trust Baker Boyer Bank Wealth Management

In short: Roberta Gose Trust Baker Boyer Bank Wealth Management gave $10K across 1 grant in 2025 (avg $10K), mostly in Washington. Source: 2025 IRS Form 990-PF.

EIN: 91-6406229
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $10,297
Grants made (2025): 1
Average grant: $10,297
Median grant: $10,297
Total assets: $184,203
Primary geography: Washington (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$184K

-4.4% YoY

Annual Giving

$10K

-24.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

-24.7% YoY

Under IRS private-foundation payout rules, Roberta Gose Trust Baker Boyer Bank Wealth Management reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.

How Roberta Gose Trust Baker Boyer Bank Wealth Management gives

Giving held roughly steady from 2022 to 2025 (−10%). Method
In 2025 it paid out 115% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $10K (100%)

Share of the 2025 grant dollars on its one itemized grant.

States

Washington

Cities

Walla Walla

Giving Over Time

Total grant dollars and number of grants per year

From 2021 to 2025, annual grant giving ranged from $10K (2025) to $14K (2024). In 2025 it made 1 grant totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

The largest 2025 recipient was First Congregational Church ($10K).

Grant Size Distribution

5 grants across all recorded years

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

Recipient	Purpose	Amount
First Congregational Church Walla Walla, WA	Operations of Church	$10,297

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$184,203	$192,642	$210,115
Revenue	$5,941	$457	$6,993
Expenses	$14,380	$17,930	$16,271
Qualifying Distributions	$11,439	$15,536	$12,293
Net Investment Income	$3,372	$3,850	$6,388
Distributable Amount	$9,904	$9,577	$9,524

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Roberta Gose Trust Baker Boyer Bank Wealth Management's only listed officer is Baker Boyer Bank Wealth Mangagement, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

Baker Boyer Bank Wealth Mangagement

Trustee

On filings since 2023

1 hr/week

$2K (2023) → $2K (2025)

Former officers (1)

Former: Baker Boyer Wealth Management John Adams (2021–2022) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

The highest reported compensation on the 2025 filing was $2K, to Baker Boyer Bank Wealth Mangagement (Trustee).

Frequently asked questions about Roberta Gose Trust Baker Boyer Bank Wealth Management

How much does Roberta Gose Trust Baker Boyer Bank Wealth Management give each year?

Roberta Gose Trust Baker Boyer Bank Wealth Management gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 1 grant.

How large is Roberta Gose Trust Baker Boyer Bank Wealth Management?

Roberta Gose Trust Baker Boyer Bank Wealth Management reported $184K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).

Where does Roberta Gose Trust Baker Boyer Bank Wealth Management operate?

Roberta Gose Trust Baker Boyer Bank Wealth Management has awarded grants in Washington.

What is Roberta Gose Trust Baker Boyer Bank Wealth Management's EIN?

Roberta Gose Trust Baker Boyer Bank Wealth Management's EIN (Employer Identification Number) is 91-6406229. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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