Roberta Gose Trust

WALLA WALLA, WA EIN: 91-6406229

Roberta Gose Trust 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 grants totaling $10K. Net investment income was $3K.

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 reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.

About Roberta Gose Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $59K (100%)

States

Washington

Cities

Walla Walla

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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include First Congregational Church ($10,297).

Recipient	Purpose	Amount
FIRST CONGREGATIONAL CHURCH WALLA WALLA, WA	OPERATIONS OF CHURCH	$10,297

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BAKER BOYER BANK WEALTH MANGAGEMENT	TRUSTEE	1	$2,408

Frequently Asked Questions

How large is Roberta Gose Trust?

As of 2025, Roberta Gose Trust holds $184K in total assets with $6K in annual revenue. It awarded 1 grants totaling $10K in 2025.

Where does Roberta Gose Trust operate?

Roberta Gose Trust has awarded grants in Washington.

What size grants does Roberta Gose Trust award?

In 2025, Roberta Gose Trust awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Roberta Gose Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Roberta Gose Trust reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.