George & Lillian Bogardus Memorial Trust Fund in Canby, Oregon (OR)
Table of contents:
| George & Lillian Bogardus Memorial Trust Fund | |
| Employer Identification Number (EIN) | 931265673 |
| Name of Organization | George & Lillian Bogardus Memorial Trust Fund |
| In Care of Name | Peter F Stoloff |
| Address | PO BOX 1264, Canby, OR 97013-1264 |
| Subsection | Charitable Organization |
| Ruling Date | 05/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $252,980 |
| Amount of Income | $18,907 |
| Form 990 Revenue Amount | $4,115 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2013: $18,907 (it was $15,883 in 2012)
| George & Lillian Bogardus Memorial Trust Fund: | $18,907 |
| Other organizations performing similar types of work: | $107,771 |
Assets in 2013: $252,980 (it was $267,998 in 2012)
| This organization: | $252,980 |
| Other organizations performing similar types of work: | $292,134 |
Expenses in 2013: $19,133
| George & Lillian Bogardus Memorial Trust Fund: | $19,133 |
| Other organizations performing similar types of work: | $48,744 |
Income to expenses ratio in 2013: 1.0
| This organization: | 1.0 |
| Other organizations performing similar types of work: | 1.8 |
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $5,662 | $-4,544 | $4,115 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $7,093 | $3,599 | $3,907 |
| Gain/Loss from sale of assets other than inventory | $-1,431 | $-8,143 | $208 |
| Gross amount from sale of assets other than inventory | $32,457 | $12,284 | $15,000 |
| Less: cost or other basis and sales expenses | $33,888 | $20,427 | $14,792 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $8,643 | $15,892 | $19,133 |
| Total net assets | $288,434 | $267,998 | $252,980 |
| Excess/Deficit for the year | $-2,981 | $-20,436 | $-15,018 |
| Net assets or fund balances at beginning of year | $291,415 | $288,434 | $267,998 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $267,998 | $252,980 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $288,434 | $267,998 | $252,980 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $288,434 | $267,998 | $252,980 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) |
| Number of organizations supported | 6 |
| Sum of amounts of support | $17,586 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Webber Family Foundation | 3112 Windsor Rd A336, Austin, TX 78703-2350 | TX | 2000-04 | $5,985,789 |
| 2 | Velma Moore T W Charities | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 1999-01 | $2,555,878 |
| 3 | William & Anna Tenenblatt Foundation Inc | 3750 Broadway Pl, Los Angeles, CA 90007-4400 | CA | 2000-04 | $1,924,464 |
| 4 | Water First International | 1904 3rd Ave Ste 1012, Seattle, WA 98101-1123 | WA | 2005-06 | $1,692,165 |
| 5 | The Scholtz Family Foundation | 2591 Windward Way, Naples, FL 34103-4067 | FL | 1999-12 | $1,283,832 |
| 6 | Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee | 1660 N Prospect Ave Unit 1901, Milwaukee, WI 53202-2485 | WI | 1999-01 | $919,334 |
| 7 | Rbo Bragg Charitable Trust Uw | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1999-04 | $595,023 |
| 8 | Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc Commmunity | PO BOX 1146, Oklahoma City, OK 73101-1146 | OK | 1999-03 | $571,203 |
| 9 | The Great Georgia Airshow Inc | PO BOX 2035, Peachtree Cty, GA 30269-0035 | GA | 2001-07 | $510,381 |
| 10 | Walter N Charles Trust | 124 S 1st St, Oskaloosa, IA 52577-3126 | IA | 2012-01 | $506,639 |
| 11 | Willis Family Foundation Inc | 112 S Tryon St Ste 1765, Charlotte, NC 28284-2198 | NC | 1999-03 | $430,120 |
| 12 | Zichron Yona Vsara Charitable Foundation, Herzog Herman Et Al Ttees | 6 Lenore Ave, Monsey, NY 10952-2705 | NY | 1999-01 | $413,957 |
| 13 | The@elliot D Baker Charitable Foundation, Baker Elliot D Ttee | PO BOX 46019, Chicago, IL 60646-0019 | IL | 2000-02 | $407,540 |
| 14 | Veillette-Nifosi Foundation Inc | 86 Elliot Rd, East Chatham, NY 12060-3901 | NY | 1999-01 | $297,376 |
| 15 | Summa Peto Foundation | 177 Ramoso Rd, Portola Vally, CA 94028-7327 | CA | 2003-04 | $261,651 |
| 16 | Shipps Foundation | C/O Bessemer Trust 630 Fifth Avenue, New York, NY 10111 | NY | 2000-04 | $251,548 |
| 17 | The Muldoon Foundation Inc | 4 Thomas, Irvine, CA 92618 | CA | 2003-04 | $215,725 |
| 18 | Robert J And Leona Dearmond Public Foundation | 1221 Sw Yamhill St Ste 100, Portland, OR 97205-2108 | OR | 2011-07 | $100,002 |
| 19 | Eugene C Skourtes Foundation | 6950 Ne Campus Way, Hillsboro, OR 97124-5611 | OR | 1999-04 | $44,518 |
| 20 | George & Lillian Bogardus Memorial Trust Fund | PO BOX 1264, Canby, OR 97013-1264 | OR | 1999-05 | $18,907 |
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