Hortense Bergeron Co Trust Uw 420-1583506
- Assets
- $719.2k
- Revenue
- -$7.0k
- Investments
- $693.3k
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 00/0000
- Data as of
- 12/2022
- EIN
- 04-6504534
Organization Overview
Hortense Bergeron Co Trust Uw 420-1583506 is located in Dallas, TX. The organization was established in 0000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
Since 2015, Hortense Bergeron Co Trust Uw 420-1583506 has awarded 46 individual grants totaling $237,146. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Philip J Ryan Co-Trustee | 1 | $11,541 | |
Bank Of America N A Trustee, | 1 | $10,003 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $13,672 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$20,640 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$6,968 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $10,237 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,910 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $365 |
| Total operating and administrative expenses | $15,162 |
| Contributions, gifts, grants paid | $42,000 |
| Total expenses and disbursements | $57,162 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $25,885 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $719,152 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Hortense Bergeron Co Trust Uw 420-1583506 has awarded $42,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
CATHOLIC FOREIGN MISSION PURPOSE: UNRESTRICTED GENERAL | $12,600 |
CHALICE OF SALVATION PURPOSE: UNRESTRICTED GENERAL | $12,600 |
Providence, RI PURPOSE: UNRESTRICTED GENERAL | $4,200 |
CARE INC PURPOSE: UNRESTRICTED GENERAL | $4,200 |
AMERICAN PRINTING HOUSE PURPOSE: UNRESTRICTED GENERAL | $4,200 |
ST JOSEPHS HOUSE FOR BOY PURPOSE: UNRESTRICTED GENERAL | $4,200 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
John G Kenedy Jr Charitable Trust San Antonio, TX | $156,709,366 | $16,142,301 |
Bnsf Foundation Fort Worth, TX | $5,580,534 | $10,145,505 |
Walter S & Evan C Jones Trust Bank Iv Kansas Na Ttee Dallas, TX | $63,158,301 | $11,519,606 |
Thomas M & Helen Mckee & John P Ryan Foundation Inc Fort Worth, TX | $135,188,288 | $6,250,331 |
Charles G Woodward Tr Uw Dallas, TX | $129,576,152 | $18,439,245 |
John G Kenedy Jr Charitable Tr -Surface Estate Tr San Antonio, TX | $47,111,872 | $10,559,440 |
Mccombs Enterprises Flexible Benefit Cafeteria Plan & Trust San Antonio, TX | $5,330,904 | $6,919,349 |
J A & Leta M Chapman Tr 10267 Tulsa, OK | $125,788,673 | $4,652,723 |
David M Crowley Foundation Dallas, TX | $161,428,863 | $16,560,741 |
El Rosario Charitable Trust Brownsville, TX | $1,099,454 | $4,709,069 |
Mark Cuban Foundation Dallas, TX | $5,850,993 | $574,469 |
La Merced Charitable Trust Brownsville, TX | $813,196 | $4,498,919 |