Hortense Bergeron Co Trust Uw 420-1583506
- Assets
- $692.4k
- Revenue
- $21.5k
- Investments
- $692.3k
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 00/0000
- Data as of
- 12/2023
- 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.
For the year ending 12/2023, Hortense Bergeron Co Trust Uw 420-1583506 generated $21.5k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (1.5%) each year. All expenses for the organization totaled $48.0k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Hortense Bergeron Co Trust Uw 420-1583506 has awarded 52 individual grants totaling $265,646. 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 |
|---|---|---|---|
Bank Of America N A Trustee, | 1 | $10,003 | |
Philip J Ryan Co-Trustee | 1 | $11,541 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $16,749 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,244 |
| Capital Gain Net Income | $3,244 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,545 |
| Total Revenue | $21,538 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $9,584 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $487 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,681 |
| Total operating and administrative expenses | $13,002 |
| Contributions, gifts, grants paid | $35,000 |
| Total expenses and disbursements | $48,002 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $123 |
| 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 | $692,402 |
| 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 $35,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
CHALICE OF SALVATION PURPOSE: UNRESTRICTED GENERAL | $10,500 |
CARE INC PURPOSE: UNRESTRICTED GENERAL | $3,500 |
CATHOLIC FOREIGN MISSION PURPOSE: UNRESTRICTED GENERAL | $10,500 |
PLAN INTERNATIONAL USA INC PURPOSE: UNRESTRICTED GENERAL | $3,500 |
ST JOSEPH'S HOUSE FOR BOYS PURPOSE: UNRESTRICTED GENERAL | $3,500 |
AMERICAN PRINTING HOUSE FOR THE BLIND PURPOSE: UNRESTRICTED GENERAL | $3,500 |