Bergmann Benjamin Moore Perpetual Charitable Trust
- Assets
- $381.9k
- Revenue
- $82.9k
- Investments
- $356.6k
- Employees
- 0
- Location
- Rockford, IL
- Founding
- 02/2001
- Data as of
- 12/2021
- EIN
- 36-7335224
Organization Overview
Bergmann Benjamin Moore Perpetual Charitable Trust is located in Rockford, IL. The organization was established in 2001. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, 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. Bergmann Benjamin Moore Perpetual Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Bergmann Benjamin Moore Perpetual Charitable Trust generated $82.9k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 38.3% each year . All expenses for the organization totaled $39.3k during the year ending 12/2021. While expenses have increased by 11.9% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
NONE
NONE
NONE
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2 |
| Dividends & Interest | $8,031 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $73,990 |
| Capital Gain Net Income | $73,990 |
| Net ST Capital Gain | $2,339 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $896 |
| Total Revenue | $82,919 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $5,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,081 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $15,361 |
| Contributions, gifts, grants paid | $23,900 |
| Total expenses and disbursements | $39,261 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $25,253 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $94 |
| 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 | $381,903 |
| 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, Bergmann Benjamin Moore Perpetual Charitable Trust has awarded $23,900 in support to 24 organizations.
| Grant Recipient | Amount |
|---|---|
Plato Center, IL PURPOSE: GEBERAL FUND | $5,500 |
ENVIRONMENTAL DEFENSE FUND PURPOSE: GENERAL FUND | $2,200 |
Rockford, IL PURPOSE: GENERAL FUND | $2,000 |
ROCKFORD RESCUE MISSION PURPOSE: GENERAL FUND | $2,000 |
AMERICAN RED CROSS NORTHWEST ILLINOIS PURPOSE: GENERAL FUND | $2,000 |
Rockford, IL PURPOSE: GENERAL FUND | $1,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Asante Foundation Inc South Bend, IN | $170,490,031 | $16,382,298 |
Klaff Family Foundation Chicago, IL | $171,629,374 | $12,167,429 |
Deborah Joy Simon Foundation Carmel, IN | $67,791,546 | $8,858,983 |
Charles E Lakin Foundation Inc Council Bluffs, IA | $146,415,136 | $18,758,116 |
The Pritzker Pucker Family Foundation Chicago, IL | $63,807,485 | $11,921,924 |
The Hagan Scholarship Foundation Columbia, MO | $259,194,852 | $64,132,818 |
Sunshine Charitable Foundation Libertyville, IL | $0 | $4,219,972 |
Tracy Family Foundation Mt Sterling, IL | $19,754,710 | $6,714,098 |
Chicagobeyond Inc Chicago, IL | $1,837,444 | $0 |
Conduit Foundation Chicago, IL | $3,365,161 | $7,119,515 |
Anahata Foundation Chicago, IL | $150,849,919 | $3,685,553 |
Melitta S And Joan M Pick Charitable Trust Milwaukee, WI | $69,688,567 | $15,533,257 |