Nonprofit · EIN 37-6062479
KATHERINE BOGADUS TR UW
Tax-exempt · NORMAL, IL 61761
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $194,617 | $254,023 | -$59,406 | $1,903,310 | $0 | $1,903,310 |
| December 31, 2024 | 990-PF | $177,755 | $245,905 | -$68,150 | $1,994,762 | $0 | $1,994,762 |
| December 31, 2023 | 990-PF | $197,199 | $233,862 | -$36,663 | $2,067,871 | $0 | $2,067,871 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $85,882
- Dividends
- $53,386
- Interest
- $8,978
- Net gain from sales of assets
- $46,196
- Other income
- $175
Expenses
- Grants and similar amounts paid
- $54,385
- Compensation of officers, directors and key employees
- $21,043
- Disbursements for charitable purposes
- $81,987
- Excise tax on investment income
- $1,509
Balance sheet and other
- Total assets, start of year
- $1,994,762
- Total assets, end of year
- $1,903,310
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,903,310
- Fair market value of assets
- $2,120,610
- Qualifying distributions
- $81,987
- Net investment income
- $108,560
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEARTLAND BANK TRUST COMPANY 200 W COLLEGE AVE, NORMAL, IL 61761 | TRUSTEE | 0.1 | $21,043 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEARTLAND BANK TRUST COMPANY 200 W COLLEGE AVE, NORMAL, IL 61761 | TRUSTEE | 0.1 | $20,970 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Martha Jo Orris 200 W College Ave, Normal, IL 61761 | Wealth Advisor | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 W COLLEGE AVE, NORMAL, IL 61761-2552
- In care of
- % HEARTLAND BANK AND TRUST CO
- Signed the 990-PF
- LAURA DUNTON, WEALTH ADVISOR
- Phone
- (309) 664-4562
- Return prepared by
- STRIEGEL KNOBLOCH & COMPANY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 37-6062479
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,903,310
- Income (IRS master file)
- $814,655
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $194,617 | $254,023 | $1,903,310 | IRS |
| 990-PF | December 2024 | $177,755 | $245,905 | $1,994,762 | IRS |
| 990-PF | December 2023 | $197,199 | $233,862 | $2,067,871 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-6062479).
Questions about KATHERINE BOGADUS TR UW
- What is the EIN of KATHERINE BOGADUS TR UW?
- The employer identification number (EIN) of KATHERINE BOGADUS TR UW is 37-6062479.
- Is KATHERINE BOGADUS TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to KATHERINE BOGADUS TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHERINE BOGADUS TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHERINE BOGADUS TR UW due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHERINE BOGADUS TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of KATHERINE BOGADUS TR UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,043 (HEARTLAND BANK TRUST COMPANY, TRUSTEE).
- How much revenue does KATHERINE BOGADUS TR UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $194,617, expenses of $254,023 and total assets of $1,903,310 at year end.
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