Nonprofit · EIN 43-6509121
ABE AND ANNA BOGRAD MEMORIAL TRUST
Tax-exempt · KANSAS CITY, MO 64141
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $310,821 | $368,105 | -$57,284 | $5,007,214 | $0 | $5,007,214 |
| June 30, 2024 | 990-PF | $491,380 | $331,425 | $159,955 | $5,057,125 | $0 | $5,057,125 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $129,079
- Net gain from sales of assets
- $181,702
- Other income
- $40
Expenses
- Grants and similar amounts paid
- $280,000
- Compensation of officers, directors and key employees
- $77,253
- Disbursements for charitable purposes
- $332,502
- Excise tax on investment income
- $3,945
Balance sheet and other
- Total assets, start of year
- $5,057,125
- Total assets, end of year
- $5,007,214
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,007,214
- Fair market value of assets
- $6,250,112
- Qualifying distributions
- $332,502
- Net investment income
- $310,774
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UMB BANK 1010 GRAND, KANSAS CITY, MO 64106 | CO-TRUSTEE | 2 | $57,253 |
| WENDY MARVIN LAW OFFICE LLC 6731 W 121ST ST SUITE 206, LEAWOOD, KS 66209 | CO-TRUSTEE | 2 | $20,000 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UMB BANK 1010 GRAND, KANSAS CITY, MO 64106 | CO-TRUSTEE | 2 | $55,097 |
| WENDY MARVIN LAW OFFICE LLC 6731 W 121ST ST SUITE 206, LEAWOOD, KS 66209 | CO-TRUSTEE | 2 | $20,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 415044, KANSAS CITY, MO 64141-5044
- In care of
- % UMB BANK
- Signed the 990-PF
- KELSEY SHIREMAN, Vice President
- Phone
- (816) 860-7711
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6509121
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $5,007,214
- Income (IRS master file)
- $1,778,609
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $310,821 | $368,105 | $5,007,214 | XML |
| 990-PF | June 2024 | $491,380 | $331,425 | $5,057,125 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 43-6509121).
Questions about ABE AND ANNA BOGRAD MEMORIAL TRUST
- What is the EIN of ABE AND ANNA BOGRAD MEMORIAL TRUST?
- The employer identification number (EIN) of ABE AND ANNA BOGRAD MEMORIAL TRUST is 43-6509121.
- Is ABE AND ANNA BOGRAD MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to ABE AND ANNA BOGRAD MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ABE AND ANNA BOGRAD MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ABE AND ANNA BOGRAD MEMORIAL TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ABE AND ANNA BOGRAD MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ABE AND ANNA BOGRAD MEMORIAL TRUST?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $57,253 (UMB BANK, CO-TRUSTEE).
- How much revenue does ABE AND ANNA BOGRAD MEMORIAL TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $310,821, expenses of $368,105 and total assets of $5,007,214 at year end.
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