Nonprofit · EIN 45-6010223
OLGER B & ZOE E BURTNESS TRUST B
Tax-exempt · GRAND FORKS, ND 58201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $11,246 | $18,246 | -$7,000 | $195,518 | $0 | $195,518 |
| March 31, 2025 | 990-PF | $10,911 | $16,148 | -$5,237 | $202,657 | $0 | $202,657 |
| March 31, 2024 | 990-PF | $8,514 | $15,387 | -$6,873 | $207,910 | $0 | $207,910 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $8,066
- Net gain from sales of assets
- $3,180
Expenses
- Grants and similar amounts paid
- $12,000
- Compensation of officers, directors and key employees
- $3,784
- Disbursements for charitable purposes
- $13,892
- Excise tax on investment income
- $129
Balance sheet and other
- Total assets, start of year
- $202,657
- Total assets, end of year
- $195,518
- Total liabilities, end of year
- $0
- Net assets, end of year
- $195,518
- Fair market value of assets
- $219,175
- Qualifying distributions
- $13,892
- Net investment income
- $11,241
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALERUS FINANCIAL 2300 S Columbia RD, Grand Forks, ND 58201 | Trustee | 1 | $3,784 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALERUS FINANCIAL 2300 S Columbia RD, Grand Forks, ND 58201 | Trustee | 1 | $3,349 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALERUS FINANCIAL 2300 S Columbia RD, Grand Forks, ND 58201 | Trustee | 1 | $2,765 |
Address and contacts
- Address (IRS master file)
- 2300 S COLUMBIA RD, GRAND FORKS, ND 58201-5826
- In care of
- % 1ST NATL BANK IN GRAND FORKS
- Signed the 990-PF
- ALERUS FINANCIAL, TRUSTEE
- Phone
- (701) 795-3211
- Return prepared by
- ERNST & YOUNG 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-6010223
- 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
- 1975
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $195,518
- Income (IRS master file)
- $32,578
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $11,246 | $18,246 | $195,518 | XML |
| 990-PF | March 2025 | $10,911 | $16,148 | $202,657 | XML |
| 990-PF | March 2024 | $8,514 | $15,387 | $207,910 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 45-6010223).
Questions about OLGER B & ZOE E BURTNESS TRUST B
- What is the EIN of OLGER B & ZOE E BURTNESS TRUST B?
- The employer identification number (EIN) of OLGER B & ZOE E BURTNESS TRUST B is 45-6010223.
- Is OLGER B & ZOE E BURTNESS TRUST B tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to OLGER B & ZOE E BURTNESS TRUST B tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OLGER B & ZOE E BURTNESS TRUST B file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OLGER B & ZOE E BURTNESS TRUST B due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OLGER B & ZOE E BURTNESS TRUST B last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of OLGER B & ZOE E BURTNESS TRUST B?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $3,784 (ALERUS FINANCIAL, Trustee).
- How much revenue does OLGER B & ZOE E BURTNESS TRUST B have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $11,246, expenses of $18,246 and total assets of $195,518 at year end.
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