Nonprofit · EIN 46-3834999
ORVILLE L & BEVERLY BORGMANN CHARITABLE TRUST
Tax-exempt · SMITH CENTER, KS 66967
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $15,681 | $19,157 | -$3,476 | $249,115 | $0 | $249,115 |
| January 31, 2025 | 990-PF | $27,716 | $17,785 | $9,931 | $252,591 | $0 | $252,591 |
| January 31, 2024 | 990-PF | $5,867 | $17,844 | -$11,977 | $242,659 | $0 | $242,659 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $2,520
- Interest
- $9,988
- Net gain from sales of assets
- $3,173
Expenses
- Grants and similar amounts paid
- $15,297
- Compensation of officers, directors and key employees
- $3,000
- Disbursements for charitable purposes
- $16,049
- Excise tax on investment income
- $180
Balance sheet and other
- Total assets, start of year
- $252,591
- Total assets, end of year
- $249,115
- Total liabilities, end of year
- $0
- Net assets, end of year
- $249,115
- Fair market value of assets
- $358,985
- Qualifying distributions
- $16,049
- Net investment income
- $15,681
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE PEOPLES BANK PO BOX 307, SMITH CENTER, KS 669670307 | TRUSTEE | 1 | $3,000 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE PEOPLES BANK PO BOX 307, SMITH CENTER, KS 669670307 | TRUSTEE | 1 | $2,753 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE PEOPLES BANK PO BOX 307, SMITH CENTER, KS 669670307 | TRUSTEE | 1 | $2,478 |
Address and contacts
- Address (IRS master file)
- PO BOX 307, SMITH CENTER, KS 66967-0307
- Signed the 990-PF
- THE PEOPLES BANK, TRUSTEE
- Phone
- (785) 282-6682
- Return prepared by
- GAREN L KUHLMANN CPA CHTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 46-3834999
- 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
- 2014
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99)
- Assets (IRS master file)
- $249,115
- Income (IRS master file)
- $35,681
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $15,681 | $19,157 | $249,115 | IRS |
| 990-PF | January 2025 | $27,716 | $17,785 | $252,591 | XML |
| 990-PF | January 2024 | $5,867 | $17,844 | $242,659 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 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 46-3834999).
Questions about ORVILLE L & BEVERLY BORGMANN CHARITABLE TRUST
- What is the EIN of ORVILLE L & BEVERLY BORGMANN CHARITABLE TRUST?
- The employer identification number (EIN) of ORVILLE L & BEVERLY BORGMANN CHARITABLE TRUST is 46-3834999.
- Is ORVILLE L & BEVERLY BORGMANN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to ORVILLE L & BEVERLY BORGMANN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ORVILLE L & BEVERLY BORGMANN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ORVILLE L & BEVERLY BORGMANN CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORVILLE L & BEVERLY BORGMANN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of ORVILLE L & BEVERLY BORGMANN CHARITABLE TRUST?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $3,000 (THE PEOPLES BANK, TRUSTEE).
- How much revenue does ORVILLE L & BEVERLY BORGMANN CHARITABLE TRUST have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $15,681, expenses of $19,157 and total assets of $249,115 at year end.
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