Nonprofit · EIN 48-1187761
MARY LOUISE BOERTMAN CHARITABLE TRUST
Tax-exempt · SALINA, KS 67402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $43,727 | $25,703 | $18,024 | $399,792 | $0 | $399,792 |
| December 31, 2024 | 990-PF | $25,822 | $24,012 | $1,810 | $381,769 | $0 | $381,769 |
| December 31, 2023 | 990-PF | $12,770 | $22,546 | -$9,776 | $379,959 | $0 | $379,959 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,187
- Interest
- $3,652
- Net gain from sales of assets
- $34,888
Expenses
- Grants and similar amounts paid
- $20,604
- Compensation of officers, directors and key employees
- $4,209
- Disbursements for charitable purposes
- $21,494
- Excise tax on investment income
- $549
Balance sheet and other
- Total assets, start of year
- $381,768
- Total assets, end of year
- $399,792
- Total liabilities, end of year
- $0
- Net assets, end of year
- $399,792
- Fair market value of assets
- $490,031
- Qualifying distributions
- $21,494
- Net investment income
- $43,727
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 |
|---|---|---|---|
| ADVANTAGE TRUST PO BOX 1337, SALINA, KS 674021337 | TRUSTEE | 5 | $4,209 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADVANTAGE TRUST PO BOX 1337, SALINA, KS 674021337 | TRUSTEE | 5 | $4,042 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADVANTAGE TRUST PO BOX 1337, SALINA, KS 674021337 | TRUSTEE | 5 | $3,469 |
Address and contacts
- Address (IRS master file)
- PO BOX 1337, SALINA, KS 67402-1337
- In care of
- % ADVANTAGE TRUST
- Signed the 990-PF
- JULIE BESWICK, TRUSTEE
- Phone
- (785) 452-3561
- Return prepared by
- A&G CONSULTANTS
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
- 48-1187761
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90J)
- Assets (IRS master file)
- $399,792
- Income (IRS master file)
- $262,431
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $43,727 | $25,703 | $399,792 | XML |
| 990-PF | December 2024 | $25,822 | $24,012 | $381,769 | IRS |
| 990-PF | December 2023 | $12,770 | $22,546 | $379,959 | 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 48-1187761).
Questions about MARY LOUISE BOERTMAN CHARITABLE TRUST
- What is the EIN of MARY LOUISE BOERTMAN CHARITABLE TRUST?
- The employer identification number (EIN) of MARY LOUISE BOERTMAN CHARITABLE TRUST is 48-1187761.
- Is MARY LOUISE BOERTMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to MARY LOUISE BOERTMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY LOUISE BOERTMAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY LOUISE BOERTMAN CHARITABLE TRUST 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 MARY LOUISE BOERTMAN CHARITABLE TRUST 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 MARY LOUISE BOERTMAN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,209 (ADVANTAGE TRUST, TRUSTEE).
- How much revenue does MARY LOUISE BOERTMAN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $43,727, expenses of $25,703 and total assets of $399,792 at year end.
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All nonprofits in SALINA · Kansas · Philanthropy, voluntarism and grantmaking foundations