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Nonprofit · EIN 62-6173144

HELEN L SIDDON BOGAN CHARITABLE TR

Tax-exempt · MEMPHIS, TN 38117

Financials

$29K$54K2023$71K$57K2024
Revenue Expenses · by fiscal year end
Financials of HELEN L SIDDON BOGAN CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$71,029$56,837$14,192$850,083$0$850,083
December 31, 2023990$28,607$53,900-$25,293$835,410$0$835,410
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$71,029
Net gain from sales of assets
$35,085
Other revenue
$0

Expenses

Grants and similar amounts paid
$39,861
Compensation of officers, directors and key employees
$16,678
Salaries, compensation and benefits (total)
$16,678
Professional fundraising fees
$0
Program services (functional)
$39,861
Management and general (functional)
$16,976

Balance sheet and other

Total assets, start of year
$835,410
Total assets, end of year
$850,083
Total liabilities, end of year
$0
Net assets, end of year
$850,083
Publicly traded securities
$302,434
Net assets without donor restrictions
$850,083
Gross receipts
$944,251
Employees
0
Year formed
1985
State of legal domicile
TN

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
FIRST HORIZON BANKTRUSTEE
Institutional trustee
–$0$16,678
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensationOther / benefits
FIRST HORIZON BANKTRUSTEE
Institutional trustee
–$0$17,046

Address and contacts

Address (IRS master file)
4385 POPLAR AVE, MEMPHIS, TN 38117-3715
In care of
% 1ST TENNESSEE BANK TTEE
Signed the 990
FIRST HORIZON BANK, VICE PRESIDENT

Mission

EDUCATIONAL SUPPORT

990 for the year ended December 31, 2024

Program accomplishments

  • SHRINERS HOSPITALS FOR CHILDREN
    grants $19,930
  • YOUTH VILLAGES -
    grants $19,930

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
62-6173144
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$850,083
Income (IRS master file)
$944,251

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$71,029$56,837$850,083IRS
990December 2023$28,607$53,900$835,410XML
990December 2022–––IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 62-6173144).

Questions about HELEN L SIDDON BOGAN CHARITABLE TR

What is the EIN of HELEN L SIDDON BOGAN CHARITABLE TR?
The employer identification number (EIN) of HELEN L SIDDON BOGAN CHARITABLE TR is 62-6173144.
Is HELEN L SIDDON BOGAN CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does HELEN L SIDDON BOGAN CHARITABLE TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HELEN L SIDDON BOGAN CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELEN L SIDDON BOGAN CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of HELEN L SIDDON BOGAN CHARITABLE TR?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does HELEN L SIDDON BOGAN CHARITABLE TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $71,029, expenses of $56,837 and total assets of $850,083 at year end.

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