Nonprofit · EIN 93-6237912
BURLINGHAM TRUST INC
Tax-exempt · WOODBURN, OR 97071
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $702,284 | $318,483 | $383,801 | $4,646,762 | $19,695 | $4,627,067 |
| December 31, 2023 | 990-PF | $336,455 | $338,666 | -$2,211 | $4,298,728 | $0 | $4,298,728 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $133,957
- Net rental income
- $136,980
- Net gain from sales of assets
- $309,010
- Other income
- $14,697
Expenses
- Grants and similar amounts paid
- $135,000
- Compensation of officers, directors and key employees
- $29,700
- Disbursements for charitable purposes
- $135,000
- Excise tax on investment income
- $3,120
Balance sheet and other
- Total assets, start of year
- $4,298,728
- Total assets, end of year
- $4,646,762
- Total liabilities, end of year
- $19,695
- Net assets, end of year
- $4,627,067
- Fair market value of assets
- $4,847,508
- Qualifying distributions
- $135,000
- Net investment income
- $378,274
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C RONALD PETERS 970 DOWNS ST S, SALEM, OR 97302 | PRESIDENT | 0 | $11,200 |
| PHILLIP IVERSON 610 GLATT CIRCLE, WOODBURN, OR 97071 | PRESIDENT | 0 | $8,000 |
| SCOTT RORIEG 11145 OAK MEADOW LN, AURORA, OR 97002 | VICE PRESIDE | 0 | $8,000 |
| AMANDA BURLINGHAM 18009 HAZELNUT RIDGE RD NE, SILVERTON, OR 97381 | SECRETARY | 0 | $2,500 |
| TOM DEARMOND C/O, HUBBARD, OR 97032 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C RONALD PETERS 970 DOWNS ST S, SALEM, OR 97302 | PRESIDENT | 0 | $8,400 |
| PHILLIP IVERSON 610 GLATT CIRCLE, WOODBURN, OR 97071 | DIRECTOR | 0 | $6,000 |
| SCOTT RORIEG 11145 OAK MEADOW LN, AURORA, OR 97002 | VICE PRESIDE | 0 | $6,000 |
| WALLACE GUTZLER C/O, WOODBURN, OR 97071 | SECRETARY | 0 | $2,000 |
| TOM DEARMOND C/O, HUBBARD, OR 97032 | VICE PRESIDE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 610 GLATT CIR, WOODBURN, OR 97071-9600
- In care of
- % C RONALD PETERS DIRECTOR
- Signed the 990-PF
- PHILLIP IVERSON, PRESIDENT
- Phone
- (503) 399-0122
- Return prepared by
- WINDEDAHLRANGITSCHGROENEVELDNORTONLLC
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 | Not 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
- 93-6237912
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,646,762
- Income (IRS master file)
- $3,030,220
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $702,284 | $318,483 | $4,646,762 | IRS |
| 990-PF | December 2023 | $336,455 | $338,666 | $4,298,728 | 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 publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BURLINGHAM TRUST INC
- What is the EIN of BURLINGHAM TRUST INC?
- The employer identification number (EIN) of BURLINGHAM TRUST INC is 93-6237912.
- Is BURLINGHAM TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to BURLINGHAM TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BURLINGHAM TRUST INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BURLINGHAM TRUST INC 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 BURLINGHAM TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BURLINGHAM TRUST INC?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 4 received compensation from the organization, the highest $11,200 (C RONALD PETERS, PRESIDENT).
- How much revenue does BURLINGHAM TRUST INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $702,284, expenses of $318,483 and total assets of $4,646,762 at year end.
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