Nonprofit · EIN 93-6272124
BRAEMAR CHARITABLE TRUST
Also known as BIRD HOBART M CO-TTEE
Tax-exempt · PORTLAND, OR 97298
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $2,107,748 | $1,776,891 | $330,857 | $31,464,806 | $0 | $31,464,806 |
| September 30, 2024 | 990-PF | $5,699,708 | $1,433,328 | $4,266,380 | $31,133,949 | $0 | $31,133,949 |
| September 30, 2023 | 990-PF | $3,149,025 | $1,184,360 | $1,964,665 | $26,865,700 | $0 | $26,865,700 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $78,645
- Dividends
- $1,053,069
- Interest
- $827
- Net gain from sales of assets
- $975,177
- Other income
- $30
Expenses
- Grants and similar amounts paid
- $1,493,164
- Compensation of officers, directors and key employees
- $175,000
- Disbursements for charitable purposes
- $1,680,482
- Excise tax on investment income
- $27,126
Balance sheet and other
- Total assets, start of year
- $31,133,949
- Total assets, end of year
- $31,464,806
- Total liabilities, end of year
- $0
- Net assets, end of year
- $31,464,806
- Fair market value of assets
- $39,991,201
- Qualifying distributions
- $1,680,482
- Net investment income
- $2,029,073
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEIGH NASLUND 5 N HWY 101 PMB 562, WARRENTON, OR 97146 | GRANT ADMINISTRATOR | 20 | $87,500 |
| THOMAS BIRD 5 N HWY 101 PMB 562, WARRENTON, OR 97146 | GRANT ADMINISTRATOR | 20 | $87,500 |
| MARTHA B COX PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 3 | $0 |
| MELANIE ANN DAWSON PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 1 | $0 |
| KEN DAWSON PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 1 | $0 |
| GREG SNYDER PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 1 | $0 |
| TRUST MANAGEMENT SERVICES LLC 5 N HWY 101 PMB 562, WARRENTON, OR 97146 | GRANT ADMINISTRATOR | 0 | $0 |
990-PF for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEIGH NASLUND 5 N HWY 101 PMB 562, WARRENTON, OR 97146 | GRANT ADMINISTRATOR | 20 | $56,250 |
| THOMAS BIRD 5 N HWY 101 PMB 562, WARRENTON, OR 97146 | GRANT ADMINISTRATOR | 20 | $56,250 |
| MARY C BIRD 5 N HWY 101 PMB 562, WARRENTON, OR 97146 | GRANT ADMINISTRATOR | 0 | $37,500 |
| MARTHA B COX PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 3 | $0 |
| MELANIE ANN DAWSON PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 1 | $0 |
| KEN DAWSON PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 1 | $0 |
| GREG SNYDER PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 1 | $0 |
| TRUST MANAGEMENT SERVICES LLC 5 N HWY 101 PMB 562, WARRENTON, OR 97146 | GRANT ADMINISTRATOR | 0 | $0 |
990-PF for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY C BIRD 5 N HWY 100 PMB 204, WARRENTON, OR 97146 | GRANT ADMINISTRATOR | 5 | $155,000 |
| MARTHA B COX PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 2 | $0 |
| MELANIE ANN DAWSON PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 1 | $0 |
| KEN DAWSON PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 1 | $0 |
| GREG SNYDER PO BOX 25442, PORTLAND, OR 97298 | TRUSTEE | 1 | $0 |
| TRUST MANAGEMENT SERVICES LLC 5 N HWY 100 PMB 204, WARRENTON, OR 97146 | GRANT ADMINISTRATOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 25442, PORTLAND, OR 97298-0442
- In care of
- % MARTHA B COX
- Signed the 990-PF
- MARTHA B COX, CO-TRUSTEE
- Phone
- (503) 643-4432
- Website
- TRUSTMANAGEMENTSERVICES.NET
- Return prepared by
- APRIO ADVISORY GROUP LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 93-6272124
- 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
- 1994
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $31,464,806
- Income (IRS master file)
- $6,176,251
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $2,107,748 | $1,776,891 | $31,464,806 | XML |
| 990-PF | September 2024 | $5,699,708 | $1,433,328 | $31,133,949 | XML |
| 990-PF | September 2023 | $3,149,025 | $1,184,360 | $26,865,700 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 93-6272124).
Questions about BRAEMAR CHARITABLE TRUST
- What is the EIN of BRAEMAR CHARITABLE TRUST?
- The employer identification number (EIN) of BRAEMAR CHARITABLE TRUST is 93-6272124.
- Is BRAEMAR CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to BRAEMAR CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRAEMAR CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRAEMAR CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRAEMAR CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BRAEMAR CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $87,500 (ASHLEIGH NASLUND, GRANT ADMINISTRATOR).
- How much revenue does BRAEMAR CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $2,107,748, expenses of $1,776,891 and total assets of $31,464,806 at year end.
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