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Nonprofit · EIN 93-6311484

GERALDINE BAGLEY EDUCATION TRUST

Tax-exempt · FLORENCE, OR 97439

Financials

$17K$43K2023$67K$22K2024$29K$35K2025
Revenue Expenses · by fiscal year end
Financials of GERALDINE BAGLEY EDUCATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$29,108$34,516-$5,408$337,356$0$337,356
December 31, 2024990-PF$67,316$21,747$45,569$342,764$0$342,764
December 31, 2023990-PF$16,938$43,360-$26,422$297,195$0$297,195
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$7,857
Interest
$520
Net gain from sales of assets
$20,731

Expenses

Grants and similar amounts paid
$20,000
Compensation of officers, directors and key employees
$6,000
Disbursements for charitable purposes
$27,612
Excise tax on investment income
$334

Balance sheet and other

Total assets, start of year
$342,764
Total assets, end of year
$337,356
Total liabilities, end of year
$0
Net assets, end of year
$337,356
Fair market value of assets
$378,181
Qualifying distributions
$27,612
Net investment income
$29,108

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.

NameTitleHours / weekCompensation
TAMARA CALKIN OREGON PACIFIC BANK
59 E 11TH AVE STE 100, EUGENE, OR 97401
TRUST OFFICER1$6,000
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TAMERA CALKIN OREGON PACIFIC BANK
59 E 11TH AVE STE 100, EUGENE, OR 97401
TRUST OFFICER1$6,010
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TAMERA CALKIN OREGON PACIFIC BANK
59 E 11TH AVE STE 100, EUGENE, OR 97401
TRUST OFFICER1$6,000

Address and contacts

Address (IRS master file)
PO BOX 22000, FLORENCE, OR 97439-0141
In care of
% OREGON PACIFIC BANKING CO TTEE
Signed the 990-PF
TAMARA CALKIN, TRUST OFFICER
Phone
(541) 997-7121
Return prepared by
HOUCK EVARTS & COMPANY 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 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
93-6311484
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
1999
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$337,356
Income (IRS master file)
$93,580

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$29,108$34,516$337,356IRS
990-PFDecember 2024$67,316$21,747$342,764IRS
990-PFDecember 2023$16,938$43,360$297,195XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 93-6311484).

Questions about GERALDINE BAGLEY EDUCATION TRUST

What is the EIN of GERALDINE BAGLEY EDUCATION TRUST?
The employer identification number (EIN) of GERALDINE BAGLEY EDUCATION TRUST is 93-6311484.
Is GERALDINE BAGLEY EDUCATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to GERALDINE BAGLEY EDUCATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GERALDINE BAGLEY EDUCATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of GERALDINE BAGLEY EDUCATION 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 GERALDINE BAGLEY EDUCATION 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 GERALDINE BAGLEY EDUCATION TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,000 (TAMARA CALKIN OREGON PACIFIC BANK, TRUST OFFICER).
How much revenue does GERALDINE BAGLEY EDUCATION TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $29,108, expenses of $34,516 and total assets of $337,356 at year end.

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