EIN 41-6046675

Roger L & Agnes C Dell Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Year formed
1971
Most recent tax filings
2023-12-01
NTEE code, primary
Description
R L and A C Dell Charitable Trust Uma is a private foundation located in Milwaukee, WI that primarily funds general operating, scholarship, and general operating funds. Last year, they made 23 grants to organizations such as Greater Fergus Falls CORP.
Also known as...
R L and A C Dell Charitable Trust Uma
Total revenues
$702,980
2023
Total expenses
$339,833
2023
Total assets
$5,431,308
2023
Num. employees
0
2023

Program areas at Roger L & Agnes C Dell Charitable Trust

Litigation income

Grants made by Roger L & Agnes C Dell Charitable Trust

GranteeGrant descriptionAmount
Greater Fergus Falls CorporationGeneral Operations$30,000
Kaddatz GalleriesGeneral Operations$30,000
Otter Tail County Historical SocietyGeneral Operations$20,000
...and 10 more grants made

Personnel at Roger L & Agnes C Dell Charitable Trust

NameTitle
Shannon GephartTrustee

Financials for Roger L & Agnes C Dell Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$143,705
Net rental income$0
Net gain from sale of non-inventory assets$558,658
Gross sales of inventory$0
Miscellaneous revenues$617
Total revenues$702,980

Form 990s for Roger L & Agnes C Dell Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-03-20990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-09-02990PFView PDF
2020-122021-05-11990PFView PDF
2019-122022-02-25990PFView PDF
...and 8 more Form 990s

Organizations like Roger L & Agnes C Dell Charitable Trust

OrganizationLocationRevenue
Carroll County Historical SocietyCarrollton, OH$415,571
Urban Schools Human Capital Academy (USHCA)Reston, VA$1,917,217
John Q Shunk AssociationBucyrus, OH$566,323
Broday JR Bert- Tuw Fbo TX SchoolLas Vegas, NV$598,771
Robert E Long Endowment Trust 6784452Omaha, NE$357,464
J and R Doverspike Charitable FoundationIndiana, PA$250,145
Helen Graham Charitable FoundationPound Ridge, NY$415,316
Donald and Pauline Speich Educ TrustMilwaukee, WI$541,794
Polley Lillian Helms TuaMilwaukee, WI$214,546
George Cruise Charitable FoundationBluefield, WV$197,094
Data update history
July 11, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 30, 2023
Updated personnel
Identified 1 new personnel
June 26, 2023
Used new vendors
Identified 1 new vendor, including
May 9, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
Bell Bank Trustee PO Box 9798
Fargo, ND 58106
Metro area
Fargo, ND-MN
County
Cass County, ND
Phone
(701) 451-3073
IRS details
EIN
41-6046675
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1971
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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