Arthur J Rogers Testamentary Tr
Arthur J Rogers Testamentary Tr is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $223K in total assets. In 2025, it awarded 1 grant totaling $5K. Net investment income was $13K.
Arthur J Rogers Testamentary Tr at a glance
In short: Arthur J Rogers Testamentary Tr gave $5K across 1 grant in 2025 (avg $5K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,394
- -49.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $5,394
- -49.9% vs 2024
- Median grant
- $5,394
- Total assets
- $223,252
- +3.8% vs 2024
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Arthur J Rogers Testamentary Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Historical Society of Pott CO ($5K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Arthur J Rogers Testamentary Tr gives
- Giving fell 78% from 2022 to 2025. Method
- In 2025 it paid out 56% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $5K (2025) to $25K (2022). In 2025 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Historical Society of Pott CO Omaha, NE | General Operating | $5,394 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $223,252 | $19,541 | $11,383 | $5,394 | 1 | $7,417 | $13,389 | $13,286 |
| 2024 | $215,090 | $7,327 | $16,098 | $10,775 | 1 | $12,284 | $1,568 | $12,663 |
| 2023 | $223,861 | $493 | $16,384 | $11,429 | 1 | $12,812 | $1,039 | $11,952 |
| 2022 | $239,751 | $5,369 | $31,116 | $25,038 | 1 | $26,309 | — | $12,464 |
| 2021 | $265,498 | $41,150 | $18,525 | $12,752 | 1 | $13,993 | $34,679 | $14,717 |
| 2020 | $242,872 | $6,037 | $14,313 | $9,260 | 1 | — | $2,589 | $13,721 |
| 2019 | $251,152 | $9,506 | $20,213 | $15,000 | 1 | — | $5,580 | $13,520 |
Under IRS private-foundation payout rules, Arthur J Rogers Testamentary Tr reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Arthur J Rogers Testamentary Tr's only listed officer is US Bank NA, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank NA
Trustee
On filings since 2023
1 hr/week
$4K (2023) → $4K (2025)
Former officers (1)
- Former: US Bank N A (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to US Bank NA (Trustee).
Frequently asked questions about Arthur J Rogers Testamentary Tr
How much does Arthur J Rogers Testamentary Tr give each year?
Arthur J Rogers Testamentary Tr gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 1 grant.
How large is Arthur J Rogers Testamentary Tr?
Arthur J Rogers Testamentary Tr reported $223K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Arthur J Rogers Testamentary Tr operate?
Arthur J Rogers Testamentary Tr has awarded grants in Iowa, Nebraska.
What is Arthur J Rogers Testamentary Tr's EIN?
Arthur J Rogers Testamentary Tr's EIN (Employer Identification Number) is 42-6550044. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2019–2024
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