Burtness Olger B & ZOE E Trust 'B' 20052200
Burtness Olger B & ZOE E Trust 'B' 20052200 is a private foundation, based in Grand Forks, ND. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $196K in total assets. In 2026, it awarded 1 grant totaling $12K. Net investment income was $9K.
Burtness Olger B & ZOE E Trust 'B' 20052200 at a glance
In short: Burtness Olger B & ZOE E Trust 'B' 20052200 gave $12K across 1 grant in 2026 (avg $12K), mostly in North Dakota. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $12,000
- +0.0% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $12,000
- +0.0% vs 2025
- Median grant
- $12,000
- Total assets
- $195,518
- -3.5% vs 2025
- Primary geography
- North Dakota (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Burtness Olger B & ZOE E Trust 'B' 20052200 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was University of ND Law School ($12K).
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 2026 grant dollars on its one itemized grant.
States
Cities
How Burtness Olger B & ZOE E Trust 'B' 20052200 gives
- Giving held roughly steady from 2023 to 2026 (+0%). Method
- In 2026 it paid out 130% of its IRS minimum distribution (the 5% rule). 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 2021 to 2026, annual grant giving ranged from $12K (2021) to $12K (2026). In 2026 it made 1 grant totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of ND Law School Grand Forks, ND | General Support | $12,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $195,518 | $11,246 | $18,246 | $12,000 | 1 | $13,892 | $9,314 | $10,676 |
| 2025 | $202,657 | $10,911 | $16,148 | $12,000 | 1 | $13,674 | $8,744 | $10,644 |
| 2024 | $207,910 | $8,514 | $15,387 | $12,000 | 1 | $14,765 | $5,141 | $10,741 |
| 2023 | $213,448 | $-1,645 | $15,401 | $12,000 | 1 | $14,850 | $2,974 | $10,839 |
| 2022 | $234,693 | $15,089 | $16,822 | $12,000 | 1 | $15,430 | $11,046 | $12,793 |
| 2021 | $233,833 | $4,523 | $14,645 | $12,000 | 1 | — | $4,523 | $12,574 |
Under IRS private-foundation payout rules, Burtness Olger B & ZOE E Trust 'B' 20052200 reported a distributable amount of $11K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Burtness Olger B & ZOE E Trust 'B' 20052200 is led by Alerus Financial, Trustee on every filing since 2021 — the only officer listed, and compensated.
Officers on the 2026 filing
Alerus Financial
Trustee
On filings since 2021
1 hr/week
$3K (2021) → $4K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $4K, to Alerus Financial (Trustee).
Frequently asked questions about Burtness Olger B & ZOE E Trust 'B' 20052200
How much does Burtness Olger B & ZOE E Trust 'B' 20052200 give each year?
Burtness Olger B & ZOE E Trust 'B' 20052200 gave $12K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $12K across 1 grant.
How large is Burtness Olger B & ZOE E Trust 'B' 20052200?
Burtness Olger B & ZOE E Trust 'B' 20052200 reported $196K in total assets on its 2026 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
Where does Burtness Olger B & ZOE E Trust 'B' 20052200 operate?
Burtness Olger B & ZOE E Trust 'B' 20052200 has awarded grants in North Dakota.
What is Burtness Olger B & ZOE E Trust 'B' 20052200's EIN?
Burtness Olger B & ZOE E Trust 'B' 20052200's EIN (Employer Identification Number) is 45-6010223. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 15, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 5, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 14, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 7, 2026)
- IRS filings on file for fiscal years 2021–2025
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