Eugene C Bogert Trust B Uw

Foundation · Grantmaker DALLAS, TX EIN: 22-6338734

Eugene C Bogert Trust B Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2022. In 2022, it awarded 9 grants totaling $171K. Net investment income was $32K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$171K

+2541.6% YoY

Grant Count

+12.5% YoY

Avg Grant Size

$19K

+2248.1% YoY

Under IRS private-foundation payout rules, Eugene C Bogert Trust B Uw reported a distributable amount of $8K for 2022 — the minimum it must pay out in qualifying distributions.

About Eugene C Bogert Trust B Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $142K (76%)

New York $23K (12%)

Massachusetts $21K (11%)

States

Massachusetts New Jersey New York

Cities

BostonDenvilleFair LawnOaklandRidgewoodTeaneckWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022	2021	2020
Total Assets	—	$161,444	$165,831
Revenue	$31,532	$2,388	$2,818
Expenses	$192,039	$6,518	$12,520
Qualifying Distributions	$190,637	$6,456	—
Net Investment Income	$31,631	$3,870	$1,506
Distributable Amount	$8,158	$9,925	$9,076

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2022

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Fairleigh Dickinson University ($21,317), The Salvation Army ($21,317), Society of the Valley Hospital ($18,949).

Recipient	Purpose	Amount
BOY SCOUTS OF AMERICA OAKLAND, NJ	UNRESTRICTED GENERAL	$14,211
SOCIETY OF THE VALLEY HOSPITAL RIDGEWOOD, NJ	UNRESTRICTED GENERAL	$18,949
FAIRLEIGH DICKINSON UNIVERSITY TEANECK, NJ	UNRESTRICTED GENERAL	$21,317
THE CHILDREN'S THERAPY CENTER FAIR LAWN, NJ	UNRESTRICTED GENERAL	$18,949
YMCA OF RIDGEWOOD-ENDOWMENT FUND RIDGEWOOD, NJ	UNRESTRICTED GENERAL	$18,949
VISION LOSS ALLIANCE DENVILLE, NJ	UNRESTRICTED GENERAL	$18,949
SCHOLARSHIP TRUST FUND RIDGEWOOD, NJ	UNRESTRICTED GENERAL	$18,949
FIRST CHURCH CHRIST SCIENTIST BOSTON, MA	UNRESTRICTED GENERAL	$18,949
THE SALVATION ARMY WEST NYACK, NY	UNRESTRICTED GENERAL	$21,317

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$260

Frequently Asked Questions

Where does Eugene C Bogert Trust B Uw operate?

Eugene C Bogert Trust B Uw has awarded grants in Massachusetts, New Jersey, New York.

What size grants does Eugene C Bogert Trust B Uw award?

In 2022, Eugene C Bogert Trust B Uw awarded 9 grants totaling $171K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Eugene C Bogert Trust B Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Eugene C Bogert Trust B Uw reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.