Eugene Calvin Bogert Tr a Uw

Foundation · Grantmaker DALLAS, TX EIN: 22-6031716

Eugene Calvin Bogert Tr a 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 $300K. Net investment income was $57K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$300K

+2115.2% YoY

Grant Count

+12.5% YoY

Avg Grant Size

$33K

+1869.1% YoY

Under IRS private-foundation payout rules, Eugene Calvin Bogert Tr a Uw reported a distributable amount of $14K for 2022 — the minimum it must pay out in qualifying distributions.

About Eugene Calvin Bogert Tr a Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $251K (76%)

New York $45K (14%)

Massachusetts $33K (10%)

States

Massachusetts New Jersey New York

Cities

BostonDenvilleFair LawnNyackRidgewoodTeaneckWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022	2021	2020
Total Assets	—	$277,819	$287,739
Revenue	$55,921	$4,155	$4,897
Expenses	$332,051	$13,627	$19,374
Qualifying Distributions	$330,044	$13,521	—
Net Investment Income	$56,577	$6,875	$2,911
Distributable Amount	$14,128	$17,269	$15,710

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

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include The Salvation Army ($37,441), Fairleigh Dickinson University ($37,441), First Church Christ Scientist ($33,280).

Recipient	Purpose	Amount
FIRST CHURCH CHRIST SCIENTIST BOSTON, MA	UNRESTRICTED GENERAL	$33,280
THE SALVATION ARMY WEST NYACK, NY	UNRESTRICTED GENERAL	$37,441
SOCIETY OF THE VALLEY HOSPITAL RIDGEWOOD, NJ	UNRESTRICTED GENERAL	$33,280
RIDGEWOOD-GLEN ROCK COUNCIL INC BSA FAIR LAWN, NJ	UNRESTRICTED GENERAL	$24,960
FAIRLEIGH DICKINSON UNIVERSITY TEANECK, NJ	UNRESTRICTED GENERAL	$37,441
THE CTC ACADEMY INC FAIR LAWN, NJ	UNRESTRICTED GENERAL	$33,280
YMCA OF RIDGEWOOD-ENDOWMENT FUND RIDGEWOOD, NJ	UNRESTRICTED GENERAL	$33,280
VISION LOSS ALLIANCE DENVILLE, NJ	UNRESTRICTED GENERAL	$33,280
SCHOLARSHIP TRUST FUND TEANECK, NJ	UNRESTRICTED GENERAL	$33,280

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	$699

Frequently Asked Questions

Where does Eugene Calvin Bogert Tr a Uw operate?

Eugene Calvin Bogert Tr a Uw has awarded grants in Massachusetts, New Jersey, New York.

What size grants does Eugene Calvin Bogert Tr a Uw award?

In 2022, Eugene Calvin Bogert Tr a Uw awarded 9 grants totaling $300K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is Eugene Calvin Bogert Tr a Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Eugene Calvin Bogert Tr a Uw reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.