Orville L and Beverly Borgmann Charitable Trust
Orville L and Beverly Borgmann Charitable Trust is a private foundation, based in Smith Center, KS. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $249K in total assets. In 2026, it awarded 8 grants totaling $15K. Net investment income was $13K.
Key facts about Orville L and Beverly Borgmann Charitable Trust
In short: Orville L and Beverly Borgmann Charitable Trust gave $15K across 8 grants in 2026 (avg $2K), mostly in Kansas. Source: 2026 IRS Form 990-PF.
- EIN
- 46-3834999
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $15,297
- Grants made (2026)
- 8
- Average grant
- $1,912
- Median grant
- $1,037
- Total assets
- $249,115
- Primary geography
- Kansas (93% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated October 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$249K
-1.4% YoY
Annual Giving
$15K
+5.7% YoY
Grant Count
8
-11.1% YoY
Avg Grant Size
$2K
+18.9% YoY
Under IRS private-foundation payout rules, Orville L and Beverly Borgmann Charitable Trust reported a distributable amount of $17K for 2026 — the minimum it must pay out in qualifying distributions.
How Orville L and Beverly Borgmann Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (−7%). Method
- In 2026 it paid out 95% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $14K (2020) to $17K (2023). In 2026 it made 8 grants totaling $15K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 37 grants of 37 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 8 individual scholarships Recipients not named | — | $15,297 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $249,115 | $252,591 | $242,659 |
| Revenue | $15,681 | $27,716 | $5,867 |
| Expenses | $19,157 | $17,785 | $17,844 |
| Qualifying Distributions | $16,049 | $15,162 | $15,464 |
| Net Investment Income | $12,923 | $25,194 | $7,291 |
| Distributable Amount | $16,867 | $15,981 | $15,155 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2026 (received by the IRS May 13, 2026)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 3, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 12, 2025)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 7, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2023)
Leadership & Key People
Officers and directors from IRS filings
Orville L and Beverly Borgmann Charitable Trust's only listed officer is The Peoples Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
The Peoples Bank
Trustee
On filings since 2020
1 hr/week
$2K (2020) → $3K (2026)
Data from IRS Form 990 filings, 2020–2026. "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 $3K, to The Peoples Bank (Trustee).
Frequently asked questions about Orville L and Beverly Borgmann Charitable Trust
How much does Orville L and Beverly Borgmann Charitable Trust give each year?
Orville L and Beverly Borgmann Charitable Trust gave $15K across 8 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $14K across 9 grants.
What is Orville L and Beverly Borgmann Charitable Trust's typical grant size?
Orville L and Beverly Borgmann Charitable Trust's median grant in 2026 was $1,037, and its average grant was $1,912, across 8 grants on its 2026 IRS Form 990-PF.
Where does Orville L and Beverly Borgmann Charitable Trust give grants?
Orville L and Beverly Borgmann Charitable Trust gives mostly in Kansas: 93% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Nebraska (7%).
Does Orville L and Beverly Borgmann Charitable Trust give general operating support?
Not in 2026: none of the 8 grants with a stated purpose on Orville L and Beverly Borgmann Charitable Trust's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational Scholarship" (8 grants).
How large is Orville L and Beverly Borgmann Charitable Trust?
Orville L and Beverly Borgmann Charitable Trust reported $249K in total assets on its 2026 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $17K (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.
What is Orville L and Beverly Borgmann Charitable Trust's EIN?
Orville L and Beverly Borgmann Charitable Trust's EIN (Employer Identification Number) is 46-3834999. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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