OTTO BREMER TRUST

Reduce your risk when donating: see where the money actually goes.

Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text OTTO BREMER TRUST. furp.org, nonprofit organization profile, tax years 2019–2025. https://furp.org/org/otto-bremer-trust-416019050. Retrieved 2026-11-11.

APA furp.org. (n.d.). OTTO BREMER TRUST [Nonprofit organization profile; tax years 2019–2025]. Retrieved November 11, 2026, from https://furp.org/org/otto-bremer-trust-416019050

MLA “OTTO BREMER TRUST.” furp.org, tax years 2019–2025, https://furp.org/org/otto-bremer-trust-416019050. Accessed 11 Nov. 2026.

Retrieved 2026-11-11; covers tax years 2019–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).

2025 · Form 990PF · revenue $12.6M · expenses $70.0M · assets $1.39B

EIN
41-6019050
Address
30 7TH ST E STE 2900, SAINT PAUL, MN 55101-2988
Website
WWW.OTTOBREMER.ORG
NTEE code
T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
FURP topic
abuse: child · abuse: elder · abuse: sexual · abuse: substance · domestic violence · girls boys: boys girls clubs · girls boys: girls · girls boys: girl scouts · men: issues · science: research education · shelter: homeless · survivor: cancer · survivor: sexual · violence: sexual · women: issues (from its 990 text; the topic index)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
August 1949 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

13 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Daniel Reardon CO-CEO/TRUSTEE2019-2025 $754,728$4,352,152 1
Francis Miley CO-CEO/TRUSTEE2023-2025 $760,554$2,010,570 1
Lue Her DIRECTOR OF PHILANTH2019-2025 $358,007$1,719,547 1
Anthony Thompson DIRECTOR OF FINANCE2019-2025 $273,937$1,528,377 1
Caroline Johnson CO-CEO/TRUSTEE2024-2025 $750,598$1,033,094 1
Danielle Cheslog DIRECTOR OF GRANT OP2022-2025 $197,191$730,084 1
Anthony Vasquez MANAGER OF IT2021-2025 $173,806$485,093 1
Ann Catherine Pagel OPERATIONS & COMM AS2025 $151,500$151,500 1
Charlotte Johnson (former) CO-CEO/TRUSTEE2019-2024 $432,670$2,602,298 1
S Brian Lipschultz (former) CO-CEO/TRUSTEE/INVESTMENT2019-2022 $178,634$1,844,821 1
Kari Suzuki (former) DIRECTOR OF OPERATIO2019-2024 $288,095$1,551,992 2
Dominic Papatola (former) REGIONAL DIRECTOR2019-2023 $170,800$890,266 2
Aretha Green-Rupert (former) REGIONAL DIRECTOR2019-2020 $171,366$352,400 4

People by year

2025 · 8 people listed · 8 paid, $3.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANCIS MILEY CO-CEO/TRUSTEE40 $701,327-$59,227 $760,5541
DANIEL REARDON CO-CEO/TRUSTEE40 $711,646-$43,082 $754,7281
CAROLINE JOHNSON CO-CEO/TRUSTEE40 $711,703-$38,895 $750,5981
LUE HER DIRECTOR OF PHILANTH40 $335,728-$22,279 $358,0071
ANTHONY THOMPSON DIRECTOR OF FINANCE40 $257,020-$16,917 $273,9371
DANIELLE CHESLOG DIRECTOR OF GRANT OP40 $159,650-$37,541 $197,1911
ANTHONY VASQUEZ MANAGER OF IT40 $142,899-$30,907 $173,8061
ANN CATHERINE PAGEL OPERATIONS & COMM AS40 $129,341-$22,159 $151,5001
2024 · 9 people listed · 9 paid, $3.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANCIS MILEY CO-CEO/TRUSTEE40 $673,174-$46,697 $719,8711
DANIEL REARDON CO-CEO/TRUSTEE40 $686,229-$32,390 $718,6191
CHARLOTTE JOHNSON CO-CEO/TRUSTEE40 $399,267-$33,403 $432,6701
LUE HER DIRECTOR OF PHILANTH40 $299,943-$24,203 $324,1461
ANTHONY THOMPSON DIRECTOR OF FINANCE40 $293,541-$14,680 $308,2211
KARI SUZUKI DIRECTOR OF OPERATIO40 $278,486-$9,609 $288,0952
CAROLINE JOHNSON CO-CEO/TRUSTEE40 $269,928-$12,568 $282,4961
DANIELLE CHESLOG DIRECTOR OF GRANT OP40 $154,475-$35,127 $189,6021
ANTHONY VASQUEZ MANAGER OF IT40 $137,766-$30,510 $168,2761
2023 · 8 people listed · 8 paid, $3.0M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLOTTE JOHNSON CO-CEO/TRUSTEE40 $658,790-$42,540 $701,3301
DANIEL REARDON CO-CEO/TRUSTEE40 $663,032-$31,551 $694,5831
FRANCIS MILEY CO-CEO/TRUSTEE40 $485,819-$44,326 $530,1451
KARI SUZUKI DIRECTOR OF OPERATIO40 $247,509-$30,292 $277,8012
LUE HER REGIONAL DIRECTOR40 $241,349-$19,868 $261,2171
ANTHONY THOMPSON CONTROLLER40 $204,532-$14,326 $218,8581
DANIELLE CHESLOG DIRECTOR OF GRANT OP40 $144,722-$32,246 $176,9681
DOMINIC PAPATOLA REGIONAL DIRECTOR40 $142,679-$28,121 $170,8002
2022 · 8 people listed · 8 paid, $2.1M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL REARDON CO-CEO/TRUSTEE/INVESTMENT40 $492,734-$29,032 $521,7661
CHARLOTTE JOHNSON CO-CEO/TRUSTEE40 $318,320-$40,109 $358,4291
KARI SUZUKI DIRECTOR OF OPERATIO40 $234,603-$32,217 $266,8202
ANTHONY THOMPSON CONTROLLER40 $205,184-$13,633 $218,8171
DOMINIC PAPATOLA REGIONAL DIRECTOR40 $173,417-$34,682 $208,0992
LUE HER REGIONAL DIRECTOR40 $181,237-$21,181 $202,4181
S BRIAN LIPSCHULTZ CO-CEO/TRUSTEE/INVESTMENT40 $160,664-$17,970 $178,6341
DANIELLE CHESLOG DIRECTOR OF GRANT OP40 $136,780-$29,543 $166,3231
2021 · 8 people listed · 8 paid, $2.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
S BRIAN LIPSCHULTZ CO-CEO/TRUSTEE/INVESTMENT40 $483,661-$41,250 $524,9111
DANIEL REARDON CO-CEO/TRUSTEE/INVESTMENT40 $493,403-$27,384 $520,7871
CHARLOTTE JOHNSON CO-CEO/TRUSTEE40 $320,457-$38,347 $358,8041
KARI SUZUKI DIRECTOR OF OPERATIO40 $219,445-$29,058 $248,5032
DOMINIC PAPATOLA REGIONAL DIRECTOR40 $163,266-$35,693 $198,9592
LUE HER REGIONAL DIRECTOR40 $172,208-$21,334 $193,5421
ANTHONY THOMPSON CONTROLLER40 $159,823-$13,083 $172,9061
ANTHONY VASQUEZ MANAGER OF IT40 $117,627-$25,384 $143,0111
2020 · 8 people listed · 8 paid, $2.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
S BRIAN LIPSCHULTZ CO-CEO/TRUSTEE/INVESTMENT40 $536,339-$30,780 $567,1191
DANIEL REARDON CO-CEO/TRUSTEE/INVESTMENT40 $544,542-$22,482 $567,0241
CHARLOTTE JOHNSON CO-CEO/TRUSTEE40 $353,307-$20,772 $374,0791
KARI SUZUKI DIRECTOR OF OPERATIO40 $216,092-$28,466 $244,5582
LUE HER REGIONAL DIRECTOR40 $180,243-$23,888 $204,1311
ANTHONY THOMPSON CONTROLLER40 $161,233-$14,155 $175,3881
ARETHA GREEN-RUPERT REGIONAL DIRECTOR40 $150,490-$20,876 $171,3664
DOMINIC PAPATOLA REGIONAL DIRECTOR40 $137,479-$24,454 $161,9332
2019 · 8 people listed · 8 paid, $2.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL REARDON CO-CEO/TRUSTEE/INVESTMENT40 $549,785-$24,860 $574,6451
S BRIAN LIPSCHULTZ CO-CEO/TRUSTEE/INVESTMENT40 $543,317-$30,840 $574,1571
CHARLOTTE JOHNSON CO-CEO/TRUSTEE40 $357,174-$19,812 $376,9861
KARI SUZUKI DIRECTOR OF OPERATIO40 $199,175-$27,040 $226,2152
ARETHA GREEN-RUPERT REGIONAL DIRECTOR40 $155,312-$25,722 $181,0344
LUE HER REGIONAL DIRECTOR40 $153,910-$22,176 $176,0861
ANTHONY THOMPSON CONTROLLER40 $146,663-$13,587 $160,2501
DOMINIC PAPATOLA SR. PROGRAM OFFICER40 $126,546-$23,929 $150,4752

Highest-paid independent contractors

2025 · 5 contractors · $2.6M
NameLocationServicePaid
SULLIVAN & CROMWELL LLPNEW YORK, NYLEGAL COUNSEL$1,540,406
FIONTA INCORPORATEDWASHINGTON, DCIT/SOFTWARE SERVICES$444,388
BEECHER CARLSONATLANTA, GAINSURANCE SERVICES$260,140
ERNST & YOUNG LLPNEW YORK, NYACCOUNTING SERVICES$229,958
CIRESI CONLIN LLPMINNEAPOLIS, MNLEGAL COUNSEL$158,230
2024 · 5 contractors · $6.0M
NameLocationServicePaid
CIRESI CONLIN LLPMINNEAPOLIS, MNLEGAL COUNSEL$1,829,575
KEEFE BRUYETTE & WOODSNEW YORK, NYLEGAL COUNSEL$1,774,510
DORSEY & WHITNEY LLPMINNEAPOLIS, MNLEGAL COUNSEL$1,172,856
SULLIVAN & CROMWELL LLPNEW YORK, NYLEGAL COUNSEL$751,615
PARKER DANIELS KIBORTMINNEAPOLIS, MNLEGAL COUNSEL$472,689
2023 · 5 contractors · $2.4M
NameLocationServicePaid
DORSEY & WHITNEY LLPMINNEAPOLIS, MNLEGAL COUNSEL$748,452
CIRESI CONLIN LLPMINNEAPOLIS, MNLEGAL COUNSEL$561,980
STINSON LLPKANSAS CITY, MOLEGAL COUNSEL$486,689
ERNST & YOUNG LLPCHICAGO, ILACCOUNTING FEES$340,883
SULLIVAN & CROMWELL LLPNEW YORK, NYLEGAL COUNSEL$301,500
2022 · 5 contractors · $3.0M
NameLocationServicePaid
CIRESI CONLIN LLPMINNEAPOLIS, MNLEGAL COUNSEL$963,436
CAMBRIDGE ASSOCIATES LLCBOSTON, MAINVESTMENT FEES$646,128
DORSEY & WHITNEY LLPMINNEAPOLIS, MNLEGAL COUNSEL$570,746
STINSON LLPKANSAS CITY, MOLEGAL COUNSEL$427,468
ERNST & YOUNG LLPCHICAGO, ILACCOUNTING FEES$350,756
2021 · 5 contractors · $9.4M
NameLocationServicePaid
CIRESI CONCIL LLPMINNEAPOLIS, MNLEGAL COUNSEL$5,379,789
DORSEY & WHITNEY LLPMINNEAPOLIS, MNLEGAL COUNSEL$1,660,434
STINSON LLPKANSAS CITY, MOLEGAL COUNSEL$1,065,336
SULLIVAN & CROMWELL LLPNEW YORK, NYLEGAL COUNSEL$922,500
ERNST & YOUNG LLPCHICAGO, ILACCOUNTING FEES$419,944
2020 · 5 contractors · $9.7M
NameLocationServicePaid
DORSEY & WHITNEY LLPMINNEAPOLIS, MNLEGAL COUNSEL$3,874,471
STINSON LLPKANSAS CITY, MOLEGAL COUNSEL$2,773,774
SULLIVAN & CROMWELL LLPNEW YORK, NYLEGAL COUNSEL$1,848,595
CIRESI CONCIL LLPMINNEAPOLIS, MNLEGAL COUNSEL$655,888
KEEFE BRUYETTE & WOODSNEW YORK, NYLEGAL COUNSEL$581,988
2019 · 5 contractors · $2.6M
NameLocationServicePaid
SULLIVAN & CROMWELL LLPNEW YORK, NYLEGAL$979,055
STINSON LLPKANSAS CITY, MOLEGAL$716,556
DORSEY & WHITNEY LLPMINNEAPOLIS, MNLEGAL$563,337
GREINER CONSTRUCTIONMINNEAPOLIS, MNCONTRACTOR$186,576
BREMER BANK NALAKE ELMO, MNSUPPORT SERVICES$156,901

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 180 grants to organizations · $57.2M

Listed grants add up to $57,229,750; the return's “grants paid” expense line says $58,154,750. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2024 · 883 grants to organizations · $68.5M

Listed grants add up to $68,547,586; the return's “grants paid” expense line says $79,211,586. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 1,145 grants to organizations · $95.4M

Listed grants add up to $95,389,988; the return's “grants paid” expense line says $111,935,988. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 931 grants to organizations · $67.8M

Listed grants add up to $67,755,734; the return's “grants paid” expense line says $72,700,821. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 953 grants to organizations · $66.9M

Listed grants add up to $66,854,508; the return's “grants paid” expense line says $83,635,107. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 1,086 grants to organizations · $50.0M

Listed grants add up to $49,989,332; the return's “grants paid” expense line says $68,790,018. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 695 grants to organizations · $46.6M

Listed grants add up to $46,620,772; the return's “grants paid” expense line says $58,733,939. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$12,636,777$70,021,431 $1,391,202,004$1,382,010,362 -- $2,135,676--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$89,366,853$93,908,405 $1,419,998,555$1,406,571,654 -- $2,041,467--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$83,679,183$122,833,797 $1,477,747,505$1,464,919,478 -- $1,819,246--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$83,597,528$82,283,664 $1,436,282,731$1,430,433,952 -- $977,088--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$135,875,116$94,360,318 $1,543,197,073$1,528,097,634 -- $1,304,904--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$69,637,257$87,084,604 $1,417,385,077$1,413,047,626 -- $1,442,408--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$94,804,638$69,071,232 $1,347,640,816$1,340,828,503 -- $1,462,049--

Funders of this organization

2 grantors reported grants to this organization, $71,873 in all, tax years 2016 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTotal givenGrantsLatest year's amountLatest yearYears givenTypeMatchGrants
COMMUNITY FOUNDATION OF DUNN COUNTY INC $50,0001 $50,0002016 2016 Public charity Exact
show
UNITED WAY OF OTTER TAIL & WADENA $21,8731 $21,8732023 2023 Public charity Exact
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
STEVE AND JACKIE BRUGGEMAN CHARITABLE FOUNDATIONMNT20 $11,923,557$222,070 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
TARA HEALTH FOUNDATIONMNT20 $9,128,953$7,666,788 STRATEGY OFFICER$284,477 Same NTEE code T20, revenue within 2x, same state
PIPER SANDLER FOUNDATIONMNT20 $12,147,551$4,483,749 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
PETER J KING FAMILY FOUNDATIONMNT20 $13,309,955$8,755,668 DIRECTOR$4,000 Same NTEE code T20, revenue within 2x, same state
THE RICHARD M SCHULZE FAMILY FOUNDATIONMNT20 $11,635,211$13,234,393 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
SWALL FOUNDATIONMNT20 $13,293,532$3,051,859 TRUSTEE$524,720 Same NTEE code T20, revenue within 2x, same state
PAPARELLA FAMILY FOUNDATIONMNT20 $11,643,793$130,758 SECRETARY/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
WILSON FOUNDATIONMNT20 $14,098,006$14,470,451 EXECUTIVE DIRECTOR$509,596 Same NTEE code T20, revenue within 2x, same state
CHIZEK FAMILY FOUNDATIONMNT20 $14,407,732$219,746 PRESIDENT$8,000 Same NTEE code T20, revenue within 2x, same state
KIEWIT COMPANIES FOUNDATIONMNT20 $15,544,800$10,357,822 TRUSTEE$12,000 Same NTEE code T20, revenue within 2x, same state
E J GRASSMANN TRUSTNJT20 $13,015,100$2,480,176 TRUSTEE, CO-EXECUTIVE DIRECTOR$141,350 Same NTEE code T20, revenue within 2x
KOHN CHARITABLE TRUSTVAT20 $14,009,215$2,570,337 PRESIDENT/SECRETARY$0 Same NTEE code T20, revenue within 2x
HELENE FULD HEALTH TRUSTNYT20 $13,988,072$14,965,483 TRUSTEE$1,172,050 Same NTEE code T20, revenue within 2x
ROCKLAND TRUST - EAST BOSTON SAVINGSMAT20 $12,223,388$518,800 DIRECTOR$2,000 Same NTEE code T20, revenue within 2x
SOL GOLDMAN CHARITABLE TRUSTNYT20 $10,575,886$11,890,814 TRUSTEE$0 Same NTEE code T20, revenue within 2x
G A BINNEY CONSERVATION FOUNDATION TRUSTNVT20 $17,977,427$212,837 TRUSTEE$0 Same NTEE code T20, revenue within 2x
ROSALIE GADIENT CHARITABLE TRUSTNJT20 $14,035,070$2,165,753 TRUSTEE$74,625 Same NTEE code T20, revenue within 2x
LEWIS HUMPHREYS CHARITABLE TRUSTTXT20 $9,691,880$7,222,024 TRUSTEE$544,352 Same NTEE code T20, revenue within 2x
FIFTH THIRD UNION TRUST CO FOUNDATIONOHT20 $15,671,304$12,022,589 TRUSTEE$189,332 Same NTEE code T20, revenue within 2x
MARGARET A@DARRIN CHARITABLE TRUSTNJT20 $10,158,665$11,444,981 CO-TRUSTEE$410,086 Same NTEE code T20, revenue within 2x
INTER-TRIBAL COUNCIL OF NEVADANVT20 $18,407,511$17,886,462 EXECUTIVE DI$182,886 Same NTEE code T20, revenue within 2x
TREFLER FOUNDATIONMAT20 $13,346,480$3,270,851 PRESIDENT$383,500 Same NTEE code T20, revenue within 2x
The Brady FoundationDET20 $12,506,499$0 Dir, Pres$0 Same NTEE code T20, revenue within 2x
SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUSTFLT20 $9,519,185$1,047,944 TRUSTEE$137,566 Same NTEE code T20, revenue within 2x
THE BRINSON FOUNDATIONILT20 $11,774,224$11,263,940 PRESIDENT$352,587 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
CHOBANI FOUNDATION INC $3,990,0314 1Private foundation2016–2020 TENT FOUNDATION
JHM CHARITABLE FOUNDATION $3,098,1472 1Private foundation2024–2024 TUMO FOUNDATION
TIDES FOUNDATION $1,180,0002 1DAF sponsor2022–2023 TENT FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION $1,078,7006 2DAF sponsor2020–2024 TUMO FOUNDATION; TENT FOUNDATION
CALIFORNIA COMMUNITY FOUNDATION $570,7474 1DAF sponsor2020–2024 TUMO FOUNDATION
LEBAREDIAN FAMILY FOUNDATION $555,0003 1Private foundation2024–2025 TUMO FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $426,5002 1DAF sponsor2022–2024 TUMO FOUNDATION
DONOR ADVISED CHARITABLE GIVING $425,5004 1DAF sponsor2019–2024 TUMO FOUNDATION
THE BESSEMER GIVING FUND $350,0001 1DAF sponsor2024–2024 TUMO FOUNDATION
LEWIS HUMPHREYS CHARITABLE TRUST $311,0401 1Private foundation2024–2024 PRESBYTERIAN MANORS OF MID AMERICA INC
VAHE AND LUCIE FOUNDATION $226,4033 1Private foundation2021–2024 TUMO FOUNDATION
STARHILL ASSOCIATES INC $200,4822 1Private foundation2024–2025 TUMO FOUNDATION
ORANGE COUNTY COMMUNITY FOUNDATION $159,3039 1DAF sponsor2014–2024 THE BARBARA AND GERSON BAKAR FOUNDATION
GASKA ALLIANCE FOUNDATION $150,0002 1Private foundation2024–2025 TUMO FOUNDATION
JOHN AND MARY MCCUE CHILDRENS TRUST $149,5919 1Private foundation2017–2025 PRESBYTERIAN MANORS OF MID AMERICA INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $70,021,431 spent · pay $4,181,871 · grants $58,154,750 · events $62,541
LineAs describedTotalShare
Contributions, gifts, grants paid $58,154,750 83.1%
Taxes $4,239,797 6.1%
Pay: officers, directors, trustees $2,135,676 3.1%
Other salaries and wages $1,493,349 2.1%
Other expenses $982,193 1.4%
Fees: legal $716,726 1.0%
Pension plans and employee benefits $552,846 0.8%
Occupancy $510,725 0.7%
Fees: other professional $444,913 0.6%
Fees: accounting $355,080 0.5%
Depreciation and depletion $327,567 0.5%
Travel, conferences and meetings $62,541 0.1%
Printing and publications $45,268 0.1%
Total$70,021,431100%

View the filing

2024 · Form 990PF · $93,908,405 spent · pay $4,674,021 · grants $79,211,586 · events $85,815
LineAs describedTotalShare
Contributions, gifts, grants paid $79,211,586 84.3%
Fees: legal $5,625,986 6.0%
Pay: officers, directors, trustees $2,041,467 2.2%
Other salaries and wages $2,020,204 2.2%
Taxes $1,453,614 1.5%
Fees: other professional $841,835 0.9%
Other expenses $695,941 0.7%
Pension plans and employee benefits $612,350 0.7%
Occupancy $504,869 0.5%
Fees: accounting $436,952 0.5%
Depreciation and depletion $327,410 0.3%
Travel, conferences and meetings $85,815 0.1%
Printing and publications $50,376 0.1%
Total$93,908,405100%

View the filing

2023 · Form 990PF · $122,833,797 spent · pay $4,635,507 · grants $111,935,988 · events $84,175
LineAs describedTotalShare
Contributions, gifts, grants paid $111,935,988 91.1%
Fees: legal $2,260,070 1.8%
Other salaries and wages $2,129,649 1.7%
Pay: officers, directors, trustees $1,819,246 1.5%
Taxes $1,045,813 0.9%
Fees: other professional $850,099 0.7%
Other expenses $721,457 0.6%
Pension plans and employee benefits $686,612 0.6%
Occupancy $491,547 0.4%
Fees: accounting $446,805 0.4%
Depreciation and depletion $310,191 0.3%
Travel, conferences and meetings $84,175 0.1%
Printing and publications $52,145 0.0%
Total$122,833,797100%

View the filing

2022 · Form 990PF · $82,283,664 spent · pay $3,619,998 · grants $72,700,821 · events $56,188
LineAs describedTotalShare
Contributions, gifts, grants paid $72,700,821 88.4%
Other salaries and wages $2,013,198 2.4%
Fees: legal $1,588,271 1.9%
Taxes $1,360,597 1.7%
Pay: officers, directors, trustees $977,088 1.2%
Fees: other professional $887,983 1.1%
Other expenses $745,151 0.9%
Pension plans and employee benefits $629,712 0.8%
Occupancy $476,389 0.6%
Fees: accounting $435,468 0.5%
Depreciation and depletion $317,204 0.4%
Printing and publications $95,594 0.1%
Travel, conferences and meetings $56,188 0.1%
Total$82,283,664100%

View the filing

2021 · Form 990PF · $94,360,318 spent · pay $3,870,807 · grants $83,635,107 · events $79,155
LineAs describedTotalShare
Contributions, gifts, grants paid $83,635,107 88.6%
Taxes $1,966,822 2.1%
Other salaries and wages $1,924,751 2.0%
Fees: legal $1,835,625 1.9%
Pay: officers, directors, trustees $1,304,904 1.4%
Fees: other professional $829,704 0.9%
Pension plans and employee benefits $641,152 0.7%
Other expenses $640,619 0.7%
Fees: accounting $535,489 0.6%
Occupancy $469,746 0.5%
Depreciation and depletion $354,155 0.4%
Printing and publications $143,089 0.2%
Travel, conferences and meetings $79,155 0.1%
Total$94,360,318100%

View the filing

2020 · Form 990PF · $87,084,604 spent · pay $4,160,757 · grants $68,790,018 · events $114,785
LineAs describedTotalShare
Contributions, gifts, grants paid $68,790,018 79.0%
Fees: legal $10,249,089 11.8%
Other salaries and wages $2,113,287 2.4%
Pay: officers, directors, trustees $1,442,408 1.7%
Taxes $1,000,000 1.1%
Fees: other professional $936,999 1.1%
Pension plans and employee benefits $605,062 0.7%
Depreciation and depletion $477,235 0.5%
Occupancy $461,401 0.5%
Other expenses $402,729 0.5%
Printing and publications $296,752 0.3%
Fees: accounting $194,839 0.2%
Travel, conferences and meetings $114,785 0.1%
Total$87,084,604100%

View the filing

2019 · Form 990PF · $69,071,232 spent · pay $4,124,119 · grants $58,733,939 · events $258,103
LineAs describedTotalShare
Contributions, gifts, grants paid $58,733,939 85.0%
Taxes $3,410,000 4.9%
Other salaries and wages $2,051,916 3.0%
Pay: officers, directors, trustees $1,462,049 2.1%
Pension plans and employee benefits $610,154 0.9%
Fees: other professional $570,894 0.8%
Depreciation and depletion $463,481 0.7%
Occupancy $461,762 0.7%
Printing and publications $379,095 0.5%
Fees: legal $330,183 0.5%
Travel, conferences and meetings $258,103 0.4%
Other expenses $193,514 0.3%
Fees: accounting $146,142 0.2%
Total$69,071,232100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

Trademarks

1 US trademark, 1 live.

MarkSerialFiledStatusSource
(design)902934052020-11-02RegisteredTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

Also on this site Fuzzy

RecordName as filedWhereDatasetMatched by
Plan sponsorOTTO BREMER TRUSTMNForm 5500 (employee benefit plans)EIN (EXACT)

Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.

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