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Barbara M Rieg Memorial Trust Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$55.4k (2024)

Expenses
$39.5k (2024)

Total Assets
$586k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2013 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,437
Expenses
$39,476
Net Income
$15,961
Net Assets
$586,032
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $289
0.5%
Dividends $25,731
46.4%
Sales of Assets $29,417
53.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,345
84.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $586,032
Total Liabilities $0
Net Assets $586,032
Compensation
Key Employees and Officers Compensation Other
Dunham Trust Company (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,727
Expenses
$38,876
Net Income
-$1,149
Net Assets
$569,659
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $202
0.5%
Dividends $18,487
49.0%
Sales of Assets $19,038
50.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,072
85.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $569,659
Total Liabilities $0
Net Assets $569,659
Compensation
Key Employees and Officers Compensation Other
Dunham Trust Company (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,113
Expenses
$45,672
Net Income
-$27,559
Net Assets
$569,217
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.1%
Dividends $15,863
87.6%
Sales of Assets $2,239
12.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,977
87.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $569,217
Total Liabilities $0
Net Assets $569,217
Compensation
Key Employees and Officers Compensation Other
Dunham Trust Company (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,339
Expenses
$47,662
Net Income
$10,677
Net Assets
$596,627
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,997
48.0%
Sales of Assets $30,342
52.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,144
84.2%
Compensation of Officers* $10,247
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $596,627
Total Liabilities $0
Net Assets $596,627
Compensation
Key Employees and Officers Compensation Other
Dunham Trust Company (Trustee) $10,247 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,372
Expenses
$42,531
Net Income
$4,841
Net Assets
$587,155
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,380
24.0%
Sales of Assets $35,992
76.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,207
87.5%
Compensation of Officers* $6,070
14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $587,156
Total Liabilities $1
Net Assets $587,155
Compensation
Key Employees and Officers Compensation Other
Dunham Trust Company (Trustee) $6,070 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,410
Expenses
$40,733
Net Income
-$13,323
Net Assets
$584,006
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,911
47.1%
Sales of Assets $14,499
52.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,087
86.1%
Compensation of Officers* $6,938
17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $584,006
Total Liabilities $0
Net Assets $584,006

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,742
Expenses
$46,196
Net Income
$546
Net Assets
$598,843
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,115
34.5%
Sales of Assets $26,583
56.9%
Other Income $4,044
8.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,780
75.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $598,843
Total Liabilities $0
Net Assets $598,843
Compensation
Key Employees and Officers Compensation Other
Dunham Trust Company (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,313
Expenses
$43,307
Net Income
-$4,994
Net Assets
$596,917
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,941
36.4%
Sales of Assets $24,372
63.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,295
74.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $596,917
Total Liabilities $0
Net Assets $596,917
Compensation
Key Employees and Officers Compensation Other
Dunham Trust Company (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,607
Expenses
$43,366
Net Income
-$16,759
Net Assets
$603,187
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,852
55.8%
Sales of Assets $11,479
43.1%
Other Income $276
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,705
75.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $603,187
Total Liabilities $0
Net Assets $603,187
Compensation
Key Employees and Officers Compensation Other
Dunham Trust Company (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,204
Expenses
$47,587
Net Income
-$5,383
Net Assets
$619,946
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,433
31.8%
Sales of Assets $28,173
66.8%
Other Income $598
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,007
75.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $619,946
Total Liabilities $0
Net Assets $619,946
Compensation
Key Employees and Officers Compensation Other
Dunham Trust Company (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,112
Expenses
$49,331
Net Income
$1,781
Net Assets
$625,329
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,156
33.6%
Sales of Assets $33,012
64.6%
Other Income $944
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,192
75.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $625,329
Total Liabilities $0
Net Assets $625,329
Compensation
Key Employees and Officers Compensation Other
Dunham Trust Company (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,010
Expenses
$47,876
Net Income
$4,134
Net Assets
$623,548
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,020
40.4%
Sales of Assets $30,990
59.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,052
75.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $623,548
Total Liabilities $0
Net Assets $623,548
Compensation
Key Employees and Officers Compensation Other
Dunham Trust Company (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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