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Trust Uw John J Linnehan

Ralph R Bagley Tr

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 / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$32.9k (2022)

Expenses
$83.8k (2022)

Total Assets
$572k (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,930
Expenses
$83,825
Net Income
-$50,895
Net Assets
$571,784
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.0%
Dividends $33,378
> 100%
Sales of Assets -$459
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,784
100.0%
Compensation of Officers* $3,468
4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $571,784
Total Liabilities $0
Net Assets $571,784
Compensation
Key Employees and Officers Compensation Other
David E Peterson (Esq) $0 $0
Martha R Bagley (Esq) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,651
Expenses
$31,742
Net Income
$909
Net Assets
$622,679
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $32,649
100.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,695
99.9%
Compensation of Officers* $1,985
6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $622,679
Total Liabilities $0
Net Assets $622,679
Compensation
Key Employees and Officers Compensation Other
David E Peterson (Esq) $0 $0
Martha R Bagley (Esq) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,078
Expenses
$34,405
Net Income
-$2,327
Net Assets
$621,769
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $32,071
100.0%
Sales of Assets $4
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,900
81.1%
Compensation of Officers* $1,966
5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $621,770
Total Liabilities $1
Net Assets $621,769
Compensation
Key Employees and Officers Compensation Other
David E Peterson (Esq) $0 $0
Martha R Bagley (Esq) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,521
Expenses
$36,545
Net Income
$44,976
Net Assets
$624,096
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14
0.0%
Dividends $31,910
39.1%
Sales of Assets $49,597
60.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,545
100%
Compensation of Officers* $2,442
6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $624,097
Total Liabilities $1
Net Assets $624,096
Compensation
Key Employees and Officers Compensation Other
David E Peterson (Esq) $0 $0
Martha R Bagley (Esq) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,716
Expenses
$29,533
Net Income
$4,183
Net Assets
$579,121
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $33,535
99.5%
Sales of Assets $171
0.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,533
100%
Compensation of Officers* $500
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $579,121
Total Liabilities $0
Net Assets $579,121
Compensation
Key Employees and Officers Compensation Other
David E Peterson (Esq) $0 $0
Martha R Bagley (Esq) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,134
Expenses
$29,139
Net Income
$47,995
Net Assets
$574,938
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $27,656
35.9%
Sales of Assets $49,476
64.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,139
100%
Compensation of Officers* $2,803
9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $574,938
Total Liabilities $0
Net Assets $574,938
Compensation
Key Employees and Officers Compensation Other
David E Peterson (Esq) $0 $0
Martha R Bagley (Esq) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,266
Expenses
$32,389
Net Income
$17,877
Net Assets
$526,943
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $27,259
54.2%
Sales of Assets $23,005
45.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,389
100%
Compensation of Officers* $1,265
3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $526,943
Total Liabilities $0
Net Assets $526,943
Compensation
Key Employees and Officers Compensation Other
David E Peterson (Esq) $1,265 $0
Martha R Bagley (Esq) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,655
Expenses
$33,217
Net Income
-$1,562
Net Assets
$505,822
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,630
17.8%
Dividends $26,024
82.2%
Sales of Assets $1
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,385
97.5%
Compensation of Officers* $2,146
6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $505,822
Total Liabilities $0
Net Assets $505,822

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,059
Expenses
$37,564
Net Income
-$10,505
Net Assets
$507,384
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,863
29.1%
Dividends $19,019
70.3%
Sales of Assets $177
0.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,045
96.0%
Compensation of Officers* $10,122
26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $507,384
Total Liabilities $0
Net Assets $507,384

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,204
Expenses
$19,000
Net Income
$5,204
Net Assets
$517,889
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10,067
41.6%
Dividends $14,137
58.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,000
100%
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 $517,889
Total Liabilities $0
Net Assets $517,889

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,083
Expenses
$23,795
Net Income
$2,288
Net Assets
$512,685
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12,061
46.2%
Dividends $13,528
51.9%
Sales of Assets $494
1.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,000
92.5%
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 $512,685
Total Liabilities $0
Net Assets $512,685

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,909
Expenses
$28,711
Net Income
-$4,802
Net Assets
$512,078
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12,070
50.5%
Dividends $11,859
49.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,711
100%
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 $512,079
Total Liabilities $1
Net Assets $512,078

Document Links

Fiscal Year Ending Dec.
2010

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.
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

Fiscal Year Ending Dec.
2007

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.
2006

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.
2005

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.
2004

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.
2003

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

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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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