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Hortense Bergeron Co Trust Uw 420 1583506

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$21.5k (2023)

Expenses
$48k (2023)

Total Assets
$692k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,538
Expenses
$48,002
Net Income
-$26,464
Net Assets
$692,402
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,749
77.8%
Sales of Assets $3,244
15.1%
Other Income $1,545
7.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,369
82.0%
Compensation of Officers* $9,584
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $692,402
Total Liabilities $0
Net Assets $692,402
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $9,584 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$6,968
Expenses
$57,162
Net Income
-$64,130
Net Assets
$719,152
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,672
Sales of Assets -$20,640
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,030
82.3%
Compensation of Officers* $10,237
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $719,152
Total Liabilities $0
Net Assets $719,152
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $10,237 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$133,919
Expenses
$45,940
Net Income
$87,979
Net Assets
$783,404
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,812
10.3%
Sales of Assets $120,107
89.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,543
75.2%
Compensation of Officers* $11,521
25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $783,404
Total Liabilities $0
Net Assets $783,404
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $11,521 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$83,565
Expenses
$42,900
Net Income
$40,665
Net Assets
$694,683
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,849
15.4%
Sales of Assets $70,716
84.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,446
80.3%
Compensation of Officers* $9,777
22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $694,684
Total Liabilities $1
Net Assets $694,683
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $9,777 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,428
Expenses
$37,616
Net Income
$7,812
Net Assets
$659,923
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,100
37.6%
Sales of Assets $27,700
61.0%
Other Income $628
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,607
76.1%
Compensation of Officers* $9,680
25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $659,924
Total Liabilities $1
Net Assets $659,923
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $9,680 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,794
Expenses
$55,595
Net Income
$5,199
Net Assets
$654,596
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,182
25.0%
Sales of Assets $45,612
75.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,352
70.8%
Compensation of Officers* $21,544
38.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $654,596
Total Liabilities $0
Net Assets $654,596
Compensation
Key Employees and Officers Compensation Other
Philip J Ryan (Co Trustee) $11,541 $0
Bank Of America N A (Trustee,) $10,003 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,649
Expenses
$35,208
Net Income
$26,441
Net Assets
$649,291
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,891
22.5%
Sales of Assets $47,758
77.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,056
79.7%
Compensation of Officers* $9,553
27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $649,291
Total Liabilities $0
Net Assets $649,291
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $9,553 $0
Philip J Ryan (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,094
Expenses
$45,038
Net Income
-$32,944
Net Assets
$625,012
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,651
> 100%
Sales of Assets -$1,557
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,942
73.1%
Compensation of Officers* $16,891
37.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $625,012
Total Liabilities $0
Net Assets $625,012
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $8,891 $0
Philip J Ryan (Co Trustee) $8,000 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,594
Expenses
$42,739
Net Income
-$18,145
Net Assets
$659,428
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,385
62.6%
Sales of Assets $9,209
37.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,131
84.5%
Compensation of Officers* $9,455
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $659,428
Total Liabilities $0
Net Assets $659,428
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $9,455 $0
Philip J Ryan (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,512
Expenses
$42,869
Net Income
$8,643
Net Assets
$674,563
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,430
28.0%
Sales of Assets $37,082
72.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,648
78.5%
Compensation of Officers* $13,285
31.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $674,563
Total Liabilities $0
Net Assets $674,563
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee,) $9,785 $0
Philip J Ryan (Co Trustee) $3,500 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,681
Expenses
$39,400
Net Income
$21,281
Net Assets
$663,889
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,518
20.6%
Sales of Assets $48,167
79.4%
Other Income -$4
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,870
80.9%
Compensation of Officers* $11,674
29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $663,889
Total Liabilities $0
Net Assets $663,889

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,403
Expenses
$36,079
Net Income
-$11,676
Net Assets
$642,327
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,695
80.7%
Sales of Assets $4,684
19.2%
Other Income $24
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,746
79.7%
Compensation of Officers* $11,512
31.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $642,327
Total Liabilities $0
Net Assets $642,327

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,317
Expenses
$35,207
Net Income
-$26,890
Net Assets
$654,876
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,561
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,642
81.4%
Compensation of Officers* $10,517
29.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $654,876
Total Liabilities $0
Net Assets $654,876

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

Fiscal Year Ending Dec.
2001

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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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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