Braemar Charitable Trust

Bird Hobart M Co Ttee

Portland, OR
Tax-exempt since Jan. 1994
EIN: 93-6272124

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$5.7M (2024)

Expenses

$1.43M (2024)

Total Assets

$31.1M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 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 Sept.
2024

Revenue

$5,699,708

Expenses

$1,433,328

Net Income

$4,266,380

Net Assets

$31,133,949

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,591,278	80.6%
Interest Revenue	$3,039	0.1%
Dividends	$957,986	16.8%
Sales of Assets	$147,405	2.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,351,328	94.3%
Compensation of Officers*	$150,000	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,133,949
Total Liabilities	$0
Net Assets	$31,133,949

Compensation

Key Employees and Officers	Compensation	Other
Ashleigh Naslund (Grant Administrator)	$56,250	$0
Thomas Bird (Grant Administrator)	$56,250	$0
Mary C Bird (Grant Administrator)	$37,500	$0
Martha B Cox (Trustee)	$0	$0
Melanie Ann Dawson (Trustee)	$0	$0
Ken Dawson (Trustee)	$0	$0
Greg Snyder (Trustee)	$0	$0
Trust Management Services Llc (Grant Administrator)	$0	$0

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990-PF

Filed on Feb. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2023

Revenue

$3,149,025

Expenses

$1,184,360

Net Income

$1,964,665

Net Assets

$26,865,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,352,013	74.7%
Interest Revenue	$5,088	0.2%
Dividends	$730,007	23.2%
Sales of Assets	$61,917	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,109,960	93.7%
Compensation of Officers*	$155,000	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,865,700
Total Liabilities	$0
Net Assets	$26,865,700

Compensation

Key Employees and Officers	Compensation	Other
Mary C Bird (Grant Administrator)	$155,000	$0
Martha B Cox (Trustee)	$0	$0
Melanie Ann Dawson (Trustee)	$0	$0
Ken Dawson (Trustee)	$0	$0
Greg Snyder (Trustee)	$0	$0
Trust Management Services Llc (Grant Administrator)	$0	$0

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990-PF

Filed on Feb. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2022

Revenue

$5,316,619

Expenses

$1,162,663

Net Income

$4,153,956

Net Assets

$24,901,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,361,835	82.0%
Interest Revenue	$282	0.0%
Dividends	$675,872	12.7%
Sales of Assets	$278,630	5.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,106,185	95.1%
Compensation of Officers*	$150,000	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,901,035
Total Liabilities	$0
Net Assets	$24,901,035

Compensation

Key Employees and Officers	Compensation	Other
Mary C Bird (Grant Administrator)	$150,000	$0
Martha B Cox (Trustee)	$0	$0
Melanie Ann Dawson (Trustee)	$0	$0
Ken Dawson (Trustee)	$0	$0
Greg Snyder (Trustee)	$0	$0
Trust Management Services Llc (Grant Administrator)	$0	$0

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990-PF

Filed on Feb. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$2,999,480

Expenses

$1,006,038

Net Income

$1,993,442

Net Assets

$20,749,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,576	0.1%
Dividends	$542,726	18.1%
Sales of Assets	$222,774	7.4%
Other Income	$2,232,404	74.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$939,388	93.4%
Compensation of Officers*	$150,000	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,749,820
Total Liabilities	$0
Net Assets	$20,749,820

Compensation

Key Employees and Officers	Compensation	Other
Mary C Bird (Grant Administrator)	$150,000	$0
Martha B Cox (Trustee)	$0	$0
Melanie Ann Dawson (Trustee)	$0	$0
Ken Dawson (Trustee)	$0	$0
Greg Snyder (Trustee)	$0	$0
Trust Management Services Llc (Grant Administrator)	$0	$0

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990-PF

Filed on Feb. 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2020

Revenue

$913,994

Expenses

$1,044,619

Net Income

-$130,625

Net Assets

$18,757,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$712	0.1%
Dividends	$505,087	55.3%
Sales of Assets	$408,195	44.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$908,910	87.0%
Compensation of Officers*	$150,000	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,757,378
Total Liabilities	$1
Net Assets	$18,757,377

Compensation

Key Employees and Officers	Compensation	Other
Mary C Bird (Grant Administrator)	$150,000	$0
Martha B Cox (Trustee)	$0	$0
Melanie Ann Dawson (Trustee)	$0	$0
Ken Dawson (Trustee)	$0	$0
Greg Snyder (Trustee)	$0	$0

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990-PF

Filed on Feb. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2019

Revenue

$1,937,198

Expenses

$1,239,425

Net Income

$697,773

Net Assets

$18,908,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,355	0.5%
Dividends	$496,126	25.6%
Sales of Assets	$1,431,717	73.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$981,851	79.2%
Compensation of Officers*	$143,000	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,908,003
Total Liabilities	$1
Net Assets	$18,908,002

Compensation

Key Employees and Officers	Compensation	Other
Mary C Bird (Grant Administrator)	$143,000	$0
Martha B Cox (Trustee)	$0	$0
Melanie Ann Dawson (Trustee)	$0	$0
Ken Dawson (Trustee)	$0	$0
Greg Snyder (Trustee)	$0	$0

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990-PF

Filed on Feb. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2018

Revenue

$1,092,640

Expenses

$1,098,015

Net Income

-$5,375

Net Assets

$18,210,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,071	1.5%
Dividends	$416,176	38.1%
Sales of Assets	$660,393	60.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$865,795	78.9%
Compensation of Officers*	$143,000	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,210,230
Total Liabilities	$0
Net Assets	$18,210,230

Compensation

Key Employees and Officers	Compensation	Other
Mary C Bird (Grant Administrator)	$143,000	$0
Martha B Cox (Trustee)	$0	$0
Melanie Ann Dawson (Trustee)	$0	$0
Ken Dawson (Trustee)	$0	$0
Greg Snyder (Trustee)	$0	$0

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990-PF

Filed on Jan. 28, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2017

Revenue

$1,627,286

Expenses

$1,177,993

Net Income

$449,293

Net Assets

$18,215,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,631	1.3%
Dividends	$351,024	21.6%
Sales of Assets	$1,254,631	77.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$985,333	83.6%
Compensation of Officers*	$138,000	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,215,605
Total Liabilities	$0
Net Assets	$18,215,605

Compensation

Key Employees and Officers	Compensation	Other
Mary C Bird (Grant Administrator)	$138,000	$0
Ken Dawson (Trustee)	$0	$0
Martha B Cox (Trustee)	$0	$0
Melanie Ann Dawson (Trustee)	$0	$0
Gregg Snyder (Trustee)	$0	$0

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990-PF

Filed on Jan. 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2016

Revenue

$633,369

Expenses

$1,177,203

Net Income

-$543,834

Net Assets

$17,766,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,746	4.1%
Dividends	$425,881	67.2%
Sales of Assets	$181,698	28.7%
Other Income	$44	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$997,119	84.7%
Compensation of Officers*	$195,000	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,766,312
Total Liabilities	$0
Net Assets	$17,766,312

Compensation

Key Employees and Officers	Compensation	Other
Mary C Bird (Grant Administrator)	$195,000	$0
Hobart M Bird (Trustee)	$0	$0
Martha B Cox (Trustee)	$0	$0
Melanie Ann Dawson (Trustee)	$0	$0

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990-PF

Filed on Feb. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$751,234

Expenses

$1,300,077

Net Income

-$548,843

Net Assets

$18,300,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,630	3.9%
Dividends	$538,940	71.7%
Sales of Assets	$182,596	24.3%
Other Income	$68	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,112,976	85.6%
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	$18,300,146
Total Liabilities	$0
Net Assets	$18,300,146

Compensation

Key Employees and Officers	Compensation	Other
Hobart M Bird (Trustee)	$0	$0
Martha B Cox (Trustee)	$0	$0
Melanie Ann Dawson (Trustee)	$0	$0

990-PF

Filed on Feb. 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$746,558

Expenses

$1,157,279

Net Income

-$410,721

Net Assets

$18,848,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32,881	4.4%
Dividends	$462,648	62.0%
Sales of Assets	$246,829	33.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$964,820	83.4%
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	$18,848,989
Total Liabilities	$0
Net Assets	$18,848,989

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2013

Revenue

$895,446

Expenses

$799,328

Net Income

$96,118

Net Assets

$19,259,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,127	4.1%
Dividends	$511,745	57.1%
Sales of Assets	$339,374	37.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$643,865	80.6%
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	$19,259,710
Total Liabilities	$0
Net Assets	$19,259,710

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Revenue

$511,739

Expenses

$1,117,635

Net Income

-$605,896

Net Assets

$19,163,592

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42,749	8.4%
Dividends	$506,589	99.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$974,238	87.2%
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	$19,163,592
Total Liabilities	$0
Net Assets	$19,163,592

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$1,288,288

Expenses

$1,333,998

Net Income

-$45,710

Net Assets

$19,769,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$45,556	3.5%
Dividends	$613,204	47.6%
Sales of Assets	$620,329	48.2%
Other Income	$1,999	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,191,760	89.3%
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	$19,769,488
Total Liabilities	$0
Net Assets	$19,769,488

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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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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.

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Braemar Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $5.7M (2024)

Expenses $1.43M (2024)

Total Assets $31.1M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Revenue

$5.7M (2024)

Expenses

$1.43M (2024)

Total Assets

$31.1M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001