Civic Intelligence

Geraldine Bagley Foundation Trust

990PF • Fiscal year 2018 • EIN 93-6311484

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
PO Box 22000Florence, OR 97439

(541) 997-7121

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$374,750

Flat from 2018

Net Assets

Flat

$374,575

Flat from 2018

Liabilities

Flat

$175

Flat from 2018

Revenue And Expenses

Revenue

Flat

$28,419

Flat from 2018

Expenses

Flat

$26,814

Flat from 2018

Net Income

Flat

$1,605

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $373,476Liabilities 2011: $02011Assets 2012: $392,767Liabilities 2012: $02012Assets 2013: $420,637Liabilities 2013: $02013Assets 2014: $408,460Liabilities 2014: $02014Assets 2015: $395,542Liabilities 2015: $02015Assets 2017: $373,093Liabilities 2017: $0Net Assets 2017: $373,0932017Assets 2018: $374,750Liabilities 2018: $175Net Assets 2018: $374,5752018Assets 2018: $374,750Liabilities 2018: $175Net Assets 2018: $374,5752018Assets 2019: $353,232Liabilities 2019: $0Net Assets 2019: $353,2322019Assets 2020: $343,076Liabilities 2020: $157Net Assets 2020: $342,9192020Assets 2021: $346,053Liabilities 2021: $0Net Assets 2021: $346,0532021Assets 2022: $323,617Liabilities 2022: $0Net Assets 2022: $323,6172022Assets 2023: $297,195Liabilities 2023: $0Net Assets 2023: $297,1952023Assets 2024: $342,764Liabilities 2024: $0Net Assets 2024: $342,7642024

Highlighted filing

2018

Assets$374,750
Liabilities$175
Net Assets$374,575
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $19,366Expenses 2011: $34,781Net Income 2011: -$15,4152011Revenue 2012: $19,176Expenses 2012: $34,132Net Income 2012: -$14,9562012Revenue 2013: $35,522Expenses 2013: $33,813Net Income 2013: $1,7092013Revenue 2014: $65,765Expenses 2014: $27,065Net Income 2014: $38,7002014Revenue 2015: $12,190Expenses 2015: $24,737Net Income 2015: -$12,5472015Revenue 2017: $22,867Expenses 2017: $26,798Net Income 2017: -$3,9312017Revenue 2018: $28,419Expenses 2018: $26,814Net Income 2018: $1,6052018Revenue 2018: $28,419Expenses 2018: $26,814Net Income 2018: $1,6052018Revenue 2019: $8,131Expenses 2019: $29,474Net Income 2019: -$21,3432019Revenue 2020: $17,725Expenses 2020: $29,288Net Income 2020: -$11,5632020Revenue 2021: $28,849Expenses 2021: $25,715Net Income 2021: $3,1342021Revenue 2022: $8,890Expenses 2022: $31,326Net Income 2022: -$22,4362022Revenue 2023: $16,938Expenses 2023: $43,360Net Income 2023: -$26,4222023Revenue 2024: $67,316Expenses 2024: $21,747Net Income 2024: $45,5692024

Highlighted filing

2018

Revenue$28,419
Expenses$26,814
Net Income$1,605
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TINA MEYERSTrust Office-$5,777-$5,777
Filing and Contact Details

Filer

Filer Name
Geraldine Bagley Foundation Trust
EIN
93-6311484
Phone
5419977121
Address
PO BOX 22000, FLORENCE, OR 97439

Signing Officer

Name
Tina Meyers
Title
Trust Officer
Phone
5419977121
Signed
2019-05-02

Preparer

Firm
HOLLOWAY & ASSOCIATES LLC CPA'S
Address
733 HIGHWAY 101, FLORENCE, OR 97439-7626
Preparer
Karla D Holloway
Phone
5419973434
Raw XML Appendix353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TUCKER FORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1COLE APPLER-SWAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JACOB KIRBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LILA PATTISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4KAYLEE GRAHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt187675 HIGHWAY 101 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22297 EAST 20TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt394300 DEADWOOD CREEK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42653 BEEHOLLOW LAND NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DEADWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FLORENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FLORENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FLORENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ALBANY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097430
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297439
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397439
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4973216507
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018243
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05921
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05190
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05190
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015949
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05921
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05943
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022328
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04085
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021139
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017054
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0175
OtherDecreasesSchedule/OtherDecreasesDetail/Amt132
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX LIABILITY ACCRUED
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL INCOME TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0105
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1-21
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt057
TaxesSchedule/TaxesDetail/Amt132
TaxesSchedule/TaxesDetail/Amt2122
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt057
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA MEYERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05419977121
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERALDINE BAGLEY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0936311484
ReturnHeader/Filer/PhoneNum05419977121
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 22000
ReturnHeader/Filer/USAddress/CityNm0FLORENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097439
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.224.205.181
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:56:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201567266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLLOWAY & ASSOCIATES LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0733 HIGHWAY 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974397626
ReturnHeader/PreparerPersonGrp/PhoneNum05419973434
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARLA D HOLLOWAY
ReturnHeader/ReturnTs02019-05-13T17:56:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$374,750
Liabilities
$175
Net assets
$374,575
Revenue
$28,419
Expenses
$26,814
Net income
$1,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.67$0.22$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.17$0.43$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.09$0.31$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.29$0.26$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.18$0.29$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.08$0.29$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.28$0.27$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$0.28$0.27$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.23$0.27$0.04
2015Summary only. Only limited summary data is available for this year.$3.96$0.00$0.12$0.25$0.13
2014Summary only. Only limited summary data is available for this year.$4.08$0.00$0.66$0.27$0.39
2013Summary only. Only limited summary data is available for this year.$4.21$0.00$0.36$0.34$0.02
2012Summary only. Only limited summary data is available for this year.$3.93$0.00$0.19$0.34$0.15
2011Summary only. Only limited summary data is available for this year.$3.73$0.00$0.19$0.35$0.15