Roger L & Agnes C Dell Charitable Trust 1
- Assets
- $5.4m
- Revenue
- $703.0k
- Investments
- $5.4m
- Employees
- 0
- Location
- Fargo, ND
- Founding
- 01/1971
- Data as of
- 12/2023
- EIN
- 41-6046675
Organization Overview
Roger L & Agnes C Dell Charitable Trust 1 is located in Fargo, ND. The organization was established in 1971. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roger L & Agnes C Dell Charitable Trust 1 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Roger L & Agnes C Dell Charitable Trust 1 generated $703.0k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 29.1% each year . All expenses for the organization totaled $339.8k during the year ending 12/2023. While expenses have increased by 5.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Roger L & Agnes C Dell Charitable Trust 1 has awarded 122 individual grants totaling $1,244,012. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stephen F Rufer Co-Trustee | 1 | $10,000 | |
Matthew Mcgovern Co-Trustee | 1 | $10,000 | |
H Morrison Kershner Co-Trustee | 1 | $10,000 | |
Bell Bank Co-Trustee | 1 | $30,248 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $143,705 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $558,658 |
| Capital Gain Net Income | $558,658 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $617 |
| Total Revenue | $702,980 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $60,248 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $8,054 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $784 |
| Printing and publications | $200 |
| Other expenses | $25 |
| Total operating and administrative expenses | $73,083 |
| Contributions, gifts, grants paid | $266,750 |
| Total expenses and disbursements | $339,833 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $53,845 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,431,308 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Roger L & Agnes C Dell Charitable Trust 1 has awarded $266,750 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
A CENTER FOR THE ARTS PURPOSE: GENERAL OPERATIONS | $15,000 |
APPLE TREE DENTAL PURPOSE: GENERAL OPERATIONS | $5,000 |
CARDINAL ATHLETIC FOUNDATION PURPOSE: GENERAL OPERATIONS | $10,000 |
AMERICAN RED CROSS PURPOSE: GENERAL OPERATIONS | $10,000 |
FERGUS FALLS AREA HABITAT FOR HUMANITY PURPOSE: GENERAL OPERATIONS | $15,000 |
FERGUS FALLS AREA YMCA PURPOSE: GENERAL OPERATIONS | $10,000 |