Anne Whiteman Richardson Residuary Charitable Tr
- Assets
- $1.4m
- Revenue
- $137.2k
- Investments
- $1.3m
- Employees
- 0
- Location
- Portland, ME
- Founding
- 08/1998
- Data as of
- 12/2021
- EIN
- 01-6145027
Organization Overview
Anne Whiteman Richardson Residuary Charitable Tr is located in Portland, ME. The organization was established in 1998. 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. Anne Whiteman Richardson Residuary Charitable Tr 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 12/2021, Anne Whiteman Richardson Residuary Charitable Tr generated $137.2k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 6.4% each year. All expenses for the organization totaled $95.4k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Anne Whiteman Richardson Residuary Charitable Tr has awarded 14 individual grants totaling $403,394. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
DISTRIBUTIONS TO CHARITABLE ORGANIZATIONS FOR THEIR UNRESTRICTED USE.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $34,302 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $102,831 |
| Capital Gain Net Income | $102,831 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $108 |
| Total Revenue | $137,241 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $6,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $800 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $30 |
| Total operating and administrative expenses | $32,384 |
| Contributions, gifts, grants paid | $63,037 |
| Total expenses and disbursements | $95,421 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1 |
| Savings and temporary cash investments | $118,495 |
| 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 | $360,726 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,404,416 |
| 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, Anne Whiteman Richardson Residuary Charitable Tr has awarded $63,037 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
EPISCOPAL CHURCH OF AT JAMES & AND PURPOSE: PAYMENT | $31,519 |
New Haven, CT PURPOSE: PAYMENT | $31,518 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Libra Foundation Owen W Wells Trustee Portland, ME | $194,515,715 | $7,192,031 |
Thomas W Haas Foundation Greenland, NH | $135,774,612 | $23,898,654 |
Endowment For Health Inc Concord, NH | $94,601,301 | $13,835,099 |
Peter And Anna Kolchinsky Foundation Portsmouth, NH | $32,887,718 | $6,933,856 |
Southeast Land Trust Of New Hampshire Epping, NH | $33,243,290 | $7,653,430 |
P D Merrill Charitable Tr U-A Dtd 11-02-06 Portland, ME | $0 | $21,552 |
Cogswell Benevolent Trust Manchester, NH | $30,218,866 | $3,198,949 |
Gloria C Mackenzie Foundation Inc East Millinocket, ME | $24,725,782 | $9,772,129 |
Burke Family Foundation C/O People's United Bank Cape Elizabeth, ME | $0 | $295,914 |
Morton-Kelly Charitable Tr Portland, ME | $19,003,514 | $4,559,589 |
Hank And Lynn Hopeman Foundation Inc Sunapee, NH | $22,635,680 | $2,787,144 |
Cascade Foundation Rockport, ME | $16,395,441 | $857,628 |