Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust
- Assets
- $698.8k
- Revenue
- $91.4k
- Investments
- $665.3k
- Employees
- 0
- Location
- Portland, ME
- Founding
- Data as of
- 12/2018
- EIN
- 01-6162638
Organization Overview
Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust is located in Portland, ME.
For the year ending 12/2018, Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust generated $91.4k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 45.0% each year . All expenses for the organization totaled $112.6k during the year ending 12/2018. While expenses have increased by 14.7% per year over the past 3 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William A Burke Trustee | 0 | $0 | |
Karen Anne Bollwerk Burke Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $14,578 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $76,795 |
| Capital Gain Net Income | $76,795 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $91,373 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,954 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $58 |
| Total operating and administrative expenses | $13,425 |
| Contributions, gifts, grants paid | $99,177 |
| Total expenses and disbursements | $112,602 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $33,496 |
| 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 | $391,148 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $698,777 |
| 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, Karen Anne Bollwerk Burke And William A Burke Family Charitable Trust has awarded $99,177 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
AMHERST COLLEGE ANNUAL FUND PURPOSE: ANNUAL FUND | $500 |
BOYS & GIRLS CLUBS OF SOUTHERN MAINE PURPOSE: ANNUAL APPEAL | $18,427 |
CHILDREN'S MUSEUM OF MAINE PURPOSE: ANNUAL FUND | $5,000 |
GULF OF MAINE RESEARCH INSTITUTE PURPOSE: LAB DEVELOPMENT | $1,500 |
JUNIOR ACHIEVEMENT OF MAINE INC PURPOSE: GENERAL FUND | $500 |
HARVARD BUSINESS SCHOOL PURPOSE: UNRESTRICTED | $250 |