Julian J Leavitt Family Charitable Tr
- Assets
- $2.1m
- Revenue
- $87.6k
- Investments
- $2.0m
- Employees
- 0
- Location
- Georgetown, TX
- Founding
- 04/1991
- Data as of
- 12/2023
- EIN
- 04-6657085
Organization Overview
Julian J Leavitt Family Charitable Tr is located in Georgetown, TX. The organization was established in 1991. 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. Julian J Leavitt Family 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 12/2023, Julian J Leavitt Family Charitable Tr generated $87.6k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 1.9% each year. All expenses for the organization totaled $173.3k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Julian J Leavitt Family Charitable Tr has awarded 218 individual grants totaling $904,244. 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 |
|---|---|---|---|
Clementine Leavitt Trustee | 0 | $0 | |
S Robert Leavitt Trustee | 0 | $0 | |
Peter M Leavitt Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,118 |
| Dividends & Interest | $45,595 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $38,853 |
| Capital Gain Net Income | $38,853 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $87,566 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $127 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $35 |
| Total operating and administrative expenses | $31,499 |
| Contributions, gifts, grants paid | $141,838 |
| Total expenses and disbursements | $173,337 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $53,040 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $2,717 |
| 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 | $51,455 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,070,554 |
| 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, Julian J Leavitt Family Charitable Tr has awarded $141,838 in support to 40 organizations.
| Grant Recipient | Amount |
|---|---|
ASPEN JEWISH CONGREGATION PURPOSE: CHARITABLE | $5,000 |
ASPEN VALLEY LAND TRUST PURPOSE: CHARITABLE | $1,000 |
ADL-ANTI-DEFAMATION LEAGU PURPOSE: CHARITABLE | $2,500 |
ANGELS AMONG US PET RESCUE PURPOSE: CHARITABLE | $200 |
AUSTIN GERMAN SHEPARD RESCUE PURPOSE: CHARITABLE | $5,000 |
CONGREGATION AGUDAS ACHIM PURPOSE: CHARITABLE | $3,238 |