Edwin Gilbert Trust Uw Fbo Georgetown School Fund
- Assets
- $432.0k
- Revenue
- $90.3k
- Investments
- $425.5k
- Employees
- 0
- Location
- Newtown, CT
- Founding
- 10/1979
- Data as of
- 12/2023
- EIN
- 06-6044834
Organization Overview
Edwin Gilbert Trust Uw Fbo Georgetown School Fund is located in Newtown, CT. The organization was established in 1979. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2023, Edwin Gilbert Trust Uw Fbo Georgetown School Fund generated $90.3k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 16.4% each year . All expenses for the organization totaled $34.9k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Edwin Gilbert Trust Uw Fbo Georgetown School Fund has awarded 63 individual grants totaling $150,400. 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 |
|---|---|---|---|
Dan Mecozzi Co-Trustee | 2 | $300 | |
Joseph A Nazzaro Co-Trustee | 2 | $300 | |
Lee E Johnson Co-Trustee | 2 | $300 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $145 |
| Dividends & Interest | $15,649 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $74,435 |
| Capital Gain Net Income | $74,435 |
| Net ST Capital Gain | $1,077 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $58 |
| Total Revenue | $90,287 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $900 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $417 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $17,266 |
| Contributions, gifts, grants paid | $17,667 |
| Total expenses and disbursements | $34,933 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $119 |
| Savings and temporary cash investments | $6,454 |
| 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 | $432,023 |
| 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 | $2 |
| Total liabilities | $2 |
Grants Awarded
Over the last fiscal year, Edwin Gilbert Trust Uw Fbo Georgetown School Fund has awarded $17,667 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
LIBERTY UNIVERSITY PURPOSE: SCHOLARSHIP | $3,000 |
UNIVERSITY OF CONNECTICUT PURPOSE: SCHOLARSHIP | $3,000 |
UNIVERSITY OF SOUTHERN CALIFORNIA PURPOSE: SCHOLARSHIP | $3,000 |
UNIVERSITY OF OTTOWA PURPOSE: SCHOLARSHIP | $2,667 |
COLLEGE OF CHARLESTON PURPOSE: SCHOLARSHIP | $3,000 |
UNIVERSITY OF DELAWARE PURPOSE: SCHOLARSHIP | $3,000 |