Miller-Sweezy Charitable Trust
- Assets
- $68.6k
- Revenue
- $217.3k
- Investments
- $32.4k
- Employees
- 0
- Location
- Bridgehampton, NY
- Founding
- 06/1987
- Data as of
- 11/2023
- EIN
- 13-3395958
Organization Overview
Miller-Sweezy Charitable Trust is located in Bridgehampton, NY. The organization was established in 1987. 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. Miller-Sweezy Charitable Trust 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 11/2023, Miller-Sweezy Charitable Trust generated $217.3k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.3% each year. All expenses for the organization totaled $279.8k during the year ending 11/2023. While expenses have increased by 6.9% 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 2015, Miller-Sweezy Charitable Trust has awarded 216 individual grants totaling $2,414,131. 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
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NOT APPLICABLE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ken Miller Trustee, As Required | 0 | $0 | |
Elizabeth Sweezy Trustee, As Required | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $165,695 |
| Interest on Savings | $2 |
| Dividends & Interest | $6,380 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $43,040 |
| Capital Gain Net Income | $43,040 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2,170 |
| Total Revenue | $217,287 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,170 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $450 |
| Total operating and administrative expenses | $8,145 |
| Contributions, gifts, grants paid | $271,650 |
| Total expenses and disbursements | $279,795 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $36,207 |
| Savings and temporary cash investments | $0 |
| 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 | $68,567 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $2,000 |
| 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 | $2,000 |
Grants Awarded
Over the last fiscal year, Miller-Sweezy Charitable Trust has awarded $271,650 in support to 27 organizations.
| Grant Recipient | Amount |
|---|---|
BOMB MAGAZINE PURPOSE: CHARITABLE CONTRIBUTION | $36,050 |
BRIDGEHAMPTON CHAMBER MUSIC FESTIVAL PURPOSE: CHARITABLE CONTRIBUTION | $10,000 |
BRIDGEHAMPTON CHILD CARE AND RECREATION CENTER PURPOSE: CHARITABLE CONTRIBUTION | $1,000 |
CORRECTIONAL ASSOCIATION OF NEW YORK PURPOSE: CHARITABLE CONTRIBUTION | $30,000 |
NATIONAL COMMITTEE ON US CHINA RELATIONS PURPOSE: CHARITABLE CONTRIBUTION | $2,000 |
PEN AMERICAN CENTER INC PURPOSE: CHARITABLE CONTRIBUTION | $10,000 |