Co Tr Uw B Walton Est
- Assets
- $1.0m
- Revenue
- $29.6k
- Investments
- $1.0m
- Employees
- 0
- Location
- Brooklyn, OH
- Founding
- 00/0000
- Data as of
- 09/2022
- EIN
- 14-6108205
Organization Overview
Co Tr Uw B Walton Est is located in Brooklyn, OH. The organization was established in 0000. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care 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 09/2022, Co Tr Uw B Walton Est generated $29.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (8.2%) each year. All expenses for the organization totaled $45.6k during the year ending 09/2022. As we would expect to see with falling revenues, expenses have declined by (15.6%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Co Tr Uw B Walton Est has awarded 30 individual grants totaling $211,771. 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 |
|---|---|---|---|
Key Bank National Association Co-Trustee | 1 | $19,004 | |
George Rusk Jr Co Key Bank Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $26,009 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,636 |
| Capital Gain Net Income | $3,636 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $29,645 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $19,004 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,961 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $500 |
| Total operating and administrative expenses | $27,465 |
| Contributions, gifts, grants paid | $18,136 |
| Total expenses and disbursements | $45,601 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $21,209 |
| 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 | $1,002,263 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,023,472 |
| 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, Co Tr Uw B Walton Est has awarded $18,136 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
FAIR STREET REFORMED CHURCH PURPOSE: GENERAL OPERATING | $3,157 |
KINGSTON AREA LIBRARY PURPOSE: GENERAL OPERATING | $3,157 |
BOYS & GIRLS CLUB OF KINGSTON PURPOSE: GENERAL OPERATING | $3,157 |
THE KINGSTON HOSPITAL PURPOSE: GENERAL OPERATING | $3,156 |
ULSTER COUNTY SPCA PURPOSE: GENERAL OPERATING | $3,156 |
BENEDICTINE HOSPITAL PURPOSE: GENERAL OPERATING | $2,353 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Saint Lukes Foundation Of Cleveland Ohio Cleveland, OH | $236,017,036 | $24,076,221 |
Northern Michigan Medicalmanagement Petoskey, MI | $2,238,273 | $1,767,851 |
Munson Healthcare Foundations Traverse City, MI | $80,220,847 | $14,056,196 |
The Foundation For Delaware County Media, PA | $70,292,526 | $12,697,458 |
Catherine Mcauley Health Services Corp Ypsilanti, MI | $19,999,866 | $5,350,635 |
Bryn Mawr Hospital Foundation Bryn Mawr, PA | $102,040,001 | $12,922,519 |
United Food And Commercial Workers Union Local 227 & Employees Health Dayton, OH | $0 | $8,062,923 |
Plumbers Union-55 Health & Welfare Fund Plum Brooklyn Hts, OH | $11,882,405 | $6,956,726 |
Good Samaritan Hospital Foundation Of Cincinnati Cincinnati, OH | $68,588,287 | $10,915,567 |
Hamot Health Foundation Erie, PA | $29,527,911 | $6,582,971 |
Arthur J Glatfelter Agency Inc Employee Health & Welfare Fund York, PA | $983,533 | $8,005,607 |
Mt Sinai Health Care Foundation Cleveland, OH | $191,747,804 | $29,891,889 |