Joseph And Helen Ertl Family Foundation
- Assets
- $2.0m
- Revenue
- $199.5k
- Investments
- $1.1m
- Employees
- 0
- Location
- Dubuque, IA
- Founding
- 01/2006
- Data as of
- 12/2023
- EIN
- 20-3663610
Organization Overview
Joseph And Helen Ertl Family Foundation is located in Dubuque, IA. The organization was established in 2006. 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. Joseph And Helen Ertl Family Foundation 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, Joseph And Helen Ertl Family Foundation generated $199.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (4.5%) each year. All expenses for the organization totaled $183.5k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Joseph And Helen Ertl Family Foundation has awarded 425 individual grants totaling $909,200. 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
PROVIDED SUPPORT TO EACH OF THE FIFTY-THREE INSTITUTIONS SELECTED. TOTAL CONTRIBUTIONS FOR 2023: $157,900.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joseph Ertl Director | 1 | $0 | |
Helen Ertl Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $105,501 |
| Interest on Savings | $44,379 |
| Dividends & Interest | $40,738 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $8,842 |
| Capital Gain Net Income | $8,842 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $199,460 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,091 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $25,620 |
| Contributions, gifts, grants paid | $157,900 |
| Total expenses and disbursements | $183,520 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $888,503 |
| 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 | $2,030,982 |
| 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, Joseph And Helen Ertl Family Foundation has awarded $157,900 in support to 53 organizations.
| Grant Recipient | Amount |
|---|---|
ARCHDIOCESEONE PURPOSE: PROVIDE SUPPORT | $10,500 |
AREA RESIDENTIAL CARE PURPOSE: PROVIDE SUPPORT | $500 |
ASU FOUNDATION PURPOSE: PROVIDE SUPPORT | $500 |
BUILDING BEATS PURPOSE: PROVIDE SUPPORT | $500 |
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE PURPOSE: PROVIDE SUPPORT | $2,000 |
BECKMAN CATHOLIC HIGH SCHOOL PURPOSE: PROVIDE SUPPORT | $15,000 |