The Ceres Trust
- Assets
- $3.1m
- Revenue
- $1.8m
- Investments
- $0.0
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 12/2006
- Data as of
- 12/2023
- EIN
- 20-5768077
Organization Overview
The Ceres Trust is located in Milwaukee, WI. The organization was established in 2006. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Ceres 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 12/2023, Ceres Trust generated $1.8m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (13.0%) each year. All expenses for the organization totaled $16.7m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
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Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Evergreen Wealth Advisors Llc | 12/30/21 | $160,000 |
Reinhart Boerner Van Deuren | 12/30/21 | $56,958 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $25,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $319,780 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,464,438 |
| Capital Gain Net Income | $1,464,438 |
| Net ST Capital Gain | $35,946 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $19,059 |
| Total Revenue | $1,828,277 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $411,528 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $10,583 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $1,909 |
| Printing and publications | $0 |
| Other expenses | $262,727 |
| Total operating and administrative expenses | $967,208 |
| Contributions, gifts, grants paid | $15,715,640 |
| Total expenses and disbursements | $16,682,848 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,080,775 |
| 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 | $3,080,775 |
| 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 |