Catesby Foundation
- Assets
- $33.6m
- Revenue
- $1.8m
- Investments
- $32.7m
- Employees
- 0
- Location
- The Plains, VA
- Founding
- 01/1972
- Data as of
- 12/2022
- EIN
- 23-7149750
Organization Overview
Catesby Foundation is located in The Plains, VA. The organization was established in 1972. 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. Catesby 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 12/2022, Catesby Foundation generated $1.8m 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 (20.3%) each year. All expenses for the organization totaled $1.6m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
George L Ohrstrom II Chair | 1 | $0 | |
Mark J Ohrstrom Director | 1 | $0 | |
Kenneth M Ohrstrom Secretary | 1 | $0 | |
Barnaby A Ohrstrom Treasurer | 1 | $0 | |
Michael H Friedl Thru 0522 Asst. Secretary/asst. Treasurer | 1 | $0 | |
Lysandra A Ohrstrom Began 1222 Secretary | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Tcc Group | 12/30/22 | $137,391 |
Larkspur Services Inc | 12/30/22 | $81,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $83,231 |
| Dividends & Interest | $868,387 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $828,032 |
| Capital Gain Net Income | $828,032 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,779,650 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $163,094 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $303 |
| Total operating and administrative expenses | $439,829 |
| Contributions, gifts, grants paid | $1,200,000 |
| Total expenses and disbursements | $1,639,829 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $852,094 |
| 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 | $28,672,324 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $17,937 |
| Total assets | $33,585,827 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $14,907 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $14,907 |
Grants Awarded
Over the last fiscal year, Catesby Foundation has awarded $1,200,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
VANGUARD CHARITABLE ENDOWMENT PURPOSE: CUPULE FUND - GENERAL OBLIGATIONS | $200,000 |
VANGUARD CHARITABLE ENDOWMENT PURPOSE: HOPEWELL FUND - GENERAL OBLIGATIONS | $1,000,000 |