Dorothy Kopmeier Vallier Foundation Inc
- Assets
- $1.9m
- Revenue
- $357.7k
- Investments
- $1.7m
- Employees
- 0
- Location
- Waukesha, WI
- Founding
- 12/1974
- Data as of
- 06/2024
- EIN
- 23-7417554
Organization Overview
Dorothy Kopmeier Vallier Foundation Inc is located in Waukesha, WI. The organization was established in 1974. 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. Dorothy Kopmeier Vallier Foundation Inc 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 06/2024, Dorothy Kopmeier Vallier Foundation Inc generated $357.7k 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 (11.9%) each year. All expenses for the organization totaled $178.0k during the year ending 06/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Dorothy Kopmeier Vallier Foundation Inc has awarded 60 individual grants totaling $1,097,550. 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 |
|---|---|---|---|
William G Kummer President/director | 1 | $0 | |
Katherine A Kummer Varugese Director | 1 | $0 | |
Christopher M Kummer Secretary, Treasurer, Dire | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $52,967 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $304,743 |
| Capital Gain Net Income | $304,743 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $357,710 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,000 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $36 |
| Total operating and administrative expenses | $22,955 |
| Contributions, gifts, grants paid | $155,000 |
| Total expenses and disbursements | $177,955 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,150 |
| Savings and temporary cash investments | $162,890 |
| 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 | $1,898,857 |
| 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, Dorothy Kopmeier Vallier Foundation Inc has awarded $155,000 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
BOWLING GREEN WARREN COUNTY HUMANE SOCIETY PURPOSE: GENERAL OPERATIONS | $6,000 |
BOYS AND GIRLS CLUB OF BOWLING GREEN PURPOSE: GENERAL OPERATIONS | $5,000 |
KIDS ON THE BLOCK PURPOSE: GENERAL OPERATIONS | $20,000 |
SCHLITZ AUDUBON CENTER PURPOSE: PRESCHOOL PROGRAMS | $25,000 |
HOSPICE OF SOUTHERN KENTUCKY PURPOSE: GENERAL OPERATIONS | $11,000 |
UW STEVENS POINT FOUNDATION PURPOSE: TREEHAVEN COLLEGE PROGRAMS | $13,000 |