Wachs-Weingarten Charitable Tr
- Assets
- $666.3k
- Revenue
- $76.6k
- Investments
- $579.4k
- Employees
- 0
- Location
- Snowmass, CO
- Founding
- 03/1998
- Data as of
- 10/2023
- EIN
- 23-7922107
Organization Overview
Wachs-Weingarten Charitable Tr is located in Snowmass, CO. The organization was established in 1998. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., 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. Wachs-Weingarten Charitable Tr 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 10/2023, Wachs-Weingarten Charitable Tr generated $76.6k 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 (23.9%) each year. All expenses for the organization totaled $272.0k during the year ending 10/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Wachs-Weingarten Charitable Tr has awarded 48 individual grants totaling $726,662. 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
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Marjorie Wachs Weingarten Trustee | 1 | $0 | |
Bryan Weingarten Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4,648 |
| Dividends & Interest | $13,789 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $58,124 |
| Capital Gain Net Income | $58,124 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $76,561 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,342 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $15 |
| Total operating and administrative expenses | $9,470 |
| Contributions, gifts, grants paid | $262,534 |
| Total expenses and disbursements | $272,004 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $50,253 |
| Savings and temporary cash investments | $36,564 |
| 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 | $517,293 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $666,264 |
| 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, Wachs-Weingarten Charitable Tr has awarded $262,534 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
WEILL CORNELL PURPOSE: CHARITABLE CONTRIBUTION | $66,667 |
ABRAMSON CANCER CENTER PURPOSE: CHARITABLE CONTRIBUTION | $250 |
ASPEN COMMUNITY FOUNDATION PURPOSE: CHARITABLE CONTRIBUTION | $500 |
ANDERSON RANCH PURPOSE: CHARITABLE CONTRIBUTION | $8,150 |
ASPEN FILM PURPOSE: CHARITABLE CONTRIBUTION | $5,000 |
AVH FOUNDATION PURPOSE: CHARITABLE CONTRIBUTION | $50,000 |