Wachs-Weingarten Charitable Tr
- Assets
- $843.0k
- Revenue
- $45.5k
- Investments
- $777.5k
- Employees
- 0
- Location
- Snowmass, CO
- Founding
- 03/1998
- Data as of
- 10/2021
- 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 10/2021, Wachs-Weingarten Charitable Tr generated $45.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (9.7%) each year. All expenses for the organization totaled $60.0k during the year ending 10/2021. As we would expect to see with falling revenues, expenses have declined by (16.9%) per year over the past 3 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Wachs-Weingarten Charitable Tr has awarded 36 individual grants totaling $472,806. 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
2021
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 |
|---|---|---|---|
Bryan Weingarten Trustee | 0 | $0 | |
Marjorie Wachs Weingarten Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $410 |
| Interest on Savings | $1,655 |
| Dividends & Interest | $21,588 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $21,839 |
| Capital Gain Net Income | $21,839 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $45,492 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $4,925 |
| Contributions, gifts, grants paid | $55,050 |
| Total expenses and disbursements | $59,975 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $65,461 |
| 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 | $564,126 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $842,972 |
| 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 $55,050 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
Philadelphia, PA PURPOSE: CHARITABLE CONTRIBUTION | $15,200 |
JOIN ISRAEL (FORMERLY JOI) PURPOSE: CHARITABLE CONTRIBUTION | $12,500 |
Aspen, CO PURPOSE: CHARITABLE CONTRIBUTION | $6,700 |
FRIENDS OF ISRAEL DEFENSE FORCES PURPOSE: CHARITABLE CONTRIBUTION | $5,000 |
Aspen, CO PURPOSE: CHARITABLE CONTRIBUTION | $5,000 |
Aspen, CO PURPOSE: CHARITABLE CONTRIBUTION | $3,400 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
J A & Leta M Chapman Tr 10267 Tulsa, OK | $125,788,673 | $4,652,723 |
Georgia A Lynch Trust Phoenix, AZ | $748,550 | $1,825,283 |
Steel & Pipe Supply Company Inc Voluntary Employees Beneficiary Tr Manhattan, KS | $1,575,827 | $5,668,085 |
William H And Carrie Gottsche Foundation Thermopolis, WY | $15,267,869 | $5,413,273 |
Pauline Mcfarlin Walter Memorial Trust 10910 Tulsa, OK | $77,675,534 | $8,407,780 |
Emerald Gate Charitable Trust Jackson, WY | $143,120,759 | $36,236,406 |
James A & Leta M Chapman Testamentary Charitable Tr Tulsa, OK | $63,271,395 | $1,980,658 |
Marvin S Robinson Charitable Tr Manhattan, KS | $11,920,559 | $11,406,956 |
San Antonio Electrical Vacation & Holiday Trust Agreement Albuquerque, NM | $996,599 | $3,364,803 |
Pete & Arline Harman Trust Fund Salt Lake City, UT | $59,077,970 | $2,949,653 |
Newton Foundation Jackson, WY | $19,007,412 | $862,510 |
Pete Morgan Foundation Trust Denver, CO | $1,580,035 | $792,859 |