The@william L Oliver And Donna F Oliver Family Fund
- Assets
- $497.7k
- Revenue
- $20.7k
- Investments
- $456.3k
- Employees
- 0
- Location
- Devon, PA
- Founding
- 10/2006
- Data as of
- 12/2022
- EIN
- 25-6892652
Organization Overview
The@william L Oliver And Donna F Oliver Family Fund is located in Devon, PA. The organization was established in 2006. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. The@william L Oliver And Donna F Oliver Family Fund 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, The@william L Oliver And Donna F Oliver Family Fund generated $20.7k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.6% each year. All expenses for the organization totaled $20.7k during the year ending 12/2022. While expenses have increased by 10.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, The@william L Oliver And Donna F Oliver Family Fund has awarded 105 individual grants totaling $116,750. 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 Oliver Trustee | 0.1 | $0 | |
Donna Oliver Trustee | 0.1 | $0 | |
Brooke Fritz Trustee | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,137 |
| Interest on Savings | $0 |
| Dividends & Interest | $10,623 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $8,915 |
| Capital Gain Net Income | $8,915 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $20,675 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $954 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $954 |
| Contributions, gifts, grants paid | $19,750 |
| Total expenses and disbursements | $20,704 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $41,340 |
| Savings and temporary cash investments | $0 |
| 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 | $456,333 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $497,673 |
| 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, The@william L Oliver And Donna F Oliver Family Fund has awarded $19,750 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN HEART ASSOCIATION PURPOSE: TO SUPPORT MEDICAL RESEARCH | $250 |
AMERICAN RED CROSS PURPOSE: TO SUPPORT MEDICAL RESEARCH | $1,000 |
CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION PURPOSE: TO PROVIDE CHILDREN'S MEDICAL CARE & RESEARCH | $1,000 |
DOCTORS WITHOUT BORDERS PURPOSE: TO PROVIDE MEDICAL CARE WHERE THERE ARE HUMANITARIAN CRISES | $1,000 |
HABITAT FOR HUMANITY OF CHESTER COUNTY PURPOSE: TO SUPPORT COMMUNITY AND CULTURE | $1,000 |
CONSUMERS REPORTS PURPOSE: TO SUPPORT CONSUMER RESEARCH | $1,000 |