Peter G Schlotterer & Elizabeth M Zipf Charitable Trust
- Assets
- $5.0m
- Revenue
- $291.8k
- Investments
- $5.0m
- Employees
- 0
- Location
- Bellmawr, NJ
- Founding
- Data as of
- 06/2023
- EIN
- 26-6500892
Organization Overview
Peter G Schlotterer & Elizabeth M Zipf Charitable Trust is located in Bellmawr, NJ. 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. Peter G Schlotterer & Elizabeth M Zipf Charitable Trust 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 06/2023, Peter G Schlotterer & Elizabeth M Zipf Charitable Trust generated $291.8k in total revenue. All expenses for the organization totaled $389.4k during the year ending 06/2023. While expenses have increased by 1.1% per year over the past 2 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 2022, Peter G Schlotterer & Elizabeth M Zipf Charitable Trust has awarded 13 individual grants totaling $488,952. 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
THE CHARITABLE TRUST WAS ESTABLISHED UNDER THE WILL AND TRUST OF PETER G. SCHLOTTERER. CHARITABLE GIFTS DURING THE YEAR WERE TO THE ALOHA FOUNDATION,, TEMPLE UNIVERSITY, COMPASS, UNITED DISABILITY SERVICES, CEDAR LANE MISSIONARY HOMES,JOHNSON MANORO OF FAITH AND EDUCATION AND MERCY CAREER
AND TECHNICAL HIGH SCHOOL
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kathleen E Schroeder Trustee | 5 | $26,286 | |
Stephen A Zipf Jr Trustee | 5 | $26,286 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $180,807 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $88,096 |
| Capital Gain Net Income | $88,096 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $22,885 |
| Total Revenue | $291,788 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $52,572 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $701 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $29,913 |
| Total operating and administrative expenses | $139,863 |
| Contributions, gifts, grants paid | $249,507 |
| Total expenses and disbursements | $389,370 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $47,759 |
| 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 | $110,704 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,014,295 |
| 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, Peter G Schlotterer & Elizabeth M Zipf Charitable Trust has awarded $249,507 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
ALOHA FOUNDATION PURPOSE: GENERAL PURPOSES | $25,000 |
CEDAR LANE MISSIONARY HOMES PURPOSE: GENERAL PURPOSES | $82,507 |
COMPASS PURPOSE: GENERAL PURPOSES | $10,000 |
JOHNSON MANOR OF FAITH AND EDUCATION PURPOSE: GENERAL PUPROSES | $10,000 |
MERCY CAREER & TECHNICAL HIGH SCHOOL PURPOSE: GENERAL PURPOSES | $20,000 |
TEMPLE UNIVERSITY PURPOSE: GENERAL PERPOSES | $52,000 |