The Stewart Jones Charitable Trust Trustee Russell H Roberts
- Assets
- $2.1m
- Revenue
- $100.3k
- Investments
- $2.0m
- Employees
- 0
- Location
- Wilson, NC
- Founding
- 09/2014
- Data as of
- 12/2020
- EIN
- 26-6872060
Organization Overview
The Stewart Jones Charitable Trust Trustee Russell H Roberts is located in Wilson, NC. The organization was established in 2014. According to its NTEE Classification (P99) the organization is classified as: Human Services N.E.C., under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Stewart Jones Charitable Trust Trustee Russell H Roberts 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 12/2020, Stewart Jones Charitable Trust Trustee Russell H Roberts generated $100.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (20.3%) each year. All expenses for the organization totaled $184.9k during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Stewart Jones Charitable Trust Trustee Russell H Roberts has awarded 34 individual grants totaling $650,000. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $48,253 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $52,056 |
| Capital Gain Net Income | $52,056 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $100,309 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $54,204 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,166 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $18 |
| Total operating and administrative expenses | $57,879 |
| Contributions, gifts, grants paid | $127,000 |
| Total expenses and disbursements | $184,879 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $381 |
| Savings and temporary cash investments | $78,739 |
| 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 | $469,657 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,052,252 |
| 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 Stewart Jones Charitable Trust Trustee Russell H Roberts has awarded $127,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
Fredericksburg, VA PURPOSE: GENERAL | $72,500 |
THE GEORGE WASHINGTON FDTN PURPOSE: GENERAL | $25,000 |
VIRGINIA EPISCOPAL DIOCESE PURPOSE: GENERAL | $12,000 |
OSCAR RODRIGUEZ PURPOSE: SCHOLARSHIP | $7,500 |
CENTRAL RAPPAHANNOCK HERITAGE PURPOSE: GENERAL | $5,000 |
Fredericksburg, VA PURPOSE: GENERAL | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Southeastern Community Action Partnership Inc Lumberton, NC | $11,958,279 | $19,896,705 |
The Arc Of Southwest Georgia Inc Albany, GA | $6,771,229 | $11,186,192 |
North Carolina Justice Center Raleigh, NC | $7,153,656 | $8,035,969 |
Nuestros Pequenos Hermanosinternational Round Hill, VA | $4,147,042 | $6,283,043 |
The Orphanetwork Virginia Beach, VA | $3,197,466 | $6,293,778 |
Georgia Southern University Athletic Foundation Inc Statesboro, GA | $44,746,506 | $10,941,210 |
Camp Southern Ground Inc Fayetteville, GA | $42,360,262 | $6,762,157 |
Third Option Foundation Reston, VA | $24,876,503 | $12,300,421 |
Hope For Justice Inc Nashville, TN | $1,240,056 | $3,979,236 |
Supportive Housing Communities Inc Charlotte, NC | $5,021,475 | $3,897,502 |
The Green Chair Project Inc Raleigh, NC | $6,753,039 | $4,421,917 |
Transportation Management Assoc Group Franklin, TN | $1,822,075 | $3,775,674 |