Maryellen S Willis Charitable Tr Ua 11012010
- Assets
- $8.1m
- Revenue
- $373.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Jacksonville, FL
- Founding
- 02/2015
- Data as of
- 09/2023
- EIN
- 30-6410683
Organization Overview
Maryellen S Willis Charitable Tr Ua 11012010 is located in Jacksonville, FL. The organization was established in 2015. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Maryellen S Willis Charitable Tr Ua 11012010 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 09/2023, Maryellen S Willis Charitable Tr Ua 11012010 generated $373.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (34.8%) each year. All expenses for the organization totaled $471.5k during the year ending 09/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Maryellen S Willis Charitable Tr Ua 11012010 has awarded 243 individual grants totaling $1,920,671. 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 |
|---|---|---|---|
Matthew S Parker Director | 10 | $25,920 | |
Autumn R Combs Director | 15 | $25,920 | |
Paul Combs Director | 10 | $25,920 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1,979 |
| Dividends & Interest | $165,288 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $206,195 |
| Capital Gain Net Income | $206,195 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $216 |
| Total Revenue | $373,678 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $77,760 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $5,949 |
| Interest | $0 |
| Taxes | $8,163 |
| Depreciation | $0 |
| Occupancy | $320 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,161 |
| Total operating and administrative expenses | $146,787 |
| Contributions, gifts, grants paid | $324,671 |
| Total expenses and disbursements | $471,458 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2 |
| Savings and temporary cash investments | -$256,896 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $8,324,694 |
| Total assets | $8,067,800 |
| Accounts payable and accrued expenses | $1,575 |
| 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 | $1,575 |
Grants Awarded
Over the last fiscal year, Maryellen S Willis Charitable Tr Ua 11012010 has awarded $324,671 in support to 39 organizations.
| Grant Recipient | Amount |
|---|---|
ALZHEIMER'S ASSOCIATION PURPOSE: OPERATIONAL SUPPORT | $1,000 |
CATHOLIC CHARITIES PURPOSE: OPERATIONAL SUPPORT | $5,000 |
COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA PURPOSE: OPERATIONAL SUPPORT | $125,000 |
CUMMER MUSEUM PURPOSE: OPERATIONAL SUPPORT | $2,000 |
CENTRAL RIVERSIDE ELEMENTARY PURPOSE: OPERATIONAL SUPPORT | $2,500 |
DOWNTOWN ECUMENICAL SERVICES COUNCIL PURPOSE: OPERATIONAL SUPPORT | $15,000 |