John D Woltcheck Charitable Tr Ua 09162015
- Assets
- $1.7m
- Revenue
- $178.1k
- Investments
- $1.7m
- Employees
- 0
- Location
- Phoenix, AZ
- Founding
- 05/2018
- Data as of
- 12/2021
- EIN
- 30-6545598
Organization Overview
John D Woltcheck Charitable Tr Ua 09162015 is located in Phoenix, AZ. The organization was established in 2018. According to its NTEE Classification (T21) the organization is classified as: Corporate 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. John D Woltcheck Charitable Tr Ua 09162015 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 12/2021, John D Woltcheck Charitable Tr Ua 09162015 generated $178.1k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 19.8% each year . All expenses for the organization totaled $325.0k during the year ending 12/2021. While expenses have increased by 5.8% per year over the past 3 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 2019, John D Woltcheck Charitable Tr Ua 09162015 has awarded 21 individual grants totaling $1,002,243. 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $48,255 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $129,870 |
| Capital Gain Net Income | $129,870 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $178,125 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $31,031 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $928 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $32,959 |
| Contributions, gifts, grants paid | $292,008 |
| Total expenses and disbursements | $324,967 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $67,295 |
| 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 | $1,673,579 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,740,874 |
| 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, John D Woltcheck Charitable Tr Ua 09162015 has awarded $292,008 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
SANTA BARBARA RESCUE MISSION PURPOSE: CHARITABLE | $73,002 |
PATH SANTA BARBARA PURPOSE: CHARITABLE | $73,002 |
Santa Barbara, CA PURPOSE: CHARITABLE | $73,002 |
THE SALVATION ARMY WESTERN TER HQ PURPOSE: CHARITABLE | $73,002 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Charter Fund Inc Broomfield, CO | $606,047,129 | $251,921,544 |
Anschutz Foundation Denver, CO | $0 | $131,519,142 |
The California Wellness Foundation Los Angeles, CA | $1,249,668,748 | $96,883,603 |
Community Finance Corporation Tucson, AZ | $0 | $59,653,037 |
The Ray And Tye Noorda Foundation Lindon, UT | $188,322,162 | $42,549,813 |
Colorado Trust Denver, CO | $0 | $33,250,092 |
Visa Foundation San Francisco, CA | $452,119,857 | $75,228,376 |
Pisces Foundation San Francisco, CA | $36,685,219 | $40,456,155 |
Bohemian Foundation Fort Collins, CO | $90,098,504 | $41,050,944 |
The Leonard And Sophie Davis Fund San Francisco, CA | $227,558,478 | $35,284,803 |
Ray And Dagmar Dolby Family Fund San Francisco, CA | $0 | $8,022,175 |
Kalmanovitz Charitable Foundation Mill Valley, CA | $9,993,294 | $9,957,898 |