John D Woltcheck Charitable Tr Ua 09162015
- Assets
- $1.4m
- Revenue
- $79.6k
- Investments
- $1.4m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 05/2018
- Data as of
- 12/2023
- EIN
- 30-6545598
Organization Overview
John D Woltcheck Charitable Tr Ua 09162015 is located in Milwaukee, WI. 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 12/2023, John D Woltcheck Charitable Tr Ua 09162015 generated $79.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (5.1%) each year. All expenses for the organization totaled $295.2k during the year ending 12/2023. 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 $1,057,631. 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 | $49,408 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $30,216 |
| Capital Gain Net Income | $30,216 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $79,624 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $23,643 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $696 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $26,329 |
| Contributions, gifts, grants paid | $268,896 |
| Total expenses and disbursements | $295,225 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $70,882 |
| 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 | $1,367,875 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,438,757 |
| 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 $268,896 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
THE SALVATION ARMY WESTERN TER HQ PURPOSE: GENERAL OPERATING | $67,224 |
THERAPY DOGS OF SANTA BARBARA PURPOSE: GENERAL OPERATING | $67,224 |
PATH SANTA BARBARA PURPOSE: GENERAL OPERATING | $67,224 |
SANTA BARBARA RESCUE MISSION PURPOSE: GENERAL OPERATING | $67,224 |