Marie Roessler Charitable Remainder Annuity Tr 052590
- Assets
- $321.1k
- Revenue
- $173.0
- Investments
- $6.6k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 04/2010
- Data as of
- 12/2021
- EIN
- 33-6087531
Organization Overview
Marie Roessler Charitable Remainder Annuity Tr 052590 is located in Milwaukee, WI. The organization was established in 2010. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., 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. Marie Roessler Charitable Remainder Annuity Tr 052590 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, Marie Roessler Charitable Remainder Annuity Tr 052590 generated $173.0 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 (64.3%) each year. All expenses for the organization totaled $674.3k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Marie Roessler Charitable Remainder Annuity Tr 052590 has awarded 36 individual grants totaling $707,833. 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 | $33 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $124 |
| Capital Gain Net Income | $124 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $16 |
| Total Revenue | $173 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $9,167 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,234 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $125 |
| Total operating and administrative expenses | $14,251 |
| Contributions, gifts, grants paid | $660,000 |
| Total expenses and disbursements | $674,251 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $314,474 |
| 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 | $2 |
| Total assets | $321,114 |
| 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, Marie Roessler Charitable Remainder Annuity Tr 052590 has awarded $660,000 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
Chicago, IL PURPOSE: GENERAL OPERATING | $100,000 |
RAMONA ANIMAL SHELTER INC PURPOSE: GENERAL OPERATING | $100,000 |
PET ASSISTANCE FOUNDATION PURPOSE: GENERAL OPERATING | $100,000 |
WORLD WILDLIFE FUND INC PURPOSE: GENERAL OPERATING | $90,000 |
Washington, DC PURPOSE: GENERAL OPERATING | $90,000 |
Columbus, OH PURPOSE: GENERAL OPERATING | $90,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Samuel Frankel And Jean Frankel Support Foundation Bloomfield Hills, MI | $0 | $127,796 |
Mary G Stange Charitable Trust Ann Arbor, MI | $495,498 | $4,941,394 |
Allergan Foundation North Chicago, IL | $0 | $22,638,597 |
W N Reynolds Residuary Tr Nect Chicago, IL | $153,008,234 | $7,259,404 |
William F Vilas Estate Oregon, WI | $133,759,429 | $14,905,447 |
Woodbourne Charitable Trust Plymouth, MN | $1,142,964 | $10,020,932 |
Audrey E & Donald L Hutt Tr 283 Chicago, IL | $19,533,735 | $12,080,033 |
James M Stanton Foundation Bloomington, MN | $29,105,685 | $38,323,984 |
Stanley Frankel And Judith Frankel Support Foundation Bloomfield Hills, MI | $0 | $41,274 |
Lawyers Trust Fund Of Illinois Chicago, IL | $23,693,587 | $13,676,265 |
Cokato Charitable Trust Cokato, MN | $9,103,416 | $8,785,306 |
Ferris Foundation Big Rapids, MI | $118,188,680 | $12,993,679 |