Matthew Dragicevich Charitable Remainder Tr
- Assets
- $104.8k
- Revenue
- $28.2k
- Investments
- $43.1k
- Employees
- 0
- Location
- La Quinta, CA
- Founding
- 09/2000
- Data as of
- 12/2023
- EIN
- 33-6262803
Organization Overview
Matthew Dragicevich Charitable Remainder Tr is located in La Quinta, CA. The organization was established in 2000. 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. Matthew Dragicevich Charitable Remainder Tr 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, Matthew Dragicevich Charitable Remainder Tr generated $28.2k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 6.8% each year. All expenses for the organization totaled $91.0k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Peggy Steiner Co-Trustee/director | 9 | $24,000 | |
Gary Boskovich Co-Trustee/director | 9 | $24,000 | |
Jolene Harms Co-Trustee/director | 9 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $3,107 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $25,120 |
| Capital Gain Net Income | $25,120 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $28,227 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $48,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $25 |
| Total operating and administrative expenses | $91,032 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $91,032 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $12,061 |
| Savings and temporary cash investments | $49,585 |
| 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 | $2,950 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $104,787 |
| 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, Matthew Dragicevich Charitable Remainder Tr has awarded $7,500 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
CIVAL AIR PATROL CA435 PURPOSE: SUPPORT OF LOCAL CHARITY | $1,500 |
ANIMAL SAMARITANS PURPOSE: SUPPORT OF LOCAL CHARITY | $1,500 |
FOREVER FREE HORSE RESCUE PURPOSE: SUPPORT OF LOCAL CHARITY | $1,500 |
JOSLYN CENTER PURPOSE: SUPPORT OF LOCAL CHARITY | $1,500 |
LOVING ALL ANIMALS PURPOSE: SUPPORT OF LOCAL CHARITY | $1,500 |