Sol Bronstein Charitable Unitrust
- Assets
- $2.7m
- Revenue
- $126.0k
- Investments
- $2.7m
- Employees
- 0
- Location
- Evansville, IN
- Founding
- 02/1980
- Data as of
- 12/2023
- EIN
- 35-6313412
Organization Overview
Sol Bronstein Charitable Unitrust is located in Evansville, IN. The organization was established in 1980. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Sol Bronstein Charitable Unitrust 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, Sol Bronstein Charitable Unitrust generated $126.0k in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (2.5%) each year. All expenses for the organization totaled $51.5k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (19.2%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Sol Bronstein Charitable Unitrust has awarded 47 individual grants totaling $692,200. 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 |
|---|---|---|---|
Old National Wealth Management Trustee | 1 | $16,516 | |
Wayne Trockman Co-Trustee | 1 | $17,695 | |
Rabbi Gary Mazo Advisor | 1 | $1,200 | |
Jon Goldman Advisor | 1 | $1,200 | |
Susan Shovers Advisor | 1 | $1,200 | |
Joshnua Trockman Advisor | 1 | $1,200 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $59,560 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $66,401 |
| Capital Gain Net Income | $66,401 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $125,961 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $40,211 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $7,701 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,632 |
| Total operating and administrative expenses | $51,544 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $51,544 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| 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 | $2,659,090 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,659,090 |
| 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, Sol Bronstein Charitable Unitrust has awarded $139,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
TEMPLE ADATH B'NAI ISRAEL PURPOSE: EDUCATIONAL & CULTURAL | $69,325 |
HEBREW UNION COLLEGE PURPOSE: KLAU LIBRARY & UNRESTRICTED | $62,725 |
ALBION FELLOWS BACON CENTER INC PURPOSE: HELP BATTERED WOMEN & | $2,000 |
PLANNED PARENTHOOD PURPOSE: EDUCATIONAL PROGRAMS | $2,000 |
TRI-STATE MULTIPLE SCLEROSIS ASSOC PURPOSE: PROGRAM SUPPORT | $950 |
BROTHER'S KEEPER PURPOSE: PROGRAM SUPPORT | $2,000 |