Caroline L Oaks Charitable Trust
- Assets
- $685.1k
- Revenue
- $65.3k
- Investments
- $653.3k
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 07/1996
- Data as of
- 12/2021
- EIN
- 35-6354993
Organization Overview
Caroline L Oaks Charitable Trust is located in Chicago, IL. The organization was established in 1996. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Caroline L Oaks Charitable Trust 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, Caroline L Oaks Charitable Trust generated $65.3k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 16.9% each year . All expenses for the organization totaled $75.3k during the year ending 12/2021. While expenses have increased by 1.0% per year over the past 6 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.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $30,172 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $34,869 |
| Capital Gain Net Income | $34,869 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $288 |
| Total Revenue | $65,329 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $16,060 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $508 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $16,568 |
| Contributions, gifts, grants paid | $58,733 |
| Total expenses and disbursements | $75,301 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $16,190 |
| Savings and temporary cash investments | $15,606 |
| 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 | $47,415 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $685,072 |
| 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 |
Peer Organizations
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|---|---|---|
Baisley Powell Elebash Fund Chicago, IL | $3,511,586 | $1,251,006 |
Tr Uw Of Jacob R Marcus Fbo Nettie And Merle J Marcus Memorial Milwaukee, WI | $4,417,398 | $862,568 |
Vanderburgh Johnstone Foundation Tr 20304093 Chicago, IL | $3,054,383 | $255,950 |
Steve & Sarah Wheeler Charitable Tr 9371934800 Chicago, IL | $2,624,653 | $283,700 |
First Fruits Foundation Inc Goshen, IN | $2,822,381 | $254,262 |
Edgar Wilson Charitable Trust Chicago, IL | $2,587,645 | $204,353 |
Council Of Churches Of The Ozarks Foundation Inc Springfield, MO | $2,355,569 | $637,532 |
Marilynn R Pierce Charitable Tr Ua Louisville, KY | $1,108,808 | $260,241 |
Caroline L Oaks Charitable Trust Chicago, IL | $685,072 | $65,329 |
Walker Family Foundation St Louis, MO | $1,029,201 | $79,550 |
The Jadgish And Usha Patil Foundation Corbin, KY | $436,655 | $33,103 |
Margaret A Foote Charitable Remainder Unitrust 32002605 Chicago, IL | $539,845 | $52,978 |