Caroline L Oaks Charitable Trust
- Assets
- $623.9k
- Revenue
- $57.5k
- Investments
- $602.3k
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 07/1996
- Data as of
- 12/2023
- 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 12/2023, Caroline L Oaks Charitable Trust generated $57.5k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.5%) each year. All expenses for the organization totaled $65.1k during the year ending 12/2023. 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 | $22,305 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $34,941 |
| Capital Gain Net Income | $34,941 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $278 |
| Total Revenue | $57,524 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $14,639 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $580 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $15,219 |
| Contributions, gifts, grants paid | $49,851 |
| Total expenses and disbursements | $65,070 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,386 |
| Savings and temporary cash investments | $18,207 |
| 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 | $44,391 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $623,865 |
| 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 |