Otto G And Jill V Stolz Charitable Foundation
- Assets
- $1.2m
- Revenue
- $45.9k
- Investments
- $1.1m
- Employees
- 0
- Location
- Mount Dora, FL
- Founding
- 08/1987
- Data as of
- 12/2023
- EIN
- 38-2706911
Organization Overview
Otto G And Jill V Stolz Charitable Foundation is located in Mount Dora, FL. The organization was established in 1987. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Otto G And Jill V Stolz Charitable Foundation 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, Otto G And Jill V Stolz Charitable Foundation generated $45.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (19.0%) each year. All expenses for the organization totaled $65.3k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (12.3%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITIES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Otto G Stolz Director | 5 | $0 | |
Jill V Stolz Director | 1 | $0 | |
Whitney Stolz Director | 2 | $0 | |
Heather A Stolz Director And Manager | 20 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2,250 |
| Dividends & Interest | $43,867 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$177 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $45,940 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $600 |
| Depreciation | $2,582 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $2,395 |
| Printing and publications | $0 |
| Other expenses | $45,140 |
| Total operating and administrative expenses | $50,717 |
| Contributions, gifts, grants paid | $14,615 |
| Total expenses and disbursements | $65,332 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $16,944 |
| 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 | $31,104 |
| Investments—mortgage loans | $0 |
| Investments—other | $290,846 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,180,294 |
| 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, Otto G And Jill V Stolz Charitable Foundation has awarded $14,615 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
1ST CHURCH OF CHRIST SCIENTIST PURPOSE: GENERAL SUPPORT | $8,225 |
CHRISTIAN SCIENCE SOCIETY PURPOSE: GENERAL SUPPORT | $265 |
DUKE UNIVERSITY PURPOSE: GENERAL SUPPORT | $5,000 |
CHRISTIAN SCIENCE ASSOCIATION PURPOSE: GENERAL SUPPORT | $775 |
STEAMBOAT ART MUSEUM PURPOSE: GENERAL SUPPORT | $350 |