Keller Family Charitable Trust
- Assets
- $668.9k
- Revenue
- $96.6k
- Investments
- $644.7k
- Employees
- 0
- Location
- Madison, WI
- Founding
- 06/1987
- Data as of
- 12/2022
- EIN
- 39-1582385
Organization Overview
Keller Family Charitable Trust is located in Madison, WI. The organization was established in 1987. 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. Keller Family 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 12/2022, Keller Family Charitable Trust generated $96.6k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 6.5% each year. All expenses for the organization totaled $71.3k during the year ending 12/2022. While expenses have increased by 11.4% per year over the past 8 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.
Since 2015, Keller Family Charitable Trust has awarded 106 individual grants totaling $241,600. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
IN 2022, THE KELLER FAMILY CHARITABLE TRUST PROVIDED SUPPORT TO 13 NONPROFIT ORGANIZATIONS TO SUPPORT A VARIETY OF CHARITABLE PURPOSES.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $60,900 |
| Interest on Savings | $0 |
| Dividends & Interest | $20,126 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $15,540 |
| Capital Gain Net Income | $15,540 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $96,566 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $650 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $10,321 |
| Contributions, gifts, grants paid | $61,000 |
| Total expenses and disbursements | $71,321 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,462 |
| Savings and temporary cash investments | $17,752 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $668,911 |
| 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, Keller Family Charitable Trust has awarded $61,000 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
ALDO LEOPOLD NATURE CENTER PURPOSE: GENERAL SUPPORT | $6,000 |
BEAVER DAM FAMILY CENTER ICE ARENA PURPOSE: GENERAL SUPPORT | $6,000 |
BEAVER DAM HIGH SCHOOL PURPOSE: GENERAL SUPPORT | $3,000 |
CHURCH HEALTH SERVICES PURPOSE: GENERAL SUPPORT | $6,000 |
EXCEPTIONAL EQUESTRIANS PURPOSE: GENERAL SUPPORT | $2,000 |
DODGE COUNTY CONCERT ASSOCIATION PURPOSE: GENERAL SUPPORT | $2,000 |