Elizabeth Jones Chisholm Charitable Trust
- Assets
- $486.6k
- Revenue
- $25.7k
- Investments
- $460.9k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 07/1999
- Data as of
- 12/2022
- EIN
- 39-6696729
Organization Overview
Elizabeth Jones Chisholm Charitable Trust is located in Milwaukee, WI. The organization was established in 1999. 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. Elizabeth Jones Chisholm 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.
Since 2016, Elizabeth Jones Chisholm Charitable Trust has awarded 49 individual grants totaling $215,792. 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
DONATIONS TO TAX EXEMPT CHARITABLE ORGANIZATIONS AS REPORTED IN PART XIV.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Milo C Jones Trustee | 0.5 | $0 | |
Richard S Gallagher Trustee | 0.5 | $0 | |
George A Dionisopoulos Trustee | 0.5 | $0 | |
Philip H Jones Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $166 |
| Dividends & Interest | $14,649 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $10,891 |
| Capital Gain Net Income | $10,891 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $25,706 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,540 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $2,924 |
| Contributions, gifts, grants paid | $34,000 |
| Total expenses and disbursements | $36,924 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $78 |
| Savings and temporary cash investments | $24,905 |
| Net Accounts receivable | $799 |
| 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 | $486,643 |
| 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, Elizabeth Jones Chisholm Charitable Trust has awarded $34,000 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
DULUTH CHILDREN'S MUSEUM INC PURPOSE: GENERAL | $1,000 |
FORT ATKINSON COMMUNITY FOUNDATION PURPOSE: ELIZABETH JONES CHISHOLM DONOR-ADVISED FUND | $8,500 |
FORT ATKINSON FOOD PANTRY PURPOSE: GENERAL | $500 |
FORT ATKINSON HISTORICAL SOCIETY PURPOSE: UNRESTRICTED AND SPECIAL PROGRAMING | $4,000 |
JEFFERSON COUNTY LITERACY COUNCIL INC PURPOSE: GENERAL | $2,000 |
ROCK RIVER HERITAGE INC PURPOSE: GENERAL | $10,000 |