Gertrude R Shiely Char Tr
- Assets
- $1.8m
- Revenue
- $170.5k
- Investments
- $1.7m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 10/2001
- Data as of
- 12/2021
- EIN
- 41-6470775
Organization Overview
Gertrude R Shiely Char Tr is located in Milwaukee, WI. The organization was established in 2001. 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. Gertrude R Shiely Char Tr 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, Gertrude R Shiely Char Tr generated $170.5k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (1.6%) each year. All expenses for the organization totaled $144.0k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (6.0%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Gertrude R Shiely Char Tr has awarded 44 individual grants totaling $633,000. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Us Bank N A Trustee | 1 | $52,035 | |
Terry Diebel Co-Trustee | 2 | $16,000 | |
James P Donner Co-Trustee | 2 | $16,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $67,963 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $102,579 |
| Capital Gain Net Income | $102,579 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $170,542 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $84,035 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,908 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $37 |
| Total operating and administrative expenses | $91,480 |
| Contributions, gifts, grants paid | $52,500 |
| Total expenses and disbursements | $143,980 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,359 |
| Savings and temporary cash investments | $91,295 |
| 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 | $55,000 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $444 |
| Total assets | $1,783,840 |
| 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, Gertrude R Shiely Char Tr has awarded $52,500 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
Prescott, WI PURPOSE: GENERAL OPERATIONS | $20,000 |
BROTHERHOOD OF HOPE PURPOSE: GENERAL OPERATING | $10,000 |
AMERICAN RED CROSS PURPOSE: GENERAL OPERATING | $10,000 |
CARPENTER ST CROIX VALLEY PURPOSE: GENERAL OPERATING | $10,000 |
Roseville, MN PURPOSE: GENERAL OPERATING | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Otto Bremer Trust St Paul, MN | $1,543,197,073 | $135,875,116 |
Fulk Family Foundation Inc Chicago, IL | $111,507,856 | $5,187,231 |
The Robert D And Patricia E Kern Family Foundation Inc Waukesha, WI | $717,991,169 | $43,480,423 |
Grainger Foundation Inc Lake Forest, IL | $184,158,239 | $17,016,007 |
Zell Family Foundation Chicago, IL | $0 | $76,843,080 |
The Richard M Schulze Family Foundation Minneapolis, MN | $250,424,427 | $45,882,285 |
Fred C And Katherine B Andersen Foundation Bayport, MN | $1,210,701,778 | $63,445,932 |
Abbvie Foundation North Chicago, IL | $72,211,109 | $4,010,058 |
Caterpillar Foundation Peoria, IL | $93,606,659 | $54,411,827 |
Circle Of Service Foundation Chicago, IL | $697,372,085 | $55,153,209 |
Allstate Foundation Northbrook, IL | $112,475,932 | $31,277,614 |
The Meijer Foundation Grand Rapids, MI | $118,103,895 | $43,970,388 |