Gertrude R Shiely Char Tr
- Assets
- $2.0m
- Revenue
- $378.4k
- Investments
- $1.5m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 10/2001
- Data as of
- 12/2022
- 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 12/2022, Gertrude R Shiely Char Tr generated $378.4k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.4% each year. All expenses for the organization totaled $170.9k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Gertrude R Shiely Char Tr has awarded 38 individual grants totaling $547,500. 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 |
|---|---|---|---|
Terry Diebel Co-Trustee | 2 | $16,000 | |
James P Donner Co-Trustee | 2 | $16,000 | |
Us Bank N A Trustee | 1 | $48,969 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $64,542 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $313,758 |
| Capital Gain Net Income | $313,758 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $57 |
| Total Revenue | $378,357 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $80,969 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $936 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $37 |
| Total operating and administrative expenses | $83,442 |
| Contributions, gifts, grants paid | $87,500 |
| Total expenses and disbursements | $170,942 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $535 |
| Savings and temporary cash investments | $452,117 |
| 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 | $1,101,095 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $178 |
| Total assets | $1,989,740 |
| 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 $87,500 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
CARPENTER ST CROIX VALLEY PURPOSE: GENERAL OPERATING | $10,000 |
LOAVES AND FISHES PURPOSE: GENERAL OPERATING | $5,000 |
EAST SIDE LEARNING CENTER PURPOSE: GENERAL OPERATING | $10,000 |
BROTHERHOOD OF HOPE PURPOSE: GENERAL OPERATING | $10,000 |
FRIENDS OF FREEDOM PARK PURPOSE: GENERAL OPERATING | $20,000 |
METROPOLITAN STATE UNIVERSITY FOUNDATION PURPOSE: GENERAL OPERATING | $10,000 |