Carl Erickson Education Tr
- Assets
- $322.8k
- Revenue
- $3.8k
- Investments
- $316.8k
- Employees
- 0
- Location
- Chariton, IA
- Founding
- 10/1992
- Data as of
- 06/2022
- EIN
- 42-6480641
Organization Overview
Carl Erickson Education Tr is located in Chariton, IA. The organization was established in 1992. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carl Erickson Education 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 06/2022, Carl Erickson Education Tr generated $3.8k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (2.3%) each year. All expenses for the organization totaled $4.6k during the year ending 06/2022. 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
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
EIGHT 8 SCHOLARSHIPS TOTALING 354250
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brad Baker Trustee | 0 | $0 | |
Sue Curnutte Trustee | 0 | $0 | |
Cassandra Dehoedt Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $5 |
| Dividends & Interest | $3,785 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $3,790 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $1,046 |
| Contributions, gifts, grants paid | $3,543 |
| Total expenses and disbursements | $4,589 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,025 |
| Savings and temporary cash investments | $0 |
| 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 | $322,829 |
| 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, Carl Erickson Education Tr has awarded $3,543 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
MIKAYLA MCCURDY PURPOSE: COLLEGE TUITION | $500 |
BETHANY G FEJERAN PURPOSE: COLLEGE TUITION | $500 |
ETHAN R POLING PURPOSE: COLLEGE TUITION | $500 |
DESTINY DAWSON PURPOSE: COLLEGE TUITION | $500 |
TENLEY J WILLIAMS PURPOSE: COLLEGE TUITION | $500 |
ZY THOMAS D'ATTILLIO PURPOSE: COLLEGE TUITION | $500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Grinnell College Medical Benefit Plan Trust Agreement Grinnell, IA | $11,174,588 | $9,791,771 |
University Of Wisconsin-Eau Claire Foundation Inc Eau Claire, WI | $103,402,476 | $22,599,486 |
Blanche Ebert Seaver Trust For Frank R Seaver College Chicago, IL | $130,613,951 | $5,090,055 |
William Rainey Harper College Educational Foundation Palatine, IL | $50,154,930 | $4,699,112 |
Rochelle Zell Jewish High School Deerfield, IL | $17,970,776 | $8,473,073 |
Iowa State University Research Park Corp Ames, IA | $68,199,725 | $11,124,615 |
Minnesota State University Mankato Foundation Incorporated Mankato, MN | $77,015,205 | $9,285,148 |
University Gateway Corporation Minneapolis, MN | $78,655,248 | $6,023,242 |
Charles & Ellora Alliss Educational Foundation Milwaukee, WI | $87,576,345 | $9,781,011 |
University Of Central Missouri Foundation Warrensburg, MO | $77,602,876 | $17,903,644 |
Nebraska Defense Research Corporation Lincoln, NE | $12,097,402 | $14,649,208 |
Newman Foundation At The University Of Illinois Champaign, IL | $49,665,230 | $9,311,134 |