Phyllis Perry Hulton Educational Trust
- Assets
- $2.3m
- Revenue
- $172.1k
- Investments
- $2.2m
- Employees
- 0
- Location
- Marshalltown, IA
- Founding
- 02/1995
- Data as of
- 11/2023
- EIN
- 42-6526655
Organization Overview
Phyllis Perry Hulton Educational Trust is located in Marshalltown, IA. The organization was established in 1995. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, 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. Phyllis Perry Hulton Educational 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 11/2023, Phyllis Perry Hulton Educational Trust generated $172.1k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.9%) each year. All expenses for the organization totaled $135.5k during the year ending 11/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Phyllis Perry Hulton Educational Trust has awarded 975 individual grants totaling $972,195. 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
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
SCHOLARSHIP GRANTS - A MINIMUM OF 40 AWARDS GIVEN EACH YEAR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
H Victor Hellberg Trustee | 0 | $0 | |
Nan Benson Trustee | 0 | $0 | |
Kiel Stevenson Trustee | 0 | $0 | |
Cathy Underhill Trustee | 0 | $0 | |
Ann Heying Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $42 |
| Dividends & Interest | $142,327 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $27,419 |
| Capital Gain Net Income | $27,419 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2,275 |
| Total Revenue | $172,063 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,391 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $428 |
| Total operating and administrative expenses | $5,379 |
| Contributions, gifts, grants paid | $130,075 |
| Total expenses and disbursements | $135,454 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $17,039 |
| Savings and temporary cash investments | $85,633 |
| 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 | $2,194,623 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,297,295 |
| 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, Phyllis Perry Hulton Educational Trust has awarded $130,075 in support to 124 organizations.
| Grant Recipient | Amount |
|---|---|
ALLEN EMMA PURPOSE: EDUCATIONAL | $1,025 |
ALVAREZ ZAMORA YESSENIA PURPOSE: EDUCATIONAL | $1,025 |
BANDSTRA FAITH PURPOSE: EDUCATIONAL | $1,025 |
ANDERSON CARTER PURPOSE: EDUCATIONAL | $1,025 |
BETHKE BRYLAN PURPOSE: EDUCATIONAL | $1,025 |
DEGELAU JASMINE PURPOSE: EDUCATIONAL | $1,025 |