Helen N Poston Charitable Trust
- Assets
- $2.1m
- Revenue
- $208.7k
- Investments
- $2.0m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 12/1992
- Data as of
- 12/2021
- EIN
- 43-1621702
Organization Overview
Helen N Poston Charitable Trust is located in Milwaukee, WI. The organization was established in 1992. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Helen N Poston 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.
For the year ending 12/2021, Helen N Poston Charitable Trust generated $208.7k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.6% each year. All expenses for the organization totaled $149.9k during the year ending 12/2021. While expenses have increased by 0.8% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Helen N Poston Charitable Trust has awarded 55 individual grants totaling $419,600. 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
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $58,151 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $149,943 |
| Capital Gain Net Income | $149,943 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $598 |
| Total Revenue | $208,692 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $35,758 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $638 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $24 |
| Total operating and administrative expenses | $38,412 |
| Contributions, gifts, grants paid | $111,500 |
| Total expenses and disbursements | $149,912 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $827 |
| Savings and temporary cash investments | $107,548 |
| 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 | $631,672 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,045 |
| Total assets | $2,097,444 |
| 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, Helen N Poston Charitable Trust has awarded $111,500 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
INTERFAITH COMMUNITY SERVICES INC PURPOSE: GENERAL OPERATING | $15,000 |
SALVATION ARMY OF ST JOSEPH PURPOSE: GENERAL OPERATING | $15,000 |
PONY EXPRESS COUNCIL BSA PURPOSE: GENERAL OPERATING | $14,000 |
SECOND HARVEST COMMUNITY FOOD BANK PURPOSE: GENERAL OPERATING | $10,000 |
NW MO UNITED LABOR COMMUNITY PURPOSE: GENERAL OPERATING | $10,000 |
UNITED WAY OF GREATER ST JOSEPH PURPOSE: GENERAL PURPOSE | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
International Childrens Fund Inc Neenah, WI | $1,153,019 | $79,562,043 |
Van Andel Institute Grand Rapids, MI | $1,815,971,878 | $111,524,637 |
William Davidson Foundation Birmingham, MI | $1,107,938,800 | $127,279,050 |
Ronda E Stryker & William D Johnston Foundation Kalamazoo, MI | $63,637,902 | $79,561,320 |
Pritzker Family Foundation Chicago, IL | $156,116,781 | $25,309,600 |
Gilbert Family Foundation Detroit, MI | $122,833,560 | $20,538,766 |
Ghr Foundation Minneapolis, MN | $0 | $118,752,892 |
Paul M Angell Family Foundation Chicago, IL | $1,816,327 | $24,997,411 |
Alfred And Isabel Bader 2014 Charitable Trust Milwaukee, WI | $88,717,556 | $62,553,918 |
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Goodman Family Operating Foundation Chaska, MN | $298,216,479 | $15,439,155 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |