Dana Brown Charitable Trust
- Assets
- $43.8m
- Revenue
- $5.9m
- Investments
- $43.7m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 06/1995
- Data as of
- 06/2022
- EIN
- 43-6531876
Organization Overview
Dana Brown Charitable Trust is located in Milwaukee, WI. The organization was established in 1995. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, 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. Dana Brown 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 06/2022, Dana Brown Charitable Trust generated $5.9m in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 3.0% each year. All expenses for the organization totaled $4.8m during the year ending 06/2022. While expenses have increased by 0.8% per year over the past 4 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
U S Bank Co-Trustee | 1 | $655,800 | |
Lela G Rice Co-Trustee | 1 | $0 | |
Daniel D Watt Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,697,806 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $4,121,777 |
| Capital Gain Net Income | $4,121,777 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $45,924 |
| Total Revenue | $5,865,507 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $655,800 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $135,188 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $21,590 |
| Total operating and administrative expenses | $822,328 |
| Contributions, gifts, grants paid | $3,993,426 |
| Total expenses and disbursements | $4,815,754 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $156,696 |
| 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 | $29,184,539 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $43,840,273 |
| 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 |
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Marquardt Home And Community Based Services Inc Watertown, WI | $9,140,172 | $14,598,397 |
Best Buy Foundation Richfield, MN | $56,998,788 | $22,106,255 |
Winning Wheels Inc Prophetstown, IL | $11,909,541 | $13,671,140 |
United Way Fox Cities Inc Menasha, WI | $16,186,120 | $10,302,524 |
Heart Of Illinois United Way Inc Peoria, IL | $14,132,248 | $9,955,140 |
United Way Of Midland County Midland, MI | $18,815,763 | $12,494,265 |