Annette M Williams Charitable Foundation
- Assets
- $12.7m
- Revenue
- $906.2k
- Investments
- $8.4m
- Employees
- 0
- Location
- San Bernardino, CA
- Founding
- 07/2015
- Data as of
- 12/2023
- EIN
- 45-4140394
Organization Overview
Annette M Williams Charitable Foundation is located in San Bernardino, CA. The organization was established in 2015. 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. Annette M Williams Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2016, Annette M Williams Charitable Foundation has awarded 311 individual grants totaling $4,180,850. 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 |
|---|---|---|---|
Dr Brian Bearie President | 1 | $0 | |
Wilfrid Lemann Treasurer | 1 | $0 | |
Brad Knoth Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Fullerton Lemann Schaefer & Dominic Llp | 12/30/17 | $140,778 |
Favour And Wilhelmson | 12/30/17 | $131,216 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $159,299 |
| Net Rental Income | -$1,761 |
| Net Gain on Sale of Assets | $534,855 |
| Capital Gain Net Income | $534,855 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $204,328 |
| Total Revenue | $906,182 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,306 |
| Depreciation | $4,058 |
| Occupancy | $605 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $13,315 |
| Total operating and administrative expenses | $88,114 |
| Contributions, gifts, grants paid | $623,000 |
| Total expenses and disbursements | $711,114 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $172,295 |
| 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 | $4,014,802 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $155,163 |
| Investments—mortgage loans | $0 |
| Investments—other | $8,403,539 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $12,745,799 |
| 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, Annette M Williams Charitable Foundation has awarded $623,000 in support to 60 organizations.
| Grant Recipient | Amount |
|---|---|
AQUINAS HIGH SCHOOL PURPOSE: EDUCATIONAL OUTREACH | $30,000 |
ABIDE MINISTRIES PURPOSE: COMMUNITY/RELIGIOUS OUTREACH | $25,000 |
ARROWHEAD REGIONAL FOUNDATION PURPOSE: MEDICAL/COMMUNITY OUTREACH | $5,500 |
ASSISTANCE LEAGUE OF SAN BERNARDINO PURPOSE: COMMUNITY OUTREACH | $3,000 |
BEYOND 26 PURPOSE: YOUTH/COMMUNITY OUTREACH | $10,000 |
BOYS AND GIRLS CLUB OF GREATER REDLANDSRIVERSIDE PURPOSE: YOUTH/COMMUNITY OUTREACH | $1,000 |