Carola C Berthelot Charitable Trust
- Assets
- $1.2m
- Revenue
- $223.9k
- Investments
- $1.2m
- Employees
- 0
- Location
- Boston, MA
- Founding
- 07/2014
- Data as of
- 12/2021
- EIN
- 46-3972665
Organization Overview
Carola C Berthelot Charitable Trust is located in Boston, MA. The organization was established in 2014. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., 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. Carola C Berthelot 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, Carola C Berthelot Charitable Trust generated $223.9k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 38.4% each year . All expenses for the organization totaled $32.4k during the year ending 12/2021. 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 |
|---|---|---|---|
Andrew M Schneller Trustee | 3 | $0 | |
Peter P Brown Trustee | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4 |
| Dividends & Interest | $32,432 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $187,924 |
| Capital Gain Net Income | $187,924 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $3,560 |
| Total Revenue | $223,920 |
| 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 | $500 |
| Total operating and administrative expenses | $20,383 |
| Contributions, gifts, grants paid | $12,000 |
| Total expenses and disbursements | $32,383 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1 |
| Savings and temporary cash investments | $63,362 |
| 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 | $1,237,879 |
| 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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Peggy Mcgrath Rockefeller Foundation New York, NY | $16,278,993 | $1,905,197 |
Loring Wolcott & Coolidge Charitable Tr - I Boston, MA | $103,000 | $4,276,644 |
Rosenkranz Foundation Inc New York, NY | $20,933,111 | $6,809,267 |
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