William R Fry Fund Trust
- Assets
- $4.9m
- Revenue
- $801.1k
- Investments
- $0.0
- Employees
- 0
- Location
- Alexandria, VA
- Founding
- 07/2014
- Data as of
- 06/2019
- EIN
- 46-4140684
Organization Overview
William R Fry Fund Trust is located in Alexandria, VA. The organization was established in 2014. 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. William R Fry Fund 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 06/2019, William R Fry Fund Trust generated $801.1k in total revenue. All expenses for the organization totaled $10.0k during the year ending 06/2019.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2019
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPORT CATHOLIC CHARITIES USA IN ITS MISSION TO AID MEMBER AGENCIES WITH THEIR EFFORTS TO REDUCE POVERTY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS PROGRAM: THE TRUST PROVIDES GRANTS TO CCUSA MEMBER AGENCIES, WHICH GRANTS WILL BE USED SOLELY IN CONNECTION WITH CCUSA'S MISSION AND THE MEMBER AGENCIES' POVERTY REDUCTION INITIATIVES IN THE UNITED STATES. THE GRANT PROGRAM EMBODIES THE TRUST'S EXEMPT PURPOSE BY ENABLING CCUSA TO CARRY OUT ITS MISSION, AND THE MISSION OF ITS MEMBER AGENCIES TO REDUCE POVERTY IN AMERICA, TO ELEVATE POVERTY AS A MORAL ISSUE AND TO ENGAGE PEOPLE OF GOOD WILL. TO BE ELIGIBLE FOR THE GRANT, THE POVERTY REDUCTION INITIATIVE MUST (A) BE RUN BY A CCUSA MEMBER AGENCY IN GOOD STANDING, (B) DEMONSTRATE PROVEN OUTCOMES OF POVERTY RELIEF PROGRAMS, (C) CONTAIN AN ELEMENT OF INNOVATION INSOFAR AS THE GRANTEE DOES MORE THAN PROVIDE EMERGENCY ASSISTANCE, AND (D) DEMONSTRATE A FOCUS ON ACHIEVING MEASURABLE POVERTY REDUCTION. THESE ELIGIBILITY REQUIREMENTS ENSURE THAT THE TRUST FUNDS WILL ONLY BE USED TO FURTHER CCUSA'S POVERTY REDUCTION MISSION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gregory Kepferle Secretary | OfficerTrustee | 1 | $0 |
Sister Donna Markham Acting Chair | OfficerTrustee | 1 | $0 |
Keith Styles Assistant Secretary | Officer | 1 | $0 |
Sean Roddy Treasurer | Officer | 1 | $0 |
Steven Bresnahan Trustee | Trustee | 1 | $0 |
Sidney Simmons Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Investment income | $35,952 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $765,104 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $801,056 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $8,853 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $9,986 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $578,457 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $4,351,699 |
| Total assets | $4,930,156 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $4,930,156 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $4,930,156 |
Grants Awarded
Over the last fiscal year, William R Fry Fund Trust has awarded $65,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Chicago, IL PURPOSE: PROGRAM SUPPORT | $40,000 |
Nashville, TN PURPOSE: PROGRAM SUPPORT | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Robins Foundation Richmond, VA | $182,936,779 | $19,761,890 |
Jacob And Hilda Blaustein Foundation Inc Baltimore, MD | $130,688,531 | $27,779,767 |
Carson-Myre Charitable Foundation Paducah, KY | $72,587,857 | $8,781,396 |
Virginia Institute Of Autism Incorporated Charlottesville, VA | $13,400,970 | $11,731,710 |
Clark-Winchcole Foundation Bethesda, MD | $197,708,650 | $12,024,655 |
Joe C Davis Foundation Nashville, TN | $101,782,891 | $6,182,733 |
National Minority Quality Forum Inc Washington, DC | $4,852,871 | $11,649,230 |
Gambrell Foundation Charlotte, NC | $0 | $18,901,501 |
Day Foundation Memphis, TN | $0 | $13,711,953 |
Clayton Family Foundation Knoxville, TN | $90,913,195 | $17,391,150 |
Affordable Housing Opportunity Fund Inc Charlottesville, VA | $703,537 | $6,974,715 |
G Harbaugh Foundation Franklin, TN | $61,708,468 | $12,393,056 |