Loren E Lomis Trust Uw
- Assets
- $269.4k
- Revenue
- $17.6k
- Investments
- $186.5k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 00/0000
- Data as of
- 12/2022
- EIN
- 46-6069958
Organization Overview
Loren E Lomis Trust Uw is located in Milwaukee, WI. The organization was established in 0000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts 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.
For the year ending 12/2022, Loren E Lomis Trust Uw generated $17.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (7.7%) each year. All expenses for the organization totaled $21.7k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (2.4%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $5,099 |
| Net Rental Income | $10,931 |
| Net Gain on Sale of Assets | -$5,440 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $7 |
| Total Revenue | $17,621 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,434 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $574 |
| Depreciation | $846 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $6,178 |
| Total operating and administrative expenses | $12,803 |
| Contributions, gifts, grants paid | $8,862 |
| Total expenses and disbursements | $21,665 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $17,173 |
| 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 | $65,390 |
| Investments—mortgage loans | $0 |
| Investments—other | $186,499 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $326 |
| Total assets | $269,388 |
| 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, Loren E Lomis Trust Uw has awarded $8,862 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
NORTHERN STATE UNIVERSITY FDN PURPOSE: GENERAL FUNDING | $4,431 |
BETHLEHEM LUTHERAN CHURCH PURPOSE: GENERAL OPERATING | $4,431 |