John & Marie Ukena Charitable Trust
- Assets
- $694.8k
- Revenue
- $16.9k
- Investments
- $0.0
- Employees
- 0
- Location
- Gordon, NE
- Founding
- 11/1988
- Data as of
- 12/2023
- EIN
- 47-0717764
Organization Overview
John & Marie Ukena Charitable Trust is located in Gordon, NE. The organization was established in 1988. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. John & Marie Ukena 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 12/2023, John & Marie Ukena Charitable Trust generated $16.9k in total revenue. All expenses for the organization totaled $38.5k during the year ending 12/2023.
Since 2015, John & Marie Ukena Charitable Trust has awarded 45 individual grants totaling $327,737. 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 |
|---|---|---|---|
Sherry R Smith Chairman | 0.5 | $0 | |
Lacey Swayne Trustee | 0.5 | $0 | |
Cheryl Ginkens Trustee | 0.5 | $0 | |
John Freeseman Trustee | 0.5 | $0 | |
Shirley Adkinson Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $16,860 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $16,860 |
| 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 | $5 |
| Total operating and administrative expenses | $2,461 |
| Contributions, gifts, grants paid | $35,990 |
| Total expenses and disbursements | $38,451 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,001 |
| Savings and temporary cash investments | $693,805 |
| 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 | $694,806 |
| 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, John & Marie Ukena Charitable Trust has awarded $35,990 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
CITY OF GORDON TREE BOARD PURPOSE: PURCHASE TREES AND NEW CONCRETE | $5,000 |
WILLOW TREE FESTIVAL PURPOSE: REPAIRS AND UPKEEP OF THE STORAGE SHED - ROOF REPLACEMENT | $3,000 |
GORDON MEMORIAL HOSPITAL PURPOSE: UPDATE AND MODIFY THE ACTIVITIES AREA AT GORDON COUNTRYSIDE CARE | $10,000 |
SHERIDAN COUNTY AGRICULTURAL SOCIETY PURPOSE: IMPROVEMENTS TO THE FACILITIES AT THE FAIRGROUNDS | $8,000 |
SHERIDAN COUNTY HISTORICAL SOCIETY PURPOSE: TO RENOVATE THE SCAMAHORN SITE ON HIGHWAY 20 | $2,000 |
SHERIDAN COUNTY 4-H FOUNDATION PURPOSE: TO UPGRADE THE 4-H BUILDING AT THE FAIRGROUNDS | $5,990 |