John E Goerlich Charitable Trust
- Assets
- $1.7m
- Revenue
- $107.6k
- Investments
- $1.6m
- Employees
- 0
- Location
- Holland, OH
- Founding
- 01/2015
- Data as of
- 12/2022
- EIN
- 47-1936802
Organization Overview
John E Goerlich Charitable Trust is located in Holland, OH. The organization was established in 2015. 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. John E Goerlich 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 12/2022, John E Goerlich Charitable Trust generated $107.6k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 17.8% each year . All expenses for the organization totaled $116.2k during the year ending 12/2022. While expenses have increased by 3.9% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, John E Goerlich Charitable Trust has awarded 250 individual grants totaling $262,219. 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 |
|---|---|---|---|
Andrea Putman Reams Board Member | 1 | $0 | |
Wendy Gale Kalil Board Member | 1 | $0 | |
Sheridan P Conway Board Member | 1 | $0 | |
Elizabeth Conway Haubert Board Member | 1 | $0 | |
Michael Reams Board Member | 1 | $0 | |
Michael Rowntree Board Member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $42,333 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $65,256 |
| Capital Gain Net Income | $65,256 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $107,589 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $15,951 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $30,037 |
| Contributions, gifts, grants paid | $86,200 |
| Total expenses and disbursements | $116,237 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $89,426 |
| 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 | $1,718,912 |
| 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 E Goerlich Charitable Trust has awarded $86,200 in support to 84 organizations.
| Grant Recipient | Amount |
|---|---|
YMCA STORER CAMPS PURPOSE: ENRICH LIVES OF YOUTH AND | $500 |
GARDEN STREET UNITED METHODIST CHURCH PURPOSE: FINANCIAL SUPPORT TO CHURCH | $500 |
ALZHEIMER'S ASSOCIATION PURPOSE: CHARITABLE CONTRIBUTION | $500 |
VOLUNTEER FLORIDA FOUNDATION INC PURPOSE: CHARITABLE CONTRIBUTION | $1,000 |
COOL EARTH PURPOSE: GENERAL SUPPORT | $1,075 |
CARROLL COUNTY YMCA PURPOSE: PROVIDE ACTIVITIES FOR | $3,000 |