Bruce M Fellman Charitable Foundation Trust
- Assets
- $1.0m
- Revenue
- $28.4k
- Investments
- $1.0m
- Employees
- 0
- Location
- Omaha, NE
- Founding
- 02/1987
- Data as of
- 12/2022
- EIN
- 47-6146480
Organization Overview
Bruce M Fellman Charitable Foundation Trust is located in Omaha, NE. The organization was established in 1987. 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. Bruce M Fellman Charitable Foundation 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, Bruce M Fellman Charitable Foundation Trust generated $28.4k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (2.3%) each year. All expenses for the organization totaled $188.7k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bruce M Fellman Charitable Foundation Trust has awarded 258 individual grants totaling $1,029,500. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
SCHOLARSHIPS GRANTED TO INDIVIDUALS (SEE PART XV)
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Darlynn Fellman Trustee | 1 | $0 | |
Terri Schrager Trustee | 1 | $0 | |
Howard Kooper Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $178 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $28,177 |
| Capital Gain Net Income | $28,177 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $28,355 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,170 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $23 |
| Total operating and administrative expenses | $4,043 |
| Contributions, gifts, grants paid | $184,650 |
| Total expenses and disbursements | $188,693 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $20,598 |
| Savings and temporary cash investments | $0 |
| 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 | $1,022,824 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,043,422 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $1,487,850 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,487,850 |
Grants Awarded
Over the last fiscal year, Bruce M Fellman Charitable Foundation Trust has awarded $184,650 in support to 42 organizations.
| Grant Recipient | Amount |
|---|---|
ANNA DUBOV PURPOSE: EDUCATIONAL SCHOLARSHIP | $5,000 |
JORDAN RAFFEL PURPOSE: EDUCATIONAL SCHOLARSHIP | $3,700 |
JOSHUA STEIN PURPOSE: EDUCATIONAL SCHOLARSHIP | $6,000 |
ELIJAH MARBURG PURPOSE: EDUCATIONAL SCHOLARSHIP | $3,700 |
EMILY KUTLER PURPOSE: EDUCATIONAL SCHOLARSHIP | $6,000 |
BENJAMIN BRODKEY PURPOSE: EDUCATIONAL SCHOLARSHIP | $3,000 |