Helen Wardman Naselli Trust Uw 2088469 Fbo Helen Wardman Naselli is located in Orlando, FL. The organization was established in 1990. 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. Helen Wardman Naselli Trust Uw 2088469 Fbo Helen Wardman Naselli 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 12/2021, Helen Wardman Naselli Trust Uw 2088469 Fbo Helen Wardman Naselli generated $658.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (7.1%) each year. All expenses for the organization totaled $437.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (0.5%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Helen Wardman Naselli Trust Uw 2088469 Fbo Helen Wardman Naselli has awarded 40 individual grants totaling $1,836,504. 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.
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $0 |
Interest on Savings | $0 |
Dividends & Interest | $149,731 |
Net Rental Income | $0 |
Net Gain on Sale of Assets | $509,027 |
Capital Gain Net Income | $509,027 |
Net ST Capital Gain | $0 |
Income Modifications | $0 |
Profit on Inventory Sales | $0 |
Other Income | $0 |
Total Revenue | $658,758 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $57,381 |
Other employee salaries and wages | $0 |
Pension plans, employee benefits | $0 |
Interest | $0 |
Taxes | $2,638 |
Depreciation | $0 |
Occupancy | $0 |
Travel, conferences, and meetings | $0 |
Printing and publications | $0 |
Other expenses | $0 |
Total operating and administrative expenses | $62,519 |
Contributions, gifts, grants paid | $374,768 |
Total expenses and disbursements | $437,287 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $518 |
Savings and temporary cash investments | $359,426 |
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 | $5,297,040 |
Net Land, buildings, and equipment | $0 |
Other assets | $0 |
Total assets | $6,698,216 |
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 |
Over the last fiscal year, Helen Wardman Naselli Trust Uw 2088469 Fbo Helen Wardman Naselli has awarded $374,768 in support to 8 organizations.
Grant Recipient | Amount |
---|---|
Washington, DC PURPOSE: GENERAL OPERATING | $46,846 |
AMERICAN CANCER SOCIETY PURPOSE: GENERAL OPERATING | $46,846 |
ST ALBAN'S CHURCH PURPOSE: GENERAL OPERATING | $46,846 |
GEORGETOWN UNIVERSITY HOSPITAL PURPOSE: GENERAL OPERATING | $46,846 |
AMERICAN HEART ASSOCIATION PURPOSE: GENERAL OPERATING | $46,846 |
Washington, DC PURPOSE: GENERAL OPERATING | $46,846 |
Organization Name | Assets | Revenue |
---|---|---|
The Arthur M Blank Family Foundation Atlanta, GA | $365,187,486 | $84,889,977 |
The Frederick A Deluca Foundation Inc Pompano Beach, FL | $724,648,898 | $109,039,821 |
Ted Arison Family Found Aventura, FL | $489,424,665 | $63,628,275 |
Arison Arts Foundation Coral Gables, FL | $423,071,215 | $88,937,143 |
Poses Family Foundation Miami Beach, FL | $501,022,398 | $55,408,716 |
Jim Moran Foundation Inc Deerfield Beach, FL | $191,270,194 | $47,763,594 |
John Bulow Campbell Foundation Atlanta, GA | $793,659,742 | $103,345,098 |
Kovner Foundation Jupiter, FL | $0 | $19,441,586 |
Naples Children And Education Naples, FL | $64,560,487 | $12,642,425 |
Pentecost Foundation Bradenton, FL | $91,770,712 | $23,508,587 |
The Henry W Grady Health System Foundation Inc Atlanta, GA | $41,862,389 | $12,481,516 |
Micky And Madeleine Arison Family Foundation Coral Gables, FL | $232,510,515 | $23,555,348 |