Joseph W Stanley Char Remainder Annuity Tr Ua 120391
- Assets
- $345.8k
- Revenue
- $16.7k
- Investments
- $299.0k
- Employees
- 0
- Location
- Crofton, MD
- Founding
- 11/2000
- Data as of
- 08/2023
- EIN
- 52-6512991
Organization Overview
Joseph W Stanley Char Remainder Annuity Tr Ua 120391 is located in Crofton, MD. The organization was established in 2000. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Joseph W Stanley Char Remainder Annuity Tr Ua 120391 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 08/2023, Joseph W Stanley Char Remainder Annuity Tr Ua 120391 generated $16.7k 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 (7.8%) each year. All expenses for the organization totaled $26.4k during the year ending 08/2023. As we would expect to see with falling revenues, expenses have declined by (6.0%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $139 |
| Dividends & Interest | $16,579 |
| 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 | $16,718 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $3,478 |
| 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 | $0 |
| Total operating and administrative expenses | $5,428 |
| Contributions, gifts, grants paid | $21,000 |
| Total expenses and disbursements | $26,428 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $46,860 |
| 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 | $40,245 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $345,811 |
| 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, Joseph W Stanley Char Remainder Annuity Tr Ua 120391 has awarded $21,000 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
THE AGED WOMENS HOME OF GEORGETOWN PURPOSE: UNLIMITED | $1,000 |
ELIZABETH ANN UPHAM AWARD FOUNDATION PURPOSE: UNLIMITED | $1,000 |
FEEDING AMERICA PURPOSE: UNLIMITED | $3,000 |
GEORGETOWN LOMBARDI COMPREHENSIVE CANCER CENTER PURPOSE: UNLIMITED | $1,000 |
MIRACLE FLIGHTS FOR KIDS PURPOSE: UNLIMITED | $2,000 |
NANTUCKET CONSERVATION FOUNDATION PURPOSE: UNLIMITED | $2,000 |