Roderick J & Gertrude B Jordan Charitable Trust
- Assets
- $867.7k
- Revenue
- $67.6k
- Investments
- $820.8k
- Employees
- 0
- Location
- Murfreesboro, NC
- Founding
- 02/1989
- Data as of
- 03/2024
- EIN
- 56-6302665
Organization Overview
Roderick J & Gertrude B Jordan Charitable Trust is located in Murfreesboro, NC. The organization was established in 1989. 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. Roderick J & Gertrude B Jordan 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 03/2024, Roderick J & Gertrude B Jordan Charitable Trust generated $67.6k 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 (7.3%) each year. All expenses for the organization totaled $44.8k during the year ending 03/2024. As we would expect to see with falling revenues, expenses have declined by (8.3%) 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
2024
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS TO HIGH SCHOOL STUDENTS FOR STUDY AT A HIGHER EDUCATIONAL INSTITUTION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mary Etta Flowers Trustee | 1 | $0 | |
Jonell G Little Trustee | 1 | $0 | |
Sandra E Woodard Trustee | 1 | $0 | |
Anita P Pinnix Trustee | 1 | $0 | |
Charles Pfieffer Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $48,124 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $19,470 |
| Capital Gain Net Income | $19,470 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $67,594 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $620 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $4,225 |
| Total operating and administrative expenses | $11,845 |
| Contributions, gifts, grants paid | $33,000 |
| Total expenses and disbursements | $44,845 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $23,962 |
| Savings and temporary cash investments | $22,955 |
| 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 | $867,677 |
| 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 |