Francis P & Annie C Unkel Endowmwnt Fund
- Assets
- $390.6k
- Revenue
- $19.2k
- Investments
- $384.2k
- Employees
- 0
- Location
- Birmingham, AL
- Founding
- 08/1990
- Data as of
- 12/2023
- EIN
- 64-6191106
Organization Overview
Francis P & Annie C Unkel Endowmwnt Fund is located in Birmingham, AL. The organization was established in 1990. 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. Francis P & Annie C Unkel Endowmwnt Fund 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 12/2023, Francis P & Annie C Unkel Endowmwnt Fund generated $19.2k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 7.1% each year. All expenses for the organization totaled $27.4k during the year ending 12/2023. While expenses have increased by 0.3% per year over the past 8 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 2016, Francis P & Annie C Unkel Endowmwnt Fund has awarded 32 individual grants totaling $160,563. 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
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Chris Tonas Co-Truste | 1 | $0 | |
Jennifer Russell Co-Truste | 1 | $0 | |
Regions Bank Trust Dept Trustee | 1 | $5,876 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $9,891 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $9,267 |
| Capital Gain Net Income | $9,267 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $19,158 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $5,876 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $159 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $93 |
| Total operating and administrative expenses | $7,128 |
| Contributions, gifts, grants paid | $20,228 |
| Total expenses and disbursements | $27,356 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $6,332 |
| 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 | $384,226 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $390,558 |
| 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, Francis P & Annie C Unkel Endowmwnt Fund has awarded $20,228 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
GREENVILLE MS CHAPTER OF THE KNIGHTS OF PURPOSE: GENERAL OPERATING | $2,023 |
ST JOSEPH CATHOLIC CHURCH PURPOSE: GENERAL OPERATING | $7,080 |
UNITED WAY OF WASHINGTON COUNTY PURPOSE: GENERAL OPERATING | $6,068 |
THE EDUCATION FOUNDATION OF GREENVILLE PURPOSE: GENERAL OPERATING | $5,057 |