James R & Bonnie L Braswell Tr
- Assets
- $28.7m
- Revenue
- $785.8k
- Investments
- $25.9m
- Employees
- 0
- Location
- Waxhaw, NC
- Founding
- 05/2002
- Data as of
- 12/2023
- EIN
- 73-6339730
Organization Overview
James R & Bonnie L Braswell Tr is located in Waxhaw, NC. The organization was established in 2002. 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. James R & Bonnie L Braswell Tr 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, James R & Bonnie L Braswell Tr generated $785.8k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (1.1%) each year. All expenses for the organization totaled $2.1m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, James R & Bonnie L Braswell Tr has awarded 320 individual grants totaling $14,835,239. 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $637,323 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $148,477 |
| Capital Gain Net Income | $148,477 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $785,800 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $16,134 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $13,938 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $233,257 |
| Contributions, gifts, grants paid | $1,817,694 |
| Total expenses and disbursements | $2,050,951 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $90,752 |
| Savings and temporary cash investments | $2,749,198 |
| 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 | $25,861,398 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $28,701,348 |
| 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, James R & Bonnie L Braswell Tr has awarded $1,817,694 in support to 35 organizations.
| Grant Recipient | Amount |
|---|---|
AGAPE CHRISTIAN COUNSELING PURPOSE: GENERAL SUPPORT | $50,000 |
ANSON COUNTY ARTS COUNCIL PURPOSE: GENERAL SUPPORT | $15,500 |
AMERICAN RED CROSS-UNION COUNTY CHAPTER PURPOSE: GENERAL SUPPORT | $45,000 |
ANSON COUNTY HOMES OF HOPE PURPOSE: GENERAL SUPPORT | $60,000 |
ANSON COUNTY SCHOOLS PURPOSE: GENERAL SUPPORT | $15,000 |
CENTER GROVE UNITED METHODIST CHURCH PURPOSE: GENERAL SUPPORT | $20,000 |