Dale & Joan Coleman Charitable Trust
- Assets
- $3.5m
- Revenue
- $512.5k
- Investments
- $850.4k
- Employees
- 0
- Location
- Amarillo, TX
- Founding
- 00/0000
- Data as of
- 12/2023
- EIN
- 75-2857586
Organization Overview
Dale & Joan Coleman Charitable Trust is located in Amarillo, TX. The organization was established in 0000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2023, Dale & Joan Coleman Charitable Trust generated $512.5k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 4.4% each year. All expenses for the organization totaled $850.0k during the year ending 12/2023. While expenses have increased by 0.9% 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, Dale & Joan Coleman Charitable Trust has awarded 63 individual grants totaling $3,052,515. 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.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $47,032 |
| Dividends & Interest | $18,205 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$5,903 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $453,180 |
| Total Revenue | $512,514 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $17,854 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $129,413 |
| Depreciation | $24,279 |
| Occupancy | $75,155 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $258,919 |
| Total operating and administrative expenses | $509,020 |
| Contributions, gifts, grants paid | $341,003 |
| Total expenses and disbursements | $850,023 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $118,658 |
| 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 | $1,725,574 |
| Other assets | $768,656 |
| Total assets | $3,463,323 |
| 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, Dale & Joan Coleman Charitable Trust has awarded $341,003 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
AMARILLO AREA FOUNDATION PURPOSE: FBO COLLINGSWORTH COUNTY HIST MUSEUM | $27,280 |
AMARILLO BOTANICAL GARDEN PURPOSE: CONTRIBUTION TO THERAPY PROGRAM | $6,820 |
HARDING UNIVERSITY PURPOSE: ENDOWMENT FUND | $119,351 |
HARDING UNIVERSITY PURPOSE: ENDOWMENT FUND | $34,100 |
HARDING UNIVERSITY PURPOSE: ENDOWMENT FUND | $17,050 |
KANSAS STATE UNIVERSITY PURPOSE: ENDOWMENT FUND | $51,150 |