Phillip R & Janis North Charitable Remainder Unitrust
- Assets
- $565.5k
- Revenue
- $79.8k
- Investments
- $563.4k
- Employees
- 0
- Location
- Fort Worth, TX
- Founding
- 00/0000
- Data as of
- 12/2021
- EIN
- 75-6323833
Organization Overview
Phillip R & Janis North Charitable Remainder Unitrust is located in Fort Worth, TX. The organization was established in 0000. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2021, Phillip R & Janis North Charitable Remainder Unitrust generated $79.8k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 6.4% each year. All expenses for the organization totaled $79.7k during the year ending 12/2021. While expenses have increased by 13.0% per year over the past 6 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, Phillip R & Janis North Charitable Remainder Unitrust has awarded 25 individual grants totaling $255,000. 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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mairin Terry Co-Trustee | 0 | $0 | |
Deirdre North Co-Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $8,201 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $71,631 |
| Capital Gain Net Income | $71,631 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $79,832 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| 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 | $4,652 |
| Contributions, gifts, grants paid | $75,000 |
| Total expenses and disbursements | $79,652 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,073 |
| 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 | $563,381 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $565,454 |
| 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, Phillip R & Janis North Charitable Remainder Unitrust has awarded $75,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
BOSTON COLLEGE PURPOSE: STUDENT ASSISTANCE | $37,750 |
Notre Dame, IN PURPOSE: HARPER CANCER RESEARCH INSTITUTE | $17,250 |
DISCALCED CARMELITE NUNS PURPOSE: GENERAL FUND | $10,000 |
CATHOLIC CHARITIES PURPOSE: GENERAL FUND | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Oscar J Tolmas Charitable Trust Metairie, LA | $58,086,420 | $4,279,649 |
The University Of Texas At Tyler Education Inc Tyler, TX | $0 | $51,128 |
University Of Arkansas Technology Development Foundation Fayetteville, AR | $18,380,736 | $2,093,754 |
Butcher Fund Houston, TX | $0 | $254,062 |
Lensic Performing Arts Center Corporation Santa Fe, NM | $15,012,313 | $4,156,320 |
John R & Greli N Less Charitable Trust San Antonio, TX | $117,218,576 | $120,089,499 |
St Davids Community Health Foundation Initiatives Austin, TX | $27,867,184 | $2,942,176 |
Crow Family Foundation Inc Dallas, TX | $48,525 | $3,503 |
Southwest Airlines Employees Catastrophic Assistance Charity Dallas, TX | $24,931,177 | $1,326,488 |
Scientific Technology And Language Institute Houston, TX | $478,396 | $2,041,270 |
Texas Cultural Trust Council Austin, TX | $6,702,014 | $1,761,025 |
Onward & Upward Initiative A Charitable Trust Dallas, TX | $0 | $2,586,746 |