John Ulbrich Charitable Trust Inc
- Assets
- $4.2m
- Revenue
- $144.2k
- Investments
- $3.8m
- Employees
- 0
- Location
- Fort Lauderdale, FL
- Founding
- 08/2018
- Data as of
- 12/2022
- EIN
- 82-3470733
Organization Overview
John Ulbrich Charitable Trust Inc is located in Fort Lauderdale, FL. The organization was established in 2018. According to its NTEE Classification (P20) the organization is classified as: Human Service Organizations, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. John Ulbrich Charitable Trust Inc 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 12/2022, John Ulbrich Charitable Trust Inc generated $144.2k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 18.3% each year . All expenses for the organization totaled $265.6k during the year ending 12/2022. While expenses have increased by 2.9% per year over the past 4 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 2020, John Ulbrich Charitable Trust Inc has awarded 41 individual grants totaling $670,220. 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 |
|---|---|---|---|
Andrew Storch President | 0 | $0 | |
Jack Loving Vice Preside | 0 | $0 | |
Mark Storrs Secretary | 0 | $77,400 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $16,966 |
| Dividends & Interest | $84,397 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $42,858 |
| Capital Gain Net Income | $42,858 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $144,221 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $77,400 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $12,364 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $37,700 |
| Total operating and administrative expenses | $129,414 |
| Contributions, gifts, grants paid | $136,220 |
| Total expenses and disbursements | $265,634 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,241 |
| Savings and temporary cash investments | $344,942 |
| 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 | $22,632 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,198,539 |
| Accounts payable and accrued expenses | $1,597 |
| 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 | $1,597 |
Grants Awarded
Over the last fiscal year, John Ulbrich Charitable Trust Inc has awarded $136,220 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
PEGGY ADAMS ANIMAL RESCUE LEAGUE PURPOSE: CHARITABLE | $20,000 |
LAUDERDALE YACHT CLUB SAILING FOUND PURPOSE: CHARITABLE | $17,500 |
PACE CENTER FOR GIRLS PURPOSE: CHARITABLE | $20,000 |
ADOPT A FAMILY OF THE PALM BEACHES PURPOSE: CHARITABLE | $20,000 |
MEALS ON WHEELS SF PURPOSE: CHARITABLE | $18,720 |
COMMUNITY FOUNDATION OF WEST KY PURPOSE: CHARITABLE | $40,000 |