Walter A And Charlotte Soule Family Foundation
- Assets
- $20.5m
- Revenue
- $1.2m
- Investments
- $0.0
- Employees
- 0
- Location
- Englewood, CO
- Founding
- 08/2000
- Data as of
- 12/2021
- EIN
- 84-1487734
Organization Overview
Walter A And Charlotte Soule Family Foundation is located in Englewood, CO. The organization was established in 2000. 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Walter A And Charlotte Soule Family Foundation 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 12/2021, Walter A And Charlotte Soule Family Foundation generated $1.2m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 34.6% each year . All expenses for the organization totaled $482.9k during the year ending 12/2021. While expenses have increased by 14.6% per year over the past 7 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, Walter A And Charlotte Soule Family Foundation has awarded 33 individual grants totaling $825,380. 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
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
OUR MISSION IS TO FOCUS ON THE AREAS OF HEALTH AND HUMAN SERVICES, MEDICAL RESEARCH, ANIMAL WELFARE, EDUCATION AND THE ARTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ST. JOHNS MINISTRIES AND SCHOOL
SHRINERS HOSPITAL FOR CHILDREN
THE CHILDRENS HOSPITAL FOUNDATION
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Timothy A Soule Family President | OfficerTrustee | 0 | $0 |
Nanci Suro Director | Trustee | 0 | $0 |
Judi Cantrell Family Director | Trustee | 0 | $0 |
Terry Nichols Family Director | Trustee | 0 | $0 |
Scott T Potter Family Director | Trustee | 0 | $0 |
Joan Mazak Director | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $242,222 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $965,245 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,207,467 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $395,880 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $84,342 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $170 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,328 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,213 |
| All other expenses | $0 |
| Total functional expenses | $482,933 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,658,563 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $17,839,762 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $20,498,325 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $20,498,325 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $20,498,325 |
Grants Awarded
Over the last fiscal year, Walter A And Charlotte Soule Family Foundation has awarded $395,880 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
ST JOHNS MINISTRIES AND SCHOOL | | | $60,000 |
SHRINERS HOSPITAL FOR CHILDREN | | | $55,000 |
THE CHILDRENS HOSPITAL FOUNDATION | | | $50,000 |
MAX FUND ANIMAL ADOPTION CENTER | | | $35,000 |
RAYTOWN EMERGENCY ASSISTANCE PROGRA | | | $32,500 |
MAKE A WISH FOUNDATION | | | $30,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
J A & Leta M Chapman Charitable Tr Tulsa, OK | $1,004,993,686 | $116,236,869 |
Suzanne And Walter Scott Foundation Omaha, NE | $379,612,870 | $69,664,147 |
Leta Mcfarlin Chapman Memorial Tr Tulsa, OK | $288,782,253 | $9,376,594 |
J A & Leta M Chapman Tr 10267 Tulsa, OK | $125,788,673 | $4,652,723 |
Georgia A Lynch Trust Phoenix, AZ | $748,550 | $1,825,283 |
Steel & Pipe Supply Company Inc Voluntary Employees Beneficiary Tr Manhattan, KS | $1,575,827 | $5,668,085 |
William H And Carrie Gottsche Foundation Thermopolis, WY | $15,267,869 | $5,413,273 |
Pauline Mcfarlin Walter Memorial Trust 10910 Tulsa, OK | $77,675,534 | $8,407,780 |
Emerald Gate Charitable Trust Jackson, WY | $143,120,759 | $36,236,406 |
James A & Leta M Chapman Testamentary Charitable Tr Tulsa, OK | $63,271,395 | $1,980,658 |
Marvin S Robinson Charitable Tr Manhattan, KS | $11,920,559 | $11,406,956 |
San Antonio Electrical Vacation & Holiday Trust Agreement Albuquerque, NM | $996,599 | $3,364,803 |