Sts Juliana And Philaret Foundation
- Assets
- $24.4m
- Revenue
- $1.2m
- Investments
- $24.1m
- Employees
- 0
- Location
- Fargo, ND
- Founding
- Data as of
- 12/2023
- EIN
- 84-3974867
Organization Overview
Sts Juliana And Philaret Foundation is located in Fargo, ND. 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. Sts Juliana And Philaret 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 12/2023, Sts Juliana And Philaret Foundation generated $1.2m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (46.8%) each year.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ronald D Robson Director | 0 | $0 | |
Dawn A Robson Director | 0 | $0 | |
Amanda D Robson Director | 0 | $0 | |
Luke R Robson Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $806,653 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $211,790 |
| Capital Gain Net Income | $240,838 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $172,620 |
| Total Revenue | $1,191,063 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $27,676 |
| Taxes | $50,904 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $186,218 |
| Contributions, gifts, grants paid | $2,000,000 |
| Total expenses and disbursements | $2,186,218 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $297,848 |
| Savings and temporary cash investments | $0 |
| 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 | $24,101,418 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $24,399,266 |
| 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, Sts Juliana And Philaret Foundation has awarded $451,560 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
CAPSTONE CLASSICAL ACADEMY PURPOSE: GENERAL PURPOSE GRANT | $450,000 |
EXPONENT PHILANTHROPY PURPOSE: GENERAL PURPOSE GRANT | $1,560 |