Gladys Bartz Testamentary Trust Uw
- Assets
- $560.8k
- Revenue
- $93.2k
- Investments
- $525.5k
- Employees
- 0
- Location
- Fort Collins, CO
- Founding
- 00/0000
- Data as of
- 12/2021
- EIN
- 84-6181626
Organization Overview
Gladys Bartz Testamentary Trust Uw is located in Fort Collins, CO. 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2021, Gladys Bartz Testamentary Trust Uw generated $93.2k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 23.0% each year . All expenses for the organization totaled $33.7k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $14,943 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $78,225 |
| Capital Gain Net Income | $5,764 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $93,168 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $8,438 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $311 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $87 |
| Total operating and administrative expenses | $10,086 |
| Contributions, gifts, grants paid | $23,625 |
| Total expenses and disbursements | $33,711 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $35,284 |
| 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 | $0 |
| Other assets | $0 |
| Total assets | $560,790 |
| Accounts payable and accrued expenses | $269 |
| 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 | $269 |
Grants Awarded
Over the last fiscal year, Gladys Bartz Testamentary Trust Uw has awarded $23,625 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
WYLIE ANIMAL RESCUE FOUNDATION PURPOSE: GENERAL SUPPORT | $12,750 |
CATS FIRST PURPOSE: GENERAL SUPPORT | $4,125 |
SPAY NEUTER HUMANE ASSOC PURPOSE: GENERAL SUPPORT | $1,875 |
Pacific Grove, CA PURPOSE: GENERAL SUPPORT | $1,875 |
ARKANSAS VALLEY HUMANE SO PURPOSE: GENERAL SUPPORT | $1,500 |
PROJECT BARK PURPOSE: GENERAL SUPPORT | $1,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
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 |
Pete & Arline Harman Trust Fund Salt Lake City, UT | $59,077,970 | $2,949,653 |
Newton Foundation Jackson, WY | $19,007,412 | $862,510 |
Pete Morgan Foundation Trust Denver, CO | $1,580,035 | $792,859 |