Stephen H Sturges & Rose P Sturges Charitable Trust
- Assets
- $4.0m
- Revenue
- $243.5k
- Investments
- $3.8m
- Employees
- 0
- Location
- Yuma, AZ
- Founding
- 07/1982
- Data as of
- 11/2021
- EIN
- 86-0427923
Organization Overview
Stephen H Sturges & Rose P Sturges Charitable Trust is located in Yuma, AZ. The organization was established in 1982. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Stephen H Sturges & Rose P Sturges Charitable Trust 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 11/2021, Stephen H Sturges & Rose P Sturges Charitable Trust generated $243.5k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.6% each year. All expenses for the organization totaled $285.0k during the year ending 11/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Stephen H Sturges & Rose P Sturges Charitable Trust has awarded 465 individual grants totaling $1,395,200. 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
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
George Gallaher Trustee | 1 | $2,000 | |
Linda Rundell Trustee | 1 | $2,000 | |
Amy Dorado Trustee | 1 | $2,000 | |
Cam Cong Trustee | 1 | $2,000 | |
Gary Black Trustee | 1 | $2,000 | |
Valarie Donnelly Trustee | 1 | $2,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $104 |
| Dividends & Interest | $83,763 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $159,600 |
| Capital Gain Net Income | $159,600 |
| Net ST Capital Gain | $9,796 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $243,467 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $16,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,889 |
| Depreciation | $0 |
| Occupancy | $551 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $36,856 |
| Total operating and administrative expenses | $110,951 |
| Contributions, gifts, grants paid | $174,000 |
| Total expenses and disbursements | $284,951 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $131,575 |
| 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 | $285,099 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,955,305 |
| 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 | $2,908 |
| Total liabilities | $2,908 |
Grants Awarded
Over the last fiscal year, Stephen H Sturges & Rose P Sturges Charitable Trust has awarded $174,000 in support to 53 organizations.
| Grant Recipient | Amount |
|---|---|
Phoenix, AZ PURPOSE: COMMUNITY | $60,000 |
JILLIAN KRAVITZ PURPOSE: SCHOLARSHIP | $4,500 |
MELISSA MORENO PURPOSE: SCHOLARSHIP | $4,500 |
AARON VALENZUELA PURPOSE: SCHOLARSHIP | $3,000 |
ZEVIN GAMEZ PURPOSE: SCHOLARSHIP | $3,000 |
NICOLE NEGRETE PURPOSE: SCHOLARSHIP | $3,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
W M Keck Foundation Los Angeles, CA | $1,878,594,082 | $132,529,748 |
Conrad Prebys Foundation San Diego, CA | $0 | $206,775,032 |
Jay And Rose Phillips Family Foundation Of California San Francisco, CA | $0 | $58,236 |
Jay And Rose Phillips Family Foundation Of Colorado Redwood City, CA | $0 | -$205,157 |
Henry J Kaiser Family Foundation San Francisco, CA | $1,103,580,994 | $111,004,070 |
The Ahmanson Foundation Beverly Hills, CA | $0 | $54,356,398 |
Charles Huang Foundation Pasadena, CA | $65,868,960 | $116,144,816 |
Weingart Foundation Los Angeles, CA | $0 | $30,569,267 |
Engelstad Fam Foundation Las Vegas, NV | $835,390,513 | $95,367,626 |
Price Philanthropies Foundation La Jolla, CA | $497,968,777 | $37,892,208 |
Kavli Foundation Los Angeles, CA | $672,190,947 | $63,900,227 |
Oprah Winfrey Charitable Foundation Los Angeles, CA | $244,908,730 | $15,499,605 |