Juan Young Trust
- Assets
- $5.4m
- Revenue
- $819.7k
- Investments
- $5.3m
- Employees
- 0
- Location
- Lake Oswego, OR
- Founding
- 02/2000
- Data as of
- 12/2021
- EIN
- 93-1245000
Organization Overview
Juan Young Trust is located in Lake Oswego, OR. The organization was established in 2000. 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. Juan Young 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 12/2021, Juan Young Trust generated $819.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (6.1%) each year. All expenses for the organization totaled $2.4m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Juan Young Trust has awarded 1,614 individual grants totaling $11,061,833. 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 |
|---|---|---|---|
Scott G Klusmann Trustee | 35 | $146,000 | |
Antoinette K Arenz Trustee | 35 | $146,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $7 |
| Dividends & Interest | $87,924 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $731,746 |
| Capital Gain Net Income | $731,746 |
| Net ST Capital Gain | $0 |
| Income Modifications | $13,833 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $819,677 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $292,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $9,275 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $7,451 |
| Total operating and administrative expenses | $365,531 |
| Contributions, gifts, grants paid | $2,008,833 |
| Total expenses and disbursements | $2,374,364 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $17,183 |
| 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 | $5,335,265 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,352,449 |
| 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, Juan Young Trust has awarded $2,008,833 in support to 269 organizations.
| Grant Recipient | Amount |
|---|---|
Salem, OR PURPOSE: SCHOLARSHIP AND CAPITAL PROGRAMS | $20,000 |
Portland, OR PURPOSE: TECHNOLOGY UPGRADE PROJECT | $20,000 |
PLAY IT FORWARD PURPOSE: PIANOS IN SCHOOLS | $20,000 |
Portland, OR PURPOSE: WILDFIRE ABATEMENT | $20,000 |
Portland, OR PURPOSE: SCHOLARSHIPS | $20,000 |
PROVIDENCE WILLAMETTE FALLS MEDICAL FOUNDATION PURPOSE: MENTAL HEALTH PROGRAM | $20,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The 1440 Foundation Saratoga, CA | $206,653,487 | $19,808,457 |
Merkin Family Foundation Marina Del Rey, CA | $241,752,328 | $31,870,945 |
Hopper-Dean Foundation Menlo Park, CA | $45,438,431 | $29,723,797 |
Troesh Family Foundation Henderson, NV | $90,271,272 | $18,993,634 |
Bia Echo Foundation Reno, NV | $26,357,504 | $25,798,977 |
Connie And Bob Lurie Foundation Inc Redwood City, CA | $112,597,495 | $25,457,180 |
Meadowview Foundation San Rafael, CA | $189,484,174 | $15,305,967 |
Pwb Foundation San Francisco, CA | $347,304,916 | $12,423,770 |
Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 Villa Park, CA | $0 | $7,778,728 |
Autodesk Foundation San Francisco, CA | $47,337 | $16,300,000 |
Priem Family Foundation Burlingame, CA | $0 | -$4,034,198 |
James F And Marion L Miller Foundation Portland, OR | $164,280,841 | $30,090,803 |