J R Decd & E D Morgan Memorial Trust Fund 97306320
- Assets
- $251.0k
- Revenue
- $37.9k
- Investments
- $245.8k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 12/1970
- Data as of
- 06/2022
- EIN
- 93-6041009
Organization Overview
J R Decd & E D Morgan Memorial Trust Fund 97306320 is located in Milwaukee, WI. The organization was established in 1970. 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. J R Decd & E D Morgan Memorial Trust Fund 97306320 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 06/2022, J R Decd & E D Morgan Memorial Trust Fund 97306320 generated $37.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.5% each year. All expenses for the organization totaled $16.6k during the year ending 06/2022. 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 | $6,814 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $31,133 |
| Capital Gain Net Income | $31,133 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2 |
| Total Revenue | $37,949 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $5,367 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $227 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $43 |
| Total operating and administrative expenses | $7,137 |
| Contributions, gifts, grants paid | $9,432 |
| Total expenses and disbursements | $16,569 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $5,174 |
| 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 | $245,832 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $251,006 |
| 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, J R Decd & E D Morgan Memorial Trust Fund 97306320 has awarded $9,432 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
SHRINERS HOSPITALS FOR CHILDREN PURPOSE: GENERAL OPERATING | $3,299 |
LINFIELD COLLEGE PURPOSE: GENERAL OPERATING | $2,358 |
BOYS AND GIRLS AID SOCIETY PURPOSE: GENERAL OPERATING | $2,358 |
SHRINERS HOSP CHILDREN TRUST PURPOSE: GENERAL OPERATING | $1,417 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Woodbourne Charitable Trust Plymouth, MN | $1,142,964 | $10,020,932 |
Audrey E & Donald L Hutt Tr 283 Chicago, IL | $19,533,735 | $12,080,033 |
James M Stanton Foundation Bloomington, MN | $29,105,685 | $38,323,984 |
Stanley Frankel And Judith Frankel Support Foundation Bloomfield Hills, MI | $0 | $41,274 |
Lawyers Trust Fund Of Illinois Chicago, IL | $23,693,587 | $13,676,265 |
Cokato Charitable Trust Cokato, MN | $9,103,416 | $8,785,306 |
Ferris Foundation Big Rapids, MI | $118,188,680 | $12,993,679 |
William H Miner Foundation Chicago, IL | $135,785,081 | $12,025,973 |
Frederick Henry Prince Testamentary Trust Chicago, IL | $125,717,434 | $17,884,796 |
Gordon Christian Trust Grand Rapids, MI | $67,207,482 | $18,378,082 |
Bluhm Family Charitable Foundation Chicago, IL | $0 | $104,878 |
Willard J And Alice C Corbett Char Tr Chicago, IL | $0 | $307,254 |