Mary A Crocker Trust Dtd
- Assets
- $10.0m
- Revenue
- $1.5m
- Investments
- $9.8m
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 04/1989
- Data as of
- 12/2021
- EIN
- 94-6051917
Organization Overview
Mary A Crocker Trust Dtd is located in San Francisco, CA. The organization was established in 1989. 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. Mary A Crocker Trust Dtd 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, Mary A Crocker Trust Dtd generated $1.5m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 26.4% each year . All expenses for the organization totaled $728.5k during the year ending 12/2021. While expenses have increased by 0.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Mary A Crocker Trust Dtd has awarded 394 individual grants totaling $3,650,000. 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
THE TRUST DOES NOT HAVE ANY DIRECT CHARITABLE ACTIVITIES. THE TRUST DISTRIBUTES AN AMOUNT EQUAL TO 5% OF THE MARKET VALUE OF ITS INVESTMENT ASSETS CURRENTLY RESULTING IN
APPROXIMATELY $400,000 BEING DISTRIBUTED ANNUALLY TO QUALIFIED TAX EXEMPT ORGANIZATIONS. SEE ATTACHMENT A FOR LISTING OF GRANTS PAID.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Charles DE Limur Trustee | 0.5 | $0 | |
Abigail H Wilder Trustee | 0.5 | $0 | |
Charles Crocker Trustee | 0.5 | $0 | |
Tania W Stepanian Trustee | 0.5 | $0 | |
David Whitridge Chair | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $161,715 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $410,021 |
| Capital Gain Net Income | $410,021 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $932,113 |
| Total Revenue | $1,503,849 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $83,000 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $21,047 |
| Depreciation | $155 |
| Occupancy | $14,372 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $41,439 |
| Total operating and administrative expenses | $162,966 |
| Contributions, gifts, grants paid | $565,500 |
| Total expenses and disbursements | $728,466 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $251,760 |
| 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 | $4,200 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $79 |
| Other assets | $800 |
| Total assets | $10,028,099 |
| Accounts payable and accrued expenses | $370 |
| 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 | $370 |
Grants Awarded
Over the last fiscal year, Mary A Crocker Trust Dtd has awarded $565,500 in support to 50 organizations.
| Grant Recipient | Amount |
|---|---|
SAN FRANCISCO BOTANICAL GARDEN SOCIETY PURPOSE: CIVIC | $50,000 |
San Francisco, CA PURPOSE: ENVIRONMENT | $25,000 |
826 VALENCIA PURPOSE: EDUCATION | $25,000 |
ARTSTART PURPOSE: EDUCATION | $25,000 |
Los Altos, CA PURPOSE: ENVIRONMENT | $25,000 |
Oakland, CA PURPOSE: EDUCATION | $25,000 |
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 |