Ellery W Carpenter Charitable Remainder Unitrust
- Assets
- $2.7m
- Revenue
- $546.0k
- Investments
- $2.6m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 02/1992
- Data as of
- 07/2022
- EIN
- 05-6083666
Organization Overview
Ellery W Carpenter Charitable Remainder Unitrust is located in Dallas, TX. The organization was established in 1992. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations 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. Ellery W Carpenter Charitable Remainder Unitrust 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 07/2022, Ellery W Carpenter Charitable Remainder Unitrust generated $546.0k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 56.7% each year . All expenses for the organization totaled $214.6k during the year ending 07/2022. While expenses have increased by 3.4% 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 2016, Ellery W Carpenter Charitable Remainder Unitrust has awarded 16 individual grants totaling $1,141,836. 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
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $56,927 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $489,098 |
| Capital Gain Net Income | $489,098 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $546,025 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $35,227 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,072 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,617 |
| Total operating and administrative expenses | $42,916 |
| Contributions, gifts, grants paid | $171,706 |
| Total expenses and disbursements | $214,622 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $108,660 |
| 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 | $2,694,853 |
| 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, Ellery W Carpenter Charitable Remainder Unitrust has awarded $171,706 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Rehoboth, MA PURPOSE: UNRESTRICTED GENERAL | $85,853 |
REHOBOTH CONG CHURCH PURPOSE: UNRESTRICTED GENERAL | $85,853 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Saudi Aramco Ret Welfare Ben Tr Houston, TX | $29,146 | $26,385,582 |
San Angelo Area Foundation San Angelo, TX | $221,834,647 | $42,062,458 |
Mercy Ships Foundation Lindale, TX | $100,019,661 | $12,520,932 |
Texas Womens Foundation Dallas, TX | $33,197,240 | $8,443,158 |
Gayle And Tom Benson Charitablefoundation Metairie, LA | $44,526 | $10,673,881 |
The Oscar J Tolmas Charitable Trust Metairie, LA | $58,086,420 | $4,279,649 |
The University Of Texas At Tyler Education Inc Tyler, TX | $0 | $51,128 |
University Of Arkansas Technology Development Foundation Fayetteville, AR | $18,380,736 | $2,093,754 |
Butcher Fund Houston, TX | $0 | $254,062 |
Lensic Performing Arts Center Corporation Santa Fe, NM | $15,012,313 | $4,156,320 |
John R & Greli N Less Charitable Trust San Antonio, TX | $117,218,576 | $120,089,499 |
St Davids Community Health Foundation Initiatives Austin, TX | $27,867,184 | $2,942,176 |