Alfred Erk Charitable Education Charitable Trust is located in Chicago, IL. The organization was established in 1987. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Alfred Erk Charitable Education 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 09/2023, Alfred Erk Charitable Education Charitable Trust generated $12.2k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 3.0% each year. All expenses for the organization totaled $15.6k during the year ending 09/2023. While expenses have increased by 7.3% per year over the past 5 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
ANNUAL SCHOLARSHIP(S) TO STUDENT(S) RESIDING IN MIDDLEBURY, CONNECTICUT
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $5,363 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $6,830 |
| Capital Gain Net Income | $6,830 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $12,193 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $4,213 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $152 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $4,365 |
| Contributions, gifts, grants paid | $11,230 |
| Total expenses and disbursements | $15,595 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $57 |
| Savings and temporary cash investments | $1,943 |
| 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 | $9,800 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $141,092 |
| 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 |
Over the last fiscal year, Alfred Erk Charitable Education Charitable Trust has awarded $11,230 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
VERONICA EGAS PURPOSE: SCHOLARSHIP | $1,926 |
ANNA KWASHNAK PURPOSE: SCHOLARSHIP | $775 |
MARY HANNA PURPOSE: SCHOLARSHIP | $775 |
LUKE BROWER PURPOSE: SCHOLARSHIP | $775 |
CANDACE DAWSON PURPOSE: SCHOLARSHIP | $775 |
HANNAH BROCKSMITH PURPOSE: SCHOLARSHIP | $775 |