Gwendolyn Halsy-Albertson Private Foundation Tr
- Assets
- $524.1k
- Revenue
- $23.9k
- Investments
- $512.6k
- Employees
- 0
- Location
- Flat Rock, NC
- Founding
- 08/2003
- Data as of
- 12/2022
- EIN
- 13-7294838
Organization Overview
Gwendolyn Halsy-Albertson Private Foundation Tr is located in Flat Rock, NC. The organization was established in 2003. 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. Gwendolyn Halsy-Albertson Private Foundation Tr 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 12/2022, Gwendolyn Halsy-Albertson Private Foundation Tr generated $23.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (7.8%) each year. All expenses for the organization totaled $39.6k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (3.4%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Gwendolyn Halsy-Albertson Private Foundation Tr has awarded 133 individual grants totaling $269,864. 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 |
|---|---|---|---|
Mary Gwen Tyda Trustee | 0 | $0 | |
Jane Halsey Trustee | 0 | $0 | |
Susan Halsey-Swanson Trustee | 0 | $0 | |
John S Erwin Trustee | 0 | $0 | |
Benjamin Levine Trustee | 0 | $0 | |
Geoffrey Levine Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $22,136 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,733 |
| Capital Gain Net Income | $1,733 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $23,869 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $9,617 |
| Total operating and administrative expenses | $9,617 |
| Contributions, gifts, grants paid | $30,000 |
| Total expenses and disbursements | $39,617 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $11,514 |
| 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 | $200,440 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $524,090 |
| 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, Gwendolyn Halsy-Albertson Private Foundation Tr has awarded $30,000 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
ACTION AGAINST HUNBER PURPOSE: GENERAL CONTRIBUTION | $2,500 |
CINCINNATI YOUTH COLLABORATIVE PURPOSE: GENERAL CONTRIBUTION | $1,875 |
CONCERNS OF POLICE SURVIVORS PURPOSE: GENERAL CONTRIBUTION | $2,500 |
CRISIS NURSERY PURPOSE: GENERAL CONTRIBUTION | $3,750 |
EAST END HOSPICE PURPOSE: GENERAL CONTRIBUTION | $1,000 |
ELIZABETH DOLE CHARITABLE FOUNDATION PURPOSE: GENERAL CONTRIBUTION | $1,000 |