The Jerome & Anastasia Angel Charitable Trust
- Assets
- $2.4m
- Revenue
- $649.6k
- Investments
- $2.3m
- Employees
- 0
- Location
- Palm Springs, CA
- Founding
- 01/2004
- Data as of
- 12/2022
- EIN
- 20-0407177
Organization Overview
The Jerome & Anastasia Angel Charitable Trust is located in Palm Springs, CA. The organization was established in 2004. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Jerome & Anastasia Angel 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 12/2022, Jerome & Anastasia Angel Charitable Trust generated $649.6k in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 42.9% each year . All expenses for the organization totaled $269.1k during the year ending 12/2022. While expenses have increased by 13.5% per year over the past 8 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 2015, Jerome & Anastasia Angel Charitable Trust has awarded 284 individual grants totaling $835,932. 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 |
|---|---|---|---|
Matthew Coneybeare Trustee | 0 | $3,000 | |
Tracy Lyons Trustee | 0 | $3,000 | |
Kimberly Angel Trustee | 0 | $3,000 | |
Robyn Angel Trustee | 0 | $3,000 | |
Michelle Coneybeare Trustee | 0 | $35,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $630,000 |
| Interest on Savings | $253 |
| Dividends & Interest | $16,955 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,397 |
| Capital Gain Net Income | $2,397 |
| Net ST Capital Gain | $71 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $649,605 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $47,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $357 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $546 |
| Printing and publications | $0 |
| Other expenses | $110 |
| Total operating and administrative expenses | $58,935 |
| Contributions, gifts, grants paid | $210,160 |
| Total expenses and disbursements | $269,095 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $40,580 |
| 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 | $2,311,280 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,351,860 |
| 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, The Jerome & Anastasia Angel Charitable Trust has awarded $210,160 in support to 39 organizations.
| Grant Recipient | Amount |
|---|---|
PLAN INTERNATIONAL USA PURPOSE: FINANCIAL SUPPORT | $2,160 |
ALPHA PROJECT PURPOSE: FINANCIAL SUPPORT | $1,200 |
WELL IN THE DESERT PURPOSE: FINANCIAL SUPPORT | $4,000 |
JEWISH NATIONAL FUND PURPOSE: FINANCIAL SUPPORT | $1,000 |
BIG BROTHERSBIG SISTERS OF NYC PURPOSE: FINANCIAL SUPPORT | $500 |
JEWISH FAMILY SERVICE OF THE DESERT PURPOSE: FINANCIAL SUPPORT | $6,040 |