Walter And Clitheroe Engel Charitable Foundation Trust
- Assets
- $3.0m
- Revenue
- $3.1m
- Investments
- $483.9k
- Employees
- 0
- Location
- Holyoke, MA
- Founding
- 09/2003
- Data as of
- 12/2021
- EIN
- 22-6945393
Organization Overview
Walter And Clitheroe Engel Charitable Foundation Trust is located in Holyoke, MA. The organization was established in 2003. According to its NTEE Classification (T90) the organization is classified as: Named Trusts 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. Walter And Clitheroe Engel Charitable Foundation Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
PAYMENTS TO CHARITABLE ORGANIZATIONS IN ACCORDANCE WITH THE FOUNDATION'S CHARITABLE PURPOSE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Walter F Engel Jr Trustee | 0 | $0 | |
Stephen Engel Trustee | 0 | $0 | |
Dean Engel Trustee | 0 | $0 | |
Peter H Engel Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $2,897,752 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,525 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $179,973 |
| Capital Gain Net Income | $179,973 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $3,079,250 |
| 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 | $3,999 |
| Total operating and administrative expenses | $4,325 |
| Contributions, gifts, grants paid | $34,200 |
| Total expenses and disbursements | $38,525 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,262,929 |
| 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 | $294,000 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $483,896 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,040,825 |
| 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, Walter And Clitheroe Engel Charitable Foundation Trust has awarded $34,200 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
MENTAL HEALTH OF AMERICA OF DUTCHES PURPOSE: GENERAL | $3,800 |
Poughkeepsie, NY PURPOSE: GENERAL | $3,800 |
FDN FOR VASSAR BROTHERS MEDICAL PURPOSE: GENERAL | $3,800 |
UNITARIAN UNIVERFSALIST FELL PURPOSE: GENERAL | $3,800 |
Poughkeepsie, NY PURPOSE: GENERAL | $3,800 |
COMM FDN OF HUDSON VALLEY PURPOSE: GENERAL | $3,800 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bam Endowment Trust Brooklyn, NY | $106,959,115 | $5,566,840 |
John R Oishei Consolidated Tr 01091998 Buffalo, NY | $21,967,662 | $5,743,689 |
Goldstein Family Foundation Spring Valley, NY | $15,534,248 | $10,502,547 |
Sol Goldman Charitable Trust New York, NY | $0 | $3,639,060 |
Schwartz Fam Foundation Tr New York, NY | $15,701,646 | $4,641,500 |
Lyford Cay Foundation Inc Greenwich, CT | $29,953,842 | $2,393,799 |
Wings For Things Foundation Inc Sandy Hook, CT | $31,046,537 | $6,302,092 |
Stephanie And Lawrence Flinn Jr Charitable Trust Rye, NY | $38,008,610 | $1,545,118 |
Sunshine Foundation Woodbury, NY | $26,794,175 | $2,071,620 |
Peter A And Deborah L Weinberg Family Foundation Albany, NY | $9,427,245 | $1,958,603 |
Trustees Under The Will Of Herman Dana Newton, MA | $0 | $3,151,156 |
Borrego Foundation Larchmont, NY | $44,485,466 | $2,189,586 |