Roger K Todd Trust Ua
- Assets
- $5.0m
- Revenue
- $166.7k
- Investments
- $4.9m
- Employees
- 0
- Location
- Amherst, NY
- Founding
- 00/0000
- Data as of
- 12/2022
- EIN
- 25-6630150
Organization Overview
Roger K Todd Trust Ua is located in Amherst, NY. The organization was established in 0000. 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. Roger K Todd Trust Ua 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, Roger K Todd Trust Ua generated $166.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (9.2%) each year. All expenses for the organization totaled $291.9k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Roger K Todd Trust Ua has awarded 12 individual grants totaling $794,055. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $103,046 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $63,697 |
| Capital Gain Net Income | $63,697 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $166,743 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $44,849 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,689 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $49,538 |
| Contributions, gifts, grants paid | $242,327 |
| Total expenses and disbursements | $291,865 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,764 |
| Savings and temporary cash investments | $80,477 |
| 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 | $4,987,169 |
| 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, Roger K Todd Trust Ua has awarded $242,327 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
CARLISLE AREA HEALTH & PURPOSE: TO FUND SERVICE ACTIVITY | $96,931 |
FIRST UNITED CHURCH OF CHRIST PURPOSE: TO FUND SERVICE ACTIVITIES | $72,698 |
UNITED WAY OF CARLISLE & CUMB CTY PURPOSE: TO FUND SERVICE ACTIVITIES | $24,233 |
CUMBERLAND CO HISTORICAL SOCIETY PURPOSE: TO FUND SERVICE ACTIVITIES | $48,465 |