Sherwood & Janet R Blue Ed & Char Tr
- Assets
- $6.6m
- Revenue
- $553.4k
- Investments
- $6.5m
- Employees
- 0
- Location
- Chicago, IL
- Founding
- Data as of
- 09/2023
- EIN
- 30-6141987
Organization Overview
Sherwood & Janet R Blue Ed & Char Tr is located in Chicago, IL.
For the year ending 09/2023, Sherwood & Janet R Blue Ed & Char Tr generated $553.4k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 0.8% each year. All expenses for the organization totaled $459.5k during the year ending 09/2023. While expenses have increased by 4.7% per year over the past 4 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 2020, Sherwood & Janet R Blue Ed & Char Tr has awarded 16 individual grants totaling $1,383,782. 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 | $193,078 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $360,333 |
| Capital Gain Net Income | $360,333 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $553,411 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $73,873 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $10,354 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $84,227 |
| Contributions, gifts, grants paid | $375,226 |
| Total expenses and disbursements | $459,453 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,051 |
| Savings and temporary cash investments | $150,894 |
| 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 | $737,101 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $6,621,132 |
| 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, Sherwood & Janet R Blue Ed & Char Tr has awarded $375,226 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
FOUNDATION CHAPTER THETA CHI PURPOSE: GENERAL | $281,419 |
MERIDIAN STREET UNITED PURPOSE: GENERAL | $37,523 |
UNIVERSITY OF INDIANAPOLIS PURPOSE: GENERAL | $18,761 |
INDIANA UNIVERSITY FOUNDATION PURPOSE: GENERAL | $37,523 |