Walter & Marilyn Joy Samuels Charitable Fdtn Tr
- Assets
- $6.0m
- Revenue
- $1.7m
- Investments
- $795.2k
- Employees
- 0
- Location
- Wilmington, DE
- Founding
- 01/2016
- Data as of
- 12/2023
- EIN
- 35-7099888
Organization Overview
Walter & Marilyn Joy Samuels Charitable Fdtn Tr is located in Wilmington, DE. The organization was established in 2016. 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. Walter & Marilyn Joy Samuels Charitable Fdtn 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 12/2023, Walter & Marilyn Joy Samuels Charitable Fdtn Tr generated $1.7m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 6.1% each year.
Since 2016, Walter & Marilyn Joy Samuels Charitable Fdtn Tr has awarded 56 individual grants totaling $1,494,000. 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 |
|---|---|---|---|
Francine Richter Trustee | 6 | $0 | |
Robert E Richter Trustee | 6 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,533,194 |
| Interest on Savings | $139,798 |
| Dividends & Interest | $57,192 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $4,805 |
| Total Revenue | $1,734,989 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,900 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $12,825 |
| Total operating and administrative expenses | $15,905 |
| Contributions, gifts, grants paid | $110,000 |
| Total expenses and disbursements | $125,905 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $5,172,424 |
| 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 | $5,967,636 |
| 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 & Marilyn Joy Samuels Charitable Fdtn Tr has awarded $110,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
MAASER FUND CORP PURPOSE: GENERAL & UNRESTRICTED | $10,000 |
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW PURPOSE: THE OPHTHALMOLOGY GIFT FUND GLAUCOMA RESEARCH UNDER DIRECTION OF AND IN HONOR OF DOCTOR JEFFREY M. LIEBMAN | $100,000 |