Nina May Bozarth Testamentary Trust
- Assets
- $3.0m
- Revenue
- $268.6k
- Investments
- $2.9m
- Employees
- 0
- Location
- Clayton, MO
- Founding
- 00/0000
- Data as of
- 09/2022
- EIN
- 37-6089825
Organization Overview
Nina May Bozarth Testamentary Trust is located in Clayton, MO. 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.
For the year ending 09/2022, Nina May Bozarth Testamentary Trust generated $268.6k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 6.7% each year. All expenses for the organization totaled $245.2k during the year ending 09/2022. While expenses have increased by 4.1% 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, Nina May Bozarth Testamentary Trust has awarded 24 individual grants totaling $717,977. 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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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Tax Preparation | 1 | $5,250 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $94,772 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $173,868 |
| Capital Gain Net Income | $173,868 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $268,640 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $36,451 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $7,181 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $631 |
| Total operating and administrative expenses | $44,263 |
| Contributions, gifts, grants paid | $200,912 |
| Total expenses and disbursements | $245,175 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $126,033 |
| 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 | $3,048,542 |
| 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, Nina May Bozarth Testamentary Trust has awarded $200,912 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
CDF DBA CARLE CTR FOR PHILANTHROPY PURPOSE: GENERAL OPERATIONS | $55,814 |
Eureka, IL PURPOSE: GENERAL OPERATIONS | $55,814 |
CHILDREN'S HOME & AID SOCIETY PURPOSE: GENERAL OPERATIONS | $22,321 |
Normal, IL PURPOSE: GENERAL OPERATIONS | $22,321 |
YOUNG WOMEN'S CHRISTIAN ASSOCIATION PURPOSE: GENERAL OPERATIONS | $22,321 |
Bloomington, IL PURPOSE: GENERAL OPERATIONS | $22,321 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Walton Family Charitable Support Foundation Inc Bentonville, AR | $1,144,906,373 | $82,175,150 |
J A & Leta M Chapman Charitable Tr Tulsa, OK | $1,004,993,686 | $116,236,869 |
Suzanne And Walter Scott Foundation Omaha, NE | $379,612,870 | $69,664,147 |
Herschend Family Entertainment Corporation Beneficiary Trust Branson, MO | $4,577,294 | $15,681,690 |
Allergan Foundation North Chicago, IL | $0 | $22,638,597 |
Leta Mcfarlin Chapman Memorial Tr Tulsa, OK | $288,782,253 | $9,376,594 |
The Global Orphan Project Inc Kansas City, MO | $12,087,754 | $16,385,536 |
W N Reynolds Residuary Tr Nect Chicago, IL | $153,008,234 | $7,259,404 |
Src Benefit Programs Trust Springfield, MO | $118,089 | $9,937,850 |
Audrey E & Donald L Hutt Tr 283 Chicago, IL | $19,533,735 | $12,080,033 |
Willis And Reba Johnsons Foundation Franklin, TN | $17,058,167 | $2,077,347 |
Lawyers Trust Fund Of Illinois Chicago, IL | $23,693,587 | $13,676,265 |