Helen S Casey Trust 06604908
- Assets
- $1.3m
- Revenue
- -$12.6k
- Investments
- $1.3m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 01/2005
- Data as of
- 12/2022
- EIN
- 37-6333851
Organization Overview
Helen S Casey Trust 06604908 is located in Milwaukee, WI. The organization was established in 2005. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Helen S Casey Trust 06604908 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2016, Helen S Casey Trust 06604908 has awarded 12 individual grants totaling $537,440. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $32,498 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$45,122 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $40 |
| Total Revenue | -$12,584 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $23,717 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,231 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $15 |
| Total operating and administrative expenses | $26,463 |
| Contributions, gifts, grants paid | $84,082 |
| Total expenses and disbursements | $110,545 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $66,905 |
| 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 | $1,205,309 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $926 |
| Total assets | $1,345,417 |
| 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, Helen S Casey Trust 06604908 has awarded $84,082 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
ST JUDE CHILDREN'S HOSPITAL PURPOSE: GENERAL OPERATING | $42,041 |
SHRINERS HOSPITALS FOR CHILDREN PURPOSE: GENERAL OPERATING | $42,041 |