786 Foundation 49-M020-01-9 Ua Dtd 031097
- Assets
- $4.1m
- Revenue
- $403.3k
- Investments
- $3.9m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 08/1990
- Data as of
- 12/2022
- EIN
- 39-6515741
Organization Overview
786 Foundation 49-M020-01-9 Ua Dtd 031097 is located in Milwaukee, WI. The organization was established in 1990. 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. 786 Foundation 49-M020-01-9 Ua Dtd 031097 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, 786 Foundation 49-M020-01-9 Ua Dtd 031097 generated $403.3k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 16.8% each year . All expenses for the organization totaled $389.6k during the year ending 12/2022. While expenses have increased by 8.5% per year over the past 6 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 2017, 786 Foundation 49-M020-01-9 Ua Dtd 031097 has awarded 100 individual grants totaling $1,521,200. 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
NONE
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Boston Trust Walden Company Trustee | 0 | $0 | |
Us Bank N A Trustee | 1 | $11,962 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $109,944 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $293,327 |
| Capital Gain Net Income | $293,327 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $403,271 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $11,962 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $20,118 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $59,642 |
| Contributions, gifts, grants paid | $330,000 |
| Total expenses and disbursements | $389,642 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $255,978 |
| 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 | $524,945 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $613 |
| Total assets | $4,123,413 |
| 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, 786 Foundation 49-M020-01-9 Ua Dtd 031097 has awarded $330,000 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
MA CENTER PURPOSE: EXEMPT PURPOSE OF THE | $15,000 |
LIFETRACK RESOURCES PURPOSE: GENERAL OPERATING | $10,000 |
ALDO LEOPOLD NATURE CENTER PURPOSE: EXEMPT PURPOSE OF THE | $25,000 |
SEVA PURPOSE: EXEMPT PURPOSE OF THE | $5,000 |
SECOND HARVEST FOOD BANK OF ORANGE COUNT PURPOSE: GENERAL OPERATING | $20,000 |
YMCA PURPOSE: GENERAL OPERATING | $30,000 |