E W Hallett Charitable Trust U A
- Assets
- $12.3m
- Revenue
- $2.8m
- Investments
- $12.1m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 08/1985
- Data as of
- 11/2023
- EIN
- 41-6261160
Organization Overview
E W Hallett Charitable Trust U A is located in Milwaukee, WI. The organization was established in 1985. 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. E W Hallett Charitable Trust U A 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 11/2023, E W Hallett Charitable Trust U A generated $2.8m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 41.0% each year . All expenses for the organization totaled $825.0k during the year ending 11/2023. While expenses have increased by 2.0% per year over the past 5 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, E W Hallett Charitable Trust U A has awarded 98 individual grants totaling $2,951,235. 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 |
|---|---|---|---|
U S Bank N A Corporate Trustee | 8 | $83,860 | |
Kirk Springsted Co-Trustee | 4 | $12,500 | |
Desiree Parker Co-Trustee | 4 | $12,500 | |
Margaret Poley Co-Trustee | 4 | $12,500 | |
Paul Justin Schliesman Co-Trustee | 4 | $12,500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $327,803 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,435,312 |
| Capital Gain Net Income | $2,435,312 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $635 |
| Total Revenue | $2,763,750 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $133,860 |
| Other employee salaries and wages | $36,856 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $12,816 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $2,558 |
| Printing and publications | $0 |
| Other expenses | $15,206 |
| Total operating and administrative expenses | $219,463 |
| Contributions, gifts, grants paid | $605,508 |
| Total expenses and disbursements | $824,971 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $227,022 |
| 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 | $8,448,854 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $12,339,978 |
| 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, E W Hallett Charitable Trust U A has awarded $605,508 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
CROW WING COUNTY VICTIM PURPOSE: DIRECT SERVICES PROGRAM | $12,500 |
PRESBYTERIAN HOMES FOUNDATION PURPOSE: HEARTWOOD CTR THERAPY SUIT | $30,000 |
ADVOCATES AGAINST DOMESTIC ABUSE PURPOSE: GENERAL OPERATING | $25,000 |
MINNESOTA COUNCIL ON FOUNDATIONS PURPOSE: GENERAL OPERATING | $750 |
KINSHIP PARTNERS INC PURPOSE: MENTORING PROGRAMS | $15,000 |
COMMUNITY CARE N SHARE P PURPOSE: GENERAL OPERATING | $7,000 |