Phyllis Perry Hulton Educational Trust
- Assets
- $2.2m
- Revenue
- $179.7k
- Investments
- $2.2m
- Employees
- 0
- Location
- Marshalltown, IA
- Founding
- 02/1995
- Data as of
- 11/2021
- EIN
- 42-6526655
Organization Overview
Phyllis Perry Hulton Educational Trust is located in Marshalltown, IA. The organization was established in 1995. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Phyllis Perry Hulton Educational Trust 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 11/2021, Phyllis Perry Hulton Educational Trust generated $179.7k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (0.4%) each year. All expenses for the organization totaled $123.1k during the year ending 11/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Phyllis Perry Hulton Educational Trust has awarded 753 individual grants totaling $719,820. 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
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
SCHOLARSHIP GRANTS - A MINIMUM OF 40 AWARDS GIVEN EACH YEAR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Chris Jones Trustee | 0 | $0 | |
Nan Benson Trustee | 0 | $0 | |
Cathy Underhill Trustee | 0 | $0 | |
Ann Heying Trustee | 0 | $0 | |
H Victor Hellberg Trustee | 0 | $0 | |
Steve Storjohann Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $127,153 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $52,541 |
| Capital Gain Net Income | $52,541 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $179,694 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $212 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $770 |
| Total operating and administrative expenses | $2,972 |
| Contributions, gifts, grants paid | $120,160 |
| Total expenses and disbursements | $123,132 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $8,098 |
| Savings and temporary cash investments | $75,222 |
| 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 | $1,270,030 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,234,879 |
| Accounts payable and accrued expenses | $1,000 |
| 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 | $1,000 |
Grants Awarded
Over the last fiscal year, Phyllis Perry Hulton Educational Trust has awarded $120,160 in support to 113 organizations.
| Grant Recipient | Amount |
|---|---|
SAMANTHA GERKE PURPOSE: EDUCATIONAL | $1,120 |
SARAH JACOBS PURPOSE: EDUCATIONAL | $1,120 |
PABLO MONTES PURPOSE: EDUCATIONAL | $1,120 |
SAMANTHA SNYDER PURPOSE: EDUCATIONAL | $1,120 |
TREVOR KETCHAM PURPOSE: EDUCATIONAL | $1,120 |
SPENCER FINCH PURPOSE: EDUCATIONAL | $1,120 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
National Equity Fund Inc Chicago, IL | $118,912,735 | $59,533,345 |
Iowa Student Loan Liquidity Corp West Des Moines, IA | $1,230,053,718 | $45,688,659 |
National Merit Scholarship Corporation Evanston, IL | $183,825,978 | $50,191,294 |
Northstar Education Finance Inc Eagan, MN | $1,293,468,719 | $40,177,777 |
Evans Scholars Foundation Glenview, IL | $101,873,087 | $62,566,812 |
Northwestern Mutual Life Foundation Inc Milwaukee, WI | $106,326,341 | $38,353,841 |
Scholarship America Inc Minneapolis, MN | $219,130,905 | $29,933,482 |
Nebraska Student Loan Program Inc Lincoln, NE | $230,624,169 | $45,453,979 |
Future Leaders Of Americafoundation Inc Chicago, IL | $0 | $13,517,008 |
Kansas City Scholars Inc Kansas City, MO | $5,810,030 | $12,156,402 |
Des Moines Golf And Country Club West Des Moines, IA | $24,329,403 | $13,657,003 |
Waitt Foundation North Sioux City, SD | $157,175,219 | $6,009,824 |