Gerard Swope Trust U A 1833-43
- Assets
- $443.6k
- Revenue
- $11.5k
- Investments
- $425.2k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 01/1900
- Data as of
- 09/2023
- EIN
- 43-6019071
Organization Overview
Gerard Swope Trust U A 1833-43 is located in Milwaukee, WI. The organization was established in 1900. 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 09/2023, Gerard Swope Trust U A 1833-43 generated $11.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.8%) each year. All expenses for the organization totaled $29.5k during the year ending 09/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Gerard Swope Trust U A 1833-43 has awarded 63 individual grants totaling $156,750. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $11,862 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$346 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $23 |
| Total Revenue | $11,539 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $125 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $871 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $2,496 |
| Contributions, gifts, grants paid | $27,000 |
| Total expenses and disbursements | $29,496 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $18,333 |
| 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 | $425,228 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $443,561 |
| 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, Gerard Swope Trust U A 1833-43 has awarded $27,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
MICHIGAN STATE UNIVERSITY PURPOSE: SCHOLARSHIP | $9,000 |
MISSOURI UNIVERSITY OF SCIENCE PURPOSE: SCHOLARSHIP | $9,000 |
ST LOUIS UNIVERSITY PURPOSE: SCHOLARSHIPS | $9,000 |