Walter & Frederica Evans Tr 08762741
- Assets
- $9.6m
- Revenue
- $235.9k
- Investments
- $9.2m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 11/2003
- Data as of
- 12/2022
- EIN
- 43-6390422
Organization Overview
Walter & Frederica Evans Tr 08762741 is located in Milwaukee, WI. The organization was established in 2003. 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. Walter & Frederica Evans Tr 08762741 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, Walter & Frederica Evans Tr 08762741 generated $235.9k 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 (5.5%) each year. All expenses for the organization totaled $866.4k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Walter & Frederica Evans Tr 08762741 has awarded 14 individual grants totaling $3,897,454. 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 | $246,763 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$11,084 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $171 |
| Total Revenue | $235,850 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $91,971 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $9,149 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $102,620 |
| Contributions, gifts, grants paid | $763,774 |
| Total expenses and disbursements | $866,394 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $332,500 |
| 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 | $7,058,699 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $13,607 |
| Total assets | $9,581,996 |
| 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, Walter & Frederica Evans Tr 08762741 has awarded $763,774 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
MISSOURI SOUTHERN FOUNDATION PURPOSE: SCHOLARSHIPS | $381,887 |
DRURY UNIVERSITY PURPOSE: SCHOLARSHIPS | $381,887 |