Lelia Heuer Charitable Tr
- Assets
- $768.8k
- Revenue
- $45.1k
- Investments
- $753.8k
- Employees
- 0
- Location
- Springfield, MO
- Founding
- 09/1996
- Data as of
- 06/2023
- EIN
- 43-6603141
Organization Overview
Lelia Heuer Charitable Tr is located in Springfield, MO. The organization was established in 1996. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations 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. Lelia Heuer Charitable Tr 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 06/2023, Lelia Heuer Charitable Tr generated $45.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (4.0%) each year. All expenses for the organization totaled $77.8k during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (0.1%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Lelia Heuer Charitable Tr has awarded 56 individual grants totaling $340,200. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Paul G White Foundation Mgr. | 1 | $12,000 | |
Us Bank Na Trustee | 2 | $14,012 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $21,095 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $23,991 |
| Capital Gain Net Income | $23,991 |
| Net ST Capital Gain | $3,595 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $15 |
| Total Revenue | $45,101 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $26,012 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $217 |
| Depreciation | $0 |
| Occupancy | $600 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,004 |
| Total operating and administrative expenses | $30,783 |
| Contributions, gifts, grants paid | $47,000 |
| Total expenses and disbursements | $77,783 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $14,941 |
| Savings and temporary cash investments | $0 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $768,787 |
| 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, Lelia Heuer Charitable Tr has awarded $47,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
MISSOURI STATE UNIVERSITY AT WEST P PURPOSE: EXEMPT PURPOSE | $15,000 |
COLLEGE OF THE OZARKS PURPOSE: EXEMPT PURPOSE | $15,000 |
OZARKS TECHNICAL COMMUNITY PURPOSE: EXEMPT PURPOSE | $15,000 |
WEST PLAINS COMMUNITY FOUNDATION PURPOSE: EXEMPT PURPOSE | $2,000 |