Robert Dale Carstens Charitable Trust is located in Lincoln, NE. The organization was established in 2013. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Robert Dale Carstens Charitable 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 12/2022, Robert Dale Carstens Charitable Trust generated $10.3k 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 (18.4%) each year. All expenses for the organization totaled $69.3k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (15.1%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Robert Dale Carstens Charitable Trust has awarded 24 individual grants totaling $1,354,351. 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
MONIES WILL BE GIVEN TO QUALIFIED 501(C)(3) ENTITIES TO MAKE SCHOLARSHIPS AND SIMILAR FINANCIAL SUPPORT AVAILABLE TO STUDENTS SEEKING POST-SECONDARY EDUCATIONAL OPPORTUNITIES.
MONIES WILL BE GIVEN TO QUALIFIED 501(C)(3) ENTITIES THAT HELP OR BENEFIT INDIVIDUAL CANCER PATIENTS OR WHICH PERFORM CANCER RESEARCH.
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Heidi Hayes Co-Trustee | 1 | $0 | |
Kelly Jo Hinrichs Co-Trustee | 1 | $7,500 |
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4,843 |
| Dividends & Interest | $29,050 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$23,621 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $10,272 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $7,500 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,863 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $28,964 |
| Contributions, gifts, grants paid | $40,351 |
| Total expenses and disbursements | $69,315 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $43,552 |
| Savings and temporary cash investments | $247,081 |
| 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 | $1,484,897 |
| 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 |
Over the last fiscal year, Robert Dale Carstens Charitable Trust has awarded $40,351 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
FDN FOR LINCOLN PUBLIC SCHOOLS PURPOSE: PROVIDE SCHOLARSHIPS FOR STUDENTS | $15,651 |
JOSH THE OTTER PURPOSE: EDUCATION | $4,700 |
REBECCA LYNN HAUSMANN FOUNDATION PURPOSE: HELP THOSE IMPACTED BY CANCER | $10,000 |
HEARTLAND CANCER FOUNDATION PURPOSE: CANCER RESEARCH | $10,000 |