Stepanski Family Charitable Trust
- Assets
- $636.1k
- Revenue
- $399.7k
- Investments
- $623.8k
- Employees
- 0
- Location
- Palm Beach, FL
- Founding
- 07/2014
- Data as of
- 12/2022
- EIN
- 46-1592643
Organization Overview
Stepanski Family Charitable Trust is located in Palm Beach, FL. The organization was established in 2014. According to its NTEE Classification (Y99) the organization is classified as: Mutual & Membership Benefit N.E.C., under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Stepanski Family 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, Stepanski Family Charitable Trust generated $399.7k in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 13.9% each year . All expenses for the organization totaled $80.5k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Stepanski Family Charitable Trust has awarded 121 individual grants totaling $487,008. 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 |
|---|---|---|---|
Anthony F Stepanski Trustee | 12 | $0 | |
Melinda Kate Lvovsky Trustee | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $10 |
| Dividends & Interest | $12,368 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $387,294 |
| Capital Gain Net Income | $387,294 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $399,672 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $45 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $37,318 |
| Printing and publications | $0 |
| Other expenses | $512 |
| Total operating and administrative expenses | $40,392 |
| Contributions, gifts, grants paid | $40,100 |
| Total expenses and disbursements | $80,492 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $12,363 |
| 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 | $428,547 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $636,120 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $7,500 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $2,118 |
| Total liabilities | $9,618 |
Grants Awarded
Over the last fiscal year, Stepanski Family Charitable Trust has awarded $40,100 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN CIVIL LIBERITIES UNION PURPOSE: UNRESTRICTED | $250 |
BRATTLEBORO LITERARY FESTIVAL PURPOSE: UNRESTRICTED | $1,000 |
FAMILY PROMISE OF MONMOUTH COUNTY PURPOSE: UNRESTRICTED | $20,000 |
FRESH AIR FUND PURPOSE: UNRESTRICTED | $100 |
LATINO U COLLEGE PURPOSE: UNRESTRICTED | $1,000 |
LIBRARY COMPANY OF PHILADELPHIA PURPOSE: UNRESTRICTED | $2,000 |