Charitable Tr Share Utd Joseph Firsching Iii Liv Tr 1-31-2009
- Assets
- $3.7m
- Revenue
- $128.2k
- Investments
- $3.4m
- Employees
- 0
- Location
- Matlacha, FL
- Founding
- 02/2014
- Data as of
- 12/2022
- EIN
- 46-6174939
Organization Overview
Charitable Tr Share Utd Joseph Firsching Iii Liv Tr 1-31-2009 is located in Matlacha, FL. The organization was established in 2014. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Charitable Tr Share Utd Joseph Firsching Iii Liv Tr 1-31-2009 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, Charitable Tr Share Utd Joseph Firsching Iii Liv Tr 1-31-2009 generated $128.2k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.4% each year. All expenses for the organization totaled $183.9k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Charitable Tr Share Utd Joseph Firsching Iii Liv Tr 1-31-2009 has awarded 76 individual grants totaling $1,552,385. 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 |
|---|---|---|---|
Joyce Wirth Trustee | 10 | $6,108 | |
Mark Wirth Trustee | 10 | $6,108 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2,550 |
| Dividends & Interest | $88,049 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $37,587 |
| Capital Gain Net Income | $37,587 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $128,186 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $12,216 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $919 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $19,677 |
| Total operating and administrative expenses | $34,862 |
| Contributions, gifts, grants paid | $149,063 |
| Total expenses and disbursements | $183,925 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $268,534 |
| 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 | $3,400 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $3,409,411 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,681,345 |
| 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, Charitable Tr Share Utd Joseph Firsching Iii Liv Tr 1-31-2009 has awarded $149,063 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
DAVID'S REFUGE PURPOSE: RESPITE WEEKENDS | $4,970 |
HONOR FLIGHT SYRACUSE INC PURPOSE: SPONSOR 22 VETERANS WITH TRIP AND HOTEL ROOMS. | $13,789 |
SUNY POLYTECHNIC INSTITUTE PURPOSE: SCHOLARSHIPS | $25,000 |
THEA BOWMAN HOUSE PURPOSE: HOLIDAY HAMS AND TURKEYS | $3,000 |
UTICA PUBLIC LIBRARY PURPOSE: CIRCULATION AND REFERENCE DESK | $37,196 |
ARC HERKIMER PURPOSE: 2 SOLO RIDER GOLF CARTS | $25,552 |