The John E@goerlich Charitable Trust
- Assets
- $1.2m
- Revenue
- $565.1k
- Investments
- $1.2m
- Employees
- 0
- Location
- Holland, OH
- Founding
- 01/2015
- Data as of
- 12/2021
- EIN
- 47-1936802
Organization Overview
The John E@goerlich Charitable Trust is located in Holland, OH. The organization was established in 2015. According to its NTEE Classification (T90) the organization is classified as: Named Trusts 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. John E@goerlich 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 12/2021, John E@goerlich Charitable Trust generated $565.1k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 21.0% each year . All expenses for the organization totaled $106.5k during the year ending 12/2021. While expenses have increased by 25.1% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, John E@goerlich Charitable Trust has awarded 252 individual grants totaling $261,019. 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 |
|---|---|---|---|
Andrea Putman Reams Board Member | 1 | $0 | |
Sheridan P Conway Board Member | 1 | $0 | |
Michael Reams Board Member | 1 | $0 | |
Wendy Gale Kalil Board Member | 1 | $0 | |
Elizabeth Conway Haubert Board Member | 1 | $0 | |
Michael Rowntree Board Member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $41,067 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $524,070 |
| Capital Gain Net Income | $524,070 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $565,137 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,420 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $15,489 |
| Contributions, gifts, grants paid | $91,019 |
| Total expenses and disbursements | $106,508 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $15,153 |
| 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 | $1,227,737 |
| 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, The John E@goerlich Charitable Trust has awarded $91,019 in support to 80 organizations.
| Grant Recipient | Amount |
|---|---|
Bellingham, WA PURPOSE: GENERAL SUPPORT | $5,000 |
Toledo, OH PURPOSE: CHARITABLE CONTRIBUTION | $5,000 |
SURFRIDER FOUNDATION PURPOSE: CHARITABLE CONTRIBUTION | $4,650 |
THE DALLAS FOUNDATION PURPOSE: CHARITABLE CONTRIBUTION | $4,205 |
GROSSE POINT MEMORIAL CHURCH PURPOSE: CHARITABLE CONTRIBUTION | $3,500 |
BELLINGHAM PUBLIC SCHOOL FOUNDATION PURPOSE: CHARITABLE CONTRIBUTION | $3,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
General Professional Liability Lass Fund Trust Agreement Pittsburgh, PA | $165,577,722 | $37,293,555 |
Samuel Frankel And Jean Frankel Support Foundation Bloomfield Hills, MI | $0 | $127,796 |
Edith L Trees Charitable Trust Pittsburgh, PA | $351,552,610 | $23,983,044 |
Mary G Stange Charitable Trust Ann Arbor, MI | $495,498 | $4,941,394 |
Stanley Frankel And Judith Frankel Support Foundation Bloomfield Hills, MI | $0 | $41,274 |
Ferris Foundation Big Rapids, MI | $118,188,680 | $12,993,679 |
William H Davis & Dorothy M Davis & William C Davis Foundation Columbus, OH | $50,622,304 | $3,999,336 |
Traditions At Mill Run Columbus, OH | $9,179,158 | $5,528,068 |
Gordon Christian Trust Grand Rapids, MI | $67,207,482 | $18,378,082 |
Yung Family Foundation The Crestview Hills, KY | $4,438,622 | $34,262 |
Lang Rachel Boyce Charitable Trust Xxx-Xx-Xxxx Youngstown, OH | $0 | $17,968 |
J M Lockhart Lockhart J M Ally Herc Pittsburgh, PA | $71,861,137 | $5,661,653 |