Mary W Guenzel Charitable Trust Dated February 5 2015
- Assets
- $21.0m
- Revenue
- $1.3m
- Investments
- $300.0k
- Employees
- 0
- Location
- Woodland Park, CO
- Founding
- 06/2017
- Data as of
- 12/2021
- EIN
- 47-6788904
Organization Overview
Mary W Guenzel Charitable Trust Dated February 5 2015 is located in Woodland Park, CO. The organization was established in 2017. 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. Mary W Guenzel Charitable Trust Dated February 5 2015 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, Mary W Guenzel Charitable Trust Dated February 5 2015 generated $1.3m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 9.9% each year. All expenses for the organization totaled $822.5k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE CONTINUOUS FINANCIAL SUPPORT OF THE CHARITABLE MISSION OF NUESTRA SENORA DE LA PAZ, A SECTION 501C3 ORGANIZATION TO PROVIDE SPIRITUALLY VIBRANT RETREAT EXPERIENCE AND STRENGTHEN BONDS IN THE ROMAN CATHOLIC CO
Describe the Organization's Program Activity:
Part 3 - Line 4a
FINANCIAL SUPPORT OF THE CHARITABLE MISSION OF NEESTRA SENORA DE LA PAZ, A SEC. 501C3 ORGANIZATION
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan Ellen Guenzel Ttee Appointment Committee | Trustee | 1 | $0 |
V Rev Francisco J Quezada Ttee Appointment Committee | Trustee | 1 | $0 |
George Thompson Ttee Appointment Committee | Trustee | 1 | $0 |
Beth Park Ttee Appointment Committee | Trustee | 1 | $0 |
Park State Bank Trust Trustee | 9 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $15,673 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $15,673 |
| Total Program Service Revenue | $0 |
| Investment income | $378,280 |
| Tax Exempt Bond Proceeds | $623 |
| Royalties | $640,037 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $286,165 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,320,860 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $406,174 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,428 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $84,461 |
| Fees for services: Other | $4,250 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $179 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $231,939 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $822,469 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $922 |
| Savings and temporary cash investments | $736,299 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $8,698,278 |
| Investments—publicly traded securities | $8,040,074 |
| Investments—other securities | $300,000 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,244,000 |
| Total assets | $21,019,573 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $21,019,573 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $21,019,573 |
Endowment Analysis
| Beg. Balance | $20,521,182 |
| Earnings | $1,305,187 |
| Admin Expense | $179,875 |
| Net Contributions | $15,673 |
| Other Expense | $236,420 |
| Grants | $406,174 |
| Ending Balance | $21,019,573 |
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|---|---|---|
J A & Leta M Chapman Charitable Tr Tulsa, OK | $1,004,993,686 | $116,236,869 |
Suzanne And Walter Scott Foundation Omaha, NE | $379,612,870 | $69,664,147 |
Leta Mcfarlin Chapman Memorial Tr Tulsa, OK | $288,782,253 | $9,376,594 |
J A & Leta M Chapman Tr 10267 Tulsa, OK | $125,788,673 | $4,652,723 |
Georgia A Lynch Trust Phoenix, AZ | $748,550 | $1,825,283 |
Steel & Pipe Supply Company Inc Voluntary Employees Beneficiary Tr Manhattan, KS | $1,575,827 | $5,668,085 |
William H And Carrie Gottsche Foundation Thermopolis, WY | $15,267,869 | $5,413,273 |
Pauline Mcfarlin Walter Memorial Trust 10910 Tulsa, OK | $77,675,534 | $8,407,780 |
Emerald Gate Charitable Trust Jackson, WY | $143,120,759 | $36,236,406 |
James A & Leta M Chapman Testamentary Charitable Tr Tulsa, OK | $63,271,395 | $1,980,658 |
Marvin S Robinson Charitable Tr Manhattan, KS | $11,920,559 | $11,406,956 |
San Antonio Electrical Vacation & Holiday Trust Agreement Albuquerque, NM | $996,599 | $3,364,803 |