William H And Lillian Dolde Charitable Trust
- Assets
- $2.7m
- Revenue
- $183.6k
- Investments
- $2.6m
- Employees
- 0
- Location
- Pennington, NJ
- Founding
- 08/2002
- Data as of
- 04/2024
- EIN
- 52-7172674
Organization Overview
William H And Lillian Dolde Charitable Trust is located in Pennington, NJ. The organization was established in 2002. 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. William H And Lillian Dolde 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 04/2024, William H And Lillian Dolde Charitable Trust generated $183.6k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 2.0% each year. All expenses for the organization totaled $148.1k during the year ending 04/2024. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $86,897 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $96,706 |
| Capital Gain Net Income | $96,706 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $183,603 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $20,448 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,458 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $22,906 |
| Contributions, gifts, grants paid | $125,240 |
| Total expenses and disbursements | $148,146 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2 |
| Savings and temporary cash investments | $105,212 |
| 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 | $2,579,263 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,684,477 |
| 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, William H And Lillian Dolde Charitable Trust has awarded $125,240 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
ALBUQUERQUE YOUTH SYMPHONY PROGRAM INC PURPOSE: GENERAL OPERATING | $12,524 |
ALBUQUERQUE PUBLIC SCHOOLS FOUNDATION PURPOSE: GENERAL OPERATING | $112,716 |