The Edward C Fogg Iii And Lisbeth A Fogg Charitable Trust
- Assets
- $47.5m
- Revenue
- $3.7m
- Investments
- $44.7m
- Employees
- 0
- Location
- Tallahassee, FL
- Founding
- 07/1993
- Data as of
- 12/2021
- EIN
- 58-6271249
Organization Overview
The Edward C Fogg Iii And Lisbeth A Fogg Charitable Trust is located in Tallahassee, FL. The organization was established in 1993. 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. Edward C Fogg Iii And Lisbeth A Fogg 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, Edward C Fogg Iii And Lisbeth A Fogg Charitable Trust generated $3.7m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (27.4%) each year. All expenses for the organization totaled $4.3m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Edward C Fogg Iii And Lisbeth A Fogg Charitable Trust has awarded 249 individual grants totaling $21,927,038. 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 |
|---|---|---|---|
Capital City Trust Company Trustee | 25 | $363,636 | |
Carole Floyd Trustee | 7.2 | $327,272 | |
Roger Clark Trustee | 3.5 | $171,087 | |
Mary Lou Clark Trustee | 7.7 | $108,791 | |
Todd Clark Trustee | 1.6 | $83,458 | |
George Floyd Trustee | 7.2 | $36,364 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
George C Floyd | 12/30/16 | $237,058 |
Capital City Trust Company | 12/30/16 | $237,058 |
Roger Clark | 12/30/16 | $237,058 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,211,607 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,443,828 |
| Capital Gain Net Income | $2,443,828 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $3,655,435 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,090,608 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $43,841 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $12,244 |
| Total operating and administrative expenses | $1,152,466 |
| Contributions, gifts, grants paid | $3,103,340 |
| Total expenses and disbursements | $4,255,806 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,788,162 |
| 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 | $47,520,776 |
| Accounts payable and accrued expenses | $17,525 |
| 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 | $17,525 |
Grants Awarded
Over the last fiscal year, The Edward C Fogg Iii And Lisbeth A Fogg Charitable Trust has awarded $3,103,340 in support to 39 organizations.
| Grant Recipient | Amount |
|---|---|
ARCHBOLD FOUNDATION PURPOSE: MEDICAL | $250,000 |
Leesburg, FL PURPOSE: EDUCATIONAL | $232,000 |
ALZHEIMER'S ASSOCIATION PURPOSE: MEDICAL | $160,000 |
WESTWOOD SCHOOL PURPOSE: EDUCATIONAL | $150,000 |
MITCHELL COUNTY BOYS & GIRLS CLUB PURPOSE: COMMUNITY OUTREACH | $140,000 |
MITCHELL BAKER ARC PURPOSE: CHARITABLE | $140,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Pentecost Foundation Bradenton, FL | $91,770,712 | $23,508,587 |
The Henry W Grady Health System Foundation Inc Atlanta, GA | $41,862,389 | $12,481,516 |
Micky And Madeleine Arison Family Foundation Coral Gables, FL | $232,510,515 | $23,555,348 |
Thomas W Smith Foundation Boca Raton, FL | $35,370,958 | $23,899,669 |
University Of Central Florida Research Foundation Inc Orlando, FL | $26,737,307 | $16,545,937 |
Wonderful Life Foundation West Palm Beach, FL | $22,652,179 | $19,424,572 |
Thompson-Hartford Foundation Inc Tampa, FL | $0 | $6,094,384 |
Harrell Family Charities Inc Lakeland, FL | $0 | $11,320,223 |
Audrey And Martin Gruss Foundation West Palm Beach, FL | $0 | $7,573,459 |
Phil J And Alice S Sheridan Foundation Inc Macon, GA | $17,357,251 | $6,663,970 |
St2 Foundation Inc Sunny Isles Beach, FL | $11,092,190 | $2,139,284 |
Davis Love Iii Foundation St Simons Island, GA | $5,238,841 | $10,992,325 |