Helen S Mcpheeters Trust Uw 4555000036
- Assets
- $724.2k
- Revenue
- $26.0k
- Investments
- $718.3k
- Employees
- 0
- Location
- Birmingham, AL
- Founding
- 00/0000
- Data as of
- 12/2023
- EIN
- 58-6275572
Organization Overview
Helen S Mcpheeters Trust Uw 4555000036 is located in Birmingham, AL. The organization was established in 0000. 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.
For the year ending 12/2023, Helen S Mcpheeters Trust Uw 4555000036 generated $26.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (9.5%) each year. All expenses for the organization totaled $55.1k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Helen S Mcpheeters Trust Uw 4555000036 has awarded 24 individual grants totaling $157,718. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $23,194 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$2,607 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $5,412 |
| Total Revenue | $25,999 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $10,927 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $526 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $12,953 |
| Contributions, gifts, grants paid | $42,130 |
| Total expenses and disbursements | $55,083 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $5,910 |
| 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 | $718,318 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $724,228 |
| 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, Helen S Mcpheeters Trust Uw 4555000036 has awarded $42,130 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
SHRINERS HOSPITAL FOR CHILDREN PURPOSE: GENERAL OPERATING | $4,213 |
MASONIC HOME OF GEORGIA ENDOWMENT FUND PURPOSE: GENERAL OPERATING | $4,213 |
BRENAU UNIVERSITY PURPOSE: GENERAL OPERATING | $8,426 |
THORNWELL HOME PURPOSE: GENERAL OPERATING | $8,426 |
PIEDMONT COLLEGE PURPOSE: GENERAL OPERATING | $8,426 |
GEORGIA SHERIFF'S YOUTH HOME INC PURPOSE: GENERAL OPERATING | $8,426 |