William L And Ruth T Pendleton Memorial Fund
- Assets
- $2.9m
- Revenue
- $103.9k
- Investments
- $2.9m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 08/1987
- Data as of
- 12/2022
- EIN
- 74-2475483
Organization Overview
William L And Ruth T Pendleton Memorial Fund is located in Milwaukee, WI. The organization was established in 1987. 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 L And Ruth T Pendleton Memorial Fund 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 12/2022, William L And Ruth T Pendleton Memorial Fund generated $103.9k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 0.1% each year. All expenses for the organization totaled $280.3k during the year ending 12/2022. While expenses have increased by 1.7% 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, William L And Ruth T Pendleton Memorial Fund has awarded 134 individual grants totaling $658,250. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William A Miller Committee Member | 0.25 | $0 | |
Janet Wilson Committee Member | 0.25 | $0 | |
Don Prior Committee Member | 0.25 | $0 | |
Us Bank National Association Manager | 20 | $44,798 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $67,112 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $35,747 |
| Capital Gain Net Income | $35,747 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,032 |
| Total Revenue | $103,891 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $44,798 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $13,731 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $62,329 |
| Contributions, gifts, grants paid | $218,000 |
| Total expenses and disbursements | $280,329 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $91,918 |
| 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 | $3,367 |
| Total assets | $2,947,854 |
| 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 L And Ruth T Pendleton Memorial Fund has awarded $218,000 in support to 42 organizations.
| Grant Recipient | Amount |
|---|---|
AMANDA HOPE RAINBOW ANGELS PURPOSE: PROGRAM SUPPORT | $4,000 |
ARIZONA ASSOCIATION FOR FOSTER & ADOPTIVE PARENTS PURPOSE: PROGRAM SUPPORT | $4,000 |
ARIZONA MUSEUM OF NATURAL HISTORY PURPOSE: PROGRAM SUPPORT | $4,000 |
ARIZONA YWCA METROPOLITAN PHOENIX PURPOSE: PROGRAM SUPPORT | $4,000 |
ASSISTANCE LEAGUE OF EAST VALLEY PURPOSE: PROGRAM SUPPORT | $4,000 |
ASSISTANCE LEAGUE OF PHOENIX PURPOSE: PROGRAM SUPPORT | $4,000 |