W L And Sydney M Winstrom Charitable Trust
- Assets
- $3.1m
- Revenue
- $186.3k
- Investments
- $3.0m
- Employees
- 0
- Location
- Omaha, NE
- Founding
- 10/2016
- Data as of
- 12/2023
- EIN
- 81-0951202
Organization Overview
W L And Sydney M Winstrom Charitable Trust is located in Omaha, NE. The organization was established in 2016. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. W L And Sydney M Winstrom 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 12/2023, W L And Sydney M Winstrom Charitable Trust generated $186.3k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 46.2% each year . All expenses for the organization totaled $271.5k during the year ending 12/2023. While expenses have increased by 25.7% per year over the past 7 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 2019, W L And Sydney M Winstrom Charitable Trust has awarded 19 individual grants totaling $961,000. 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 |
|---|---|---|---|
Bridges Trust Company Trustee | 0 | $0 | |
Sydney M Winstrom Distributions Advisory Bd | 0 | $0 | |
David Blagg Distributions Advisory Bd | 0.1 | $0 | |
David Roe Distributions Advisory Bd | 0.1 | $0 | |
Robert H Berger Distributions Advisory Bd | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $5,243 |
| Dividends & Interest | $71,255 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $109,780 |
| Capital Gain Net Income | $109,780 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $186,278 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $585 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $26,455 |
| Contributions, gifts, grants paid | $245,000 |
| Total expenses and disbursements | $271,455 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6 |
| Savings and temporary cash investments | $148,266 |
| 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 | $1,331,748 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,148,656 |
| 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, W L And Sydney M Winstrom Charitable Trust has awarded $245,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
METHODIST HOSPITAL FOUNDATION PURPOSE: ANNUAL APPEAL | $100,000 |
MORNINGSTAR LUTHERAN CHURCH PURPOSE: ANNUAL APPEAL | $100,000 |
OMAHA PUBLIC SCHOOLS FOUNDATION PURPOSE: ANNUAL APPEAL | $15,000 |
SALVATION ARMY OF OMAHA PURPOSE: ANNUAL APPEAL | $30,000 |