Agnese Nelms Haury Charitable Tr
- Assets
- $1.8m
- Revenue
- $48.5k
- Investments
- $1.7m
- Employees
- 0
- Location
- Scottsdale, AZ
- Founding
- Data as of
- 12/2022
- EIN
- 82-6981817
Organization Overview
Agnese Nelms Haury Charitable Tr is located in Scottsdale, AZ. 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. Agnese Nelms Haury Charitable Tr 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, Agnese Nelms Haury Charitable Tr generated $48.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (34.3%) each year. All expenses for the organization totaled $29.9k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (42.7%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mary M Grier Co-Trustee | 10 | $0 | |
Gregory V Gadarian Co-Trustee | 1 | $0 | |
Tammy Barnett Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $16 |
| Dividends & Interest | $32,768 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,602 |
| Capital Gain Net Income | $11,602 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $4,118 |
| Total Revenue | $48,504 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $699 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,483 |
| Total operating and administrative expenses | $7,941 |
| Contributions, gifts, grants paid | $22,000 |
| Total expenses and disbursements | $29,941 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $9,531 |
| Savings and temporary cash investments | $73,527 |
| 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 | $1,726,760 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $6,021 |
| Total assets | $1,815,839 |
| 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, Agnese Nelms Haury Charitable Tr has awarded $22,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF ARIZONA FOUNDATION PURPOSE: LAS TORTUGAS ARCHAELOGICAL INVESTIGATION | $10,000 |
UNIVERSITY OF ARIZONA FOUNDATION PURPOSE: PATHWAY SCHOLARS PROGRAM | $10,000 |
JUVENILE DIABETES RESEARCH FOUNDATION PURPOSE: RESEARCH | $2,000 |