Jeanne E Kotrba Charitable Trust
- Assets
- $2.7m
- Revenue
- $53.9k
- Investments
- $2.6m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 06/2019
- Data as of
- 12/2022
- EIN
- 90-1437403
Organization Overview
Jeanne E Kotrba Charitable Trust is located in Milwaukee, WI. The organization was established in 2019. 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. Jeanne E Kotrba 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 12/2022, Jeanne E Kotrba Charitable Trust generated $53.9k 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 (18.6%) each year. All expenses for the organization totaled $204.9k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Jeanne E Kotrba Charitable Trust has awarded 21 individual grants totaling $431,446. 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 |
|---|---|---|---|
Georgia Rud Co-Trustee | 0.5 | $0 | |
Richard Lee Co-Trustee | 0.5 | $0 | |
Us Bank Wealth Management Trust Committee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $72,574 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$18,749 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $26 |
| Total Revenue | $53,851 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $41,606 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,339 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $25 |
| Total operating and administrative expenses | $49,570 |
| Contributions, gifts, grants paid | $155,342 |
| Total expenses and disbursements | $204,912 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $37,160 |
| 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 | $1,932,274 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $2,112 |
| Total assets | $2,667,620 |
| 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, Jeanne E Kotrba Charitable Trust has awarded $155,342 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
SACRED HEART CATHOLIC CHURCH PURPOSE: GENERAL OPERATING | $62,137 |
MN STATE COLLEGES AND UNIVERSITIES PURPOSE: GENERAL OPERATING | $38,836 |
MARSHALL COUNTY HISTORICAL SOCIETY PURPOSE: GENERAL OPERATING | $15,534 |
WARREN-ALVARADO-OSLO SCHOOL PURPOSE: GENERAL OPERATING | $15,534 |
NORTHLANDS RESCUE MISSION PURPOSE: GENERAL OPERATING | $23,301 |