Carrie Lewith Charitable Trust
- Assets
- $11.2m
- Revenue
- $406.5k
- Investments
- $10.2m
- Employees
- 0
- Location
- Bainbridge Island, WA
- Founding
- 08/1984
- Data as of
- 12/2021
- EIN
- 91-6061781
Organization Overview
Carrie Lewith Charitable Trust is located in Bainbridge Island, WA. The organization was established in 1984. 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carrie Lewith 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 12/2021, Carrie Lewith Charitable Trust generated $406.5k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 15.6% each year . All expenses for the organization totaled $590.6k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATE HOME FOR AGED WIDOWS: DIRECT CHARITABLE OUTLAYS
GRANTS AND ASSISTANCE: DIRECT CHARITABLE OUTLAYS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Marianne Jones Executive Director | 20 | $68,499 | |
Zach Anderson Director Of Operations | 24 | $59,545 | |
Anya Edwards Trustee | 10 | $52,796 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $249 |
| Dividends & Interest | $262,887 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $130,217 |
| Capital Gain Net Income | $130,217 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $13,124 |
| Total Revenue | $406,477 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $58,023 |
| Other employee salaries and wages | $150,058 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,284 |
| Depreciation | $18,952 |
| Occupancy | $108,196 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $12,880 |
| Total operating and administrative expenses | $365,606 |
| Contributions, gifts, grants paid | $225,000 |
| Total expenses and disbursements | $590,606 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $55,946 |
| Savings and temporary cash investments | $187,248 |
| Net Accounts receivable | $9,169 |
| 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 | $376,109 |
| Net Land, buildings, and equipment | $721,186 |
| Other assets | $8,877 |
| Total assets | $11,195,908 |
| 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, Carrie Lewith Charitable Trust has awarded $214,400 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
Seattle, WA PURPOSE: HOUSING FOR LOW-INCOME SENIORS | $200,000 |
J SOUTHERN PURPOSE: LIVING STIPEND FOR INDIGENT RESIDENT OF FOUNDATION'S HOME FOR THE ELDERLY | $4,800 |
M A STONE PURPOSE: LIVING STIPEND FOR INDIGENT RESIDENT OF FOUNDATION'S HOME FOR THE ELDERLY | $4,800 |
L LINDHOLM PURPOSE: LIVING STIPEND FOR INDIGENT RESIDENT OF FOUNDATION'S HOME FOR THE ELDERLY | $4,800 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Carpenters-Employers Vacation Trust Of Western Washington Seattle, WA | $5,203,144 | $22,846,334 |
Board Of Trustees Agc Trust Of Montana Spokane, WA | $18,871,331 | $11,144,345 |
Wattis Dumke Foundation Inc Ketchum, ID | $124,566 | $75,918 |
Tongass Timber Trust Mukilteo, WA | $5,700,029 | $5,800,281 |
The Dalai Lama Foundation Shoreline, WA | $6,300,895 | $851,528 |
Carrico Family Foundation Medford, OR | $33,120,720 | $4,067,868 |
One Call For All Bainbridge Island, WA | $2,280,086 | $2,720,804 |
Laidir Foundation Seattle, WA | $43,862,995 | $7,463,532 |
The Berwick Degel Family Foundation Seattle, WA | $7,563,453 | $2,078,571 |
Martin Fabert Foundation Seattle, WA | $16,791,263 | $328,208 |
Austin Family Foundation Newberg, OR | $30,047,559 | $1,660,315 |
Bellarmine Benefactors Trust Spokane, WA | $24,555,171 | $2,993,701 |