Delores G Plath Trust
- Assets
- $598.3k
- Revenue
- $70.5k
- Investments
- $589.0k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 00/0000
- Data as of
- 06/2023
- EIN
- 91-6237739
Organization Overview
Delores G Plath Trust is located in Milwaukee, WI. The organization was established in 0000. 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.
For the year ending 06/2023, Delores G Plath Trust generated $70.5k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 21.5% each year . All expenses for the organization totaled $57.1k during the year ending 06/2023. While expenses have increased by 3.6% per year over the past 6 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 2016, Delores G Plath Trust has awarded 18 individual grants totaling $221,498. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $19,844 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $50,680 |
| Capital Gain Net Income | $50,680 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $14 |
| Total Revenue | $70,538 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $12,481 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,741 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $25 |
| Total operating and administrative expenses | $15,747 |
| Contributions, gifts, grants paid | $41,328 |
| Total expenses and disbursements | $57,075 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $9,283 |
| 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 | $558,140 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $598,262 |
| 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, Delores G Plath Trust has awarded $41,328 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
THE NATURE CONSERVANCY PURPOSE: GENERAL OPERATING | $12,832 |
UNIVERSITY OF WASHINGTON PURPOSE: GENERAL OPERATING | $20,664 |
YAKIMA VALLEY REGIONAL LIBRARY PURPOSE: GENERAL OPERATING | $7,832 |