S B Schaar And P K Whelpton Foundation
- Assets
- $6.8m
- Revenue
- $300.3k
- Investments
- $6.4m
- Employees
- 0
- Location
- Bellevue, WA
- Founding
- 11/1998
- Data as of
- 12/2022
- EIN
- 91-6468169
Organization Overview
S B Schaar And P K Whelpton Foundation is located in Bellevue, WA. The organization was established in 1998. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. S B Schaar And P K Whelpton Foundation 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, S B Schaar And P K Whelpton Foundation generated $300.3k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 5.6% each year. All expenses for the organization totaled $401.3k during the year ending 12/2022. While expenses have increased by 2.0% per year over the past 8 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 2015, S B Schaar And P K Whelpton Foundation has awarded 727 individual grants totaling $3,077,516. 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 |
|---|---|---|---|
Julie E Edsforth Managing Trustee | 1 | $0 | |
Jabe Blumenthal Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $3,702 |
| Interest on Savings | $0 |
| Dividends & Interest | $158,037 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $138,554 |
| Capital Gain Net Income | $138,554 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $300,293 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $10,766 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $35,185 |
| Contributions, gifts, grants paid | $366,163 |
| Total expenses and disbursements | $401,348 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $421,037 |
| 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 | $6,396,216 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $6,817,253 |
| 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 | $7,520 |
| Total liabilities | $7,520 |
Grants Awarded
Over the last fiscal year, S B Schaar And P K Whelpton Foundation has awarded $366,163 in support to 36 organizations.
| Grant Recipient | Amount |
|---|---|
ALASKA PROGRESSIVE DONOR TABLE PURPOSE: CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES | $20,000 |
BLACK MALE VOTER PROJECT EDUCATION FUND PURPOSE: CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES | $25,000 |
CHILDREN'S ALLIANCE PURPOSE: CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES | $1,063 |
CONSERVATION NORTHWEST PURPOSE: CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES | $2,500 |
CLIMATE SOLUTIONS PURPOSE: CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES | $45,000 |
COLLEGE SUCCESS FOUNDATION PURPOSE: CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES | $7,500 |