Polk County And Bolivar Charitable Trust
- Assets
- $3.2m
- Revenue
- -$80.1k
- Investments
- $3.1m
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 02/1987
- Data as of
- 12/2022
- EIN
- 94-3025701
Organization Overview
Polk County And Bolivar Charitable Trust is located in Chicago, IL. The organization was established in 1987. 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. Polk County And Bolivar 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.
Since 2017, Polk County And Bolivar Charitable Trust has awarded 94 individual grants totaling $1,264,534. 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.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE SUPPORT FOR THE CITY GOVT OF BOLIVAR, MO, COUNTY GOVT OF POLK COUNTY, MISSOURI AND ALL SCHOOL DISTRICTS OF POLK COUNTY
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDING INCOME FOR THE GOVERNMENTAL AND TAX-EXEMPT ORGANIZATION MENTIONED ABOVE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kaetjens Nunez Philanthropic Officer | Trustee | 2 | $0 |
Bill Braswell Director | Trustee | 2 | $0 |
Stacy Butterfield Director | Trustee | 2 | $0 |
Chris Warwick Director | Trustee | 2 | $0 |
Paula Hubbert Director | Trustee | 2 | $0 |
Name Not Listed Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $34,368 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$160,116 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | -$80,063 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $225,013 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $41,241 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $12,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $278,754 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $118,846 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $3,080,621 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,542 |
| Total assets | $3,201,009 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $225,013 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $225,013 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $2,975,996 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,201,009 |
Grants Awarded
Over the last fiscal year, Polk County And Bolivar Charitable Trust has awarded $217,982 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
POLK COUNTY COMMISSION PURPOSE: GENERAL OPERATIONS | $45,003 |
POLK COUNTY HEALTH CENTER PURPOSE: GENERAL OPERATIONS | $9,001 |
POLK COUNTY FAMILY SERVICES PURPOSE: GENERAL OPERATIONS | $9,001 |
POLK COUNTY COMMUNITY CENTER PURPOSE: GENERAL OPERATIONS | $9,001 |
UNIVERSITY OF MO EXTENSION CENTER PURPOSE: GENERAL OPERATIONS | $9,001 |
POLK COUNTY FIRE AND RESCUE PURPOSE: GENERAL OPERATIONS | $9,001 |