Also known as: CHARITABLE FOUNDATION
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Ernst W & Agnes W Kaulbach Charitable Trust Indenture is a private trust based in PALM BCH GDNS, FL. The foundation received its IRS ruling in 1996. The principal officer is Austin S Felis. It holds total assets of $1.5M. Annual income is reported at $225K. Total assets have decreased from $2.5M in 2010 to $1.6M in 2022. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Connecticut, Florida and Vermont. According to available records, Ernst W & Agnes W Kaulbach Charitable Trust Indenture has made 19 grants totaling $132K, with a median grant of $5K. Individual grants have ranged from N/A to $45K, with an average award of $7K. The foundation has supported 19 unique organizations. The foundation primarily supports organizations in Connecticut, Vermont, Florida, which account for 84% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$3K
Average Grant
$10K
Largest Grant
$40K
Based on 15 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Ernst W & Agnes W Kaulbach Charitable Trust Indenture primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 19 grants. Its grantmaking reaches organizations primarily in CT, VT, FL.
Ernst W & Agnes W Kaulbach Charitable Trust Indenture has distributed a total of $132K across 19 grants. The median grant size is $5K, with an average of $7K. Individual grants have ranged from N/A to $45K.
Ernst W & Agnes W Kaulbach Charitable Trust Indenture typically selects its grantees rather than accepting unsolicited proposals.
Ernst W & Agnes W Kaulbach Charitable Trust Indenture is headquartered in PALM BCH GDNS, FL. While based in FL, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Austin Felis | TRUSTEE | $33K | $0 | $33K |
Total Giving
$171K
Total Assets
$1.6M
Fair Market Value
$2.9M
Net Worth
$1.3M
Grants Paid
$132K
Contributions
N/A
Net Investment Income
$93K
Distribution Amount
$137K
Total: $1.2M
Total Grants
19
Total Giving
$132K
Average Grant
$7K
Median Grant
$5K
Unique Recipients
19
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Bridgeport HospitalCAPITAL CAMPAIGN | Bridgeport, CT | $45K | 2023 |
| Cardinal Shehan CtrENDOWMENT FUND COMMITTED TO YOUTH | Bridgeport, CT | $12K | 2023 |
| Kolbe Catholic High SchoolOPERATIONS | Bridgeport, CT | $11K | 2023 |
| Barnum FestivalOPERATIONS | Bridgeport, CT | $10K | 2023 |
| HildeneOPERATING FUNDS | Manchester, VT | $10K | 2023 |
| Bridgeport Rescue MissionOPERATIONS | Bridgeport, CT | $10K | 2023 |
| Special Olympics Of VtOPERATIONS | So Burlington, VT | $6K | 2023 |
| St Joseph HighOPERATIONS | Trumbull, CT | $5K | 2023 |
| Evans SchoolOPERATIONS | Palm Beach Gardens, FL | $5K | 2023 |
| New Canaan FoundationOPERATIONS | New Canaan, CT | $5K | 2023 |
| Wakeman Boys ClubOPERATIONS | Bridgeport, CT | $5K | 2023 |
| Caroline HouseOPERATIONS | Bridgeport, CT | $3K | 2023 |
| Crossroads ClubOPERATIONS | Hopedale, MA | $2K | 2023 |
| Mcgivney CenterOPERATING FUNDS | Bridgeport, CT | $1K | 2023 |
| Pequot LibraryOPERATIONS | Southport, CT | $1K | 2023 |
| Manchester Community LibraryOPERATIONS | Manchester Center, VT | $1K | 2023 |
| Bart Ruggrene CenterOPERATIONS | Peru, VT | $500 | 2023 |
| Sisters Of Sacred HeartOPERATIONS | Radnor, PA | $500 | 2023 |
| Ete LpOPERATIONS | Dallas, TX | N/A | 2023 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL