NEWARK, OH

Wilma L Gage Trust Uw

Quick Facts

EIN: 616320980
Location: NEWARK, OH
Category: Education
Total Assets: $241K
Annual Income: $115K
IRS Ruling Year: 2010
Organization Type: Non-Operating Foundation
Principal Officer: % Investment & Trust Group
Tax Deductibility: Contributions are deductible

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About This Foundation

Wilma L Gage Trust Uw is a private trust based in NEWARK, OH. The foundation received its IRS ruling in 2010. The principal officer is % Investment & Trust Group. It holds total assets of $241K. Annual income is reported at $115K. FOR THE BENEFIT OF CRESTLINE HIGH SCHOOL STUDENTS FOR COLLEGE TUITION. According to available records, Wilma L Gage Trust Uw has made 4 grants totaling $34K, with a median grant of $9K. Annual giving has grown from $8K in 2020 to $26K in 2022. Individual grants have ranged from $3K to $13K, with an average award of $8K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Ohio. Contributions to this foundation are tax-deductible.

Application Information

Preselected OnlyThis foundation typically selects grantees rather than accepting unsolicited proposals.

Programs & Activities

FOR THE BENEFIT OF CRESTLINE HIGH SCHOOL STUDENTS FOR COLLEGE TUITION

Expenses: $8K

Frequently Asked Questions

What does Wilma L Gage Trust Uw fund?

FOR THE BENEFIT OF CRESTLINE HIGH SCHOOL STUDENTS FOR COLLEGE TUITION. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in OH.

How much does Wilma L Gage Trust Uw give in grants?

Wilma L Gage Trust Uw has distributed a total of $34K across 4 grants. The median grant size is $9K, with an average of $8K. Individual grants have ranged from $3K to $13K.

How do I apply for a grant from Wilma L Gage Trust Uw?

Wilma L Gage Trust Uw typically selects its grantees rather than accepting unsolicited proposals.

Where is Wilma L Gage Trust Uw located?

Wilma L Gage Trust Uw is headquartered in NEWARK, OH.

Key People & Compensation (2023)

Name	Title	Compensation	Benefits	Total
Park National Bank	TRUSTEE	$4K	$0	$4K

990 Tax Filings

Year	Return Type	PDF
2023	990PF	View
2022	990PF	View
2021	990PF	View
2020	990PF

Research This Foundation

GuideStar / Candid ProPublica Nonprofit Explorer IRS Tax Exempt Status

Financial Overview

Total Giving

$38K

2023+107%

Total Assets

$217K

2023-5%

Fair Market Value

$441K

2023

Net Worth

$217K

2023

Grants Paid

$33K

2023

Contributions

2023

Net Investment Income

$24K

2023

Distribution Amount

$20K

2023

Total Giving by Year

Asset Growth

Revenue Over Time

Liabilities Over Time

Expense Breakdown (2023)

Revenue Sources (2023)

Capital Gains (Net): $18K
Dividends: $9K

Financial Details (2023)

Total Revenue: $27K
Total Expenses: $38K
Exempt Purpose Expenses: $35K
Required Distribution: $20K
Undistributed Income: $18K
Total Liabilities: $1
Excise Tax: $340
Tax Due: $340

Foundation Classification (2023)

Operating FoundationNo

Grants to IndividualsNo

Non-Charity GrantsNo

Lobbying ActivityNo

Excess Business HoldingsNo

Grantmaking Insights

Total Grants

Total Giving

$34K

Average Grant

$8K

Median Grant

$9K

Unique Recipients

Most Common Grant

$13K

Grant Disbursements by Year

Grant Range

Min$3K

Max$13K

Median: $9K

Smallest grantLargest grant

Openness to New Grantees (2022)

of 2022 grantees were first-time recipients

Grant Size Distribution

Geographic Distribution of Grants

OH$34K (4)

Past Grantees

Recipient	Location	Amount	Year
Marietta CollegeSCHOLARSHIP	Marietta, OH	$13K	2022
Kent State UniversitySCHOLARSHIP	Kent, OH	$4K	2020
Cleveland State UniversitySCHOLARSHIP	Cleveland, OH	$3K	2020