Cause IQ organization profile

Alberta M and Glen Clayton Charitable

Form 990s | Financials | Vendors | Personnel | Peers

Alberta M and Glen Clayton Charitable is a private foundation based in Milwaukee, WI that was founded in 1991. As of 2019 they had $64,081 in revenue and $981,152 in assets.

Alberta M and Glen Clayton Charitable makes grants to other organizations, such as $23,893 to Missouri Southern Foundation for "General Operating"; $10,329 to Crowder College Foundation for "General Operating"; and $2,137 to Pittsburg State University Foundation for "General Operating".

Previous legal names or variations of their name include: Alberta M And Glen Clayton Charitable Scholarship Fund; and Us Bank.

EIN:

43-6396814

City:

Milwaukee

State:

Wisconsin

Founded:

1991

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$64,081

Assets:

$981,152

Fiscal year end:

March

Revenue trends:

Asset trends:

Form 990s for Alberta M and Glen Clayton Charitable

Fiscal year ending	Date received by IRS	Form	PDF link
2019-03	Oct 7, 2019	990PF	View PDF
2018-03	Oct 16, 2018	990PF	View PDF
2017-03	Oct 17, 2017	990PF	View PDF
2016-03	Dec 16, 2016	990PF	View PDF
2015-03	Jun 17, 2015	990PF	View PDF
...and three more Form 990 PDFs

Financials for Alberta M and Glen Clayton Charitable

Field	2019	2018	% Change
Total grants, contributions, etc.	$0	$0
Investment income and dividends	$27,997	$29,181	-4.1%
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$36,084	$35,117	2.8%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$0	$0
Total revenues	$64,081	$64,298	-0.3%

Field	2019	2018	% Change
Compensation of current officers, etc.	$16,689	$16,908	-1.3%
Non-officer salaries and wages	$0	$0
Pension/retirement accruals and contributions	$0	$0
Legal fees	$0	$0
Accounting fees	$1,250	$1,250
Other fee-for-service	$0	$0
Interest	$0	$0
Depreciation, amortization, etc.	$0	$0
Occupancy	$0	$0
Travel	$0	$0
Office expenses
Grants to all govts., orgs., and individuals	$48,509	$49,548	-2.1%
All other expenses	$1,638	$1,794	-8.7%
Total expenses	$68,086	$69,500	-2.0%

Field	2019	2018	% Change
Cash (non-interest-bearing)	$0	$75	-100%
Savings, short-term investments, etc.	$8,726	$6,177	41.3%
Accounts receivable	$0	$0
Pledges and grants receivable	$0	$0
Loans receivable from officers, directors, etc.	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$0
Investments in government obligations	$0	$0
Investments in corporate stock	$413,112	$630,111	-34.4%
Investments in corporate bonds	$299,005	$348,839	-14.3%
Investments in land, buildings, and equipment	$0	$0
Investments in mortgage loans	$0	$0
Other types of investments	$260,309	$0	999%
Buildings, equipment, etc. post-depreciation	$0	$0
Other assets	$0	$0
Total assets	$981,152	$985,202	-0.4%

Field	2019	2018
Accounts payable and accrued expenses	$0	$0
Grants payable	$0	$0
Deferred revenue	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Other liabilities	$0	$0
Total liabilities	$0	$0

Field	2019	2018
Unrestricted net assets	$0	$0
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Alberta M and Glen Clayton Charitable

Vendor	Services	Amount paid	Date
Pricewaterhousecoopers LLP	Tax accounting		2019-07-26

Personnel at Alberta M and Glen Clayton Charitable

Name	Title	Compensation	Most recent data
U S Bank N A By	Trustee	-	Oct. 7, 2019

Peer private foundations

	Name	Type	Revenue	Location
1	Henry S Pernot Scholarship Fund	501(c)(3)	$21,550	Milwaukee, WI
2	T Max Stanger and Cardella D Stanger Private	501(c)(3)	$31,569	Milwaukee, WI
3	Gary G Taylor Charitable Trust	501(c)(3)	$127,557	Milwaukee, WI
4	Edwin and Lucille Eggen Scholarship Fund	501(c)(3)	$32,985	Madison, WI
5	Moses and Caroline Shallow Scholarship Foundation	501(c)(3)	$143,279	Wausaukee, WI
6	G Russell Morgan Scholarship Fund	501(c)(3)	$20,472	Milwaukee, WI
7	Walter LJ Davies SCH Trust	501(c)(3)	$51,845	Milwaukee, WI
8	Jenkins Student Aid Fund	501(c)(3)	$51,477	Milwaukee, WI
9	Millard C Hamer TR Uw	501(c)(3)	$163,790	Milwaukee, WI
10	J P and Maude V Schroeder Memorial Trust	501(c)(3)	$50,605	Milwaukee, WI
11	Aitkenhead Memorial Scholarship Trust	501(c)(3)	$85,101	Milwaukee, WI
12	Lind Alma and Henry Foundation 1045001414	501(c)(3)	$23,510	La Crosse, WI
13	Randall L Noper Charitable Trust	501(c)(3)	$51,259	Milwaukee, WI
14	William Bartlett Test Trust	501(c)(3)	$26,004	Milwaukee, WI
15	Kennett Arthur Educational Fund	501(c)(3)	$57,074	Milwaukee, WI
16	Mildred Jayne Moore and HJ Ham Moore Trust	501(c)(3)	$17,363	Milwaukee, WI
17	Kilroy Michael Charitable Trust	501(c)(3)	$81,521	Milwaukee, WI
18	Suhr Family Mem Scholarship Fund	501(c)(3)	$17,026	Milwaukee, WI
19	Robert E and Maxine Gaines Mcauley	501(c)(3)	$53,719	Milwaukee, WI
20	Plunkett Family Foundation	501(c)(3)	$92,272	Milwaukee, WI
21	Harley A and Lillian M Butler Foundation	501(c)(3)	$95,569	Milwaukee, WI
22	Evergreen Manor Endow Trust	501(c)(3)	$88,463	Milwaukee, WI
23	Fletcher Margaret Mudd Charitable Foundation	501(c)(3)	$30,624	Milwaukee, WI
24	W and R Van Zile Scholarship Foundation	501(c)(3)	$316,085	Milwaukee, WI
25	Andrew F Bell and Edith M Bell Charitable Trust	501(c)(3)	$62,711	Milwaukee, WI

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Cause IQ organization profile

Alberta M and Glen Clayton Charitable

Form 990s for Alberta M and Glen Clayton Charitable

Financials for Alberta M and Glen Clayton Charitable

Vendors for Alberta M and Glen Clayton Charitable

Personnel at Alberta M and Glen Clayton Charitable

Peer private foundations

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