Cause IQ organization profile

Melitta S Pick Charitable Trust

Form 990s | Financials | Vendors | Peers

Melitta S Pick Charitable Trust is a private foundation based in Milwaukee, WI that was founded in 1972. As of 2019 they had $4.3 million in revenue and $59 million in assets.

Previous legal names or variations of their name include: Melitta S And Joan M Pick Charitable Trust; and George A Dionisopoulos.

EIN:

23-7243490

City:

Milwaukee

State:

Wisconsin

Founded:

1972

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$4,341,082

Assets:

$59,833,475

Fiscal year end:

January

Revenue trends:

Asset trends:

Form 990s for Melitta S Pick Charitable Trust

Fiscal year ending	Date received by IRS	Form	PDF link
2019-01	Jan 23, 2020	990PF	View PDF
2018-01	Mar 15, 2019	990PF	View PDF
2017-01	Mar 14, 2018	990PF	View PDF
2016-01	Oct 20, 2016	990PF	View PDF
2015-01	Jun 25, 2015	990PF	View PDF
...and three more Form 990 PDFs

Financials for Melitta S Pick Charitable Trust

Field	2019	2018	% Change
Total grants, contributions, etc.	$0	$0
Investment income and dividends	$1,345,320	$1,298,160	3.6%
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$2,972,058	$2,583,263	15.1%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$23,704	$-61,052	138.8%
Total revenues	$4,341,082	$3,820,371	13.6%

Field	2019	2018	% Change
Compensation of current officers, etc.	$237,025	$219,850	7.8%
Non-officer salaries and wages	$0	$0
Pension/retirement accruals and contributions	$0	$0
Legal fees	$0	$0
Accounting fees	$45,675	$39,750	14.9%
Other fee-for-service	$329,912	$183,007	80.3%
Interest	$6	$6	0%
Depreciation, amortization, etc.	$0	$0
Occupancy	$0	$0
Travel	$0	$0
Office expenses
Grants to all govts., orgs., and individuals	$4,055,326	$4,063,340	-0.2%
All other expenses	$70,263	$66,312	6.0%
Total expenses	$4,738,207	$4,572,265	3.6%

Field	2019	2018	% Change
Cash (non-interest-bearing)	$0	$0
Savings, short-term investments, etc.	$1,117,953	$1,520,429	-26.5%
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	$100,691	-100%
Investments in corporate stock	$56,429,064	$54,907,709	2.8%
Investments in corporate bonds	$0	$2,152,607	-100%
Investments in land, buildings, and equipment	$0	$0
Investments in mortgage loans	$0	$0
Other types of investments	$0	$0
Buildings, equipment, etc. post-depreciation	$0	$0
Other assets	$2,286,458	$1,549,395	47.6%
Total assets	$59,833,475	$60,230,831	-0.7%

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 Melitta S Pick Charitable Trust

Vendor	Services	Amount paid	Date
Foley and Lardner LLP	Tax accounting		2020-01-23

Peer private foundations

	Name	Type	Revenue	Location
1	Anon Charitable Trust	501(c)(3)	$1.6 million	Milwaukee, WI
2	Cornerstone Foundation of Northeastern Wisconsin	501(c)(3)	$2.6 million	Green Bay, WI
3	Mercy Works Foundation	501(c)(3)	$6.0 million	Appleton, WI
4	Kellogg Family Foundation	501(c)(3)	$2.9 million	Milwaukee, WI
5	BA and Esther Greenheck Foundation	501(c)(3)	$3.0 million	Wausau, WI
6	The Brookby Foundation	501(c)(3)	$2.3 million	Milwaukee, WI
7	1923 Fund	501(c)(3)	$4.5 million	Milwaukee, WI
8	Daniel M Soref Rvoc Trust	501(c)(3)	$4.1 million	Milwaukee, WI
9	Oscar and Augusta Schlegel Foundation	501(c)(3)	$1.1 million	Milwaukee, WI
10	The Yabuki Family Foundation	501(c)(3)	$2.7 million	Milwaukee, WI
11	Selma J Hartke Community Foundation	501(c)(3)	$1.3 million	Milwaukee, WI
12	J J Keller Foundation	501(c)(3)	$4.4 million	Neenah, WI
13	Richard and Ethel Herzfeld Foundation	501(c)(3)	$5.0 million	Milwaukee, WI
14	Lunda Charitable Fund	501(c)(3)	$2.2 million	Black River Falls, WI
15	Argosy Foundation	501(c)(3)	$6.7 million	Milwaukee, WI
16	Ab Nicholas Scholarship Foundation	501(c)(3)	$4.5 million	Mequon, WI
17	Oscar Rennebohm Foundation	501(c)(3)	$2.8 million	Madison, WI
18	Wisconsin Public Service Foundation	501(c)(3)	$2.7 million	Green Bay, WI
19	Eugene J Eder Charitable Foundation	501(c)(3)	$3.7 million	Milwaukee, WI
20	William T Evjue Charitable Trust	501(c)(3)	$1.7 million	Madison, WI
21	Patrick J and Janet L Thompson Family Foundation	501(c)(3)	$1.1 million	Milwaukee, WI
22	Joseph and Vera Zilber Charitable Foundation	501(c)(3)	$15 million	Milwaukee, WI
23	Raibrook Foundation	501(c)(3)	$2.0 million	Sturgeon Bay, WI
24	Legacy Foundation of Central Wisc	501(c)(3)	$6.9 million	Wisconsin Rapids, WI
25	Dwight And Linda Davis Foundation	501(c)(3)	$8.5 million	Wausau, WI

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Cause IQ organization profile

Melitta S Pick Charitable Trust

Form 990s for Melitta S Pick Charitable Trust

Financials for Melitta S Pick Charitable Trust

Vendors for Melitta S Pick Charitable Trust

Peer private foundations

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