EIN 20-5177582

Zita Charitable NP Trust XXXXX0155

Grantmaking|Funding|Personnel|Financials|Form 990s|Peers

IRS 501(c) type

501(c)(3)

Num. employees

1

City

State

Year formed

2008

Most recent tax filings

2023-12-01

NTEE code, primary

T20: Private Foundations

Description

Zita Charitable NP Trust XXXXX4009 is a private foundation that primarily funds charitable organizations. Last year, it made one grant to the Holy Angels Residential Facility. The trust is located in Shreveport, Louisiana.

Also known as...

Zita Charitable Trust

Total revenues

$2,645,964

2023

Total expenses

$1,016,826

2023

Total assets

$27,384,706

2023

Num. employees

1

2023

Grants made by Zita Charitable NP Trust XXXXX0155

Grantee	Grant description	Grant year	Amount
Holy Angels Residential Facility I	Charitable	2023-12	$879,311
Evergreen Life Services / Evergreen Presbyterian Ministries of Texas Inc	Charitable	2023-12	$500
The Arc Caddo-Bossier	Charitable	2023-12	$500

Who funds Zita Charitable NP Trust XXXXX0155

Grants from foundations and other nonprofits

Grantmaker	Grantmaker tax period	Description	Amount
The Betty C and James K Laroe JR Foundation	2023-12	Sister Concetta Fund	$30,000

Personnel at Zita Charitable NP Trust XXXXX0155

Name	Title	Date of data
Tim Quinn	Trust Officer	2023-05-18

Financials for Zita Charitable NP Trust XXXXX0155

Revenues	FYE 12/2023	FYE 12/2022	% Change
Total grants, contributions, etc.	$2,128,010	$875,109	143.2%
Investment income and dividends	$807,783	$576,444	40.1%
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$-289,829	$186,893	-255.1%
Gross sales of inventory	$0	$0	-
Miscellaneous revenues	$0	$0	-
Total revenues	$2,645,964	$1,638,446	61.5%

Form 990s for Zita Charitable NP Trust XXXXX0155

Fiscal year ending	Date received by IRS	Form	PDF link
2023-12	2024-05-14	990PF	View PDF
2022-12	2023-05-18	990PF	View PDF
2021-12	2022-03-24	990PF	View PDF
2020-12	2021-05-12	990PF	View PDF
2019-12	2021-06-10	990PF	View PDF
...and 9 more Form 990s

Organizations like Zita Charitable NP Trust XXXXX0155

Organization	Type	Location	Revenue
Jesse Parker Williams Foundation	501(c)(3)	Atlanta, GA	$1,289,453
Volo Foundation	501(c)(3)	Palm Beach Gardens, FL	$7,029,223
Gerbode Foundation	501(c)(3)	Berkeley, CA	$2,731,616
The Steele Foundation	501(c)(3)	Phoenix, AZ	$6,342,764
The Carmel Hill Fund Education Program	501(c)(3)	New York, NY	$11,882,919
Richard and Ethel Herzfeld Foundation	501(c)(3)	Milwaukee, WI	$1,657,216
Rita J and Stanley H Kaplan Family Foundation	501(c)(3)	New York, NY	$3,557,767
The Leonettio'Connell Family Foundation	501(c)(3)	Los Angeles, CA	$2,950,119
Coretz Family Foundation	501(c)(3)	Tulsa, OK	$7,384,201
Society of the Friendly Sons of Saint Patrick in the City of New York	501(c)(3)	New York, NY	$759,654

Data update history

July 14, 2024

Received grants

Identified 1 new grant, including a grant for $30,000 from The Betty C and James K Laroe JR Foundation

November 25, 2023

Posted financials

Added Form 990PF for fiscal year 2021

July 22, 2023

Posted financials

Added Form 990PF for fiscal year 2022

May 15, 2023

Updated personnel

Identified 1 new personnel

February 3, 2023

Posted financials

Added Form 990PF for fiscal year 2020

Nonprofit Types

Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities

Issues

No issues found

Characteristics

Provides grantsState / local levelTax deductible donations

General information

Address: 333 Texas St Suite 699; Shreveport, LA 71101
Metro area: Shreveport-Bossier City, LA
County: Caddo Parish, LA
Phone: (318) 588-6820

IRS details

EIN: 20-5177582
Fiscal year end: December
Taxreturn type: Form 990-PF
Year formed: 2008
Eligible to receive tax-deductible contributions (Pub 78): Yes

Categorization

NTEE code, primary: T20: Private Foundations
NAICS code, primary: 813211: Grantmaking Foundations
Parent/child status: Independent

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