Tr U W Mary M Coes Char Tr is located in Dallas, TX. The organization was established in 0000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2023, Tr U W Mary M Coes Char Tr generated $139.3k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (1.7%) each year. All expenses for the organization totaled $225.1k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (1.1%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Tr U W Mary M Coes Char Tr has awarded 35 individual grants totaling $1,498,805. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $109,720 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $17,573 |
| Capital Gain Net Income | $17,573 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $11,982 |
| Total Revenue | $139,275 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $50,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,528 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,503 |
| Total operating and administrative expenses | $58,031 |
| Contributions, gifts, grants paid | $167,065 |
| Total expenses and disbursements | $225,096 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $49,910 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,244,152 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Over the last fiscal year, Tr U W Mary M Coes Char Tr has awarded $167,065 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
ECOTARIUM PURPOSE: UNRESTRICTED GENERAL | $33,413 |
GIRLS INC OF WORCESTER PURPOSE: UNRESTRICTED GENERAL | $35,803 |
WORCESTER ANIMAL RESCUE LEAGUE PURPOSE: UNRESTRICTED GENERAL | $31,023 |
VISITING NURSE ASSOC OF WORC PURPOSE: UNRESTRICTED GENERAL | $33,413 |
BOYS & GIRLS CLUB OF WORCESTER PURPOSE: UNRESTRICTED GENERAL | $33,413 |