Charles F Williams Estate Tr
- Assets
- $308.4k
- Revenue
- $10.2k
- Investments
- $296.2k
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 12/1970
- Data as of
- 02/2024
- EIN
- 06-6138018
Organization Overview
Charles F Williams Estate Tr is located in Dallas, TX. The organization was established in 1970. 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 02/2024, Charles F Williams Estate Tr generated $10.2k in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 11.5% each year . All expenses for the organization totaled $19.2k during the year ending 02/2024. While expenses have increased by 2.2% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Charles F Williams Estate Tr has awarded 160 individual grants totaling $123,000. 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.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $8,343 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,117 |
| Capital Gain Net Income | $1,117 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $788 |
| Total Revenue | $10,248 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,563 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $255 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $178 |
| Total operating and administrative expenses | $4,173 |
| Contributions, gifts, grants paid | $15,000 |
| Total expenses and disbursements | $19,173 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $12,234 |
| 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 | $308,440 |
| 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 |
Grants Awarded
Over the last fiscal year, Charles F Williams Estate Tr has awarded $15,000 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
THE NIGHTINGALE-BAMFORD SCHOOL PURPOSE: SCHOLARSHIP | $500 |
LREI - HIGH SCHOOL PURPOSE: SCHOLARSHIP | $500 |
MARYMOUNT SCHOOL PURPOSE: SCHOLARSHIP | $500 |
RIVERDALE COUNTRY SCHOOL PURPOSE: UNRESTRICTED GENERAL | $500 |
THE CATHEDRAL SCHOOL PURPOSE: SCHOLARSHIP | $8,500 |
BARD COLLEGE AT SIMON'S ROCK PURPOSE: SCHOLARSHIP | $500 |