Clara L D Jeffery Uw Charitable Residuary Trust
- Assets
- $9.2m
- Revenue
- $1.2m
- Investments
- $8.5m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 12/1970
- Data as of
- 12/2022
- EIN
- 22-6138410
Organization Overview
Clara L D Jeffery Uw Charitable Residuary Trust 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 12/2022, Clara L D Jeffery Uw Charitable Residuary Trust generated $1.2m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 23.0% each year . All expenses for the organization totaled $746.3k during the year ending 12/2022. While expenses have increased by 0.1% per year over the past 5 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bank Of America Na Co-Trustee | 1 | $55,466 | |
Lisa Whitescarver Co-Trustee | 1 | $21,815 | |
Mary B Partridge Co-Trustee | 1 | $0 | |
Jeffrey Burke Co-Trustee | 1 | $5,375 | |
Samuel B Partridge Co-Trustee | 1 | $5,375 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $255,412 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $983,111 |
| Capital Gain Net Income | $983,111 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,238,523 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $88,031 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $52,573 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $146,290 |
| Contributions, gifts, grants paid | $600,000 |
| Total expenses and disbursements | $746,290 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $619,001 |
| 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 | $9,162,711 |
| 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 |