Co-Tr Ir Char Wallace Shields
- Assets
- $478.0k
- Revenue
- $15.5k
- Investments
- $469.3k
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 00/0000
- Data as of
- 12/2023
- EIN
- 48-6338331
Organization Overview
Co-Tr Ir Char Wallace Shields is located in Dallas, TX. The organization was established in 0000. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2023, Co-Tr Ir Char Wallace Shields generated $15.5k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 0.7% each year. All expenses for the organization totaled $28.1k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Co-Tr Ir Char Wallace Shields has awarded 80 individual grants totaling $176,305. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bank Of America N A Co-Trustee | 1 | $7,324 | |
Jon Root Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $14,733 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$1,584 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2,314 |
| Total Revenue | $15,463 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $7,324 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $261 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $214 |
| Total operating and administrative expenses | $9,049 |
| Contributions, gifts, grants paid | $19,058 |
| Total expenses and disbursements | $28,107 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $8,781 |
| 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 | $478,037 |
| 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, Co-Tr Ir Char Wallace Shields has awarded $19,058 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN CANCER SOCIETY INC PURPOSE: UNRESTRICTED GENERAL | $3,812 |
AMERICAN HEART ASSOCIATION PURPOSE: UNRESTRICTED GENERAL | $3,812 |
NEWHOUSE INC PURPOSE: UNRESTRICTED GENERAL | $635 |
SYNERGY SERVICES INC PURPOSE: UNRESTRICTED GENERAL | $635 |
CURATORS OF THE UNIVERSITY OF MISSOURI PURPOSE: UNRESTRICTED GENERAL | $3,812 |
HOPE HOUSE INC PURPOSE: UNRESTRICTED GENERAL | $635 |