Jefferson Lee Wilkey Residual Tr
- Assets
- $226.1k
- Revenue
- $11.2k
- Investments
- $219.7k
- Employees
- 0
- Location
- Birmingham, AL
- Founding
- 00/0000
- Data as of
- 12/2022
- EIN
- 63-6054194
Organization Overview
Jefferson Lee Wilkey Residual Tr is located in Birmingham, AL. 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 12/2022, Jefferson Lee Wilkey Residual Tr generated $11.2k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.3% each year. All expenses for the organization totaled $18.7k during the year ending 12/2022. While expenses have increased by 2.3% per year over the past 7 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $5,241 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $5,913 |
| Capital Gain Net Income | $5,913 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $11,154 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $4,865 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $230 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $6,095 |
| Contributions, gifts, grants paid | $12,597 |
| Total expenses and disbursements | $18,692 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $6,397 |
| 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 | $219,693 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $226,090 |
| 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, Jefferson Lee Wilkey Residual Tr has awarded $12,597 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
CEREBRAL PALSY INT'L RSRCH FNDTN ATTN PURPOSE: GENERAL OPERATING | $4,199 |
GATEWAY ATTN ACCOUNTING PURPOSE: GENERAL OPERATING | $4,199 |
UAB SPAIN REHABILITATION CENTER PURPOSE: GENERAL OPERATING | $4,199 |