Dorothy M Thayer Memorial Trust Wells Fargo Ifs Fiduciary Tax Serices
- Assets
- $3.0m
- Revenue
- $85.4k
- Investments
- $3.0m
- Employees
- 0
- Location
- Charlotte, NC
- Founding
- Data as of
- 12/2017
- EIN
- 81-6075781
Organization Overview
Dorothy M Thayer Memorial Trust Wells Fargo Ifs Fiduciary Tax Serices is located in Charlotte, NC.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $107,990 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$17,400 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$5,220 |
| Total Revenue | $85,370 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $45,220 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,579 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $89 |
| Total operating and administrative expenses | $48,923 |
| Contributions, gifts, grants paid | $152,400 |
| Total expenses and disbursements | $201,323 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$1,193 |
| Savings and temporary cash investments | $15,557 |
| 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 | $626,034 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,021,739 |
| 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, Dorothy M Thayer Memorial Trust Wells Fargo Ifs Fiduciary Tax Serices has awarded $152,400 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
HELENA FOOD SHARE PURPOSE: OPERATIONS | $1,200 |
COAST GUARD MUTUAL ASSISTANCE PURPOSE: SUPPORT OPERATIONS | $50,000 |
LEWIS CLARK PUBLIC LIBRARY PURPOSE: OPERATIONS | $1,200 |
UNIVERSITY OF MONTANA FOUNDATION PURPOSE: SCHOLARSHIPS | $50,000 |
MONTANA STATE UNIVERSITY FOUNDATION PURPOSE: SCHOLARSHIPS | $50,000 |
View Grant Profile