William O Emery Trust Uw 61 Fbo
- Assets
- $667.4k
- Revenue
- $101.5k
- Investments
- $660.7k
- Employees
- 0
- Location
- Portland, ME
- Founding
- 00/0000
- Data as of
- 08/2023
- EIN
- 01-6006981
Organization Overview
William O Emery Trust Uw 61 Fbo is located in Portland, ME. 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 08/2023, William O Emery Trust Uw 61 Fbo generated $101.5k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 30.4% each year . All expenses for the organization totaled $74.6k during the year ending 08/2023. While expenses have increased by 23.6% per year over the past 4 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $18,539 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $82,920 |
| Capital Gain Net Income | $82,920 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $101,459 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $3,872 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $286 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $4,958 |
| Contributions, gifts, grants paid | $69,650 |
| Total expenses and disbursements | $74,608 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $6,608 |
| 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 | $167,944 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $667,354 |
| 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, William O Emery Trust Uw 61 Fbo has awarded $69,650 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
SANFORD MARINERS BASEBALL TEAM PURPOSE: SUPPORT ORGANIZATION | $35,000 |
CITY OF SANFORD PURPOSE: GOV | $34,650 |