Louis F Keyes Charitable Remainder Trust Ua Fleet National Bank
- Assets
- $777.5k
- Revenue
- $27.4k
- Investments
- $752.0k
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 11/1999
- Data as of
- 12/2023
- EIN
- 04-3414777
Organization Overview
Louis F Keyes Charitable Remainder Trust Ua Fleet National Bank is located in Dallas, TX. The organization was established in 1999. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, 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. Louis F Keyes Charitable Remainder Trust Ua Fleet National Bank is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Louis F Keyes Charitable Remainder Trust Ua Fleet National Bank generated $27.4k in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 10.0% each year . All expenses for the organization totaled $43.4k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Louis F Keyes Charitable Remainder Trust Ua Fleet National Bank has awarded 28 individual grants totaling $255,516. 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.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $20,683 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $4,524 |
| Capital Gain Net Income | $4,524 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2,201 |
| Total Revenue | $27,408 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $11,885 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $634 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $479 |
| Total operating and administrative expenses | $14,248 |
| Contributions, gifts, grants paid | $29,156 |
| Total expenses and disbursements | $43,404 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $25,555 |
| 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 | $777,528 |
| 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, Louis F Keyes Charitable Remainder Trust Ua Fleet National Bank has awarded $29,156 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
TRINITY UNITED METHODIST CHURCH PURPOSE: UNRESTRICTED GENERAL | $7,289 |
NEW ENGLAND DEACONESS ASSOCIATION PURPOSE: UNRESTRICTED GENERAL | $4,981 |
GLENMEADOW INC PURPOSE: UNRESTRICTED GENERAL | $7,289 |
OVERLOOK MASONIC HEALTH CENTER INC PURPOSE: UNRESTRICTED GENERAL | $9,597 |