Nathaniel Wheeler Tr Ua
- Assets
- $1.4m
- Revenue
- $40.5k
- Investments
- $1.3m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 04/1999
- Data as of
- 12/2023
- EIN
- 04-6437271
Organization Overview
Nathaniel Wheeler Tr Ua is located in Dallas, TX. The organization was established in 1999. According to its NTEE Classification (C12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Environment and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Nathaniel Wheeler Tr Ua 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, Nathaniel Wheeler Tr Ua generated $40.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (3.1%) each year. All expenses for the organization totaled $95.6k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (0.2%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Nathaniel Wheeler Tr Ua has awarded 60 individual grants totaling $501,180. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $36,881 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$363 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $3,946 |
| Total Revenue | $40,464 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $21,190 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,125 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $825 |
| Total operating and administrative expenses | $28,174 |
| Contributions, gifts, grants paid | $67,447 |
| Total expenses and disbursements | $95,621 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $61,723 |
| 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 | $1,393,027 |
| 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, Nathaniel Wheeler Tr Ua has awarded $67,447 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
WORCESTER EDUCATIONAL PURPOSE: UNRESTRICTED GENERAL | $3,590 |
WORCESTER HISTORICAL MUSEUM PURPOSE: UNRESTRICTED GENERAL | $4,745 |
REGIONAL ENVIRONMENTAL COUNCIL PURPOSE: UNRESTRICTED GENERAL | $2,515 |
WORCESTER GARDEN CLUB PURPOSE: UNRESTRICTED GENERAL | $10,069 |
WORCESTER COUNTY HORTICULTURAL PURPOSE: UNRESTRICTED GENERAL | $39,200 |
UNITARIAN UNIVERSALIST CHURCH PURPOSE: UNRESTRICTED GENERAL | $4,988 |