ALBERT & MARY DICK CHARITABLE TRUST

Address
1 W 4TH STREET MAC D4000-0041
WINSTONSALEM, NC 27101
Contact
Phone: +1 (361) 574-5809
Nonprofit
NTEE: T22 - Private Independent Foundations
EIN: 74-6388649

Application info

  • Send submissions to: Not specified
  • Email: Not specified
  • Phone: Not specified

Application requirements

  • Submission deadline: Not specified
  • Format: Not specified
  • Pre-selected charities only: Yes
 20172016201520142013
Basic features of the organization
Subsection code03
PF filing required1    
Metropolitan statistical area3120
Human resources, including compensation
Human resources, including compensation (private foundation)
Compensation of key personnel$47,232.00$41,660.00$44,134.00$45,623.00 
Personnel
Department, Wells
Name WELLS FARGO TRUST DEPARTMENTWELLS FARGO TRUST DEPARTMENTWELLS FARGO TRUST DEPARTMENTWELLS FARGO TRUST DEPARTMENTWELLS FARGO TRUST DEPARTMENT
TitleTrusteeTrusteeTRUSTEETRUSTEETrustee
Officer, director, trustee, or key employeeTrueTrueTrueTrueTrue
Total compensation$47,232.00$41,660.00$44,134.00$45,623.00$0.00
Fargo, Courtney
Name   COURTNEY B SCHMIDT WELLS FARGOCOURTNEY B SCHMIDT WELLS FARGO 
Title  TRUSTEETRUSTEE 
Officer, director, trustee, or key employee  TrueTrue 
Total compensation  $0.00$0.00 
Fargo, Gary
Name     GARY WORSHAM WELLS FARGO
Title    Trustee
Officer, director, trustee, or key employee    True
Total compensation    $0.00
Fargo, Stacey
Name  STACEY ASHTON WELLS FARGO   
Title Trustee   
Officer, director, trustee, or key employee True   
Total compensation $0.00   
Info for those seeking funds
Application recipientSTACEY ASHTONSTACEY ASHTONCOURTNEY B SCHMIDTCOURTNEY B SCHMIDTGARY WORSHAM
Application recipient's email  COURTNEY.B.SCHMIDT@WELLSFARGO.COMCOURTNEY.B.SCHMIDT@WELLSFARGO.COM 
Application recipient's phone70459028287045902828361574540736157454073615745111
Form/materials for applicationGRANT APPLICATIONS MUST BE SUBMITTED IN WRITING, SHOULD INCLUDE BIOGRAPHICAL INFORMATION AND MUST INCLUDE SATISFACTORY EVIDENCE TO ASSURE THE TRUSTEES THE APPLICANT IS A QUALIFIED ORGANIZATION TO WHICH THE DICK FOUNDATION MAY PROVIDE FUNDS IN ACCORDANCE WITH PERTINENT INTERNAL REVENUE SERVICE CODE SECTIONS AND REGULATIONS. THE APPLICANT SHOULD ALSO SPECIFY THE AMOUNTS OF FUNDS REQUESTED, THE INTENDED USE OF THOSE FUNDS AND THE ANTICIPATED LENGTH OF TIME WITHIN WHICH THE FUNDS WILL BE EXPENDED.GRANT APPLICATIONS MUST BE SUBMITTED IN WRITING, SHOULD INCLUDE BIOGRAPHICAL INFORMATION AND MUST INCLUDE SATISFACTORY EVIDENCE TO ASSURE THE TRUSTEES THE APPLICANT IS A QUALIFIED ORGANIZATION TO WHICH THE DICK FOUNDATION MAY PROVIDE FUNDS IN ACCORDANCE WITH PERTINENT INTERNAL REVENUE SERVICE CODE SECTIONS AND REGULATIONS. THE APPLICANT SHOULD ALSO SPECIFY THE AMOUNTS OF FUNDS REQUESTED, THE INTENDED USE OF THOSE FUNDS AND THE ANTICIPATED LENGTH OF TIME WITHIN WHICH THE FUNDS WILL BE EXPENDED.GRANT APPLICATIONS MUST BE SUBMITTED IN WRITING, SHOULD INCLUDE BIOGRAPHICAL INFORMATION AND MUST INCLUDE SATISFACTORY EVIDENCE TO ASSURE THE TRUSTEES THE APPLICANT IS A QUALIFIED ORGANIZATION TO WHICH THE DICK FOUNDATION MAY PROVIDE FUNDS IN ACCORDANCE WITH PERTINENT INTERNAL REVENUE SERVICE CODE SECTIONS CODE AND REGULATIONS. THE APPLICANT SHOULD ALSO SPECIFY THE AMOUNT OF FUNDS REQUESTED, THE INTENDED USE OF THOSE FUNDS AND THE ANTICIPATED LEBGTH OF TIME WITHIN WHICH THE FUNDS WILL BE EXPENDED.GRANT APPLICATIONS MUST BE SUBMITTED IN WRITING, SHOULD INCLUDE BIOGRAPHICAL INFORMATION AND MUST INCLUDE SATISFACTORY EVIDENCE TO ASSURE THE TRUSTEES THE APPLICANT IS A QUALIFIED ORGANIZATION TO WHICH THE DICK FOUNDATION MAY PROVIDE FUNDS IN ACCORDANCE WITH PERTINENT INTERNAL REVENUE SERVICE CODE SECTIONS CODE AND REGULATIONS. THE APPLICANT SHOULD ALSO SPECIFY THE AMOUNT OF FUNDS REQUESTED, THE INTENDED USE OF THOSE FUNDS AND THE ANTICIPATED LEBGTH OF TIME WITHIN WHICH THE FUNDS WILL BE EXPENDED.GRANT APPLICATIONS MUST BE SUBMITTED IN WRITING, SHOULD INCLUDE BIOGRAPHICAL INFORMATION AND MUST INCLUDE SATISFACTORY EVIDENCE TO ASSURE THE TRUSTEES THE APPLICANT IS A QUALIFIED ORGANIZATION TO WHICH THE DICK FOUNDATION MAY PROVIDE FUNDS IN ACCORDANCE WITH PERTINENT INTERNAL REVENUE SERVICE CODE SECTIONS AND REGULATIONS. THE APPLICANT SHOULD ALSO SPECIFY THE AMOUNTS OF FUNDS REQUESTED, THE INTENDED USE OF THOSE FUNDS AND THE ANTICIPATED LENGTH OF TIME WITHIN WHICH THE FUNDS WILL BE EXPENDED.
Submission deadlinesSEMIANNUALLY MAY 5 AND NOVEMBER 5SEMIANNUALLY MAY 5 AND NOVEMBER 5SEMI ANNUALLY MAY 5 AND SEPTEMBER 15SEMI ANNUALLY MAY 5 AND SEPTEMBER 15SEMIANNUALLY MAY 5 AND NOVEMBER 5
Financial data
Revenue
Total net investment income$159,514.00$157,976.00$105,614.00$122,557.00$109,881.00
Total adjusted net income$73,474.00   $73,019.00
Other income -- revenue and expenses per books$765.00$831.00$919.00  
Other income -- net investment income  $919.00  
Total revenue per books$160,279.00$158,807.00$66,823.00$328,021.00$109,881.00
Expense categories (totals)
Expenses & disbursements (total)$183,570.00$201,689.00$197,429.00$171,530.00$229,395.00
Assets and liabilities
Total assets$2,662,500.00    
Governance and accountability
Website for public inspection of tax returnsN/A
Tax year start date2017-01-012016-01-012015-01-012014-01-012013-01-01
Tax year end date2017-12-012016-12-012015-12-012014-12-012013-12-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990PF990PF990PF990PF990PF
Date e-filing submitted2018-09-272017-10-042016-10-052015-08-172014-10-31
IRS schema version2017v2.22016v3.02015v2.12014v5.02013v3.1
Filing identifier201812049349100006201731309349102268201631349349101223201531339349103203201440949349100114
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