GREENWOOD ENDOWMENT CARE TRUST WELLS FARGO BANK NA IFS FID TAX SVC

Address
1525 W WT HARRIS BLVD MAC D1114-044
CHARLOTTE, NC 28288
Contact
Phone: +1 (817) 336-0584
Nonprofit
NTEE: T90 - Named Trusts/Foundations N.E.C.
EIN: 75-6020268
 
 20172016201520142013
Basic features of the organization
Year of formation1972
Subsection code13
PF filing required0    
Metropolitan statistical area3120
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$21,926.00$20,669.00$21,262.00  
Sum of reportable (W2/1099) compensation$21,926.00$20,669.00$21,262.00$20,322.00$18,752.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers00000
Number of highly compensated contractors0000 
Personnel
Fargo, Wells
Title   TRUSTEETRUSTEE
Name of key/compensated person   WELLS FARGOWELLS FARGO
Position of compensated person
Current institutional trustee   TrueTrue
Average hours per week working for org   4.0040.00
Reportable compensation from org   $20,322.00$18,752.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesADMINISTER THE ENDOWMENT CARE FUNDS OF GREENWOOD MEMORIAL PARK.ADMINISTER THE ENDOWMENT CARE FUNDS OF GREENWOOD MEMORIAL PARK.ADMINISTER THE ENDOWMENT CARE FUNDS OF GREENWOOD MEMORIAL PARK.ADMINISTER THE ENDOWMENT CARE FUNDS OF GREENWOOD MEMORIAL PARK.ADMINISTER THE ENDOWMENT CARE FUNDS OF GREENWOOD MEMORIAL PARK.
Program service expenses, total $283,124.00$358,326.00$363,882.00$321,875.00
Programs, including revenue & expenses
ADMINISTER ENDOWMENT FUNDS.
Program expenses $283,124.00$358,326.00$363,882.00$321,875.00
Program descriptionADMINISTER ENDOWMENT FUNDS.ADMINISTER ENDOWMENT FUNDS.ADMINISTER ENDOWMENT FUNDS.ADMINISTER ENDOWMENT FUNDS.ADMINISTER ENDOWMENT FUNDS.
Financial data
Revenue
Total revenue$370,360.00$376,478.00$585,156.00$656,196.00$378,513.00
Revenue from contributions (total)  $0.00$0.00$0.00
Investment income, current yr$370,360.00$376,478.00$585,156.00$656,196.00$378,513.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00$0.00$0.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)  $0.00$0.00$0.00
Gross receipts$2,142,279.00$2,355,218.00$2,289,240.00$3,031,528.00$1,700,562.00
Other types of revenue
Income from dividends, interest, and similar investments$265,420.00$283,124.00$358,326.00$363,882.00$321,875.00
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$265,420.00$283,124.00$358,326.00$363,882.00$321,875.00
Fees for services
Legal fees (total)   $5,000.00$4,500.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)   $20,322.00$18,752.00
Assets and liabilities
Total assets$15,028,669.00$13,277,370.00$13,455,445.00$13,610,674.00$12,192,423.00
Total assets, beginning of year$13,277,370.00$13,455,445.00$13,610,674.00$12,192,423.00$11,092,321.00
Total liabilities$86,278.00$82,260.00$107,193.00$110,304.00$104,402.00
Total liabilities, beginning of year$82,260.00$107,193.00$110,304.00$104,402.00$109,436.00
Net assets$14,942,391.00$13,195,110.00$13,348,252.00$13,500,370.00$12,088,021.00
Net assets, beginning of year$13,195,110.00$13,348,252.00$13,500,370.00$12,088,021.00$10,982,885.00
Other assets$45,153.00$40,854.00$49,468.00$54,457.00$45,752.00
Investments: other securities$14,106,082.00$12,220,850.00$12,865,375.00$12,909,523.00$11,450,290.00
Other financial variables
Revenue less expenses$104,940.00$93,354.00$226,830.00$292,314.00$56,638.00
Savings & temp cash investment$877,434.00$1,015,666.00$540,602.00$646,694.00$696,381.00
Accounts payable & accrued expenses$86,278.00$82,260.00$107,193.00$110,304.00$104,402.00
Total net assets or fund balances$14,942,391.00$13,195,110.00$13,348,252.00$13,500,370.00$12,088,021.00
Payment to affiliates$231,762.00$249,955.00$326,814.00$333,060.00$292,848.00
Governance and accountability
Number of voting members11111
Number of independent voting members00000
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Address changeTrue TrueTrue 
Date e-filing submitted2018-09-112017-08-022016-07-202015-03-102013-12-14
IRS schema version2016v3.02015v3.02014v6.02013v4.02012v2.1
Filing identifier201811309349301536201720459349300807201640469349302784201520579349300442201302979349301000
Use these data in your project Benchmark this organization against its peers