Testamentary Trust of Nellie F Estes
https://n/a
$3.5M
Total Assets (2018)
N/A
Total Giving (2018)
0
Grants on File (2018–2023)
N/A
Avg Grant Size
About
Trustee filed an application for exempt status to consolidate this trust with a similar trust to eliminate administrative overhead associated with managing each trust seperately. The IRS approved the exempt status application for the Estes Evan Charitable Trust. The assets of this trust were tranfered to the new exempt charitable trust. The current trustee will continue as trustee of the new trust.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
6207890888
Financial Trends 2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | N/A | $3.5M | $253K | N/A |
| 2020 | N/A | $3.5M | $228K | N/A |
| 2021 | N/A | $3.4M | $286K | N/A |
| 2023 | N/A | $0 | $0 | N/A |
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| VE Chance | Co-Trustee | $11K |
| Lu Ann Wetmore | Co-Trustee | — |
Grants Awarded (0 total)
| Recipient | Location | Amount | Purpose | Year |
|---|