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Dietert Claim Endowment Trust C/O Broadway Wealth Managment

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 742472564 ✦ San antonio, TX ✦ Designated as a 501(c)(3)

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Overview

What is Dietert Claim Endowment Trust C/O Broadway Wealth Managment?

The Dietert Claim Endowment Trust, managed by Broadway Wealth Management, is a philanthropic organization dedicated to supporting the Dietert Center and its diverse programs. By leveraging philanthropy, volunteer efforts, and grantmaking foundations, they contribute to the center's initiatives in an all-encompassing manner. Their mission is crystal clear: to uphold and strengthen the Dietert Center and its various projects.

Is Dietert Claim Endowment Trust C/O Broadway Wealth Managment legitimate?

Dietert Claim Endowment Trust C/O Broadway Wealth Managment is a legitimate nonprofit organization registered as a 501(c)(3) entity. Dietert Claim Endowment Trust C/O Broadway Wealth Managment submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here

What is the mission statement of Dietert Claim Endowment Trust C/O Broadway Wealth Managment?

The Dietert Claim Endowment Trust, managed by Broadway Wealth Management, is focused on supporting the diverse initiatives and programs of the Dietert Center. This is achieved through philanthropic contributions, volunteer work, and grant-making activities, all of which fall under the category of general foundation support. The trust's primary goal is to contribute to the Dietert Center's endeavors, thereby positively impacting its operations and the communities it serves.

Who is the CEO of Dietert Claim Endowment Trust C/O Broadway Wealth Managment?

Traci Tenery-Davis is the President of Dietert Claim Endowment Trust C/O Broadway Wealth Managment.

What is the revenue of Dietert Claim Endowment Trust C/O Broadway Wealth Managment?

Dietert Claim Endowment Trust C/O Broadway Wealth Managment's revenue in 2022 was $781,623.

Who are the executives of Dietert Claim Endowment Trust C/O Broadway Wealth Managment and what are their salaries?

There are 34 employees and 332 volunteers at Dietert Claim Endowment Trust C/O Broadway Wealth Managment.


Here are 15 key members and their salaries:


Traci Tenery-Davis (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Toby Appleton (Vice Preside)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sue Tiemann (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gretchen Rye (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Larry Arnold (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Haufler (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Larry Howard (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jimmy Hutto (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Amy Ives (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Colby Johle (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Guy Overby (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rick Perry (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Wendling (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mike Wilson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Broadway National Bank (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Where can I find the form 990 for Dietert Claim Endowment Trust C/O Broadway Wealth Managment?

Dietert Claim Endowment Trust C/O Broadway Wealth Managment's most recent form 990 was submitted in 2022 and can be accessed here.

Mission Statement of Dietert Claim Endowment Trust C/O Broadway Wealth Managment

The Dietert Claim Endowment Trust, overseen by Broadway Wealth Management, is committed to supporting the Dietert Center and its diverse initiatives. This philanthropic entity undertakes its mission through the avenues of charitable giving, volunteer work, and grant-making foundations of a general nature. The Dietert Claim Endowment Trust aims to contribute to the success and growth of the Dietert Center's various programs in a holistic manner.

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Impact




October, 2024

The Dietert Claim Endowment Trust C/O Broadway Wealth Management plays a vital role in bolstering the programs offered by the Dietert Center in San Antonio, TX. Through its philanthropic efforts, it ensures the sustainability and growth of various initiatives that serve the community. By engaging in grantmaking and encouraging voluntarism, the Trust fosters collaboration and resource sharing, directly enhancing the quality of services available to those in need. This support not only impacts individual lives but also strengthens community bonds, encouraging a culture of giving and shared responsibility. The Trust's commitment to philanthropy underpins its mission, making it an essential player in advancing the goals of the Dietert Center and improving the overall well-being of the community it serves.




This information is meant to be a general summary of Dietert Claim Endowment Trust C/O Broadway Wealth Managment. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$781,623 (2022)
Expenses
$213,041 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $495,685
  • Gross Receipts: $2,051,692

Assets and Liabilities:

  • Total Assets: $5,841,550
  • Total Liabilities: $0
  • Net Assets: $5,841,550

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Organization Details

Founding Year

1994

Principal Officer

Traci Tenery-Davis

Main Address

PO BOX 17001-TRUST, SAN ANTONIO, TX, 782170001

NTEE Category

Code: T90Z - Philanthropy

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