Dorothy M Thayer Memorial Trust Wells Fargo Ifs Fiduciary Tax Serices | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Dorothy M Thayer Memorial Trust Wells Fargo Ifs Fiduciary Tax Serices. Data shown is extracted from Form 990-PF filings.
EIN: 81-6075781
Foundation Overview
Based in Charlotte, NC, Dorothy M Thayer Memorial Trust Wells Fargo Ifs Fiduciary Tax Serices has awarded 5 grants totaling $152,400 to organizations in Virginia and Montana. Individual grants range from $1,200 to $50,000, with a median award of $50,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
5 of 5 recipients (100%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.
Geographic Focus
80% of all grants are concentrated in Montana, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Montana, funding concentrates in Helena (50%), Missoula (25%), Bozeman (25%).
Funding Trajectory
Insufficient data to determine funding trend patterns.
Program Areas
Diversified giving across multiple program areas with primary emphasis on education (33%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Dorothy M Thayer Memorial Trust Wells Fargo Ifs Fiduciary Tax Serices's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Coast Guard Mutual Assistance | $50,000 | Arlington, VA, US | Support Operations | 2017 |
| Helena Food Share | $1,200 | Helena, MT, US | Operations | 2017 |
| Lewis Clark Public Library | $1,200 | Helena, MT, US | Operations | 2017 |
| University Of Montana Foundation | $50,000 | Missoula, MT, US | Scholarships | 2017 |
| Montana State University Foundation | $50,000 | Bozeman, MT, US | Scholarships | 2017 |
Foundations Similar to Dorothy M Thayer Memorial Trust Wells Fargo Ifs Fiduciary Tax Serices
Discover 5 foundations with comparable assets ($3,234,074-$3,954,176), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Idrissi Foundation
EIN: 92-6235047 | 2 grants awarded |
$3,757,202
(≈ Similar) |
$95,250
median grant |
Cary, NC
Same state |
|
|
Leuth Family Foundation
EIN: 85-4112763 | 52 grants awarded |
$3,846,383
(≈ Similar) |
$25,000
median grant |
Pinehurst, NC
Same state |
|
|
Upper Caroline Volunteer Fire
EIN: 54-1708235 | 6 grants awarded |
$3,954,176
(≈ Similar) |
$85,042
median grant |
New Bern, NC
Same state |
|
|
The Bastian Family Charitable Foundation
EIN: 46-0570437 | 93 grants awarded |
$3,284,344
(≈ Similar) |
$25,000
median grant |
Chapel Hill, NC
Same state |
|
|
The Cottonwood Foundation
EIN: 36-4156747 | 10 grants awarded |
$3,234,074
(≈ Similar) |
$62,500
median grant |
Chapel Hill, NC
Same state |
|
Related Foundation Resources in NC:
Contact Information
Official contact details for Dorothy M Thayer Memorial Trust Wells Fargo Ifs Fiduciary Tax Serices as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 81-6075781 |
| Website | N/A |
| Address | 1525 W WT HARRIS BLVD MAC D1114-044 Charlotte, NC 28288 |
Key People (1)
Board members, trustees, and key staff who oversee Dorothy M Thayer Memorial Trust Wells Fargo Ifs Fiduciary Tax Serices's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| See Stmt 6 | [object Object] |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Dorothy M Thayer Memorial Trust Wells Fargo Ifs Fiduciary Tax Serices is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.