Public Charity

DIETERT CLAIM ENDOWMENT TRUST C/O BROADWAY WEALTH MANAGMENT

DIETERT CLAIM ENDOWMENT TRUST C/O BROADWAY WEALTH MANAGMENT, of SAN ANTONIO, TX, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $101K in revenue, $138K in expenses, $6.8M in total assets. IRS filings disclose 12 grants awarded by this foundation, totaling roughly $1.1M.

EIN: 742472564 SAN ANTONIO, TX Latest filing: 2024
Total Revenue$101K
Total Expenses$138K
Total Assets$6.8M
Grants Given12
Grant Total$1.1M
Filing Years2020–2024

Mission

TO SUPPORT THE DIETERT CENTER AND ITS VARIOUS PROGRAMS.

Sample Grants Given

KERRVILLE, TX · 2024
OPERATING EXPENSES
$125,000
KERRVILLE, TX · 2022
OPERATING EXPENSES
$51,021
KERRVILLE, TX · 2021
OPERATING EXPENSES
$157,966
KERRVILLE, TX · 2020
OPERATING EXPENSES
$19,316
KERRVILLE, TX · 2019
BUILDING MAINTENANCE
$50,457

Showing up to 5 of 12 total records — full history available with membership.

Officers & Directors

TREASURER Amy Ives
DIRECTOR Gretchen Rye
VICE PRESIDE Guy Overby
DIRECTOR Jeff Wendling
DIRECTOR Jimmy Hutto
DIRECTOR Larry Howard

Officer compensation and complete director data available with membership.

Top Grant Purposes

OPERATING EXPENSES
$778,303 7 grants
BUILDING MAINTENANCE
$272,938 5 grants

Financial Trends

Year Revenue Expenses Assets
2024 $101K $138K $6.8M
2023 $690K $100K $6.4M
2022 $782K $213K $5.8M
2021 $371K $67K $5.3M
2020 $236K $168K $5.0M

Between 2020 and 2024, reported annual revenue declined from $236K to $101K (-57%), with total assets most recently reported at $6.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in TX.

TX

Full geographic grant map with state-by-state breakdown available with membership.

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