A V Reopell Trust Uw
A V Reopell Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.0M in total assets. In 2025, it awarded 9 grants totaling $440K. Net investment income was $509K.
A V Reopell Trust Uw at a glance
In short: A V Reopell Trust Uw gave $440K across 9 grants in 2025 (avg $49K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $439,626
- -16.4% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $48,847
- -16.4% vs 2024
- Median grant
- $22,054
- Total assets
- $6,035,658
- +0.0% vs 2024
- Primary geography
- Massachusetts (85% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who A V Reopell Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Roman Catholic Diocese of Springfield ($265K). Together the top 9 received $440K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 37 grants of 43 (86%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How A V Reopell Trust Uw gives
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $352K (2023) to $526K (2024). In 2025 it made 9 grants totaling $440K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Roman Catholic Diocese of Springfield Springfield, MA | Unrestricted General | $264,645 |
| Christ Church Cathedral Springfield, MA | Unrestricted General | $22,054 |
| South Congregational Church Springfield, MA | Unrestricted General | $22,054 |
| United Way of Pioneer Valley Springfield, MA | Unrestricted General | $22,054 |
| American Heart Association St Petersburg, FL | Unrestricted General | $22,054 |
| St John's Congregational Church Springfield, MA | Unrestricted General | $22,054 |
| American Cancer Society Inc Oklahoma City, OK | Unrestricted General | $22,054 |
| American National Red Cross Washington, DC | Unrestricted General | $22,054 |
| Council Churches of Greater Springfield Springfield, MA | Unrestricted General | $20,603 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,035,658 | $600,654 | $594,207 | $439,626 | 9 | $501,776 | $509,295 | $565,505 |
| 2024 | $6,033,597 | $317,131 | $688,006 | $525,850 | 9 | $595,556 | $229,204 | $541,081 |
| 2023 | $6,400,383 | $386,882 | $497,657 | $352,314 | 8 | $419,981 | $302,765 | $482,950 |
| 2022 | $6,513,992 | $283,330 | $685,674 | $523,159 | 8 | $591,700 | $203,677 | $494,885 |
| 2021 | $6,922,634 | $820,130 | $564,024 | $428,460 | 9 | $482,355 | $738,269 | $549,280 |
| 2020 | $6,670,093 | $306,795 | $563,243 | $445,645 | 9 | — | $233,740 | $452,383 |
Under IRS private-foundation payout rules, A V Reopell Trust Uw reported a distributable amount of $566K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
A V Reopell Trust Uw's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America
Co-Trustee
On filings since 2020
1 hr/week
$55K (2020) → $71K (2025)
Kathleen Stevens
Co-Trustee
On filings since 2024
20 hrs/week
$24K (2024) → $72K (2025)
Former officers (1)
- Former: Mary E. Boland (2020–2024) — Co-Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $72K, to Kathleen Stevens (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about A V Reopell Trust Uw
How much does A V Reopell Trust Uw give each year?
A V Reopell Trust Uw gave $440K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $526K across 9 grants.
What is A V Reopell Trust Uw's typical grant size?
A V Reopell Trust Uw's median grant in 2025 was $22,054, and its average grant was $48,847, across 9 grants on its 2025 IRS Form 990-PF.
Where does A V Reopell Trust Uw give grants?
A V Reopell Trust Uw gives mostly in Massachusetts: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (5%) and Oklahoma (5%). The most frequent recipient cities were Springfield, MA (6 grants).
Does A V Reopell Trust Uw give general operating support?
Yes: 100% of A V Reopell Trust Uw's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are A V Reopell Trust Uw's largest grantees?
A V Reopell Trust Uw's largest 2025 grantees include Roman Catholic Diocese of Springfield ($264,645), Christ Church Cathedral ($22,054) and South Congregational Church ($22,054), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is A V Reopell Trust Uw?
A V Reopell Trust Uw reported $6.0M in total assets on its 2025 IRS Form 990-PF. It paid out $502K in qualifying distributions that year, against a required minimum of $566K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is A V Reopell Trust Uw's EIN?
A V Reopell Trust Uw's EIN (Employer Identification Number) is 04-6164232. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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