Ahrens Charitable Trust Ua

DALLAS, TX EIN: 06-6316388

Ahrens Charitable Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $802K in total assets. In 2024, it awarded 1 grants totaling $40K. Net investment income was $73K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$802K

+3.5% YoY

Annual Giving

$40K

+36.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$40K

+36.8% YoY

Under IRS private-foundation payout rules, Ahrens Charitable Trust Ua reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.

About Ahrens Charitable Trust Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $193K (100%)

States

Connecticut

Cities

East Granby

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$802,234	$774,876	$794,172
Revenue	$83,761	$24,665	$-21,161
Expenses	$55,545	$43,657	$64,517
Qualifying Distributions	$45,433	$34,445	$50,866
Net Investment Income	$73,089	$12,934	$6,695
Distributable Amount	$45,790	$41,958	$43,244

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include East Granby Congregational Church ($39,711).

Recipient	Purpose	Amount
EAST GRANBY CONGREGATIONAL CHURCH EAST GRANBY, CT	UNRESTRICTED GENERAL	$39,711

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$13,056

Frequently Asked Questions

How large is Ahrens Charitable Trust Ua?

As of 2024, Ahrens Charitable Trust Ua holds $802K in total assets with $84K in annual revenue. It awarded 1 grants totaling $40K in 2024.

Where does Ahrens Charitable Trust Ua operate?

Ahrens Charitable Trust Ua has awarded grants in Connecticut.

What size grants does Ahrens Charitable Trust Ua award?

In 2024, Ahrens Charitable Trust Ua awarded 1 grants totaling $40K — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is Ahrens Charitable Trust Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ahrens Charitable Trust Ua reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.