Alfred Chase Charity Fdn Ui

DALLAS, TX EIN: 04-6026314

Alfred Chase Charity Fdn Ui is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.6M in total assets. In 2024, it awarded 20 grants totaling $370K. Net investment income was $217K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.6M

+2.1% YoY

Annual Giving

$370K

-12.9% YoY

Grant Count

+1900.0% YoY

Avg Grant Size

$19K

-95.6% YoY

Under IRS private-foundation payout rules, Alfred Chase Charity Fdn Ui reported a distributable amount of $505K for 2024 — the minimum it must pay out in qualifying distributions.

About Alfred Chase Charity Fdn Ui

Based on IRS filings

Ready to take the next step with Alfred Chase Charity Fdn Ui?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Rhode Island $1.7M (82%)

Massachusetts $350K (17%)

New Jersey $20K (1%)

States

Massachusetts New Jersey Rhode Island

Cities

BeverlyCambridgeGloucesterLynnLynnfieldMaldenManchesterOcean CityRoxburySalemSee AttachedSee Attached Statement

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$8,639,719	$8,466,067	$8,825,216
Revenue	$294,722	$-63,164	$1,658,753
Expenses	$509,856	$571,809	$613,079
Qualifying Distributions	$435,172	$484,898	$541,243
Net Investment Income	$217,262	$132,356	$1,579,054
Distributable Amount	$504,881	$460,908	$475,072

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

24 grants across all recorded years

Open Grants

1 open opportunity from Alfred Chase Charity Fdn Ui

Foundation

Alfred E. Chase Charity Foundation Grant

ALFRED CHASE CHARITY FDN UI

Amount

Varies

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Family Health Project Inc ($40,000), Lynn Shelter Association Inc ($25,000), Boys & Girls Club of Lynn ($20,000).

Recipient	Purpose	Amount
BOYS & GIRLS CLUB OF LYNN LYNN, MA	UNRESTRICTED GENERAL	$20,000
CAMP FIRE LYNN, MA	UNRESTRICTED GENERAL	$15,000
ADA FORSYTH INSTITUTE INC CAMBRIDGE, MA	UNRESTRICTED GENERAL	$15,000
GIRLS INC OF LYNN LYNN, MA	UNRESTRICTED GENERAL	$15,000
PLUMMER YOUTH PROMISE INC SALEM, MA	UNRESTRICTED GENERAL	$15,000
FAMILY & CHILDRENS' SVCS OF GTR LYNN LYNN, MA	UNRESTRICTED GENERAL	$20,000
HARBORLIGHT COMMUNITY PARTNERS BEVERLY, MA	UNRESTRICTED GENERAL	$20,000
ACTION INC GLOUCESTER, MA	UNRESTRICTED GENERAL	$20,000
GREATER LYNN SENIOR SERVICES INC LYNN, MA	UNRESTRICTED GENERAL	$20,000
HOUSING FAMILIES INC MALDEN, MA	UNRESTRICTED GENERAL	$20,000

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	$97,713

Frequently Asked Questions

How large is Alfred Chase Charity Fdn Ui?

As of 2024, Alfred Chase Charity Fdn Ui holds $8.6M in total assets with $295K in annual revenue. It awarded 20 grants totaling $370K in 2024.

Where does Alfred Chase Charity Fdn Ui operate?

Alfred Chase Charity Fdn Ui has awarded grants in Massachusetts, New Jersey, Rhode Island.

What size grants does Alfred Chase Charity Fdn Ui award?

In 2024, Alfred Chase Charity Fdn Ui awarded 20 grants totaling $370K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Alfred Chase Charity Fdn Ui required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alfred Chase Charity Fdn Ui reported a distributable amount of $505K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.