Alfred Chase Charity Fdn Ui
ALFRED CHASE CHARITY FDN UI is a private foundation based in Dallas, Texas. It supports educational, human services, and healthcare initiatives for underserved populations, with special consideration for charitable organizations serving Lynn and the North Shore of Massachusetts.
Key facts about Alfred Chase Charity Fdn Ui
In short: Alfred Chase Charity Fdn Ui gave $455K across 25 grants in 2025 (avg $18K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6026314
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $455,000
- Grants made (2025)
- 25
- Average grant
- $18,200
- Median grant
- $20,000
- Total assets
- $9,015,496
- Primary geography
- Massachusetts (96% of itemized 2025 grant dollars)
- How to apply
- Contact Bank of America, Dian Quinn. Full details ↓
- Deadline
- Yearly on 04/01.
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$9.0M
+4.3% YoY
Annual Giving
$455K
+23.0% YoY
Grant Count
25
+25.0% YoY
Avg Grant Size
$18K
-1.6% YoY
Under IRS private-foundation payout rules, Alfred Chase Charity Fdn Ui reported a distributable amount of $533K for 2025 — the minimum it must pay out in qualifying distributions.
How Alfred Chase Charity Fdn Ui gives
- 64% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s stated grantmaking areas include education, human services, and healthcare. Its filing also describes support for charitable organizations, with consideration for organizations serving people in Lynn and the North Shore.
Its grantees illustrate a range of services. Family Health Project Inc describes its mission as improving maternal and child health in underserved communities. Lynn Shelter Association Inc says it provides shelter, supportive services, housing solutions, and community supports to help people pursue independence and self-sufficiency. RAW Art Works Inc says it aims to ignite creativity and confidence among underserved youth, while Housing Families Inc describes its mission as ensuring housing stability for families, individuals, and communities.
Grantmaking
In 2025, the foundation awarded 25 grants totaling $455,000. Grants ranged from $10,000 to $35,000, with a median of $20,000. The largest listed awards included $35,000 to Family Health Project Inc and $25,000 to Lynn Shelter Association Inc. Other examples include $20,000 each to Boys & Girls Club of Lynn, Plummer Youth Promise Inc, Harborlight Community Partners, Action Inc, Greater Lynn Senior Services Inc, Pathways Adult Education & Training, Housing Families Inc, Neighborhood of Affordable Housing, Salem Mission Inc, and RAW Art Works Inc. The listed purposes for these grants were unrestricted general support.
Review Cycle
Yearly on 04/01.
Open Grants
1 open opportunity from Alfred Chase Charity Fdn Ui
Ready to take the next step with Alfred Chase Charity Fdn Ui?
Geographic Focus
Where this funder awards grants
In 2025, 96% of grant dollars went to recipients in Massachusetts and 4% to recipients in New Jersey. The foundation gives special consideration to charitable organizations serving Lynn and the North Shore of Massachusetts.
Grant Distribution by State
Share of all 25 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $370K (2024) to $478K (2022). In 2025 it made 25 grants totaling $455K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Family Health Project Inc ($35K). Together the top 10 received $220K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 45 grants of 48 (94%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Family Health Project Inc Manchester, MA | Unrestricted General | $35,000 |
| Lynn Shelter Association Inc Lynn, MA | Unrestricted General | $25,000 |
| Boys & Girls Club of Lynn Lynn, MA | Unrestricted General | $20,000 |
| Plummer Youth Promise Inc Salem, 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 |
| Pathways Adult Education & Training Lynn, MA | Unrestricted General | $20,000 |
| Housing Families Inc Malden, MA | Unrestricted General | $20,000 |
| Neighborhood of Affordable Housing East Boston, MA | Unrestricted General | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $9,015,496 | $1,082,062 | $622,497 | $455,000 |
| 2024 | $8,639,719 | $294,722 | $509,856 | $370,000 |
| 2023 | $8,466,067 | -$63,164 | $571,809 | $425,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $9,015,496 | $8,639,719 | $8,466,067 |
| Revenue | $1,082,062 | $294,722 | $-63,164 |
| Expenses | $622,497 | $509,856 | $571,809 |
| Qualifying Distributions | $521,449 | $435,172 | $484,898 |
| Net Investment Income | $990,234 | $217,262 | $132,356 |
| Distributable Amount | $532,758 | $504,881 | $460,908 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee.
Alfred Chase Charity Fdn Ui's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$86K (2020) → $112K (2025)
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 $112K, to Bank of America (Trustee).
Contact
Application contact: Bank Of America Dian Quinn
Mailing address: 100 Federal Street, Boston, MA 02110
Phone: (888) 866-3275
Frequently asked questions about Alfred Chase Charity Fdn Ui
How much does Alfred Chase Charity Fdn Ui give each year?
Alfred Chase Charity Fdn Ui gave $455K across 25 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $370K across 20 grants.
What is Alfred Chase Charity Fdn Ui's typical grant size?
Alfred Chase Charity Fdn Ui's median grant in 2025 was $20,000, and its average grant was $18,200, across 25 grants on its 2025 IRS Form 990-PF.
Where does Alfred Chase Charity Fdn Ui give grants?
Alfred Chase Charity Fdn Ui gives mostly in Massachusetts: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lynn, MA (10 grants), Salem, MA (3 grants) and Gloucester, MA (2 grants).
Does Alfred Chase Charity Fdn Ui give general operating support?
Yes: 100% of Alfred Chase Charity Fdn Ui's 2025 grants with a stated purpose (25 of 25) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Alfred Chase Charity Fdn Ui's largest grantees?
Alfred Chase Charity Fdn Ui's largest 2025 grantees include Family Health Project Inc ($35,000), Lynn Shelter Association Inc ($25,000) and Boys & Girls Club of Lynn ($20,000), according to its 2025 IRS Form 990-PF. Together they received 18% of its itemized 2025 grant dollars.
How large is Alfred Chase Charity Fdn Ui?
Alfred Chase Charity Fdn Ui reported $9.0M in total assets on its 2025 IRS Form 990-PF. It paid out $521K in qualifying distributions that year, against a required minimum of $533K (roughly 5% of its investment assets).
What does Alfred Chase Charity Fdn Ui fund?
The foundation’s stated grantmaking areas include education, human services, and healthcare. Its filing also describes support for charitable organizations, with consideration for organizations serving people in Lynn and the North Shore. See mission & focus areas ↑
How do I apply for a grant from Alfred Chase Charity Fdn Ui?
Contact Bank of America, Dian Quinn. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Alfred Chase Charity Fdn Ui's EIN?
Alfred Chase Charity Fdn Ui's EIN (Employer Identification Number) is 04-6026314. 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. Research dossier generated September 2026.
Here's the math on researching Alfred Chase Charity Fdn Ui by hand.
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