Alfred Chase Charity Fdn Ui

Private foundation · Grantmaker Dallas, TX EIN: 04-6026314

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.

Alfred Chase Charity Fdn Ui at a glance

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.

Annual giving (2025)
$455,000
+23.0% vs 2024
Grants made (2025)
25
+25.0% vs 2024
Average grant
$18,200
-1.6% vs 2024
Median grant
$20,000
Total assets
$9,015,496
+4.3% vs 2024
Primary geography
Massachusetts (96% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to Alfred Chase Charity Fdn Ui

How to Apply

Contact Bank of America, Dian Quinn. The filing states that application materials should contain pertinent information. The foundation does not restrict giving to preselected organizations.

Review Cycle
Yearly on 04/01.
Deadline
Yearly on 04/01.
Contact

Application contact: Bank Of America Dian Quinn
Mailing address: 100 Federal Street, Boston, MA 02110
Phone: (888) 866-3275

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Alfred Chase Charity Fdn Ui funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Family Health Project Inc: $35KFamily Health Project Inc$35KLynn Shelter Association Inc: $25KLynn Shelter Association Inc$25KBoys & Girls Club of Lynn: $20KBoys & Girls Club of Lynn$20KPlummer Youth Promise Inc: $20KPlummer Youth Promise Inc$20KHarborlight Community Partners: $20KHarborlight Community Partners$20KAction Inc: $20KAction Inc$20KGreater Lynn Senior Services Inc: $20KGreater Lynn Senior ServicesInc$20KPathways Adult Education & Training: $20KPathways Adult Education &Training$20KHousing Families Inc: $20KHousing Families Inc$20KNeighborhood of Affordable Housing: $20KNeighborhood of AffordableHousing$20K

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

45<$50K$50–100K$100–250K3$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 45 grants of 48 (94%).

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

3states

Share of 2025 grant dollars across all 25 itemized grants.

Cities

LynnSalemGloucesterBeverlyMaldenManchesterOcean CityRoxburyAmesburyCambridgeEast BostonLawrenceLowelllLynnfieldPeabody

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K1 grant2020 1 grant2021 1 grant2022 1 grant2023 20 grants2024 25 grants2025

From 2020 to 2025, annual grant giving ranged from $370K (2024) to $478K (2022). In 2025 it made 25 grants totaling $455K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Family Health Project Inc Manchester, MAUnrestricted General$35,000
Lynn Shelter Association Inc Lynn, MAUnrestricted General$25,000
Boys & Girls Club of Lynn Lynn, MAUnrestricted General$20,000
Plummer Youth Promise Inc Salem, MAUnrestricted General$20,000
Harborlight Community Partners Beverly, MAUnrestricted General$20,000
Action Inc Gloucester, MAUnrestricted General$20,000
Greater Lynn Senior Services Inc Lynn, MAUnrestricted General$20,000
Pathways Adult Education & Training Lynn, MAUnrestricted General$20,000
Housing Families Inc Malden, MAUnrestricted General$20,000
Neighborhood of Affordable Housing East Boston, MAUnrestricted General$20,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$9,015,496$1,082,062$622,497$455,00025$521,449$990,234$532,758
2024$8,639,719$294,722$509,856$370,00020$435,172$217,262$504,881
2023$8,466,067$-63,164$571,809$425,0001$484,898$132,356$460,908
2022$8,825,216$1,658,753$613,079$477,6251$541,243$1,579,054$475,072
2021$9,360,476$595,794$530,189$380,0001—$526,793$539,922
2020$8,137,686$722,000$498,168$375,0001—$678,194$436,518

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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.

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

Bank of America — Trustee: $112KBank of AmericaTrustee$112K

The highest reported compensation on the 2025 filing was $112K, to Bank of America (Trustee).

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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 27, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 30, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 29, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 25, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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Cite this profile

Grantable. (2026). Alfred Chase Charity Fdn Ui funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/alfred-chase-charity-fdn-ui-morg_8dae6a18cf8844f999f993b82b40ba65

BibTeX
@misc{grantable_046026314_2026,
  author       = {{Grantable}},
  title        = {{Alfred Chase Charity Fdn Ui funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/alfred-chase-charity-fdn-ui-morg_8dae6a18cf8844f999f993b82b40ba65},
  note         = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Alfred Chase Charity Fdn Ui's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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