Annelli Frank & Cecilia Tr Uw
Annelli Frank & Cecilia Tr Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $497K in total assets. In 2025, it awarded 1 grant totaling $24K. Net investment income was $48K.
Annelli Frank & Cecilia Tr Uw at a glance
In short: Annelli Frank & Cecilia Tr Uw gave $24K across 1 grant in 2025 (avg $24K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,536
- +0.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $23,536
- +0.2% vs 2024
- Median grant
- $23,536
- Total assets
- $497,431
- +4.2% vs 2024
- Primary geography
- Connecticut (100% 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 Annelli Frank & Cecilia Tr Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was CCMC -Connecticut Children's Medical Ctr ($24K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Annelli Frank & Cecilia Tr Uw gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 94% 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 $17K (2023) to $25K (2022). In 2025 it made 1 grant totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CCMC -Connecticut Children's Medical Ctr Hartford, CT | Unrestricted General | $23,536 |
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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 | $497,431 | $54,481 | $34,768 | $23,536 | 1 | $27,337 | $47,952 | $28,955 |
| 2024 | $477,577 | $50,839 | $34,806 | $23,497 | 1 | $28,475 | $44,214 | $27,253 |
| 2023 | $462,026 | $15,656 | $26,065 | $17,023 | 1 | $20,384 | $8,466 | $24,981 |
| 2022 | $472,624 | $-11,228 | $36,832 | $24,687 | 1 | $28,335 | $3,660 | $25,627 |
| 2021 | $520,676 | $109,535 | $36,045 | $23,317 | 1 | $29,039 | $102,473 | $28,792 |
| 2020 | $446,633 | $39,841 | $32,966 | $23,482 | 1 | — | $34,265 | $24,692 |
Under IRS private-foundation payout rules, Annelli Frank & Cecilia Tr Uw reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Annelli Frank & Cecilia Tr Uw'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
$7K (2020) → $8K (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 $8K, to Bank of America (Trustee).
Frequently asked questions about Annelli Frank & Cecilia Tr Uw
How much does Annelli Frank & Cecilia Tr Uw give each year?
Annelli Frank & Cecilia Tr Uw gave $24K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 1 grant.
How large is Annelli Frank & Cecilia Tr Uw?
Annelli Frank & Cecilia Tr Uw reported $497K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $29K (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.
Where does Annelli Frank & Cecilia Tr Uw operate?
Annelli Frank & Cecilia Tr Uw has awarded grants in Connecticut.
What is Annelli Frank & Cecilia Tr Uw's EIN?
Annelli Frank & Cecilia Tr Uw's EIN (Employer Identification Number) is 06-6401037. 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 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 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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