Arthur a Hale Tr Ua 237-5008042

KNOXVILLE, TN EIN: 62-6193118

Arthur a Hale Tr Ua 237-5008042 is a private foundation focused on Education, based in KNOXVILLE, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 3 grants totaling $84K. Net investment income was $55K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.5M

-2.6% YoY

Annual Giving

$84K

-3.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$28K

-3.5% YoY

Under IRS private-foundation payout rules, Arthur a Hale Tr Ua 237-5008042 reported a distributable amount of $105K for 2024 — the minimum it must pay out in qualifying distributions.

About Arthur a Hale Tr Ua 237-5008042

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $253K (67%)

North Carolina $127K (33%)

States

North Carolina Tennessee

Cities

Banner ElkBristolRogersville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,529,338	$1,570,620	$1,592,320
Revenue	$69,672	$93,607	$91,463
Expenses	$111,907	$113,003	$125,899
Qualifying Distributions	$96,888	$99,041	$111,607
Net Investment Income	$54,652	$79,645	$76,435
Distributable Amount	$105,183	$95,979	$99,287

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lees-mcrae College ($27,862), King University ($27,862), Rogersville Presbyterian Church ($27,862).

Recipient	Purpose	Amount
LEES-MCRAE COLLEGE BANNER ELK, NC	OPERATIONAL	$27,862
KING UNIVERSITY BRISTOL, TN	OPERATIONAL	$27,862
ROGERSVILLE PRESBYTERIAN CHURCH ROGERSVILLE, TN	OPERATIONAL	$27,862

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Arthur a Hale Tr Ua 237-5008042?

Arthur a Hale Tr Ua 237-5008042 is a private foundation focused on Education, based in KNOXVILLE, TN. It holds $1.5M in total assets as of 2024.

How large is Arthur a Hale Tr Ua 237-5008042?

As of 2024, Arthur a Hale Tr Ua 237-5008042 holds $1.5M in total assets with $70K in annual revenue. It awarded 3 grants totaling $84K in 2024.

Where does Arthur a Hale Tr Ua 237-5008042 operate?

Arthur a Hale Tr Ua 237-5008042 has awarded grants in North Carolina, Tennessee.

What size grants does Arthur a Hale Tr Ua 237-5008042 award?

In 2024, Arthur a Hale Tr Ua 237-5008042 awarded 3 grants totaling $84K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Arthur a Hale Tr Ua 237-5008042 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Arthur a Hale Tr Ua 237-5008042 reported a distributable amount of $105K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Arthur a Hale Tr Ua 237-5008042's EIN?

Arthur a Hale Tr Ua 237-5008042's EIN (Employer Identification Number) is 62-6193118. IRS Form 990 filing data is available on this page for 2020–2024.