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. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 3 grants totaling $92K. Net investment income was $95K.
Arthur a Hale Tr UA 237-5008042 at a glance
In short: Arthur a Hale Tr UA 237-5008042 gave $92K across 3 grants in 2025 (avg $31K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $91,881
- +9.9% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $30,627
- +9.9% vs 2024
- Median grant
- $30,627
- Total assets
- $1,518,022
- -0.7% vs 2024
- Primary geography
- Tennessee (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Arthur a Hale Tr UA 237-5008042 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Lees-McRae College Attnbusiness Affairs ($31K). Together the top 3 received $92K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Arthur a Hale Tr UA 237-5008042 gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 96% 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 $28K (2020) to $99K (2022). In 2025 it made 3 grants totaling $92K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lees-McRae College Attnbusiness Affairs Banner Elk, NC | Operational | $30,627 |
| King University Bristol, TN | Operational | $30,627 |
| Rogersville Presbyterian Church ATT Sarah Leroy Rogersville, TN | Operational | $30,627 |
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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 | $1,518,022 | $111,090 | $121,062 | $91,881 | 3 | $105,786 | $95,466 | $110,718 |
| 2024 | $1,529,338 | $69,672 | $111,907 | $83,586 | 3 | $96,888 | $54,652 | $105,183 |
| 2023 | $1,570,620 | $93,607 | $113,003 | $86,646 | 3 | $99,041 | $79,645 | $95,979 |
| 2022 | $1,592,320 | $91,463 | $125,899 | $98,967 | 3 | $111,607 | $76,435 | $99,287 |
| 2021 | $1,628,980 | $86,530 | $113,701 | $83,181 | 3 | $97,293 | $70,121 | $113,078 |
| 2020 | $1,657,213 | $136,044 | $55,655 | $27,765 | 3 | — | $123,084 | $95,557 |
Under IRS private-foundation payout rules, Arthur a Hale Tr UA 237-5008042 reported a distributable amount of $111K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Arthur a Hale Tr UA 237-5008042's only listed officer is First Horizon Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
First Horizon Bank
Trustee
On filings since 2020
$25K (2020) → $28K (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 $28K, to First Horizon Bank (Trustee).
Frequently asked questions about Arthur a Hale Tr UA 237-5008042
How much does Arthur a Hale Tr UA 237-5008042 give each year?
Arthur a Hale Tr UA 237-5008042 gave $92K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $84K across 3 grants.
What is Arthur a Hale Tr UA 237-5008042's typical grant size?
Arthur a Hale Tr UA 237-5008042's median grant in 2025 was $30,627, and its average grant was $30,627, across 3 grants on its 2025 IRS Form 990-PF.
Where does Arthur a Hale Tr UA 237-5008042 give grants?
Arthur a Hale Tr UA 237-5008042 gives mostly in Tennessee: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (33%).
Does Arthur a Hale Tr UA 237-5008042 give general operating support?
Yes: 100% of Arthur a Hale Tr UA 237-5008042's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Arthur a Hale Tr UA 237-5008042?
Arthur a Hale Tr UA 237-5008042 reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $106K in qualifying distributions that year, against a required minimum of $111K (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 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 2025.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Live grants for the work Arthur a Hale Tr UA 237-5008042 funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Arthur a Hale Tr UA 237-5008042's focus areas in our free grants database
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