Arthur J Roy Trust Ua

DALLAS, TX EIN: 06-6215257

Arthur J Roy Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 6 grants totaling $99K. Net investment income was $166K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.0M

+1.7% YoY

Annual Giving

$99K

+7.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$16K

+7.1% YoY

Under IRS private-foundation payout rules, Arthur J Roy Trust Ua reported a distributable amount of $114K for 2025 — the minimum it must pay out in qualifying distributions.

About Arthur J Roy Trust Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $473K (100%)

States

Connecticut

Cities

BalticNorwichWillimantic

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,970,938	$1,937,418	$1,957,647
Revenue	$192,093	$65,446	$-46,225
Expenses	$137,333	$126,665	$121,462
Qualifying Distributions	$112,823	$105,119	$92,095
Net Investment Income	$166,412	$38,272	$21,013
Distributable Amount	$113,984	$106,070	$100,139

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include St Joseph's School ($16,527), St Joseph's Church ($16,488), Windham Community Memorial Hospital ($16,488).

Recipient	Purpose	Amount
ST JOSEPH'S SCHOOL BALTIC, CT	UNRESTRICTED GENERAL	$16,527
ST JOSEPH'S CHURCH WILLIMANTIC, CT	UNRESTRICTED GENERAL	$16,488
WINDHAM COMMUNITY MEMORIAL HOSPITAL WILLIMANTIC, CT	UNRESTRICTED GENERAL	$16,488
ST MARY'S CHURCH BALTIC, CT	UNRESTRICTED GENERAL	$16,488
ST JOSEPH'S HOME FOR THE AGED NORWICH, CT	UNRESTRICTED GENERAL	$16,488
ST MARY'S ST JOSEPH'S SCHOOL WILLIMANTIC, CT	UNRESTRICTED GENERAL	$16,488

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$33,391

Frequently Asked Questions

How large is Arthur J Roy Trust Ua?

As of 2025, Arthur J Roy Trust Ua holds $2.0M in total assets with $192K in annual revenue. It awarded 6 grants totaling $99K in 2025.

Where does Arthur J Roy Trust Ua operate?

Arthur J Roy Trust Ua has awarded grants in Connecticut.

What size grants does Arthur J Roy Trust Ua award?

In 2025, Arthur J Roy Trust Ua awarded 6 grants totaling $99K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Arthur J Roy Trust Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Arthur J Roy Trust Ua reported a distributable amount of $114K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.