Arthur J Roy Trust UA
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.
Arthur J Roy Trust UA at a glance
In short: Arthur J Roy Trust UA gave $99K across 6 grants in 2025 (avg $16K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $98,967
- +7.1% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $16,495
- +7.1% vs 2024
- Median grant
- $16,488
- Total assets
- $1,970,938
- +1.7% 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 Arthur J Roy Trust UA funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was St Joseph's School ($17K). Together the top 6 received $99K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Arthur J Roy Trust UA gives
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 99% 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 2021 to 2025, annual grant giving ranged from $80K (2023) to $118K (2022). In 2025 it made 6 grants totaling $99K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 | $1,970,938 | $192,093 | $137,333 | $98,967 | 6 | $112,823 | $166,412 | $113,984 |
| 2024 | $1,937,418 | $65,446 | $126,665 | $92,419 | 6 | $105,119 | $38,272 | $106,070 |
| 2023 | $1,957,647 | $-46,225 | $121,462 | $80,192 | 6 | $92,095 | $21,013 | $100,139 |
| 2022 | $2,100,138 | $416,744 | $155,268 | $117,539 | 6 | $130,799 | $391,900 | $112,034 |
| 2021 | $2,100,409 | $156,712 | $121,507 | $83,727 | 6 | — | $135,010 | $112,018 |
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.
Leadership & Key People
Officers and directors from IRS filings
Arthur J Roy Trust UA's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$32K (2022) → $33K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $33K, to Bank of America (Trustee).
Frequently asked questions about Arthur J Roy Trust UA
How much does Arthur J Roy Trust UA give each year?
Arthur J Roy Trust UA gave $99K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $92K across 6 grants.
What is Arthur J Roy Trust UA's typical grant size?
Arthur J Roy Trust UA's median grant in 2025 was $16,488, and its average grant was $16,495, across 6 grants on its 2025 IRS Form 990-PF.
Where does Arthur J Roy Trust UA give grants?
Arthur J Roy Trust UA gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Willimantic, CT (3 grants) and Baltic, CT (2 grants).
Does Arthur J Roy Trust UA give general operating support?
Yes: 100% of Arthur J Roy Trust UA's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Arthur J Roy Trust UA's largest grantees?
Arthur J Roy Trust UA's largest 2025 grantees include St Joseph's School ($16,527), St Joseph's Church ($16,488) and Windham Community Memorial Hospital ($16,488), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Arthur J Roy Trust UA?
Arthur J Roy Trust UA reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $113K in qualifying distributions that year, against a required minimum of $114K (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 J Roy Trust UA's EIN?
Arthur J Roy Trust UA's EIN (Employer Identification Number) is 06-6215257. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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