Arthur W Sugden Trust Uw

DALLAS, TX EIN: 06-6029796

Arthur W Sugden Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $313K in total assets. In 2025, it awarded 2 grants totaling $16K. Net investment income was $27K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$313K

+2.9% YoY

Annual Giving

$16K

+14.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

+14.4% YoY

Under IRS private-foundation payout rules, Arthur W Sugden Trust Uw reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

About Arthur W Sugden Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $73K (100%)

States

Connecticut

Cities

Hartford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$313,266	$304,561	$305,598
Revenue	$31,536	$10,461	$-1,604
Expenses	$23,435	$21,535	$18,799
Qualifying Distributions	$18,957	$17,452	$13,661
Net Investment Income	$26,851	$5,564	$2,934
Distributable Amount	$18,391	$17,428	$16,165

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Ccmc-connecticut Children's Medical Ctr ($8,170), The Open Hearth Association ($8,170).

Recipient	Purpose	Amount
CCMC-CONNECTICUT CHILDREN'S MEDICAL CTR HARTFORD, CT	UNRESTRICTED GENERAL	$8,170
THE OPEN HEARTH ASSOCIATION HARTFORD, CT	UNRESTRICTED GENERAL	$8,170

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	$5,272

Frequently Asked Questions

How large is Arthur W Sugden Trust Uw?

As of 2025, Arthur W Sugden Trust Uw holds $313K in total assets with $32K in annual revenue. It awarded 2 grants totaling $16K in 2025.

Where does Arthur W Sugden Trust Uw operate?

Arthur W Sugden Trust Uw has awarded grants in Connecticut.

What size grants does Arthur W Sugden Trust Uw award?

In 2025, Arthur W Sugden Trust Uw awarded 2 grants totaling $16K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Arthur W Sugden Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Arthur W Sugden Trust Uw reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.