Arthur W Sugden Trust Uw
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.
Arthur W Sugden Trust Uw at a glance
In short: Arthur W Sugden Trust Uw gave $16K across 2 grants in 2025 (avg $8K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,340
- +14.4% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $8,170
- +14.4% vs 2024
- Median grant
- $8,170
- Total assets
- $313,266
- +2.9% 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 W Sugden Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was CCMC-Connecticut Children's Medical Ctr ($8K). Together the top 2 received $16K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Arthur W Sugden Trust Uw gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). 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 $11K (2023) to $17K (2022). In 2025 it made 2 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 | $313,266 | $31,536 | $23,435 | $16,340 | 2 | $18,957 | $26,851 | $18,391 |
| 2024 | $304,561 | $10,461 | $21,535 | $14,288 | 2 | $17,452 | $5,564 | $17,428 |
| 2023 | $305,598 | $-1,604 | $18,799 | $10,962 | 2 | $13,661 | $2,934 | $16,165 |
| 2022 | $321,353 | $60,404 | $24,291 | $17,304 | 2 | $19,896 | $55,723 | $16,987 |
| 2021 | $335,970 | $22,220 | $22,276 | $13,870 | 2 | — | $17,994 | $18,798 |
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.
Leadership & Key People
Officers and directors from IRS filings
Arthur W Sugden Trust Uw'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
$5K (2022) → $5K (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 $5K, to Bank of America (Trustee).
Frequently asked questions about Arthur W Sugden Trust Uw
How much does Arthur W Sugden Trust Uw give each year?
Arthur W Sugden Trust Uw gave $16K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 2 grants.
How large is Arthur W Sugden Trust Uw?
Arthur W Sugden Trust Uw reported $313K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).
Where does Arthur W Sugden Trust Uw operate?
Arthur W Sugden Trust Uw has awarded grants in Connecticut.
What is Arthur W Sugden Trust Uw's EIN?
Arthur W Sugden Trust Uw's EIN (Employer Identification Number) is 06-6029796. 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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