Barclay William Tr Uw

DALLAS, TX EIN: 06-6020838

Barclay William Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $382K in total assets. In 2024, it awarded 1 grants totaling $18K. Net investment income was $33K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$382K

+3.2% YoY

Annual Giving

$18K

-10.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$18K

-10.0% YoY

About Barclay William Tr Uw

Based on IRS filings

Barclay William Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $382K in total assets. In 2024, it awarded 1 grants totaling $18K. Net investment income was $33K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

See Attached

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$24K$48K$72K$96K20202021202220232024
Metric202420232022
Total Assets$381,577$369,796$385,601
Revenue$38,444$12,807$-8,575
Expenses$26,267$28,475$29,637
Qualifying Distributions$21,006$23,812$22,875
Net Investment Income$32,939$6,940$3,006
Distributable Amount$21,701$19,984$20,680

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED STATEMENT$18K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$6K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$6,265

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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