Beardsley Mary W Tr Uw Art 30

DALLAS, TX EIN: 06-6031451

Beardsley Mary W Tr Uw Art 30 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $689K in total assets. In 2024, it awarded 6 grants totaling $33K. Net investment income was $63K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$689K

+3.7% YoY

Annual Giving

$33K

+27.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

+27.1% YoY

Under IRS private-foundation payout rules, Beardsley Mary W Tr Uw Art 30 reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.

About Beardsley Mary W Tr Uw Art 30

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $164K (100%)

States

Connecticut

Cities

BridgeportEaston

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$689,140	$664,533	$680,562
Revenue	$72,054	$24,114	$-17,628
Expenses	$46,737	$39,931	$55,681
Qualifying Distributions	$37,694	$32,080	$43,847
Net Investment Income	$62,614	$14,004	$6,052
Distributable Amount	$39,671	$36,410	$37,723

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 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lifebridge Community Services ($9,310), Bridgeport Hospital ($4,660), Burroughs Home Fund ($4,660).

Recipient	Purpose	Amount
BRIDGEPORT HOSPITAL BRIDGEPORT, CT	UNRESTRICTED GENERAL	$4,660
BURROUGHS HOME FUND EASTON, CT	UNRESTRICTED GENERAL	$4,660
LIFEBRIDGE COMMUNITY SERVICES BRIDGEPORT, CT	UNRESTRICTED GENERAL	$9,310
THE CENTER FOR FAMILY JUSTICE BRIDGEPORT, CT	UNRESTRICTED GENERAL	$4,660
HALL NEIGHBORHOOD HOUSE INC BRIDGEPORT, CT	UNRESTRICTED GENERAL	$4,660
OLIVET CONGREGATIONAL CHURCH BRIDGEPORT, CT	UNRESTRICTED GENERAL	$4,660

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$11,460

Frequently Asked Questions

How large is Beardsley Mary W Tr Uw Art 30?

As of 2024, Beardsley Mary W Tr Uw Art 30 holds $689K in total assets with $72K in annual revenue. It awarded 6 grants totaling $33K in 2024.

Where does Beardsley Mary W Tr Uw Art 30 operate?

Beardsley Mary W Tr Uw Art 30 has awarded grants in Connecticut.

What size grants does Beardsley Mary W Tr Uw Art 30 award?

In 2024, Beardsley Mary W Tr Uw Art 30 awarded 6 grants totaling $33K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Beardsley Mary W Tr Uw Art 30 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Beardsley Mary W Tr Uw Art 30 reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.