Bennet Elisabeth M Trust Uw

DALLAS, TX EIN: 06-6027289

Bennet Elisabeth M Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $195K in total assets. In 2024, it awarded 1 grants totaling $8K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$195K

+1.3% YoY

Annual Giving

$8K

+18.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

+18.6% YoY

Under IRS private-foundation payout rules, Bennet Elisabeth M Trust Uw reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About Bennet Elisabeth M Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $44K (100%)

States

Connecticut

Cities

Hartford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$195,027	$192,441	$198,192
Revenue	$8,055	$-676	$38,569
Expenses	$13,103	$11,609	$17,644
Qualifying Distributions	$10,087	$8,645	$13,873
Net Investment Income	$4,517	$1,718	$35,404
Distributable Amount	$11,323	$10,304	$10,622

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ywca Hartford Region ($8,258).

Recipient	Purpose	Amount
YWCA HARTFORD REGION HARTFORD, CT	UNRESTRICTED GENERAL	$8,258

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	$3,323

Frequently Asked Questions

How large is Bennet Elisabeth M Trust Uw?

As of 2024, Bennet Elisabeth M Trust Uw holds $195K in total assets with $8K in annual revenue. It awarded 1 grants totaling $8K in 2024.

Where does Bennet Elisabeth M Trust Uw operate?

Bennet Elisabeth M Trust Uw has awarded grants in Connecticut.

What size grants does Bennet Elisabeth M Trust Uw award?

In 2024, Bennet Elisabeth M Trust Uw awarded 1 grants totaling $8K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Bennet Elisabeth M Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bennet Elisabeth M Trust Uw reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.