Birch Memorial Fund Tr Uw
Birch Memorial Fund Tr Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $529K in total assets. In 2025, it awarded 1 grant totaling $26K. Net investment income was $52K.
Key facts about Birch Memorial Fund Tr Uw
In short: Birch Memorial Fund Tr Uw gave $26K across 1 grant in 2025 (avg $26K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 14-6076795
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $26,125
- Grants made (2025)
- 1
- Average grant
- $26,125
- Median grant
- $26,125
- Total assets
- $528,603
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$529K
+4.4% YoY
Annual Giving
$26K
+4.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$26K
+4.7% YoY
Under IRS private-foundation payout rules, Birch Memorial Fund Tr Uw reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.
How Birch Memorial Fund Tr Uw gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Birch Memorial Fund Tr Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $19K (2023) to $28K (2022). In 2025 it made 1 grant totaling $26K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First Reformed Church ($26K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Reformed Church Schenectady, NY | Unrestricted General | $26,125 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $528,603 | $506,338 | $483,437 |
| Revenue | $55,993 | $54,826 | $14,122 |
| Expenses | $33,874 | $31,417 | $24,212 |
| Qualifying Distributions | $28,528 | $27,232 | $20,672 |
| Net Investment Income | $51,711 | $50,311 | $9,105 |
| Distributable Amount | $29,095 | $27,371 | $25,020 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 23, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Birch Memorial Fund Tr Uw's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$6K (2021) → $6K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $6K, to Bank of America (Trustee).
Frequently asked questions about Birch Memorial Fund Tr Uw
How much does Birch Memorial Fund Tr Uw give each year?
Birch Memorial Fund Tr Uw gave $26K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 1 grant.
How large is Birch Memorial Fund Tr Uw?
Birch Memorial Fund Tr Uw reported $529K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Birch Memorial Fund Tr Uw operate?
Birch Memorial Fund Tr Uw has awarded grants in New York.
What is Birch Memorial Fund Tr Uw's EIN?
Birch Memorial Fund Tr Uw's EIN (Employer Identification Number) is 14-6076795. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Birch Memorial Fund Tr Uw by hand.
Explore Open Grants
Browse active grant opportunities in Birch Memorial Fund Tr Uw's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
James and Shirley Balk Foundation
Grand Rapids, MI
The foundation supports health, education, and children’s services, with most of its giving going to Michigan organizations. In 2024 it made 15 grants totaling $146,700, ranging from $500 to $60,000, with a median grant of $3,000. It accepts requests by letter to Shirley Balk and has no stated deadline or award restrictions.
Assets
$7.5M
Grants
15
Total Given
$147K
Le Cocq Ralph B Ta-Irr 50
Brooklyn, OH
Assets
$552K
Grants
1
Total Given
$27K
New York Landmarks Conservancy Inc
New York, NY
The Conservancy funds preservation and restoration of historic buildings, including work by congregations and nonprofits; it also offers low-interest loans for restoration projects in New York City. Its 2024 grants ranged from $6,000 to $104,847, with a median of $15,000, and all reported grant dollars went to New York State recipients. The profile does not state whether it accepts unsolicited requests.
Assets
$25.0M
Grants
40
Total Given
$852K
The Dyson Foundation
Millbrook, NY
The Dyson Foundation supports nonprofits working on housing, family stability, youth development, health care, food access, and other human services, especially for economically disadvantaged or marginalized people, in six Mid-Hudson Valley counties: Columbia, Dutchess, Greene, Orange, Putnam, and Ulster. Its 2024 grants ranged from $750 to $1 million, with a median of $16,500. It invites organizations to begin with an online letter of inquiry; whether it accepts unsolicited requests is not stated.
Assets
$246.9M
Grants
317
Total Given
$16.0M
Clark Associates Charitable Foundation
Lancaster, PA
The foundation funds 501(c)(3) nonprofits supporting people in need, youth education, and youth music and arts, primarily near Clark Associates business locations and where employees volunteer; most 2024 grant dollars went to Pennsylvania. Awards vary widely: the 2024 median was $2,000, though grants ranged from $100 to $1.2 million. It accepts applications throughout the year and evaluates them monthly; the stated deadline is November 1.
Assets
$51.3M
Grants
296
Total Given
$6.8M
Le Cocq Ralph B Ta-I 50
Brooklyn, OH
Assets
$1.9M
Grants
1
Total Given
$98K
Mark a and Deborah a Wilhelm Foundation
Naples, FL
The Mark A and Deborah A Wilhelm Foundation made grants to preselected charitable organizations, primarily in Florida, with smaller amounts going to recipients in Missouri, Virginia, and Michigan. Its 2024 grants totaled $302,209, but amounts varied widely; it did not accept unsolicited requests and its final filing reports that it liquidated and terminated.
Assets
—
Grants
24
Total Given
$302K
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds a broad range of community needs, including health, education, housing, and community development, primarily in North Texas and across Texas. Its 2025 grants had a median of about $18,800, though amounts varied widely; nearly all opportunities are by invitation, with some specific programs open for applications.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
Greater Houston Community Foundation
Houston, TX
The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
BNSF Railway Foundation
Fort Worth, TX
The BNSF Railway Foundation funds civic, cultural, education, health and human services, environmental, and youth programs, including operating costs and specific projects. Its 2025 median grant was $2,500, though awards ranged from $100 to $500,000; it supports eligible organizations serving communities near BNSF rail lines across its 28 operating states. The foundation provides an online application process, but whether it accepts unsolicited requests is not stated.
Assets
$23.0M
Grants
993
Total Given
$7.0M
Baker Hughes Foundation
Houston, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
More Funders in Texas
Birch Memorial Fund Tr Uw down — hundreds of funders to go?