Bowen Whitney and Marian Char Uw WB
Bowen Whitney and Marian Char Uw WB is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $692K in total assets. In 2026, it awarded 4 grants totaling $36K. Net investment income was $94K.
Key facts about Bowen Whitney and Marian Char Uw WB
In short: Bowen Whitney and Marian Char Uw WB gave $36K across 4 grants in 2026 (avg $9K), mostly in New York. Source: 2026 IRS Form 990-PF.
- EIN
- 22-2741073
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $36,352
- Grants made (2026)
- 4
- Average grant
- $9,088
- Median grant
- $9,088
- Total assets
- $692,305
- Primary geography
- New York (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$692K
+12.3% YoY
Annual Giving
$36K
+9.5% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$9K
+9.5% YoY
Under IRS private-foundation payout rules, Bowen Whitney and Marian Char Uw WB reported a distributable amount of $39K for 2026 — the minimum it must pay out in qualifying distributions.
How Bowen Whitney and Marian Char Uw WB gives
- Giving held roughly steady from 2023 to 2026 (+2%). Method
- In 2026 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $32K (2020) to $36K (2026). In 2026 it made 4 grants totaling $36K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was United Church of Livonia ($9K). Together the top 4 received $36K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Church of Livonia Livonia, NY | Unrestricted General | $9,088 |
| Village of Livonia Livonia, NY | Unrestricted General | $9,088 |
| New York Military Academy Cornwall Hudson, NY | Unrestricted General | $9,088 |
| Boy Scouts of America Lockport, NY | Unrestricted General | $9,088 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $692,305 | $616,482 | $601,831 |
| Revenue | $101,572 | $63,052 | $23,066 |
| Expenses | $49,118 | $45,230 | $42,816 |
| Qualifying Distributions | $40,862 | $37,361 | $36,774 |
| Net Investment Income | $93,904 | $55,347 | $15,141 |
| Distributable Amount | $38,931 | $36,305 | $33,647 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 26, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Bowen Whitney and Marian Char Uw WB's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$10K (2022) → $10K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $10K, to Bank of America (Trustee).
Frequently asked questions about Bowen Whitney and Marian Char Uw WB
How much does Bowen Whitney and Marian Char Uw WB give each year?
Bowen Whitney and Marian Char Uw WB gave $36K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $33K across 4 grants.
What is Bowen Whitney and Marian Char Uw WB's typical grant size?
Bowen Whitney and Marian Char Uw WB's median grant in 2026 was $9,088, and its average grant was $9,088, across 4 grants on its 2026 IRS Form 990-PF.
Where does Bowen Whitney and Marian Char Uw WB give grants?
Bowen Whitney and Marian Char Uw WB gives mostly in New York: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Livonia, NY (2 grants).
Does Bowen Whitney and Marian Char Uw WB give general operating support?
Yes: 100% of Bowen Whitney and Marian Char Uw WB's 2026 grants with a stated purpose (4 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Bowen Whitney and Marian Char Uw WB?
Bowen Whitney and Marian Char Uw WB reported $692K in total assets on its 2026 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets).
What is Bowen Whitney and Marian Char Uw WB's EIN?
Bowen Whitney and Marian Char Uw WB's EIN (Employer Identification Number) is 22-2741073. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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