Burke Alice W Trust Uw

DALLAS, TX EIN: 06-6144775

Burke Alice W 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 $190K in total assets. In 2024, it awarded 4 grants totaling $8K. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$190K

+3.8% YoY

Annual Giving

$8K

+14.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

+14.9% YoY

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

About Burke Alice W Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $41K (100%)

States

Connecticut

Cities

Winsted

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$189,758	$182,811	$187,633
Revenue	$19,581	$6,233	$-4,559
Expenses	$12,431	$10,976	$16,519
Qualifying Distributions	$9,453	$8,316	$12,754
Net Investment Income	$16,479	$2,955	$1,064
Distributable Amount	$10,732	$9,823	$10,081

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Joseph's Church - Winsted ($3,856), Foothills Visiting Nurse & Home Care ($1,285), Winsted Health Center Foundation Inc ($1,285).

Recipient	Purpose	Amount
ST JOSEPH'S CHURCH - WINSTED WINSTED, CT	UNRESTRICTED GENERAL	$3,856
FOOTHILLS VISITING NURSE & HOME CARE WINSTED, CT	UNRESTRICTED GENERAL	$1,285
WINSTED HEALTH CENTER FOUNDATION INC WINSTED, CT	UNRESTRICTED GENERAL	$1,285
AUXILIARY FOR COMMUNITY HEALTH WINSTED, CT	UNRESTRICTED GENERAL	$1,285

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	$3,105

Frequently Asked Questions

How large is Burke Alice W Trust Uw?

As of 2024, Burke Alice W Trust Uw holds $190K in total assets with $20K in annual revenue. It awarded 4 grants totaling $8K in 2024.

Where does Burke Alice W Trust Uw operate?

Burke Alice W Trust Uw has awarded grants in Connecticut.

What size grants does Burke Alice W Trust Uw award?

In 2024, Burke Alice W Trust Uw awarded 4 grants totaling $8K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Burke Alice W Trust Uw required to give away each year?

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