Burr Mary G Trust UA
Burr Mary G Trust UA is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $828K in total assets. In 2026, it awarded 3 grants totaling $47K. Net investment income was $111K.
Burr Mary G Trust UA at a glance
In short: Burr Mary G Trust UA gave $47K across 3 grants in 2026 (avg $16K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $46,656
- +26.2% vs 2025
- Grants made (2026)
- 3
- +0.0% vs 2025
- Average grant
- $15,552
- +26.2% vs 2025
- Median grant
- $15,552
- Total assets
- $827,805
- +11.4% vs 2025
- Primary geography
- Connecticut (67% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Burr Mary G Trust UA funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was Wellesley College ($16K). Together the top 3 received $47K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
States
Cities
How Burr Mary G Trust UA gives
- Giving grew 37% from 2023 to 2026. Method
- In 2026 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $30K (2021) to $47K (2026). In 2026 it made 3 grants totaling $47K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wellesley College Wellesley, MA | Unrestricted General | $15,552 |
| Middlesex United Way Middletown, CT | Unrestricted General | $15,552 |
| South Congregational Church Middletown, CT | Unrestricted General | $15,552 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $827,805 | $121,058 | $64,504 | $46,656 | 3 | $52,496 | $111,041 | $46,423 |
| 2025 | $743,213 | $71,213 | $52,233 | $36,975 | 3 | $42,468 | $61,042 | $43,395 |
| 2024 | $728,128 | $29,426 | $45,263 | $31,803 | 3 | $36,791 | $16,671 | $40,010 |
| 2023 | $736,543 | $-16,519 | $53,165 | $34,098 | 3 | $39,077 | $7,451 | $38,408 |
| 2022 | $806,463 | $161,717 | $61,185 | $44,946 | 3 | $50,813 | $150,937 | $44,527 |
| 2021 | $781,356 | $57,311 | $44,787 | $29,994 | 3 | — | $48,984 | $41,625 |
| 2020 | $681,387 | $54,840 | $45,376 | $32,577 | 3 | — | $48,328 | $36,837 |
Under IRS private-foundation payout rules, Burr Mary G Trust UA reported a distributable amount of $46K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Burr Mary G Trust UA's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$11K (2020) → $13K (2026)
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 $13K, to Bank of America (Trustee).
Frequently asked questions about Burr Mary G Trust UA
How much does Burr Mary G Trust UA give each year?
Burr Mary G Trust UA gave $47K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $37K across 3 grants.
What is Burr Mary G Trust UA's typical grant size?
Burr Mary G Trust UA's median grant in 2026 was $15,552, and its average grant was $15,552, across 3 grants on its 2026 IRS Form 990-PF.
Where does Burr Mary G Trust UA give grants?
Burr Mary G Trust UA gives mostly in Connecticut: 67% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (33%). The most frequent recipient cities were Middletown, CT (2 grants).
Does Burr Mary G Trust UA give general operating support?
Yes: 100% of Burr Mary G Trust UA's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Burr Mary G Trust UA?
Burr Mary G Trust UA reported $828K in total assets on its 2026 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets).
What is Burr Mary G Trust UA's EIN?
Burr Mary G Trust UA's EIN (Employer Identification Number) is 06-6219979. 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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2020–2025
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