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 2025. As of 2025, the organization holds $743K in total assets. In 2025, it awarded 3 grants totaling $37K. Net investment income was $61K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$743K
+2.1% YoY
Annual Giving
$37K
+16.3% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$12K
+16.3% YoY
Under IRS private-foundation payout rules, Burr Mary G Trust Ua reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
About Burr Mary G Trust Ua
Based on IRS filings
Burr Mary G Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $743K in total assets. In 2025, it awarded 3 grants totaling $37K. Net investment income was $61K.
Ready to take the next step with Burr Mary G Trust Ua?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $743,213 | $728,128 | $736,543 |
| Revenue | $71,213 | $29,426 | $-16,519 |
| Expenses | $52,233 | $45,263 | $53,165 |
| Qualifying Distributions | $42,468 | $36,791 | $39,077 |
| Net Investment Income | $61,042 | $16,671 | $7,451 |
| Distributable Amount | $43,395 | $40,010 | $38,408 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Wellesley College ($12,325), Middlesex United Way Inc ($12,325), South Congl Church ($12,325).
| Recipient | Purpose | Amount |
|---|---|---|
| WELLESLEY COLLEGE WELLESLEY, MA | UNRESTRICTED GENERAL | $12,325 |
| MIDDLESEX UNITED WAY INC MIDDLETOWN, CT | UNRESTRICTED GENERAL | $12,325 |
| SOUTH CONGL CHURCH MIDDLETOWN, CT | UNRESTRICTED GENERAL | $12,325 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $12,482 |
Frequently Asked Questions
How large is Burr Mary G Trust Ua?
As of 2025, Burr Mary G Trust Ua holds $743K in total assets with $71K in annual revenue. It awarded 3 grants totaling $37K in 2025.
Where does Burr Mary G Trust Ua operate?
Burr Mary G Trust Ua has awarded grants in Connecticut, Massachusetts.
What size grants does Burr Mary G Trust Ua award?
In 2025, Burr Mary G Trust Ua awarded 3 grants totaling $37K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Burr Mary G Trust Ua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Burr Mary G Trust Ua reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.