Burr Mary G Trust Ua

DALLAS, TX EIN: 06-6219979

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

2states

Cities

MiddletownWellesley

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$44K$89K$133K$178K202020212022202320242025
Metric202520242023
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

$0$11K$22K$34K$45K3 grants20203 grants20213 grants20223 grants20233 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

WELLESLEY COLLEGE$12KMIDDLESEX UNITED WAY INC$12KSOUTH CONGL CHURCH$12K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
WELLESLEY COLLEGE WELLESLEY, MAUNRESTRICTED GENERAL$12,325
MIDDLESEX UNITED WAY INC MIDDLETOWN, CTUNRESTRICTED GENERAL$12,325
SOUTH CONGL CHURCH MIDDLETOWN, CTUNRESTRICTED GENERAL$12,325

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$12K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$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.

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