Cadwell John Trust Uw

DALLAS, TX EIN: 06-6122185

Cadwell John 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 $59K in total assets. In 2024, it awarded 3 grants totaling $2K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$59K

+3.0% YoY

Annual Giving

$2K

+3.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$779

+3.5% YoY

Under IRS private-foundation payout rules, Cadwell John Trust Uw reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About Cadwell John Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $13K (100%)

States

Connecticut

Cities

Hartford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$58,637	$56,910	$63,142
Revenue	$6,693	$1,981	$-2,119
Expenses	$4,910	$8,044	$5,833
Qualifying Distributions	$3,471	$6,342	$3,873
Net Investment Income	$5,202	$580	—
Distributable Amount	$3,381	$3,215	$3,473

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 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hartford Hospital ($779), Hartford Foundation for Public Giving ($779), Connecticut Childrens Medical Center ($779).

Recipient	Purpose	Amount
HARTFORD HOSPITAL HARTFORD, CT	UNRESTRICTED GENERAL	$779
HARTFORD FOUNDATION FOR PUBLIC GIVING HARTFORD, CT	UNRESTRICTED GENERAL	$779
CONNECTICUT CHILDRENS MEDICAL CENTER HARTFORD, CT	UNRESTRICTED GENERAL	$779

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	$974

Frequently Asked Questions

How large is Cadwell John Trust Uw?

As of 2024, Cadwell John Trust Uw holds $59K in total assets with $7K in annual revenue. It awarded 3 grants totaling $2K in 2024.

Where does Cadwell John Trust Uw operate?

Cadwell John Trust Uw has awarded grants in Connecticut.

What size grants does Cadwell John Trust Uw award?

In 2024, Cadwell John Trust Uw awarded 3 grants totaling $2K — an average of about $779 per grant, based on its IRS Form 990 filings.

How much is Cadwell John Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Cadwell John Trust Uw reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.