Carlton F Forra Uw

Private foundation · Grantmaker Dallas, TX EIN: 04-6191379

Carlton F Forra Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. In 2024, it awarded 4 grants totaling $113K. Net investment income was $8K.

Carlton F Forra Uw at a glance

In short: Carlton F Forra Uw gave $113K across 4 grants in 2024 (avg $28K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$112,828
+2790.1% vs 2023
Grants made (2024)
4
+0.0% vs 2023
Average grant
$28,207
+2790.1% vs 2023
Median grant
$28,207
Primary geography
Massachusetts (50% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Carlton F Forra Uw funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Foundation of Our Lady of Holy Cross: $28KFoundation of Our Lady of HolyCross$28KAmerican Lung Assn of Massachusetts: $28KAmerican Lung Assn ofMassachusetts$28KAmerican Cancer Society Inc: $28KAmerican Cancer Society Inc$28KAmerican Heart Association Inc: $28KAmerican Heart Association Inc$28K

The largest 2024 recipient was Foundation of Our Lady of Holy Cross ($28K). Together the top 4 received $113K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

North EastonBrookfieldSt PetersburgOklahoma CityHagerstownDallasFramingham

How Carlton F Forra Uw gives

  • Giving grew 2490% from 2021 to 2024. Method
  • In 2024 it paid out well above 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

$0$50K$100K$150K4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $4K (2023) to $113K (2024). In 2024 it made 4 grants totaling $113K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Foundation of Our Lady of Holy Cross North Easton, MAUnrestricted General$28,207
American Lung Assn of Massachusetts Framingham, MAUnrestricted General$28,207
American Cancer Society Inc Hagerstown, MDUnrestricted General$28,207
American Heart Association Inc Dallas, TXUnrestricted General$28,207
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024—$10,315$116,767$112,8284$114,463$8,274$5,681
2023$106,935$-2,551$7,203$3,9044$5,108$663$5,640
2022$115,416$21,406$9,238$6,0564$7,351$19,501$6,379
2021$117,590$9,034$7,483$4,3564—$7,326$6,412
2020$101,694$7,634$7,205$4,4004—$6,239$5,597

Under IRS private-foundation payout rules, Carlton F Forra Uw reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Carlton F Forra Uw's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2024 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $2K (2022) → $750 (2024)

Former officers (1)
  • Former: Bank Of America N A (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Bank of America — Trustee: $750Bank of AmericaTrustee$750

The highest reported compensation on the 2024 filing was $750, to Bank of America (Trustee).

Frequently asked questions about Carlton F Forra Uw

How much does Carlton F Forra Uw give each year?

Carlton F Forra Uw gave $113K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4K across 4 grants.

What is Carlton F Forra Uw's typical grant size?

Carlton F Forra Uw's median grant in 2024 was $28,207, and its average grant was $28,207, across 4 grants on its 2024 IRS Form 990-PF.

Where does Carlton F Forra Uw give grants?

Carlton F Forra Uw gives mostly in Massachusetts: 50% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Maryland (25%) and Texas (25%).

Does Carlton F Forra Uw give general operating support?

Yes: 100% of Carlton F Forra Uw's 2024 grants with a stated purpose (4 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.

How much is Carlton F Forra Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carlton F Forra Uw reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carlton F Forra Uw's EIN?

Carlton F Forra Uw's EIN (Employer Identification Number) is 04-6191379. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Carlton F Forra Uw's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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