Caroline Fabens-Apptd FD Uw
Caroline Fabens-Apptd FD Uw is a private foundation focused on Health, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.1M in total assets. In 2025, it awarded 1 grant totaling $251K. Net investment income was $427K.
Caroline Fabens-Apptd FD Uw at a glance
In short: Caroline Fabens-Apptd FD Uw gave $251K across 1 grant in 2025 (avg $251K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $250,682
- +3.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $250,682
- +3.9% vs 2024
- Median grant
- $250,682
- Total assets
- $5,052,877
- +3.6% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Caroline Fabens-Apptd FD Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was North Shore Medical Center ($251K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Caroline Fabens-Apptd FD Uw gives
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2025, annual grant giving ranged from $187K (2023) to $297K (2022). In 2025 it made 1 grant totaling $251K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| North Shore Medical Center Salem, MA | Unrestricted General | $250,682 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,052,877 | $484,457 | $336,879 | $250,682 | 1 | $281,751 | $426,727 | $295,289 |
| 2024 | $4,878,151 | $179,498 | $318,204 | $241,376 | 1 | $270,132 | $118,570 | $277,506 |
| 2023 | $4,854,652 | $-84,120 | $279,168 | $186,750 | 1 | $213,613 | $60,238 | $254,132 |
| 2022 | $5,101,832 | $957,050 | $372,076 | $297,150 | 1 | $323,823 | $905,868 | $267,818 |
| 2021 | $5,347,582 | $319,650 | $304,493 | $224,476 | 1 | — | $273,900 | $292,613 |
Under IRS private-foundation payout rules, Caroline Fabens-Apptd FD Uw reported a distributable amount of $295K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Caroline Fabens-Apptd FD Uw's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$63K (2022) → $74K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $74K, to Bank of America (Trustee).
Frequently asked questions about Caroline Fabens-Apptd FD Uw
How much does Caroline Fabens-Apptd FD Uw give each year?
Caroline Fabens-Apptd FD Uw gave $251K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $241K across 1 grant.
How large is Caroline Fabens-Apptd FD Uw?
Caroline Fabens-Apptd FD Uw reported $5.1M in total assets on its 2025 IRS Form 990-PF. It paid out $282K in qualifying distributions that year, against a required minimum of $295K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Caroline Fabens-Apptd FD Uw?
Caroline Fabens-Apptd FD Uw is a private foundation focused on Health, based in Dallas, TX. It holds $5.1M in total assets as of 2025.
Where does Caroline Fabens-Apptd FD Uw operate?
Caroline Fabens-Apptd FD Uw has awarded grants in Massachusetts.
What is Caroline Fabens-Apptd FD Uw's EIN?
Caroline Fabens-Apptd FD Uw's EIN (Employer Identification Number) is 04-6026051. IRS Form 990 filing data is available on this page for 2021–2025.
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
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Caroline Fabens-Apptd FD Uw funds
Health Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Caroline Fabens-Apptd FD Uw's focus areas in our free grants database
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