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.
Key facts about Caroline Fabens-Apptd FD Uw
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.
- EIN
- 04-6026051
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $250,682
- Grants made (2025)
- 1
- Average grant
- $250,682
- Median grant
- $250,682
- Total assets
- $5,052,877
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.1M
+3.6% YoY
Annual Giving
$251K
+3.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$251K
+3.9% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| North Shore Medical Center Salem, MA | Unrestricted General | $250,682 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,052,877 | $4,878,151 | $4,854,652 |
| Revenue | $484,457 | $179,498 | $-84,120 |
| Expenses | $336,879 | $318,204 | $279,168 |
| Qualifying Distributions | $281,751 | $270,132 | $213,613 |
| Net Investment Income | $426,727 | $118,570 | $60,238 |
| Distributable Amount | $295,289 | $277,506 | $254,132 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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.
Here's the math on researching Caroline Fabens-Apptd FD Uw by hand.
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