Charitable Trust Uw Monique

Private foundation · Grantmaker New York, NY EIN: 13-3020092

Charitable Trust Uw Monique is a private foundation based in New York, NY. Its 2025 filing reports 18 grants totaling $425,500, with recipients including medical and charitable organizations.

Charitable Trust Uw Monique at a glance

In short: Charitable Trust Uw Monique gave $426K across 18 grants in 2025 (avg $24K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$425,500
+16.4% vs 2024
Grants made (2025)
18
+12.5% vs 2024
Average grant
$23,639
+3.5% vs 2024
Median grant
$18,250
Total assets
$661,372
-24.1% vs 2024
Primary geography
New York (95% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to Charitable Trust Uw Monique

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: C/O Mclaughlin Stern 260 Madison, New York, NY 10016
Phone: (212) 455-0422

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Charitable Trust Uw Monique funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Rockefeller University: $80KRockefeller University$80KWhite Plains Hospital: $50KWhite Plains Hospital$50KVagelos College of Physicians Surge: $50KVagelos College of PhysiciansSurge$50KThe New York Foundling Hospital: $44KThe New York FoundlingHospital$44KUnited Way of New York City: $29KUnited Way of New York City$29KVisiting Nurses Services of New Yor: $26KVisiting Nurses Services ofNew Yor$26KJewish Board of Family Children's S: $25KJewish Board of FamilyChildren's S$25KBlythedale Childrens Hospital: $25KBlythedale Childrens Hospital$25KThe Jewish Guild for the Blind: $19KThe Jewish Guild for the Blind$19KThe Hebrew Home for the Aged: $18KThe Hebrew Home for the Aged$18K

The largest 2025 recipient was Rockefeller University ($80K). Together the top 10 received $366K.

Grant Size Distribution

82 grants across all recorded years

60<$50K17$50–100K4$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 60 grants of 82 (73%).

Geographic Focus

Where this funder awards grants

In 2025, 95% of grant dollars went to recipients in New York, 2% to Maryland, 2% to Texas, and 1% to Virginia.

Grant Distribution by State

4states

Share of 2025 grant dollars across all 18 itemized grants.

Cities

New YorkBronxAlexandriaBethesdaDallasValhallaGetzville

How Charitable Trust Uw Monique gives

  • 83% of 2025 grantees were also funded in 2024. Method
  • Giving fell 38% from 2022 to 2025. Method
  • In 2025 it paid out 566% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M4 grants2020 16 grants2021 16 grants2022 16 grants2023 16 grants2024 18 grants2025

From 2020 to 2025, annual grant giving ranged from $90K (2020) to $811K (2023). In 2025 it made 18 grants totaling $426K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Rockefeller University New York, NYMedical Research$80,000
White Plains Hospital White Plains, NYCharitable$50,000
Vagelos College of Physicians Surge New York, NYCharitable$50,000
The New York Foundling Hospital New York, NYMedical Research$44,000
United Way of New York City New York, NYMedical Research$29,000
Visiting Nurses Services of New Yor New York, NYMedical Research$26,000
Jewish Board of Family Children's S New York, NYMedical Research$25,000
Blythedale Childrens Hospital Valhalla, NYMedical Research$25,000
The Jewish Guild for the Blind New York, NYMedical Research$19,000
The Hebrew Home for the Aged Bronx, NYMedical Research$17,500
Your AI grants department

Ready to take the next step with Charitable Trust Uw Monique?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$661,372$250,275$460,807$425,50018$425,500$232,611$75,131
2024$871,904$220,675$415,791$365,50016$365,500$191,349$90,471
2023$1,067,020$178,184$852,349$811,00016$811,000$164,309—
2022$1,741,185$82,030$816,386$691,00016$789,449$55,093$150,254
2021$2,475,541$185,468$643,355$596,00016—$161,982$176,531
2020$2,946,055$287,079$145,709$90,0004—$257,171$180,804

Under IRS private-foundation payout rules, Charitable Trust Uw Monique reported a distributable amount of $75K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The available information does not state the foundation’s own mission. Its 2025 grant list includes grants designated for medical research and charitable purposes. Recipients’ stated missions show a range of work: United Way of New York City says it works with partners to address urgent needs and build solutions for New Yorkers; Blythdale Children’s Hospital says it improves children’s health and treats complex medical conditions; and The Jewish Guild for the Blind says it provides services to help people who are visually impaired attain their goals.

Grantmaking

In 2025, the foundation made 18 grants totaling $425,500. Grants ranged from $2,500 to $80,000, with a median of $18,250. Among the largest reported grants were $80,000 to Rockefeller University for medical research; $50,000 each to White Plains Hospital and Vagelos College of Physicians Surge for charitable purposes; and $44,000 to The New York Foundling Hospital for medical research.

Other reported grants included $29,000 to United Way of New York City, $26,000 to Visiting Nurses Services of New Yor, $25,000 each to Jewish Board of Family Children’s S and Blythdale Childrens Hospital, and $19,000 to The Jewish Guild for the Blind. The American Heart Association Inc received $7,500, and National Medical Fellowships Inc received $5,000.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Leo L Schmolka and Stephen E Jacobs as trustees.

Charitable Trust Uw Monique's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Leo L. Schmolka

    Trustee

    On filings since 2020

    0.3 hrs/week

    $8K (2020) → $3K (2025)

  • Stephen E. Jacobs

    Trustee

    On filings since 2020

    0.3 hrs/week

    $2K (2020) → $3K (2025)

Former officers (1)
  • Former: robert todd lang (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "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

Leo L Schmolka — Trustee: $3KLeo L SchmolkaTrustee$3KStephen E Jacobs — Trustee: $3KStephen E JacobsTrustee$3K

The highest reported compensation on the 2025 filing was $3K, to Leo L Schmolka (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Charitable Trust Uw Monique

How much does Charitable Trust Uw Monique give each year?

Charitable Trust Uw Monique gave $426K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $366K across 16 grants.

What is Charitable Trust Uw Monique's typical grant size?

Charitable Trust Uw Monique's median grant in 2025 was $18,250, and its average grant was $23,639, across 18 grants on its 2025 IRS Form 990-PF.

Where does Charitable Trust Uw Monique give grants?

Charitable Trust Uw Monique gives mostly in New York: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (12 grants).

Does Charitable Trust Uw Monique give general operating support?

Not in 2025: none of the 18 grants with a stated purpose on Charitable Trust Uw Monique's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Medical Research" (16 grants).

Who are Charitable Trust Uw Monique's largest grantees?

Charitable Trust Uw Monique's largest 2025 grantees include Rockefeller University ($80,000), White Plains Hospital ($50,000) and Vagelos College of Physicians Surge ($50,000), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.

How large is Charitable Trust Uw Monique?

Charitable Trust Uw Monique reported $661K in total assets on its 2025 IRS Form 990-PF. It paid out $426K in qualifying distributions that year, against a required minimum of $75K (roughly 5% of its investment assets).

What does Charitable Trust Uw Monique fund?

The available information does not state the foundation’s own mission. Its 2025 grant list includes grants designated for medical research and charitable purposes. See mission & focus areas ↑

How do I apply for a grant from Charitable Trust Uw Monique?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Charitable Trust Uw Monique's EIN?

Charitable Trust Uw Monique's EIN (Employer Identification Number) is 13-3020092. IRS Form 990 filing data is available on this page for 2020–2025.

Does Charitable Trust Uw Monique accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 8, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 22, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 8, 2025)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 13, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 25, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Explore Open Grants

Browse active grant opportunities in Charitable Trust Uw Monique's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Tr Uw a and Al Sinsheimer Foundation

Chicago, IL

The foundation funds medical research and education, particularly awards for medical students at medical schools in metropolitan New York; recent grants mostly went to New York recipients, with one going to New Jersey. Its 2025 grants ranged from $15,000 to $185,000, with a median of about $75,000. It accepts applications through the Sinsheimer Scholar Awards form, with a February 15 deadline.

Assets

$8.5M

Grants

6

Total Given

$551K

Aetna Foundation Inc

Hartford, CT

Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.

Assets

—

Grants

65

Total Given

$7.2M

National Kidney Foundation Inc

New York, NY

The National Kidney Foundation is revolutionizing the fight to save lives by eliminating preventable kidney disease, accelerating innovation for the dignity of the patient experience, and dismantling structural inequities in kidney care, dialysis, and transplantation.

Assets

$51.5M

Grants

9

Total Given

$678K

Bristol-Myers Squibb Foundation Inc

Princeton, NJ

The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.

Assets

$83.3M

Grants

144

Total Given

$67.7M

The Pershing Square Foundation

New York, NY

The Pershing Square Foundation funds leaders and organizations addressing health and life-sciences, education, economic development, innovation, and other societal and environmental challenges, with much of its giving in New York and grants also made elsewhere in the U.S. Its 2024 grants ranged from $7,500 to $750,000, with a median of $250,000. It accepts contributions only for preselected organizations and does not accept unsolicited requests, though its prize programs have separate application processes.

Assets

$414.6M

Grants

56

Total Given

$10.9M

The New York and Presbyterian Hospital

New York, NY

The New York and Presbyterian Hospital funds health and wellness programs, community-based organizations, and related medical and educational work, with community mini-grants focused on New York City and Westchester County; its 2024 grants all went to New York recipients. Giving varies widely: the 2024 median grant was $15,000, though awards ranged from $5,150 to more than $60 million. It announced a 2026 Community Fund request for proposals; whether it accepts unsolicited requests outside that process is not stated.

Assets

$21.9B

Grants

198

Total Given

$149.5M

More similar funders

More Funders in New York

Cite this profile

Grantable. (2026). Charitable Trust Uw Monique funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/charitable-trust-uw-monique-morg_c063aee4ebd0457f834d7194951a6b4b

BibTeX
@misc{grantable_133020092_2026,
  author       = {{Grantable}},
  title        = {{Charitable Trust Uw Monique funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/charitable-trust-uw-monique-morg_c063aee4ebd0457f834d7194951a6b4b},
  note         = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Charitable Trust Uw Monique'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.

Charitable Trust Uw Monique down — hundreds of funders to go?

Want AI to do this for you?