Charitable Trust Uw Monique

Foundation · Grantmaker New York, NY EIN: 13-3020092

No verified information about "CHARITABLE TRUST UW MONIQUE" was found in the provided sources. The sources contain information about various organizations including Lighthouse Guild, the University of Washington, and other charitable entities, but do not include any data specifically about a funder or charitable trust by this name.

Key facts about Charitable Trust Uw Monique

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.

EIN
13-3020092
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$425,500
Grants made (2025)
18
Average grant
$23,639
Median grant
$18,250
Total assets
$661,372
Primary geography
New York (95% 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

$661K

-24.1% YoY

Annual Giving

$426K

+16.4% YoY

Grant Count

18

+12.5% YoY

Avg Grant Size

$24K

+3.5% YoY

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.

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.

Research compiled by Grantable AI from public sources. Last updated April 2026.
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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 18 itemized 2025 grant dollars.

Cities

New YorkBronxAlexandriaBethesdaDallasValhallaGetzville

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M4 grants202016 grants202116 grants202216 grants202316 grants202418 grants2025

Grant Insights

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

Grant Size Distribution

82 grants across all recorded years

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

Giving History

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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M202020212022202320242025
Metric202520242023
Total Assets$661,372$871,904$1,067,020
Revenue$250,275$220,675$178,184
Expenses$460,807$415,791$852,349
Qualifying Distributions$425,500$365,500$811,000
Net Investment Income$232,611$191,349$164,309
Distributable Amount$75,131$90,471—

Data update history

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

Leadership & Key People

Officers and directors from IRS filings

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

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 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.

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

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