Charitable Trust Uw of T Capote
Charitable Trust Uw of T Capote is a private foundation, based in Los Angeles, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.6M in total assets. In 2024, it awarded 9 grants totaling $600K. Net investment income was $1.1M.
Charitable Trust Uw of T Capote at a glance
In short: Charitable Trust Uw of T Capote gave $600K across 9 grants in 2024 (avg $67K), top state Iowa. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $600,000
- +0.0% vs 2023
- Grants made (2024)
- 9
- +0.0% vs 2023
- Average grant
- $66,667
- +0.0% vs 2023
- Median grant
- $50,000
- Total assets
- $8,575,749
- +4.4% vs 2023
- Primary geography
- Iowa (25% 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 Charitable Trust Uw of T Capote funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was University of Iowa ($151K). Together the top 8 received $538K.
Organizations only. It also paid 1 individual scholarship ($62,000), which are not listed by name.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was in the $50–100K range: 38 grants of 46 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How Charitable Trust Uw of T Capote gives
- Giving held roughly steady from 2021 to 2024 (−2%). Method
- In 2024 it paid out 99% 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 2020 to 2024, annual grant giving ranged from $585K (2020) to $644K (2022). In 2024 it made 9 grants totaling $600K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Iowa Iowa City, IA | Scholarship-Creative Writing | $151,000 |
| Institute of American Indian Arts Santa Fe, NM | Scholarship-Creative Writing | $70,000 |
| Brooklyn College Brooklyn, NY | Scholarship-Creative Writing | $70,000 |
| 1 individual scholarship Recipients not named | — | $62,000 |
| California Institute of the Arts Valencia, CA | Fellowship-Creative Writing | $50,000 |
| Yale University New Haven, CT | Fellowship-Creative Writing | $50,000 |
| University of Montana Missoula, MT | Scholarship-Creative Writing | $50,000 |
| Xavier University of Lousiana New Orleans, LA | Scholarship | $50,000 |
| Cornell University Ithica, NY | Lectureship | $47,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $8,575,749 | $1,267,298 | $902,199 | $600,000 | 9 | $746,398 | $1,131,497 | $755,003 |
| 2023 | $8,210,650 | $2,051,105 | $1,099,420 | $600,000 | 9 | $753,967 | $1,725,652 | $701,998 |
| 2022 | $7,258,965 | $555,258 | $1,091,110 | $644,000 | 9 | $786,165 | $264,813 | $745,440 |
| 2021 | $7,794,817 | $1,122,176 | $1,089,435 | $611,200 | 9 | $766,441 | $799,182 | $787,683 |
| 2020 | $7,762,076 | $482,330 | $964,701 | $585,200 | 10 | — | $257,038 | $755,826 |
Under IRS private-foundation payout rules, Charitable Trust Uw of T Capote reported a distributable amount of $755K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charitable Trust Uw of T Capote is led by H. Louise Schwartz, Trustee on every filing since 2023 — the only officer listed, and compensated.
Officers on the 2024 filing
H. Louise Schwartz
Trustee
On filings since 2023
$143K (2023) → $146K (2024)
Former officers (1)
- Former: Alan U. Schwartz Esq. (2020–2022) — 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
The highest reported compensation on the 2024 filing was $146K, to H Louise Schwartz (Trustee).
Frequently asked questions about Charitable Trust Uw of T Capote
How much does Charitable Trust Uw of T Capote give each year?
Charitable Trust Uw of T Capote gave $600K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $600K across 9 grants.
What is Charitable Trust Uw of T Capote's typical grant size?
Charitable Trust Uw of T Capote's median grant in 2024 was $50,000, and its average grant was $66,667, across 9 grants on its 2024 IRS Form 990-PF.
Where does Charitable Trust Uw of T Capote give grants?
Charitable Trust Uw of T Capote's top state is Iowa, with 25% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New York (20%) and California (19%).
Does Charitable Trust Uw of T Capote give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on Charitable Trust Uw of T Capote's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship-Creative Writing" (5 grants).
Who are Charitable Trust Uw of T Capote's largest grantees?
Charitable Trust Uw of T Capote's largest 2024 grantees include University of Iowa ($151,000), Institute of American Indian Arts ($70,000) and Brooklyn College ($70,000), according to its 2024 IRS Form 990-PF. It also paid 1 individual scholarship ($62,000), which are not listed by name. Together they received 49% of its itemized 2024 grant dollars.
How large is Charitable Trust Uw of T Capote?
Charitable Trust Uw of T Capote reported $8.6M in total assets on its 2024 IRS Form 990-PF. It paid out $746K in qualifying distributions that year, against a required minimum of $755K (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 Charitable Trust Uw of T Capote's EIN?
Charitable Trust Uw of T Capote's EIN (Employer Identification Number) is 95-6957275. 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
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Charitable Trust Uw of T Capote funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Charitable Trust Uw of T Capote's focus areas in our free grants database
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