Charitable Trust Uwo Elizabeth K is a private foundation focused on Philanthropy, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 3 grants totaling $495K. Net investment income was $323K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.4M
-4.7% YoY
Annual Giving
$495K
+0.6% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$165K
+34.2% YoY
Under IRS private-foundation payout rules, Charitable Trust Uwo Elizabeth K reported a distributable amount of $570K for 2024 — the minimum it must pay out in qualifying distributions.
About Charitable Trust Uwo Elizabeth K
Based on IRS filings
Charitable Trust Uwo Elizabeth K is a private foundation focused on Philanthropy, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 3 grants totaling $495K. Net investment income was $323K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,383,484 | $4,597,654 | $4,823,942 |
| Revenue | $360,274 | $322,111 | $256,473 |
| Expenses | $574,444 | $548,399 | $605,989 |
| Qualifying Distributions | $532,743 | $518,862 | $573,754 |
| Net Investment Income | $323,084 | $295,743 | $228,018 |
| Distributable Amount | $569,657 | $529,670 | $531,976 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish National Fund - Us ($200,000), Selfhelp Community Services Foundation ($200,000), Duke University School of Medicine ($94,958).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH NATIONAL FUND - US NEW YORK, NY | REHABILITATIVE CENTER IN ISRAEL | $200,000 |
| DUKE UNIVERSITY SCHOOL OF MEDICINE DURHAM, NC | GENERAL SUPPORT | $94,958 |
| SELFHELP COMMUNITY SERVICES FOUNDATION NEW YORK, NY | SUPPORT STUDENT RECRUITMENT AND RETENTION PROGRAM | $200,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DORALYNN PINES | TRUSTEE | 1 | $9,282 |
| STUART C YUDOFSKY | TRUSTEE | 2 | $18,564 |
| HOWARD LUBCHER | TRUSTEE | 1 | $9,282 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charitable Trust Uwo Elizabeth K?
Charitable Trust Uwo Elizabeth K is a private foundation focused on Philanthropy, based in NEW YORK, NY. It holds $4.4M in total assets as of 2024.
How large is Charitable Trust Uwo Elizabeth K?
As of 2024, Charitable Trust Uwo Elizabeth K holds $4.4M in total assets with $360K in annual revenue. It awarded 3 grants totaling $495K in 2024.
Where does Charitable Trust Uwo Elizabeth K operate?
Charitable Trust Uwo Elizabeth K has awarded grants in California, Connecticut, North Carolina, New York, Texas.
What size grants does Charitable Trust Uwo Elizabeth K award?
In 2024, Charitable Trust Uwo Elizabeth K awarded 3 grants totaling $495K — an average of about $165K per grant, based on its IRS Form 990 filings.
How much is Charitable Trust Uwo Elizabeth K required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charitable Trust Uwo Elizabeth K reported a distributable amount of $570K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charitable Trust Uwo Elizabeth K's EIN?
Charitable Trust Uwo Elizabeth K's EIN (Employer Identification Number) is 13-3496754. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charitable Trust Uwo Elizabeth K's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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