Charitable Trust UWO Elizabeth K
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 2025. As of 2025, the organization holds $4.1M in total assets. In 2025, it awarded 3 grants totaling $525K. Net investment income was $318K.
Key facts about Charitable Trust UWO Elizabeth K
In short: Charitable Trust UWO Elizabeth K gave $525K across 3 grants in 2025 (avg $175K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 13-3496754
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $525,041
- Grants made (2025)
- 3
- Average grant
- $175,014
- Median grant
- $170,000
- Total assets
- $4,138,604
- Primary geography
- New York (80% 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
$4.1M
-5.6% YoY
Annual Giving
$525K
+6.1% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$175K
+6.1% YoY
Under IRS private-foundation payout rules, Charitable Trust UWO Elizabeth K reported a distributable amount of $614K for 2025 — the minimum it must pay out in qualifying distributions.
How Charitable Trust UWO Elizabeth K gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 91% 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 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $460K (2021) to $545K (2022). In 2025 it made 3 grants totaling $525K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Jewish National Fund - US ($250K). Together the top 3 received $525K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was in the $100–250K range: 12 grants of 19 (63%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish National Fund - US New York, NY | Rehabilitative Center in Israel | $250,000 |
| Selfhelp Community Services Foundation New York, NY | Support Student Recruitment and Retention Program | $170,000 |
| Duke University School of Medicine Durham, NC | General Support | $105,041 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,138,604 | $4,383,484 | $4,597,654 |
| Revenue | $349,899 | $360,274 | $322,111 |
| Expenses | $594,779 | $574,444 | $548,399 |
| Qualifying Distributions | $557,610 | $532,743 | $518,862 |
| Net Investment Income | $317,621 | $323,084 | $295,743 |
| Distributable Amount | $613,658 | $569,657 | $529,670 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Charitable Trust UWO Elizabeth K's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Stuart C. Yudofsky
Trustee
On filings since 2020
2 hrs/week
$8K (2020) → $19K (2025)
Howard Lubcher
Trustee
Nominated Trustee → Trustee, 2024
On filings since 2021
1 hr/week
$7K (2023) → $9K (2025)
Doralynn Pines
Trustee
On filings since 2024
1 hr/week
$9K (2024) → $9K (2025)
Former officers (2)
- Former: Jeffrey M. Pines (2020–2023) — Trustee
- Former: Frederick Lubcher Dec'd Nov (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
The highest reported compensation on the 2025 filing was $19K, to Stuart C Yudofsky (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Charitable Trust UWO Elizabeth K
How much does Charitable Trust UWO Elizabeth K give each year?
Charitable Trust UWO Elizabeth K gave $525K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $495K across 3 grants.
What is Charitable Trust UWO Elizabeth K's typical grant size?
Charitable Trust UWO Elizabeth K's median grant in 2025 was $170,000, and its average grant was $175,014, across 3 grants on its 2025 IRS Form 990-PF.
Where does Charitable Trust UWO Elizabeth K give grants?
Charitable Trust UWO Elizabeth K gives mostly in New York: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (20%). The most frequent recipient cities were New York, NY (2 grants).
Does Charitable Trust UWO Elizabeth K give general operating support?
Yes: 33% of Charitable Trust UWO Elizabeth K's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Charitable Trust UWO Elizabeth K?
Charitable Trust UWO Elizabeth K reported $4.1M in total assets on its 2025 IRS Form 990-PF. It paid out $558K in qualifying distributions that year, against a required minimum of $614K (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 UWO Elizabeth K?
Charitable Trust UWO Elizabeth K is a private foundation focused on Philanthropy, based in New York, NY. It holds $4.1M in total assets as of 2025.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Charitable Trust UWO Elizabeth K by hand.
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