Charles a King Uw-equity is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.7M in total assets. In 2024, it awarded 6 grants totaling $829K. Net investment income was $2.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$23.7M
+3.9% YoY
Annual Giving
$829K
-38.4% YoY
Grant Count
6
-33.3% YoY
Avg Grant Size
$138K
-7.6% YoY
Under IRS private-foundation payout rules, Charles a King Uw-equity reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.
About Charles a King Uw-equity
Based on IRS filings
Charles a King Uw-equity is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.7M in total assets. In 2024, it awarded 6 grants totaling $829K. Net investment income was $2.0M.
Focus Areas
Ready to take the next step with Charles a King Uw-equity?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $23,665,120 | $22,779,655 | $23,739,753 |
| Revenue | $2,135,163 | $702,502 | $-952,405 |
| Expenses | $1,224,629 | $1,667,365 | $1,400,379 |
| Qualifying Distributions | $1,035,007 | $1,511,403 | $1,245,782 |
| Net Investment Income | $1,955,835 | $490,727 | $522,836 |
| Distributable Amount | $1,292,680 | $1,210,067 | $1,233,049 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
46 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Brigham & Women's Hospital ($208,400), Harvard Medical ($204,000), Dana Farber Cancer Institute ($106,400).
| Recipient | Purpose | Amount |
|---|---|---|
| HARVARD MEDICAL CAMBRIDGE, MA | MEDICAL RESEARCH FELLOWSHIP | $204,000 |
| MASSACHUSETTS INSTITUTE OF TECH (MIT) CAMBRIDGE, MA | MEDICAL RESEARCH FELLOWSHIP | $104,200 |
| BETH ISRAEL DEACONESS BOSTON, MA | MEDICAL RESEARCH | $102,000 |
| DANA FARBER CANCER INSTITUTE BOSTON, MA | MEDICAL RESEARCH FELLOWSHIP | $106,400 |
| BOSTON CHILDREN'S HOSPITAL BOSTON, MA | MEDICAL RESEARCH | $104,200 |
| BRIGHAM & WOMEN'S HOSPITAL BOSTON, MA | MEDICAL RESEARCH | $208,400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | CO-TRUSTEE | 1 | $187,939 |
| MELISSA DANE | CO-TRUSTEE | 1 | $16,211 |
| SUSAN T MONAHAN | CO-TRUSTEE | 1 | $16,211 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charles a King Uw-equity?
Charles a King Uw-equity is a private foundation focused on Health, based in DALLAS, TX. It holds $23.7M in total assets as of 2024.
How large is Charles a King Uw-equity?
As of 2024, Charles a King Uw-equity holds $23.7M in total assets with $2.1M in annual revenue. It awarded 6 grants totaling $829K in 2024.
Where does Charles a King Uw-equity operate?
Charles a King Uw-equity has awarded grants in Massachusetts.
What size grants does Charles a King Uw-equity award?
In 2024, Charles a King Uw-equity awarded 6 grants totaling $829K — an average of about $138K per grant, based on its IRS Form 990 filings.
How much is Charles a King Uw-equity required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles a King Uw-equity reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles a King Uw-equity's EIN?
Charles a King Uw-equity's EIN (Employer Identification Number) is 04-6012742. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charles a King Uw-equity's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Crystelle Waggoner Charitable Trust
DALLAS, TX
Assets
$13.5M
Grants
41
Total Given
$3.9M
Nelson & Debbie Fox Charitable Fdtn
LUBBOCK, TX
Assets
$329K
Grants
9
Total Given
$90K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Charles a King Uw-equity on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Charles a King Uw-equity to a real strategy.