Charles a King Uw-equity

Foundation · Grantmaker DALLAS, TX EIN: 04-6012742

HealthDiseases and conditions

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.

Key facts about Charles a King Uw-equity

EIN: 04-6012742
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $829,200
Grants made (2024): 6
Average grant: $138,200
Median grant: $105,300
Total assets: $23,665,120
Primary geography: Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

Who Charles a King Uw-equity funds

By grant dollars, the top recipient states for Charles a King Uw-equity's 6 itemized 2024 grants were Massachusetts (100%). The most frequent recipient cities were Boston, MA (4 grants) and Cambridge, MA (2 grants). None of its 6 grants with a stated purpose were described as general or operating support. Recurring purposes include "Medical Research Fellowship" (3 grants) and "Medical Research" (3 grants).

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

-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

Focus Areas

HealthDiseases and conditions

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $829K (100%)

Share of all 6 itemized 2024 grant dollars.

States

Massachusetts

Cities

BostonCambridgeWalthamChestnut HillWorcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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 recipients include Brigham & Women's Hospital ($208,400), Harvard Medical ($204,000), Dana Farber Cancer Institute ($106,400).

Recipient	Purpose	Amount
BRIGHAM & WOMEN'S HOSPITAL BOSTON, MA	MEDICAL RESEARCH	$208,400
HARVARD MEDICAL CAMBRIDGE, MA	MEDICAL RESEARCH FELLOWSHIP	$204,000
DANA FARBER CANCER INSTITUTE BOSTON, MA	MEDICAL RESEARCH FELLOWSHIP	$106,400
MASSACHUSETTS INSTITUTE OF TECH (MIT) CAMBRIDGE, MA	MEDICAL RESEARCH FELLOWSHIP	$104,200
BOSTON CHILDREN'S HOSPITAL BOSTON, MA	MEDICAL RESEARCH	$104,200
BETH ISRAEL DEACONESS BOSTON, MA	MEDICAL RESEARCH	$102,000

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

HealthDiseases and conditions

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.