Charles Downey Charitable Trust Uw

DALLAS, TX EIN: 74-6432041

Charles Downey Charitable Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $541K in total assets. In 2024, it awarded 2 grants totaling $26K. Net investment income was $48K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$541K

+3.3% YoY

Annual Giving

$26K

+37.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$13K

+37.9% YoY

Under IRS private-foundation payout rules, Charles Downey Charitable Trust Uw reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles Downey Charitable Trust Uw

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $125K (100%)

States

Texas

Cities

JourdantonPleasanton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$541,248	$524,184	$535,297
Revenue	$55,250	$18,155	$-12,707
Expenses	$37,615	$29,050	$42,804
Qualifying Distributions	$30,477	$22,832	$33,647
Net Investment Income	$47,784	$10,262	$4,489
Distributable Amount	$30,631	$27,953	$28,654

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Presbyterian Church ($13,219), Atascosa Hospital Association ($13,219).

Recipient	Purpose	Amount
FIRST PRESBYTERIAN CHURCH PLEASANTON, TX	UNRESTRICTED GENERAL	$13,219
ATASCOSA HOSPITAL ASSOCIATION JOURDANTON, TX	UNRESTRICTED GENERAL	$13,219

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	TRUSTEE	1	$8,848

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Charles Downey Charitable Trust Uw?

Charles Downey Charitable Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $541K in total assets as of 2024.

How large is Charles Downey Charitable Trust Uw?

As of 2024, Charles Downey Charitable Trust Uw holds $541K in total assets with $55K in annual revenue. It awarded 2 grants totaling $26K in 2024.

Where does Charles Downey Charitable Trust Uw operate?

Charles Downey Charitable Trust Uw has awarded grants in Texas.

What size grants does Charles Downey Charitable Trust Uw award?

In 2024, Charles Downey Charitable Trust Uw awarded 2 grants totaling $26K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Charles Downey Charitable Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles Downey Charitable Trust Uw reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles Downey Charitable Trust Uw's EIN?

Charles Downey Charitable Trust Uw's EIN (Employer Identification Number) is 74-6432041. IRS Form 990 filing data is available on this page for 2020–2024.