Charles F Nagle Uw

DALLAS, TX EIN: 04-6025096

Charles F Nagle Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $593K in total assets. In 2024, it awarded 1 grants totaling $29K. Net investment income was $56K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$593K

+3.8% YoY

Annual Giving

$29K

+39.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$29K

+39.1% YoY

Under IRS private-foundation payout rules, Charles F Nagle Uw reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles F Nagle Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $140K (100%)

States

Massachusetts

Cities

Watertown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$593,385	$571,569	$583,150
Revenue	$63,645	$20,453	$-15,363
Expenses	$41,257	$31,821	$48,852
Qualifying Distributions	$33,517	$25,032	$36,920
Net Investment Income	$55,532	$9,962	$4,852
Distributable Amount	$33,705	$30,685	$31,530

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Perkins School for the Blind ($28,918).

Recipient	Purpose	Amount
PERKINS SCHOOL FOR THE BLIND WATERTOWN, MA	UNRESTRICTED GENERAL	$28,918

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	$9,660

Frequently Asked Questions

How large is Charles F Nagle Uw?

As of 2024, Charles F Nagle Uw holds $593K in total assets with $64K in annual revenue. It awarded 1 grants totaling $29K in 2024.

Where does Charles F Nagle Uw operate?

Charles F Nagle Uw has awarded grants in Massachusetts.

What size grants does Charles F Nagle Uw award?

In 2024, Charles F Nagle Uw awarded 1 grants totaling $29K — an average of about $29K per grant, based on its IRS Form 990 filings.

How much is Charles F Nagle Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles F Nagle Uw reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.