Charlotte M Menzer Tuw

Private foundation · Grantmaker Dallas, TX EIN: 04-6235039

Charlotte M Menzer Tuw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $208K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $20K.

Key facts about Charlotte M Menzer Tuw

In short: Charlotte M Menzer Tuw gave $10K across 1 grant in 2025 (avg $10K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6235039
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,000
Grants made (2025)
1
Average grant
$10,000
Median grant
$10,000
Total assets
$207,706
Primary geography
Massachusetts (100% 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

$208K

+3.2% YoY

Annual Giving

$10K

+17.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$10K

+17.6% YoY

Under IRS private-foundation payout rules, Charlotte M Menzer Tuw reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.

How Charlotte M Menzer Tuw gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 99% 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

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

New Bedford

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K1 grant2019 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $8K (2021) to $11K (2023). In 2025 it made 1 grant totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Grace Episcopal Church: $10KGrace Episcopal Church$10K

The largest 2025 recipient was Grace Episcopal Church ($10K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Grace Episcopal Church New Bedford, MAUnrestricted General$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$207,706$201,335$198,670
Revenue$24,567$8,254$313
Expenses$16,406$14,368$17,535
Qualifying Distributions$12,332$10,853$12,768
Net Investment Income$20,424$3,665$1,416
Distributable Amount$12,458$11,857$10,937

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS December 17, 2019)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS December 8, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS December 1, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS December 5, 2024)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
  7. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Charlotte M Menzer Tuw's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $4K (2019) → $4K (2025)

Data from IRS Form 990 filings, 2019–2025. "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

Bank of America — Trustee: $4KBank of AmericaTrustee$4K

The highest reported compensation on the 2025 filing was $4K, to Bank of America (Trustee).

Frequently asked questions about Charlotte M Menzer Tuw

How much does Charlotte M Menzer Tuw give each year?

Charlotte M Menzer Tuw gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $9K across 1 grant.

How large is Charlotte M Menzer Tuw?

Charlotte M Menzer Tuw reported $208K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $12K (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.

Where does Charlotte M Menzer Tuw operate?

Charlotte M Menzer Tuw has awarded grants in Massachusetts.

What is Charlotte M Menzer Tuw's EIN?

Charlotte M Menzer Tuw's EIN (Employer Identification Number) is 04-6235039. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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