Charlotte M Menzer Tuw

DALLAS, TX EIN: 04-6235039

Charlotte M Menzer Tuw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $201K in total assets. In 2024, it awarded 1 grants totaling $9K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$201K

+1.3% YoY

Annual Giving

$9K

-19.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$9K

-19.0% YoY

Under IRS private-foundation payout rules, Charlotte M Menzer Tuw reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

About Charlotte M Menzer Tuw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $37K (100%)

States

Massachusetts

Cities

New Bedford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$201,335	$198,670	$209,179
Revenue	$8,254	$313	$40,594
Expenses	$14,368	$17,535	$15,948
Qualifying Distributions	$10,853	$12,768	$12,278
Net Investment Income	$3,665	$1,416	$36,896
Distributable Amount	$11,857	$10,937	$11,427

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

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Grace Episcopal Church ($8,500).

Recipient	Purpose	Amount
GRACE EPISCOPAL CHURCH NEW BEDFORD, MA	UNRESTRICTED GENERAL	$8,500

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	$4,171

Frequently Asked Questions

How large is Charlotte M Menzer Tuw?

As of 2024, Charlotte M Menzer Tuw holds $201K in total assets with $8K in annual revenue. It awarded 1 grants totaling $9K in 2024.

Where does Charlotte M Menzer Tuw operate?

Charlotte M Menzer Tuw has awarded grants in Massachusetts.

What size grants does Charlotte M Menzer Tuw award?

In 2024, Charlotte M Menzer Tuw awarded 1 grants totaling $9K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Charlotte M Menzer Tuw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charlotte M Menzer Tuw reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.