Citizens & Southern National Bank Uga Fund
Citizens & Southern National Bank Uga Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 1 grants totaling $53K. Net investment income was $98K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+3.8% YoY
Annual Giving
$53K
+35.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$53K
+35.1% YoY
About Citizens & Southern National Bank Uga Fund
Based on IRS filings
Citizens & Southern National Bank Uga Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 1 grants totaling $53K. Net investment income was $98K.
Ready to take the next step with Citizens & Southern National Bank Uga Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,046,183 | $1,007,514 | $1,025,252 |
| Revenue | $109,465 | $36,450 | $-25,937 |
| Expenses | $69,733 | $53,752 | $79,827 |
| Qualifying Distributions | $58,877 | $44,518 | $65,011 |
| Net Investment Income | $98,074 | $23,991 | $11,576 |
| Distributable Amount | $59,228 | $54,054 | $55,520 |
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
No grants recorded for .
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 | $13,212 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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