Esl Esperance Trust Uw

DALLAS, TX EIN: 13-6073646

Health In-patient medical care Hospital care

Esl Esperance Trust Uw is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.5M in total assets. In 2024, it awarded 1 grants totaling $708K. Net investment income was $1.0M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.5M

+2.3% YoY

Annual Giving

$708K

-0.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$708K

-0.4% YoY

Under IRS private-foundation payout rules, Esl Esperance Trust Uw reported a distributable amount of $877K for 2024 — the minimum it must pay out in qualifying distributions.

About Esl Esperance Trust Uw

Based on IRS filings

Focus Areas

Health In-patient medical care Hospital care

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $3.4M (100%)

States

New York

Cities

Ithaca

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$7,471,972	$7,303,692	$6,848,369
Revenue	$1,105,978	$1,343,165	$674,641
Expenses	$935,886	$886,134	$940,199
Qualifying Distributions	$816,787	$780,856	$846,061
Net Investment Income	$1,017,145	$1,249,910	$583,211
Distributable Amount	$877,395	$778,066	$788,629

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 Cornell University ($707,503).

Recipient	Purpose	Amount
CORNELL UNIVERSITY ITHACA, NY	UNRESTRICTED GENERAL	$707,503

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	$145,030
JAMES A BEHA	CO-TRUSTEE	1	$25,527

Subject Areas

Focus areas based on grantmaking activity

Health In-patient medical care Hospital care

Frequently Asked Questions

What is Esl Esperance Trust Uw?

Esl Esperance Trust Uw is a private foundation focused on Health, based in DALLAS, TX. It holds $7.5M in total assets as of 2024.

How large is Esl Esperance Trust Uw?

As of 2024, Esl Esperance Trust Uw holds $7.5M in total assets with $1.1M in annual revenue. It awarded 1 grants totaling $708K in 2024.

Where does Esl Esperance Trust Uw operate?

Esl Esperance Trust Uw has awarded grants in New York.

What size grants does Esl Esperance Trust Uw award?

In 2024, Esl Esperance Trust Uw awarded 1 grants totaling $708K — an average of about $708K per grant, based on its IRS Form 990 filings.

How much is Esl Esperance Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Esl Esperance Trust Uw reported a distributable amount of $877K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.