Ethel P Mallery Trust Uw

HERMITAGE, PA EIN: 25-6221988

Ethel P Mallery Trust Uw is a private foundation, based in HERMITAGE, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $529K in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$529K

+1.2% YoY

Annual Giving

$28K

+6.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$28K

+6.5% YoY

Under IRS private-foundation payout rules, Ethel P Mallery Trust Uw reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

About Ethel P Mallery Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $158K (100%)

States

Pennsylvania

Cities

Altoona

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$528,659	$522,237	$545,058
Revenue	$42,746	$10,825	$3,598
Expenses	$36,185	$33,617	$30,865
Qualifying Distributions	$31,991	$29,909	$26,850
Net Investment Income	$38,226	$7,621	$4,520
Distributable Amount	$29,439	$27,883	$28,833

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 Upmc Altoona Foundation ($28,000).

Recipient	Purpose	Amount
UPMC ALTOONA FOUNDATION ALTOONA, PA	PROGRAM SUPPORT	$28,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Ethel P Mallery Trust Uw?

As of 2024, Ethel P Mallery Trust Uw holds $529K in total assets with $43K in annual revenue. It awarded 1 grants totaling $28K in 2024.

Where does Ethel P Mallery Trust Uw operate?

Ethel P Mallery Trust Uw has awarded grants in Pennsylvania.

What size grants does Ethel P Mallery Trust Uw award?

In 2024, Ethel P Mallery Trust Uw awarded 1 grants totaling $28K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Ethel P Mallery Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ethel P Mallery Trust Uw reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.