Frederick W Stewart Tr Uw

DALLAS, TX EIN: 21-6013034

Frederick W Stewart Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $90K in total assets. In 2024, it awarded 1 grants totaling $5K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$90K

+4.1% YoY

Annual Giving

$5K

+30.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

+30.8% YoY

Under IRS private-foundation payout rules, Frederick W Stewart Tr Uw reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Frederick W Stewart Tr Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $23K (100%)

States

New Jersey

Cities

Egg Hbr Twp

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$89,510	$85,945	$87,392
Revenue	$9,317	$3,004	$-2,355
Expenses	$5,657	$4,417	$6,528
Qualifying Distributions	$5,022	$3,885	$5,593
Net Investment Income	$8,633	$2,201	$1,337
Distributable Amount	$5,092	$4,628	$4,758

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 Atlanticare Regional Medical Center ($4,722).

Recipient	Purpose	Amount
ATLANTICARE REGIONAL MEDICAL CENTER EGG HBR TWP, NJ	UNRESTRICTED GENERAL	$4,722

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	$749

Frequently Asked Questions

How large is Frederick W Stewart Tr Uw?

As of 2024, Frederick W Stewart Tr Uw holds $90K in total assets with $9K in annual revenue. It awarded 1 grants totaling $5K in 2024.

Where does Frederick W Stewart Tr Uw operate?

Frederick W Stewart Tr Uw has awarded grants in New Jersey.

What size grants does Frederick W Stewart Tr Uw award?

In 2024, Frederick W Stewart Tr Uw awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Frederick W Stewart Tr Uw required to give away each year?

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