Fulton I K U10W Waterbury Hosp

Private foundation · Grantmaker Dallas, TX EIN: 06-6031258

Fulton I K U10W Waterbury Hosp is a private foundation focused on Health, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.5M in total assets. In 2025, it awarded 1 grant totaling $288K. Net investment income was $367K.

Key facts about Fulton I K U10W Waterbury Hosp

In short: Fulton I K U10W Waterbury Hosp gave $288K across 1 grant in 2025 (avg $288K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-6031258
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$288,257
Grants made (2025)
1
Average grant
$288,257
Median grant
$288,257
Total assets
$6,496,546
Primary geography
Connecticut (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.5M

+0.5% YoY

Annual Giving

$288K

-27.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$288K

-27.0% YoY

Under IRS private-foundation payout rules, Fulton I K U10W Waterbury Hosp reported a distributable amount of $436K for 2025 — the minimum it must pay out in qualifying distributions.

How Fulton I K U10W Waterbury Hosp gives

  • Giving fell 32% from 2022 to 2025. Method
  • In 2025 it paid out 73% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Waterbury

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $247K (2023) to $421K (2022). In 2025 it made 1 grant totaling $288K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Legacy Waterbury Hospital Inc: $288KLegacy Waterbury Hospital Inc$288K

The largest 2025 recipient was Legacy Waterbury Hospital Inc ($288K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K1$100–250K4$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $250–500K range: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Legacy Waterbury Hospital Inc Waterbury, CTUnrestricted General$288,257

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,496,546$6,463,782$6,579,513
Revenue$420,502$368,532$263,993
Expenses$384,782$483,693$317,800
Qualifying Distributions$320,736$428,083$273,856
Net Investment Income$366,690$317,548$216,449
Distributable Amount$436,427$408,726$364,029

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Fulton I K U10W Waterbury Hosp's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $61K (2019) → $80K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $80KBank of AmericaTrustee$80K

The highest reported compensation on the 2025 filing was $80K, to Bank of America (Trustee).

Frequently asked questions about Fulton I K U10W Waterbury Hosp

How much does Fulton I K U10W Waterbury Hosp give each year?

Fulton I K U10W Waterbury Hosp gave $288K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $395K across 1 grant.

How large is Fulton I K U10W Waterbury Hosp?

Fulton I K U10W Waterbury Hosp reported $6.5M in total assets on its 2025 IRS Form 990-PF. It paid out $321K in qualifying distributions that year, against a required minimum of $436K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Fulton I K U10W Waterbury Hosp?

Fulton I K U10W Waterbury Hosp is a private foundation focused on Health, based in Dallas, TX. It holds $6.5M in total assets as of 2025.

Where does Fulton I K U10W Waterbury Hosp operate?

Fulton I K U10W Waterbury Hosp has awarded grants in Connecticut.

What is Fulton I K U10W Waterbury Hosp's EIN?

Fulton I K U10W Waterbury Hosp's EIN (Employer Identification Number) is 06-6031258. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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