George W Hathaway Tr Ud
George W Hathaway Tr Ud is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $2.0M in total assets. In 2026, it awarded 2 grants totaling $96K. Net investment income was $270K.
Key facts about George W Hathaway Tr Ud
In short: George W Hathaway Tr Ud gave $96K across 2 grants in 2026 (avg $48K), mostly in Florida. Source: 2026 IRS Form 990-PF.
- EIN
- 04-6029322
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $96,419
- Grants made (2026)
- 2
- Average grant
- $48,210
- Median grant
- $48,210
- Total assets
- $1,967,192
- Primary geography
- Florida (98% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$2.0M
+16.1% YoY
Annual Giving
$96K
+33.1% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$48K
+33.1% YoY
Under IRS private-foundation payout rules, George W Hathaway Tr Ud reported a distributable amount of $110K for 2026 — the minimum it must pay out in qualifying distributions.
How George W Hathaway Tr Ud gives
- Giving grew 23% from 2023 to 2026. Method
- In 2026 it paid out 94% 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
Share of all 2 itemized 2026 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SHRINERS' HOSPITALS FOR CHILDREN Tampa, FL | UNRESTRICTED GENERAL | $94,419 |
| UNITED CHURCH OF ASSONET Assonet, MA | UNRESTRICTED GENERAL | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $1,967,192 | $1,694,152 | $1,635,740 |
| Revenue | $282,317 | $157,872 | $59,867 |
| Expenses | $118,367 | $90,690 | $97,989 |
| Qualifying Distributions | $103,042 | $78,398 | $87,793 |
| Net Investment Income | $269,642 | $144,740 | $45,321 |
| Distributable Amount | $109,877 | $99,695 | $91,637 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
George W Hathaway Tr Ud's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$13K (2021) → $16K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
Frequently asked questions about George W Hathaway Tr Ud
How much does George W Hathaway Tr Ud give each year?
George W Hathaway Tr Ud gave $96K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $72K across 2 grants.
How large is George W Hathaway Tr Ud?
George W Hathaway Tr Ud reported $2.0M in total assets on its 2026 IRS Form 990-PF. It paid out $103K in qualifying distributions that year, against a required minimum of $110K (roughly 5% of its investment assets).
Where does George W Hathaway Tr Ud operate?
George W Hathaway Tr Ud has awarded grants in Florida, Massachusetts.
What is George W Hathaway Tr Ud's EIN?
George W Hathaway Tr Ud's EIN (Employer Identification Number) is 04-6029322. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching George W Hathaway Tr Ud by hand.
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