Hazel Fellows Charitable Tr Uw

DALLAS, TX EIN: 14-6132039

Hazel Fellows Charitable Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $454K in total assets. In 2025, it awarded 4 grants totaling $22K. Net investment income was $43K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$454K

+4.7% YoY

Annual Giving

$22K

+6.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

+6.8% YoY

Under IRS private-foundation payout rules, Hazel Fellows Charitable Tr Uw reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.

About Hazel Fellows Charitable Tr Uw

Based on IRS filings

Ready to take the next step with Hazel Fellows Charitable Tr Uw?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $115K (100%)

States

New York

Cities

TroyW Sand Lake

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$454,032	$433,773	$448,347
Revenue	$47,196	$12,771	$-11,247
Expenses	$27,638	$27,629	$32,476
Qualifying Distributions	$23,713	$24,201	$27,667
Net Investment Income	$42,912	$8,058	$5,824
Distributable Amount	$25,942	$23,628	$23,962

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Salem United Methodist Church ($7,180), Hope Lutheran Church ($7,180), Elmwood Cemetery ($3,591).

Recipient	Purpose	Amount
SALEM UNITED METHODIST CHURCH W SAND LAKE, NY	UNRESTRICTED GENERAL	$7,180
ELMWOOD CEMETERY W SAND LAKE, NY	UNRESTRICTED GENERAL	$3,591
TRINITY LUTHERAN CHURCH W SAND LAKE, NY	UNRESTRICTED GENERAL	$3,591
HOPE LUTHERAN CHURCH TROY, NY	UNRESTRICTED GENREAL	$7,180

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$5,177

Frequently Asked Questions

How large is Hazel Fellows Charitable Tr Uw?

As of 2025, Hazel Fellows Charitable Tr Uw holds $454K in total assets with $47K in annual revenue. It awarded 4 grants totaling $22K in 2025.

Where does Hazel Fellows Charitable Tr Uw operate?

Hazel Fellows Charitable Tr Uw has awarded grants in New York.

What size grants does Hazel Fellows Charitable Tr Uw award?

In 2025, Hazel Fellows Charitable Tr Uw awarded 4 grants totaling $22K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Hazel Fellows Charitable Tr Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Hazel Fellows Charitable Tr Uw reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Hazel Fellows Charitable Tr Uw's EIN?

Hazel Fellows Charitable Tr Uw's EIN (Employer Identification Number) is 14-6132039. IRS Form 990 filing data is available on this page for 2021–2025.