Hazel Fellows Charitable Tr Uw
Hazel Fellows Charitable Tr Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $480K in total assets. In 2026, it awarded 4 grants totaling $25K. Net investment income was $69K.
Hazel Fellows Charitable Tr Uw at a glance
In short: Hazel Fellows Charitable Tr Uw gave $25K across 4 grants in 2026 (avg $6K), mostly in New York. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $25,115
- +16.6% vs 2025
- Grants made (2026)
- 4
- +0.0% vs 2025
- Average grant
- $6,279
- +16.6% vs 2025
- Median grant
- $6,279
- Total assets
- $480,151
- +5.8% vs 2025
- Primary geography
- New York (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Hazel Fellows Charitable Tr Uw funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was Salem United Methodist Church ($8K). Together the top 4 received $25K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How Hazel Fellows Charitable Tr Uw gives
- Giving held roughly steady from 2023 to 2026 (−2%). Method
- In 2026 it paid out 95% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $20K (2024) to $26K (2023). In 2026 it made 4 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Salem United Methodist Church W Sand Lake, NY | Unrestricted General | $8,371 |
| Hope Lutheran Church Troy, NY | Unrestricted Genreal | $7,445 |
| Trinity Lutheran Church W Sand Lake, NY | Unrestricted General | $5,113 |
| Elmwood Cemetery W Sand Lake, NY | Unrestricted General | $4,186 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $480,151 | $73,407 | $32,416 | $25,115 | 4 | $27,429 | $69,308 | $28,890 |
| 2025 | $454,032 | $47,196 | $27,638 | $21,542 | 4 | $23,713 | $42,912 | $25,942 |
| 2024 | $433,773 | $12,771 | $27,629 | $20,161 | 4 | $24,201 | $8,058 | $23,628 |
| 2023 | $448,347 | $-11,247 | $32,476 | $25,692 | 4 | $27,667 | $5,824 | $23,962 |
| 2022 | $493,967 | $98,493 | $28,966 | $21,830 | 4 | $24,048 | $94,122 | $27,123 |
| 2021 | $427,833 | $34,539 | $31,493 | $25,348 | 4 | — | $30,840 | $23,371 |
Under IRS private-foundation payout rules, Hazel Fellows Charitable Tr Uw reported a distributable amount of $29K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hazel Fellows Charitable Tr Uw's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$5K (2022) → $6K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
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
The highest reported compensation on the 2026 filing was $6K, to Bank of America (Trustee).
Frequently asked questions about Hazel Fellows Charitable Tr Uw
How much does Hazel Fellows Charitable Tr Uw give each year?
Hazel Fellows Charitable Tr Uw gave $25K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $22K across 4 grants.
What is Hazel Fellows Charitable Tr Uw's typical grant size?
Hazel Fellows Charitable Tr Uw's median grant in 2026 was $6,279, and its average grant was $6,279, across 4 grants on its 2026 IRS Form 990-PF.
Where does Hazel Fellows Charitable Tr Uw give grants?
Hazel Fellows Charitable Tr Uw gives mostly in New York: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were W Sand Lake, NY (3 grants).
Does Hazel Fellows Charitable Tr Uw give general operating support?
Yes: 100% of Hazel Fellows Charitable Tr Uw's 2026 grants with a stated purpose (4 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Hazel Fellows Charitable Tr Uw?
Hazel Fellows Charitable Tr Uw reported $480K in total assets on its 2026 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $29K (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 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 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2021–2025
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