Hunter Charles a Trust Uw Cl 9

DALLAS, TX EIN: 06-6162999

Hunter Charles a Trust Uw Cl 9 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $10.9M in total assets. In 2025, it awarded 3 grants totaling $638K. Net investment income was $1.1M.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$10.9M

+3.5% YoY

Annual Giving

$638K

+25.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$213K

+25.4% YoY

Under IRS private-foundation payout rules, Hunter Charles a Trust Uw Cl 9 reported a distributable amount of $633K for 2025 — the minimum it must pay out in qualifying distributions.

About Hunter Charles a Trust Uw Cl 9

Based on IRS filings

Ready to take the next step with Hunter Charles a Trust Uw Cl 9?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $2.7M (100%)

States

Connecticut

Cities

HartfordWest Hartford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$10,862,246	$10,499,478	$10,317,446
Revenue	$1,229,532	$390,727	$-59,168
Expenses	$785,462	$629,527	$533,994
Qualifying Distributions	$683,309	$551,346	$439,911
Net Investment Income	$1,137,259	$309,986	$167,490
Distributable Amount	$633,235	$603,452	$543,523

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Town W Hartford Westmoore Park Fund ($318,986), Hartford Foundation for Public Giving ($212,658), Hartford Hospital ($106,329).

Recipient	Purpose	Amount
HARTFORD HOSPITAL HARTFORD, CT	UNRESTRICTED GENERAL	$106,329
HARTFORD FOUNDATION FOR PUBLIC GIVING HARTFORD, CT	UNRESTRICTED GENERAL	$212,658
TOWN W HARTFORD WESTMOORE PARK FUND WEST HARTFORD, CT	UNRESTRICTED GENERAL	$318,986

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	$108,524

Frequently Asked Questions

How large is Hunter Charles a Trust Uw Cl 9?

As of 2025, Hunter Charles a Trust Uw Cl 9 holds $10.9M in total assets with $1.2M in annual revenue. It awarded 3 grants totaling $638K in 2025.

Where does Hunter Charles a Trust Uw Cl 9 operate?

Hunter Charles a Trust Uw Cl 9 has awarded grants in Connecticut.

What size grants does Hunter Charles a Trust Uw Cl 9 award?

In 2025, Hunter Charles a Trust Uw Cl 9 awarded 3 grants totaling $638K — an average of about $213K per grant, based on its IRS Form 990 filings.

How much is Hunter Charles a Trust Uw Cl 9 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Hunter Charles a Trust Uw Cl 9 reported a distributable amount of $633K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Hunter Charles a Trust Uw Cl 9's EIN?

Hunter Charles a Trust Uw Cl 9's EIN (Employer Identification Number) is 06-6162999. IRS Form 990 filing data is available on this page for 2021–2025.