Hunter Charles a Trust Uw CL 9
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.
Hunter Charles a Trust Uw CL 9 at a glance
In short: Hunter Charles a Trust Uw CL 9 gave $638K across 3 grants in 2025 (avg $213K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $637,973
- +25.4% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $212,658
- +25.4% vs 2024
- Median grant
- $212,658
- Total assets
- $10,862,246
- +3.5% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Hunter Charles a Trust Uw CL 9 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Town W Hartford Westmoore Park Fund ($319K). Together the top 3 received $638K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $100–250K range: 9 grants of 15 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Hunter Charles a Trust Uw CL 9 gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). 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 2025, annual grant giving ranged from $402K (2023) to $691K (2022). In 2025 it made 3 grants totaling $638K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Town W Hartford Westmoore Park Fund West Hartford, CT | Unrestricted General | $318,986 |
| Hartford Foundation for Public Giving Hartford, CT | Unrestricted General | $212,658 |
| Hartford Hospital Hartford, CT | Unrestricted General | $106,329 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $10,862,246 | $1,229,532 | $785,462 | $637,973 | 3 | $683,309 | $1,137,259 | $633,235 |
| 2024 | $10,499,478 | $390,727 | $629,527 | $508,863 | 3 | $551,346 | $309,986 | $603,452 |
| 2023 | $10,317,446 | $-59,168 | $533,994 | $401,722 | 3 | $439,911 | $167,490 | $543,523 |
| 2022 | $10,569,087 | $2,011,974 | $805,291 | $691,140 | 3 | $729,935 | $1,928,326 | $556,565 |
| 2021 | $11,254,426 | $743,275 | $618,217 | $488,330 | 3 | — | $674,272 | $637,719 |
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.
Leadership & Key People
Officers and directors from IRS filings
Hunter Charles a Trust Uw CL 9's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$92K (2022) → $109K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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
The highest reported compensation on the 2025 filing was $109K, to Bank of America (Trustee).
Frequently asked questions about Hunter Charles a Trust Uw CL 9
How much does Hunter Charles a Trust Uw CL 9 give each year?
Hunter Charles a Trust Uw CL 9 gave $638K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $509K across 3 grants.
What is Hunter Charles a Trust Uw CL 9's typical grant size?
Hunter Charles a Trust Uw CL 9's median grant in 2025 was $212,658, and its average grant was $212,658, across 3 grants on its 2025 IRS Form 990-PF.
Where does Hunter Charles a Trust Uw CL 9 give grants?
Hunter Charles a Trust Uw CL 9 gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hartford, CT (2 grants).
Does Hunter Charles a Trust Uw CL 9 give general operating support?
Yes: 100% of Hunter Charles a Trust Uw CL 9's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Hunter Charles a Trust Uw CL 9?
Hunter Charles a Trust Uw CL 9 reported $10.9M in total assets on its 2025 IRS Form 990-PF. It paid out $683K in qualifying distributions that year, against a required minimum of $633K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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