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.
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
3
+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
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.
Ready to take the next step with Hunter Charles a Trust Uw Cl 9?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
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Browse active grant opportunities in Hunter Charles a Trust Uw Cl 9's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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