Hunter Charles a Trust Uw CL 9

Foundation · Grantmaker 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.

Key facts about Hunter Charles a Trust Uw CL 9

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.

EIN: 06-6162999
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $637,973
Grants made (2025): 3
Average grant: $212,658
Median grant: $212,658
Total assets: $10,862,246
Primary geography: Connecticut (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Quick answers 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 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.

Next steps with Hunter Charles a Trust Uw CL 9

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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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $638K (100%)

Share of all 3 itemized 2025 grant dollars.

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

Data update history

When this profile's IRS filing data changed on Grantable

February 28, 2026 IRS filings on file for fiscal years 2021–2025

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

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

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

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.

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.