John J Birch Memorial Trust Uw F

DALLAS, TX EIN: 14-6076795

John J Birch Memorial Trust Uw F is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $506K in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $50K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$506K

+4.7% YoY

Annual Giving

$25K

+33.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$25K

+33.9% YoY

Under IRS private-foundation payout rules, John J Birch Memorial Trust Uw F reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.

About John J Birch Memorial Trust Uw F

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $120K (100%)

States

New York

Cities

Schenectady

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$506,338	$483,437	$493,721
Revenue	$54,826	$14,122	$-7,437
Expenses	$31,417	$24,212	$36,188
Qualifying Distributions	$27,232	$20,672	$30,130
Net Investment Income	$50,311	$9,105	$6,131
Distributable Amount	$27,371	$25,020	$25,706

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Reformed Church ($24,961).

Recipient	Purpose	Amount
FIRST REFORMED CHURCH SCHENECTADY, NY	UNRESTRICTED GENERAL	$24,961

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$5,428

Frequently Asked Questions

How large is John J Birch Memorial Trust Uw F?

As of 2024, John J Birch Memorial Trust Uw F holds $506K in total assets with $55K in annual revenue. It awarded 1 grants totaling $25K in 2024.

Where does John J Birch Memorial Trust Uw F operate?

John J Birch Memorial Trust Uw F has awarded grants in New York.

What size grants does John J Birch Memorial Trust Uw F award?

In 2024, John J Birch Memorial Trust Uw F awarded 1 grants totaling $25K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is John J Birch Memorial Trust Uw F required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John J Birch Memorial Trust Uw F reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John J Birch Memorial Trust Uw F's EIN?

John J Birch Memorial Trust Uw F's EIN (Employer Identification Number) is 14-6076795. IRS Form 990 filing data is available on this page for 2020–2024.