Johnson Fe Trust Uw Article 3RD

Private foundation · Grantmaker Dallas, TX EIN: 30-6438042

Johnson Fe Trust Uw Article 3RD is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $12.5M in total assets. In 2025, it awarded 6 grants totaling $614K. Net investment income was $1.2M.

Key facts about Johnson Fe Trust Uw Article 3RD

In short: Johnson Fe Trust Uw Article 3RD gave $614K across 6 grants in 2025 (avg $102K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
30-6438042
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$613,622
Grants made (2025)
6
Average grant
$102,270
Median grant
$76,703
Total assets
$12,535,879
Primary geography
Connecticut (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$12.5M

+4.7% YoY

Annual Giving

$614K

+35.2% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$102K

+35.2% YoY

Under IRS private-foundation payout rules, Johnson Fe Trust Uw Article 3RD reported a distributable amount of $714K for 2025 — the minimum it must pay out in qualifying distributions.

How Johnson Fe Trust Uw Article 3RD gives

  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 6 itemized grants.

States

Cities

NorwichHartford

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $454K (2024) to $685K (2022). In 2025 it made 6 grants totaling $614K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

United Community & Family Services Inc: $153KUnited Community & FamilyServices Inc$153KNorwich Free Academy: $153KNorwich Free Academy$153KBackus Hospital: $77KBackus Hospital$77KHartford Hospital: $77KHartford Hospital$77KPark Congregational Church: $77KPark Congregational Church$77KHartford Public Library: $77KHartford Public Library$77K

The largest 2025 recipient was United Community & Family Services Inc ($153K). Together the top 6 received $614K.

Grant Size Distribution

30 grants across all recorded years

<$50K20$50–100K10$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 20 grants of 30 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
United Community & Family Services Inc Norwich, CTUnrestricted General$153,405
Norwich Free Academy Norwich, CTUnrestricted General$153,405
Backus Hospital Norwich, CTUnrestricted General$76,703
Hartford Hospital Hartford, CTUnrestricted General$76,703
Park Congregational Church Norwich, CTUnrestricted General$76,703
Hartford Public Library Hartford, CTUnrestricted General$76,703

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$12,535,879$11,972,867$11,384,274
Revenue$1,321,622$1,188,816$328,077
Expenses$761,921$587,724$561,438
Qualifying Distributions$660,932$495,221$491,035
Net Investment Income$1,233,917$1,095,949$222,851
Distributable Amount$713,955$664,166$600,906

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 20, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Johnson Fe Trust Uw Article 3RD's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $100K (2021) → $111K (2025)

Former officers (1)
  • Former: Bank Of America N A (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "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

Bank of America — Trustee: $111KBank of AmericaTrustee$111K

The highest reported compensation on the 2025 filing was $111K, to Bank of America (Trustee).

Frequently asked questions about Johnson Fe Trust Uw Article 3RD

How much does Johnson Fe Trust Uw Article 3RD give each year?

Johnson Fe Trust Uw Article 3RD gave $614K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $454K across 6 grants.

What is Johnson Fe Trust Uw Article 3RD's typical grant size?

Johnson Fe Trust Uw Article 3RD's median grant in 2025 was $76,703, and its average grant was $102,270, across 6 grants on its 2025 IRS Form 990-PF.

Where does Johnson Fe Trust Uw Article 3RD give grants?

Johnson Fe Trust Uw Article 3RD 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 Norwich, CT (4 grants) and Hartford, CT (2 grants).

Does Johnson Fe Trust Uw Article 3RD give general operating support?

Yes: 100% of Johnson Fe Trust Uw Article 3RD's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Johnson Fe Trust Uw Article 3RD's largest grantees?

Johnson Fe Trust Uw Article 3RD's largest 2025 grantees include United Community & Family Services Inc ($153,405), Norwich Free Academy ($153,405) and Backus Hospital ($76,703), according to its 2025 IRS Form 990-PF. Together they received 62% of its itemized 2025 grant dollars.

How large is Johnson Fe Trust Uw Article 3RD?

Johnson Fe Trust Uw Article 3RD reported $12.5M in total assets on its 2025 IRS Form 990-PF. It paid out $661K in qualifying distributions that year, against a required minimum of $714K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Johnson Fe Trust Uw Article 3RD's EIN?

Johnson Fe Trust Uw Article 3RD's EIN (Employer Identification Number) is 30-6438042. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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