Joseph E Buckley Ch Trust Uw

DALLAS, TX EIN: 14-6040227

Joseph E Buckley Ch Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 8 grants totaling $128K. Net investment income was $176K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.0M

+2.8% YoY

Annual Giving

$128K

+5.7% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$16K

+5.7% YoY

Under IRS private-foundation payout rules, Joseph E Buckley Ch Trust Uw reported a distributable amount of $109K for 2025 — the minimum it must pay out in qualifying distributions.

About Joseph E Buckley Ch Trust Uw

Based on IRS filings

Joseph E Buckley Ch Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 8 grants totaling $128K. Net investment income was $176K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AlbanyHoosick FallsLathamNew YorkQueens VillageVillanova

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$127K$253K$380K$507K202020212022202320242025
Metric202520242023
Total Assets$1,966,888$1,913,672$1,993,444
Revenue$198,439$83,335$-22,187
Expenses$161,898$150,698$183,202
Qualifying Distributions$139,773$131,848$154,065
Net Investment Income$175,721$58,252$21,168
Distributable Amount$109,054$100,951$102,075

Giving Over Time

Total grant dollars and number of grants per year

$0$37K$74K$111K$148K8 grants20208 grants20219 grants20228 grants20238 grants20248 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

IMMACULATE CONCEPTION CH…$84KDIOCESE OF ALBANY CATHOL…$13KOUR LADY HOPE LITTLE SIS…$13KSOCIETY FOR THE PROPAGAT…$4KCHENEY FREE PUBLIC LIBRARY$4KAUGUSTINIAN SEMINARY GUILD$4KTOWN OF HOOSICK RESCUE S…$4KHOOSICK FALLS HEALTH CEN…$3K

Grant Size Distribution

41 grants across all recorded years

36<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Immaculate Conception Church ($83,611), Diocese of Albany Catholic Charities ($12,866), Our Lady Hope Little Sisters of the Poor ($12,866).

RecipientPurposeAmount
SOCIETY FOR THE PROPAGATION OF THE FAITH NEW YORK, NYUNRESTRICTED GENERAL$3,861
DIOCESE OF ALBANY CATHOLIC CHARITIES ALBANY, NYUNRESTRICTED GENERAL$12,866
CHENEY FREE PUBLIC LIBRARY HOOSICK FALLS, NYUNRESTRICTED GENERAL$3,861
HOOSICK FALLS HEALTH CENTER HOOSICK FALLS, NYUNRESTRICTED GENERAL$2,876
IMMACULATE CONCEPTION CHURCH HOOSICK FALLS, NYUNRESTRICTED GENERAL$83,611
OUR LADY HOPE LITTLE SISTERS OF THE POOR QUEENS VILLAGE, NYUNRESTRICTED GENERAL$12,866
AUGUSTINIAN SEMINARY GUILD VILLANOVA, PAUNRESTRICTED GENERAL$3,861
TOWN OF HOOSICK RESCUE SQUAD HOOSICK FALLS, NYUNRESTRICTED GENERAL$3,861

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$28K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$28,399

Frequently Asked Questions

How large is Joseph E Buckley Ch Trust Uw?

As of 2025, Joseph E Buckley Ch Trust Uw holds $2.0M in total assets with $198K in annual revenue. It awarded 8 grants totaling $128K in 2025.

Where does Joseph E Buckley Ch Trust Uw operate?

Joseph E Buckley Ch Trust Uw has awarded grants in New York, Pennsylvania.

What size grants does Joseph E Buckley Ch Trust Uw award?

In 2025, Joseph E Buckley Ch Trust Uw awarded 8 grants totaling $128K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Joseph E Buckley Ch Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Joseph E Buckley Ch Trust Uw reported a distributable amount of $109K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph E Buckley Ch Trust Uw's EIN?

Joseph E Buckley Ch Trust Uw's EIN (Employer Identification Number) is 14-6040227. IRS Form 990 filing data is available on this page for 2020–2025.

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

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