Joseph E Buckley Ch Trust Uw
Joseph E Buckley Ch Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $2.1M in total assets. In 2026, it awarded 9 grants totaling $137K. Net investment income was $282K.
Key facts about Joseph E Buckley Ch Trust Uw
In short: Joseph E Buckley Ch Trust Uw gave $137K across 9 grants in 2026 (avg $15K), mostly in New York. Source: 2026 IRS Form 990-PF.
- EIN
- 14-6040227
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $136,953
- Grants made (2026)
- 9
- Average grant
- $15,217
- Median grant
- $4,109
- Total assets
- $2,148,573
- Primary geography
- New York (97% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$2.1M
+9.2% YoY
Annual Giving
$137K
+7.3% YoY
Grant Count
9
+12.5% YoY
Avg Grant Size
$15K
-4.6% YoY
Under IRS private-foundation payout rules, Joseph E Buckley Ch Trust Uw reported a distributable amount of $113K for 2026 — the minimum it must pay out in qualifying distributions.
How Joseph E Buckley Ch Trust Uw gives
- Giving held roughly steady from 2023 to 2026 (−4%). Method
- In 2026 it paid out 132% of its IRS minimum distribution (the 5% rule). 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
Share of 2026 grant dollars across all 9 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $121K (2024) to $148K (2022). In 2026 it made 9 grants totaling $137K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2026
The largest 2026 recipient was Immaculate Conception Church ($89K). Together the top 9 received $137K.
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 37 grants of 42 (88%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Immaculate Conception Church Hoosick Falls, NY | Unrestricted General | $89,018 |
| Our Lady Hope Little Sisters of the Poor Queens Village, NY | Unrestricted General | $13,695 |
| Albany Catholic Charities Albany, NY | Unrestricted General | $10,271 |
| Society for the Propagation of the Fa Albany, NY | Unrestricted General | $4,109 |
| Cheney Free Public Library Hoosick Falls, NY | Unrestricted General | $4,109 |
| Hoosick Falls Health Center Hoosick Falls, NY | Unrestricted General | $4,109 |
| Augustinian Seminary Guild Villanova, PA | Unrestricted General | $4,109 |
| Town of Hoosick Rescue Squad Hoosick Falls, NY | Unrestricted General | $4,109 |
| Diocese of Albany Catholic Charities Albany, NY | Unrestricted General | $3,424 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $2,148,573 | $1,966,888 | $1,913,672 |
| Revenue | $303,412 | $198,439 | $83,335 |
| Expenses | $174,573 | $161,898 | $150,698 |
| Qualifying Distributions | $149,562 | $139,773 | $131,848 |
| Net Investment Income | $281,703 | $175,721 | $58,252 |
| Distributable Amount | $113,001 | $109,054 | $100,951 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Joseph E Buckley Ch Trust Uw's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$30K (2022) → $30K (2026)
Former officers (1)
- Former: Bank Of American N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $30K, to Bank of America (Trustee).
Frequently asked questions about Joseph E Buckley Ch Trust Uw
How much does Joseph E Buckley Ch Trust Uw give each year?
Joseph E Buckley Ch Trust Uw gave $137K across 9 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $128K across 8 grants.
What is Joseph E Buckley Ch Trust Uw's typical grant size?
Joseph E Buckley Ch Trust Uw's median grant in 2026 was $4,109, and its average grant was $15,217, across 9 grants on its 2026 IRS Form 990-PF.
Where does Joseph E Buckley Ch Trust Uw give grants?
Joseph E Buckley Ch Trust Uw gives mostly in New York: 97% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hoosick Falls, NY (4 grants) and Albany, NY (3 grants).
Does Joseph E Buckley Ch Trust Uw give general operating support?
Yes: 100% of Joseph E Buckley Ch Trust Uw's 2026 grants with a stated purpose (9 of 9) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Joseph E Buckley Ch Trust Uw's largest grantees?
Joseph E Buckley Ch Trust Uw's largest 2026 grantees include Immaculate Conception Church ($89,018), Our Lady Hope Little Sisters of the Poor ($13,695) and Albany Catholic Charities ($10,271), according to its 2026 IRS Form 990-PF. Together they received 82% of its itemized 2026 grant dollars.
How large is Joseph E Buckley Ch Trust Uw?
Joseph E Buckley Ch Trust Uw reported $2.1M in total assets on its 2026 IRS Form 990-PF. It paid out $150K in qualifying distributions that year, against a required minimum of $113K (roughly 5% of its investment assets).
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Joseph E Buckley Ch Trust Uw by hand.
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