Josephine D Bedle Trust Uw
Josephine D Bedle Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 5 grants totaling $155K. Net investment income was $266K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
+3.4% YoY
Annual Giving
$155K
+34.2% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$31K
+34.2% YoY
Under IRS private-foundation payout rules, Josephine D Bedle Trust Uw reported a distributable amount of $167K for 2024 — the minimum it must pay out in qualifying distributions.
About Josephine D Bedle Trust Uw
Based on IRS filings
Josephine D Bedle Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 5 grants totaling $155K. Net investment income was $266K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,969,240 | $2,872,314 | $2,943,223 |
| Revenue | $293,564 | $91,395 | $-96,241 |
| Expenses | $193,657 | $148,387 | $248,262 |
| Qualifying Distributions | $168,106 | $127,160 | $215,535 |
| Net Investment Income | $266,224 | $61,444 | $38,859 |
| Distributable Amount | $167,336 | $152,191 | $157,769 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Princeton University ($149,181), St Bartholomew's Episcopal Churc ($3,000), The Salvation Army ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ASPCA NEW YORK, NY | UNRESTRICTED GENERAL | $200 |
| ST BARTHOLOMEW'S EPISCOPAL CHURC NEW YORK, NY | UNRESTRICTED GENERAL | $3,000 |
| PRINCETON UNIVERSITY PRINCETON, NJ | UNRESTRICTED GENERAL | $149,181 |
| THE SALVATION ARMY WEST NYACK, NY | UNRESTRICTED GENERAL | $2,000 |
| THE SEEING EYE INC MORRISTOWN, NJ | UNRESTRICTED GENERAL | $400 |
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 | $32,688 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Josephine D Bedle Trust Uw?
Josephine D Bedle Trust Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $3.0M in total assets as of 2024.
How large is Josephine D Bedle Trust Uw?
As of 2024, Josephine D Bedle Trust Uw holds $3.0M in total assets with $294K in annual revenue. It awarded 5 grants totaling $155K in 2024.
Where does Josephine D Bedle Trust Uw operate?
Josephine D Bedle Trust Uw has awarded grants in New Jersey, New York.
What size grants does Josephine D Bedle Trust Uw award?
In 2024, Josephine D Bedle Trust Uw awarded 5 grants totaling $155K — an average of about $31K per grant, based on its IRS Form 990 filings.
How much is Josephine D Bedle Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Josephine D Bedle Trust Uw reported a distributable amount of $167K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Josephine D Bedle Trust Uw's EIN?
Josephine D Bedle Trust Uw's EIN (Employer Identification Number) is 22-6248950. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.