Josephine D Bedle Trust Uw
Josephine D Bedle Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.1M in total assets. In 2025, it awarded 5 grants totaling $162K. Net investment income was $314K.
Josephine D Bedle Trust Uw at a glance
In short: Josephine D Bedle Trust Uw gave $162K across 5 grants in 2025 (avg $32K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $162,311
- +4.9% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $32,462
- +4.9% vs 2024
- Median grant
- $1,000
- Total assets
- $3,099,433
- +4.4% vs 2024
- Primary geography
- New Jersey (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Josephine D Bedle Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Princeton University ($160K). Together the top 5 received $162K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 20 grants of 25 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Josephine D Bedle Trust Uw gives
- Giving fell 20% from 2022 to 2025. Method
- In 2025 it paid out 99% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $115K (2023) to $204K (2022). In 2025 it made 5 grants totaling $162K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Princeton University Princeton, NJ | Unrestricted General | $159,511 |
| St Bartholomew's Episcopal Churc New York, NY | Unrestricted General | $1,500 |
| The Salvation Army West Nyack, NY | Unrestricted General | $1,000 |
| The Seeing Eye Inc Morristown, NJ | Unrestricted General | $200 |
| ASPCA New York, NY | Unrestricted General | $100 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,099,433 | $339,563 | $207,673 | $162,311 | 5 | $176,469 | $313,588 | $178,621 |
| 2024 | $2,969,240 | $293,564 | $193,657 | $154,781 | 5 | $168,106 | $266,224 | $167,336 |
| 2023 | $2,872,314 | $91,395 | $148,387 | $115,359 | 5 | $127,160 | $61,444 | $152,191 |
| 2022 | $2,943,223 | $-96,241 | $248,262 | $203,653 | 5 | $215,535 | $38,859 | $157,769 |
| 2021 | $3,275,065 | $643,641 | $191,563 | $150,345 | 5 | $162,911 | $617,578 | $204,716 |
| 2020 | $2,773,549 | $209,815 | $182,416 | $148,947 | 5 | — | $190,310 | $148,817 |
| 2019 | $2,753,035 | $157,672 | $149,509 | $120,619 | 5 | — | $142,753 | $143,624 |
Under IRS private-foundation payout rules, Josephine D Bedle Trust Uw reported a distributable amount of $179K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Josephine D Bedle Trust Uw's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$26K (2019) → $35K (2025)
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $35K, to Bank of America (Trustee).
Frequently asked questions about Josephine D Bedle Trust Uw
How much does Josephine D Bedle Trust Uw give each year?
Josephine D Bedle Trust Uw gave $162K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $155K across 5 grants.
What is Josephine D Bedle Trust Uw's typical grant size?
Josephine D Bedle Trust Uw's median grant in 2025 was $1,000, and its average grant was $32,462, across 5 grants on its 2025 IRS Form 990-PF.
Where does Josephine D Bedle Trust Uw give grants?
Josephine D Bedle Trust Uw gives mostly in New Jersey: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (2 grants).
Does Josephine D Bedle Trust Uw give general operating support?
Yes: 100% of Josephine D Bedle Trust Uw's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Josephine D Bedle Trust Uw's largest grantees?
Josephine D Bedle Trust Uw's largest 2025 grantees include Princeton University ($159,511), St Bartholomew's Episcopal Churc ($1,500) and The Salvation Army ($1,000), according to its 2025 IRS Form 990-PF.
How large is Josephine D Bedle Trust Uw?
Josephine D Bedle Trust Uw reported $3.1M in total assets on its 2025 IRS Form 990-PF. It paid out $176K in qualifying distributions that year, against a required minimum of $179K (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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Josephine D Bedle Trust Uw funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Josephine D Bedle Trust Uw's focus areas in our free grants database
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