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 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.
Key facts about Josephine D Bedle Trust Uw
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.
- EIN
- 22-6248950
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $162,311
- Grants made (2025)
- 5
- Average grant
- $32,462
- Median grant
- $1,000
- Total assets
- $3,099,433
- Primary geography
- New Jersey (98% 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
$3.1M
+4.4% YoY
Annual Giving
$162K
+4.9% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$32K
+4.9% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,099,433 | $2,969,240 | $2,872,314 |
| Revenue | $339,563 | $293,564 | $91,395 |
| Expenses | $207,673 | $193,657 | $148,387 |
| Qualifying Distributions | $176,469 | $168,106 | $127,160 |
| Net Investment Income | $313,588 | $266,224 | $61,444 |
| Distributable Amount | $178,621 | $167,336 | $152,191 |
Data update history
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
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
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).
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 $3.1M in total assets as of 2025.
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.
Here's the math on researching Josephine D Bedle Trust Uw by hand.
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