Lum J Mabel Tr Uw
Lum J Mabel Tr Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $330K in total assets. In 2025, it awarded 3 grants totaling $16K. Net investment income was $32K.
Lum J Mabel Tr Uw at a glance
In short: Lum J Mabel Tr Uw gave $16K across 3 grants in 2025 (avg $5K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,445
- +24.1% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $5,482
- +24.1% vs 2024
- Median grant
- $10
- Total assets
- $329,961
- +3.8% vs 2024
- Primary geography
- Connecticut (100% 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 Lum J Mabel Tr Uw funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Christ Episcopal Church ($16K). Together the top 3 received $16K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Lum J Mabel Tr Uw gives
- Giving held roughly steady from 2022 to 2025 (−11%). 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 $11K (2023) to $19K (2022). In 2025 it made 3 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Christ Episcopal Church Oxford, CT | Unrestricted General | $16,425 |
| Connecticut Junior Republic Assn Inc Litchfield, CT | Unrestricted General | $10 |
| Gaylord Hospital Wallingford, CT | Unrestricted General | $10 |
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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 | $329,961 | $36,347 | $24,412 | $16,445 | 3 | $19,176 | $31,705 | $19,325 |
| 2024 | $317,923 | $33,569 | $20,494 | $13,247 | 3 | $15,900 | $28,754 | $18,181 |
| 2023 | $305,190 | $10,246 | $19,946 | $11,379 | 3 | $15,963 | $5,212 | $16,656 |
| 2022 | $315,011 | $-8,101 | $26,757 | $18,501 | 3 | $20,956 | $2,435 | $17,249 |
| 2021 | $349,863 | $76,550 | $21,274 | $13,597 | 3 | $16,345 | $71,565 | $19,222 |
| 2020 | $294,191 | $25,985 | $22,888 | $15,517 | 3 | — | $22,197 | $16,521 |
| 2019 | $291,124 | $20,014 | $18,800 | $12,119 | 3 | — | $17,084 | $16,086 |
Under IRS private-foundation payout rules, Lum J Mabel Tr Uw reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lum J Mabel Tr Uw's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$6K (2021) → $6K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
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 $6K, to Bank of America (Trustee).
Frequently asked questions about Lum J Mabel Tr Uw
How much does Lum J Mabel Tr Uw give each year?
Lum J Mabel Tr Uw gave $16K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 3 grants.
What is Lum J Mabel Tr Uw's typical grant size?
Lum J Mabel Tr Uw's median grant in 2025 was $10, and its average grant was $5,482, across 3 grants on its 2025 IRS Form 990-PF.
Where does Lum J Mabel Tr Uw give grants?
Lum J Mabel Tr Uw gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Lum J Mabel Tr Uw give general operating support?
Yes: 100% of Lum J Mabel Tr Uw's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Lum J Mabel Tr Uw?
Lum J Mabel Tr Uw reported $330K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $19K (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 Lum J Mabel Tr Uw's EIN?
Lum J Mabel Tr Uw's EIN (Employer Identification Number) is 06-6077881. 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 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 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 20, 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
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