Mary E Newell Fund Tr UA
Mary E Newell Fund Tr UA is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $347 in total assets. Net investment income was $14.
Key facts about Mary E Newell Fund Tr UA
- EIN
- 24-6018897
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $347
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$347
+4.2% YoY
Revenue
$14
-97.4% YoY
Net Investment Income
$14
Expenses
—
Under IRS private-foundation payout rules, Mary E Newell Fund Tr UA reported a distributable amount of $17 for 2025 — the minimum it must pay out in qualifying distributions.
How Mary E Newell Fund Tr UA gives
- Giving fell 70% from 2021 to 2024. Method
- In 2024 it paid out well above 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
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $58 (2024) to $224 (2020). In 2024 it made 1 grant totaling $58.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $347 | $333 | $1,235 |
| Revenue | $14 | $548 | $164 |
| Expenses | — | $1,452 | $1,344 |
| Qualifying Distributions | — | $702 | $594 |
| Net Investment Income | $14 | — | — |
| Distributable Amount | $17 | $48 | $103 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Mary E Newell Fund Tr UA's only listed officer is Bank Of America, Trustee on every filing since 2020 (uncompensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Mary E Newell Fund Tr UA
How large is Mary E Newell Fund Tr UA?
Mary E Newell Fund Tr UA reported $347 in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $14.
Where does Mary E Newell Fund Tr UA operate?
Mary E Newell Fund Tr UA has awarded grants in Pennsylvania.
How much is Mary E Newell Fund Tr UA required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Mary E Newell Fund Tr UA reported a distributable amount of $17 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mary E Newell Fund Tr UA's EIN?
Mary E Newell Fund Tr UA's EIN (Employer Identification Number) is 24-6018897. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Mary E Newell Fund Tr UA by hand.
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