Nellie Ulshafer Perp 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 $1.1M in total assets. In 2024, it awarded 2 grants totaling $54K. Net investment income was $104K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+3.8% YoY
Annual Giving
$54K
+36.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$27K
+36.5% YoY
About Nellie Ulshafer Perp Trust Uw
Based on IRS filings
Nellie Ulshafer Perp 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 $1.1M in total assets. In 2024, it awarded 2 grants totaling $54K. Net investment income was $104K.
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 | $1,110,089 | $1,069,434 | $1,098,280 |
| Revenue | $118,436 | $30,203 | $-30,919 |
| Expenses | $76,628 | $58,674 | $86,127 |
| Qualifying Distributions | $62,073 | $46,718 | $68,388 |
| Net Investment Income | $103,819 | $15,556 | $9,826 |
| Distributable Amount | $62,298 | $56,855 | $58,487 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
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 | $18,336 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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