Oliver Root Tr Uw
Oliver Root Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $235K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $20K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$235K
+3.2% YoY
Annual Giving
$10K
+23.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$10K
+23.7% YoY
About Oliver Root Tr Uw
Based on IRS filings
Oliver Root Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $235K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $20K.
Ready to take the next step with Oliver Root Tr Uw?
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 | $234,806 | $227,490 | $234,508 |
| Revenue | $24,640 | $7,375 | $-5,523 |
| Expenses | $17,068 | $14,453 | $19,781 |
| Qualifying Distributions | $13,006 | $10,797 | $15,089 |
| Net Investment Income | $20,354 | $2,957 | $1,363 |
| Distributable Amount | $13,478 | $12,356 | $12,761 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 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 | $4,864 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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