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
Under IRS private-foundation payout rules, Oliver Root Tr Uw reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include St Stephen's Episcopal Church ($10,375).
| Recipient | Purpose | Amount |
|---|---|---|
| ST STEPHEN'S EPISCOPAL CHURCH PITTSFIELD, MA | UNRESTRICTED GENERAL | $10,375 |
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 |
Frequently Asked Questions
How large is Oliver Root Tr Uw?
As of 2024, Oliver Root Tr Uw holds $235K in total assets with $25K in annual revenue. It awarded 1 grants totaling $10K in 2024.
Where does Oliver Root Tr Uw operate?
Oliver Root Tr Uw has awarded grants in Massachusetts.
What size grants does Oliver Root Tr Uw award?
In 2024, Oliver Root Tr Uw awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Oliver Root Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oliver Root Tr Uw reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oliver Root Tr Uw's EIN?
Oliver Root Tr Uw's EIN (Employer Identification Number) is 04-6060546. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Oliver Root Tr Uw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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