Oliver Root Tr Uw
Oliver Root 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 $243K in total assets. In 2025, it awarded 1 grant totaling $11K. Net investment income was $22K.
Oliver Root Tr Uw at a glance
In short: Oliver Root Tr Uw gave $11K across 1 grant in 2025 (avg $11K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,458
- +10.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $11,458
- +10.4% vs 2024
- Median grant
- $11,458
- Total assets
- $242,505
- +3.3% vs 2024
- Primary geography
- Massachusetts (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 Oliver Root Tr Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was St Stephen's Episcopal Church ($11K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Oliver Root Tr Uw gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 100% 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 $8K (2023) to $13K (2022). In 2025 it made 1 grant totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Stephen's Episcopal Church Pittsfield, MA | Unrestricted General | $11,458 |
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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 | $242,505 | $26,506 | $18,882 | $11,458 | 1 | $14,192 | $22,286 | $14,209 |
| 2024 | $234,806 | $24,640 | $17,068 | $10,375 | 1 | $13,006 | $20,354 | $13,478 |
| 2023 | $227,490 | $7,375 | $14,453 | $8,386 | 1 | $10,797 | $2,957 | $12,356 |
| 2022 | $234,508 | $-5,523 | $19,781 | $12,790 | 1 | $15,089 | $1,363 | $12,761 |
| 2021 | $259,807 | $54,817 | $17,222 | $10,981 | 1 | $13,352 | $50,902 | $14,333 |
| 2020 | $221,934 | $19,041 | $16,846 | $10,920 | 1 | — | $15,632 | $12,287 |
| 2019 | $219,749 | $14,426 | $14,449 | $8,704 | 1 | — | $11,697 | $12,026 |
Under IRS private-foundation payout rules, Oliver Root Tr Uw reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Oliver Root 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
$4K (2021) → $5K (2025)
Former officers (1)
- Former: Bank Of America NA (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 $5K, to Bank of America (Trustee).
Frequently asked questions about Oliver Root Tr Uw
How much does Oliver Root Tr Uw give each year?
Oliver Root Tr Uw gave $11K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.
How large is Oliver Root Tr Uw?
Oliver Root Tr Uw reported $243K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $14K (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.
Where does Oliver Root Tr Uw operate?
Oliver Root Tr Uw has awarded grants in Massachusetts.
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 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 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 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 26, 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 27, 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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