Oliver Root Tr Uw

Private foundation · Grantmaker Dallas, TX EIN: 04-6060546

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.

Key facts about Oliver Root Tr Uw

In short: Oliver Root Tr Uw gave $11K across 1 grant in 2025 (avg $11K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6060546
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$11,458
Grants made (2025)
1
Average grant
$11,458
Median grant
$11,458
Total assets
$242,505
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$243K

+3.3% YoY

Annual Giving

$11K

+10.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$11K

+10.4% YoY

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.

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.

Your AI grants department

Ready to take the next step with Oliver Root Tr Uw?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Pittsfield

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $8K (2023) to $13K (2022). In 2025 it made 1 grant totaling $11K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

St Stephen's Episcopal Church: $11KSt Stephen's Episcopal Church$11K

The largest 2025 recipient was St Stephen's Episcopal Church ($11K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Stephen's Episcopal Church Pittsfield, MAUnrestricted General$11,458

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$242,505$234,806$227,490
Revenue$26,506$24,640$7,375
Expenses$18,882$17,068$14,453
Qualifying Distributions$14,192$13,006$10,797
Net Investment Income$22,286$20,354$2,957
Distributable Amount$14,209$13,478$12,356

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 23, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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

Bank of America — Trustee: $5KBank of AmericaTrustee$5K

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.

Your AI grants department

Here's the math on researching Oliver Root Tr Uw by hand.

Explore Open Grants

Browse active grant opportunities in Oliver Root Tr Uw's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Texas

Episcopal Community Services of the Diocese of New Jersey Inc

Bedminster, NJ

Episcopal Community Services of the Diocese of New Jersey funds congregational projects addressing homelessness, food insecurity, and social and racial injustice, especially for underserved and marginalized communities. Its grants go to congregations in the Episcopal Diocese of New Jersey; reported awards include about $5,400–$6,750, though the 2023 total was $113,282 across 13 grants. It describes an application process for its annual grant program; whether it accepts unsolicited requests is not stated.

Philanthropy, Voluntarism & Grantmaking

Assets

$395K

Grants

13

Total Given

$113K

The C K Williams Fdn INV ADV Acct

Pittsburgh, PA

The C K Williams Fdn Inv Adv Acct supports organizations in health care, horticulture and conservation, youth development, and arts and culture, with 2025 grants ranging from $5,000 to $130,000 and a median of $25,000. Its 2025 giving went to organizations in multiple states and Washington, D.C., with the largest shares going to New York, D.C., and Connecticut. It gives only to preselected charitable organizations and does not accept unsolicited requests.

Assets

$2.9M

Grants

18

Total Given

$633K

Mike and Gillian Goodrich Foundation

Birmingham, AL

The Mike and Gillian Goodrich Foundation funds nonprofit work in education, neighborhood revitalization, the environment, arts and culture, and strategic community assets in Birmingham, Alabama, the Black Belt, and statewide. Its 2024 median grant was $20,000; program grants are generally up to $30,000. Applications go through its grant portal; it does not accept unsolicited supporting documents unless requested.

Philanthropy, Voluntarism & Grantmaking

Assets

$105.5M

Grants

119

Total Given

$3.3M

North Oaks Huang Foundation

North Oaks, MN

Philanthropy, Voluntarism & Grantmaking

Assets

$41K

Grants

6

Total Given

$5K

Central Indiana Community Foundation Inc

Indianapolis, IN

CICF supports a range of charitable work through its funds and partner entities, including youth programs, housing, social services, environmental equity, and services for older adults, primarily in Central Indiana. Its 2024 grants had a median award of $25,000, though amounts varied widely. CICF does not award grants directly; most competitive opportunities use its grants portal, while the Hamilton County Multi-Year Partner Grant is invitation-only and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$583.5M

Grants

525

Total Given

$31.1M

Harry Chow and Nee Chang Chock Wong

Honolulu, HI

The foundation supports Hawaii organizations, with recent grants for health care, cancer services, emergency departments, and food assistance. In 2025, it made 23 grants totaling $655,000, ranging from $5,000 to $100,000, with a median of $25,000. It funds only preselected charities and does not accept unsolicited requests.

Assets

$13.7M

Grants

23

Total Given

$655K

McIntyreb D & J E McIntyre Fdn - Eq

Chicago, IL

The foundation funds a range of charitable organizations, with most of its 2025 giving going to Michigan and smaller amounts to Florida, Ohio, and Mississippi. Its 2025 grants ranged from $2,000 to $40,000, with a median of $8,000. A 2023 filing says applications are accepted anytime through JPMorgan Chase Bank’s online grants process.

Assets

$4.6M

Grants

16

Total Given

$206K

Amelia Peabody Foundation

Topsfield, MA

The Amelia Peabody Foundation supports Massachusetts nonprofits serving children and families, especially in under-resourced communities, with operating, program, and capital grants; it has a particular focus on communities outside Greater Boston. In 2024, grants ranged from $5,000 to $500,000, with a median award of $40,000.

Assets

$165.5M

Grants

152

Total Given

$8.7M

The Elzbieta & David Grove Private Foundation Inc

Armonk, NY

The Elzbieta & David Grove Private Foundation supports arts and cultural organizations, youth programs, hospitals, and humanitarian organizations. Its 2024 grants ranged from $5,000 to $206,150, with a median of $12,500, and went mainly to organizations in New York and Connecticut, as well as other states. It funds only preselected charities and does not accept unsolicited requests.

Assets

$7.1M

Grants

22

Total Given

$820K

The Ravi Chopra Foundation Inc

Miami, FL

The Ravi Chopra Foundation supports a varied mix of charitable organizations, including schools, churches, and groups serving children, youth, and families, primarily in New York, Florida, and New Jersey. In 2024, it made 29 grants ranging from $500 to $60,700, with a median grant of $15,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$3.7M

Grants

29

Total Given

$571K

Brush Family Foundation

Piedmont, CA

The Brush Family Foundation supports a varied mix of charitable purposes, including education, music, and community organizations, with most funding going to California and smaller amounts to Oregon and other states. In 2024, grants ranged from $3,000 to $450,000, with a median of $10,000. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$36K

Grants

27

Total Given

$1.8M

Communities Foundation of Texas Inc

Dallas, TX

Communities Foundation of Texas funds charitable work in health, wealth, living, and learning, with much of its grantmaking supporting North Texas nonprofits; its 2025 grants had a median of $18,779, though award sizes varied widely. Nearly all opportunities are by invitation, and its Nonprofit Gateway profile is not a grant application.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.2B

Grants

2,209

Total Given

$209.2M

More Funders in Texas

Oliver Root Tr Uw down — hundreds of funders to go?

Want AI to do this for you?