Osborn J Uw FBO Mthdst Ch HM WH

Foundation · Grantmaker Dallas, TX EIN: 06-6021092

Osborn J Uw FBO Mthdst Ch HM WH is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $231K in total assets. In 2024, it awarded 1 grant totaling $11K. Net investment income was $20K.

Key facts about Osborn J Uw FBO Mthdst Ch HM WH

EIN
06-6021092
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$10,871
Grants made (2024)
1
Average grant
$10,871
Median grant
$10,871
Total assets
$230,968
Primary geography
Connecticut (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

How Osborn J Uw FBO Mthdst Ch HM WH gives

  • Giving held roughly steady from 2021 to 2024 (+11%). Method
  • In 2024 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$231K

+2.7% YoY

Annual Giving

$11K

+34.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$11K

+34.2% YoY

Under IRS private-foundation payout rules, Osborn J Uw FBO Mthdst Ch HM WH reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

About Osborn J Uw FBO Mthdst Ch HM WH

Based on IRS filings

Osborn J Uw FBO Mthdst Ch HM WH is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $231K in total assets. In 2024, it awarded 1 grant totaling $11K. Net investment income was $20K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2024 grant dollars.

States

Cities

Shelton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$29K$44K$59K20202021202220232024
Metric202420232022
Total Assets$230,968$224,998$230,244
Revenue$23,583$7,907$-5,434
Expenses$17,374$13,059$18,660
Qualifying Distributions$13,938$9,952$13,589
Net Investment Income$19,976$3,386$1,469
Distributable Amount$13,042$11,972$12,297

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$12K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

United Methodist Home Inc: $11KUnited Methodist Home Inc$11K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include United Methodist Home Inc ($10,871).

RecipientPurposeAmount
UNITED METHODIST HOME INC Shelton, CTUNRESTRICTED GENERAL$10,871

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Bank of America — Trustee: $4KBank of AmericaTrustee$4K

From 2024 IRS filing

NameTitleHoursCompensation
Bank of AmericaTrustee1$3,768

Frequently Asked Questions

How large is Osborn J Uw FBO Mthdst Ch HM WH?

As of 2024, Osborn J Uw FBO Mthdst Ch HM WH holds $231K in total assets with $24K in annual revenue. It awarded 1 grant totaling $11K in 2024.

Where does Osborn J Uw FBO Mthdst Ch HM WH operate?

Osborn J Uw FBO Mthdst Ch HM WH has awarded grants in Connecticut.

What size grants does Osborn J Uw FBO Mthdst Ch HM WH award?

In 2024, Osborn J Uw FBO Mthdst Ch HM WH awarded 1 grant totaling $11K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Osborn J Uw FBO Mthdst Ch HM WH required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Osborn J Uw FBO Mthdst Ch HM WH reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Osborn J Uw FBO Mthdst Ch HM WH's EIN?

Osborn J Uw FBO Mthdst Ch HM WH's EIN (Employer Identification Number) is 06-6021092. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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