Paine R S Tr Uw Bo Charities

Private foundation · Grantmaker Dallas, TX EIN: 04-6036946
PhilanthropyFoundations

Paine R S Tr Uw Bo Charities is a private foundation focused on Philanthropy, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 4 grants totaling $65K. Net investment income was $123K.

Key facts about Paine R S Tr Uw Bo Charities

In short: Paine R S Tr Uw Bo Charities gave $65K across 4 grants in 2025 (avg $16K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6036946
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$65,224
Grants made (2025)
4
Average grant
$16,306
Median grant
$16,306
Total assets
$1,212,305
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

$1.2M

+4.5% YoY

Annual Giving

$65K

+7.2% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$16K

+7.2% YoY

Under IRS private-foundation payout rules, Paine R S Tr Uw Bo Charities reported a distributable amount of $71K for 2025 — the minimum it must pay out in qualifying distributions.

How Paine R S Tr Uw Bo Charities gives

  • Giving held roughly steady from 2022 to 2025 (−18%). 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

Cities

Worcester

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $46K (2023) to $80K (2022). In 2025 it made 4 grants totaling $65K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Worcester Art Museum: $32KWorcester Art Museum$32KAmerican Antiquarian Society: $32KAmerican Antiquarian Society$32KProprietors of Rural Cemetery: $500Proprietors of Rural Cemetery$500Worcester Historical Museum: $500Worcester Historical Museum$500

The largest 2025 recipient was Worcester Art Museum ($32K). Together the top 4 received $65K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Worcester Art Museum Worcester, MAUnrestricted General$32,112
American Antiquarian Society Worcester, MAUnrestricted General$32,112
Proprietors of Rural Cemetery Worcester, MAUnrestricted General$500
Worcester Historical Museum Worcester, MAUnrestricted General$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,212,305$1,159,765$1,120,935
Revenue$132,403$116,319$40,509
Expenses$81,513$74,924$57,603
Qualifying Distributions$70,375$65,728$50,063
Net Investment Income$123,270$106,493$29,512
Distributable Amount$70,536$66,677$60,340

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 28, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 31, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Paine R S Tr Uw Bo Charities's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2020

    1 hr/week

    $9K (2020) → $12K (2025)

Data from IRS Form 990 filings, 2020–2025. "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: $12KBank of AmericaTrustee$12K

The highest reported compensation on the 2025 filing was $12K, to Bank of America (Trustee).

Frequently asked questions about Paine R S Tr Uw Bo Charities

How much does Paine R S Tr Uw Bo Charities give each year?

Paine R S Tr Uw Bo Charities gave $65K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $61K across 4 grants.

What is Paine R S Tr Uw Bo Charities's typical grant size?

Paine R S Tr Uw Bo Charities's median grant in 2025 was $16,306, and its average grant was $16,306, across 4 grants on its 2025 IRS Form 990-PF.

Where does Paine R S Tr Uw Bo Charities give grants?

Paine R S Tr Uw Bo Charities gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Worcester, MA (4 grants).

Does Paine R S Tr Uw Bo Charities give general operating support?

Yes: 100% of Paine R S Tr Uw Bo Charities's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Paine R S Tr Uw Bo Charities?

Paine R S Tr Uw Bo Charities reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $71K (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.

What is Paine R S Tr Uw Bo Charities?

Paine R S Tr Uw Bo Charities is a private foundation focused on Philanthropy, based in Dallas, TX. It holds $1.2M in total assets as of 2025.

What is Paine R S Tr Uw Bo Charities's EIN?

Paine R S Tr Uw Bo Charities's EIN (Employer Identification Number) is 04-6036946. IRS Form 990 filing data is available on this page for 2020–2025.

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

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