Petsas Charitable Trust Ua

DALLAS, TX EIN: 04-6421513

Petsas Charitable Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $708K in total assets. In 2025, it awarded 8 grants totaling $35K. Net investment income was $58K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$708K

+1.7% YoY

Annual Giving

$35K

-3.8% YoY

Grant Count

8

-20.0% YoY

Avg Grant Size

$4K

+20.3% YoY

About Petsas Charitable Trust Ua

Based on IRS filings

Petsas Charitable Trust Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $708K in total assets. In 2025, it awarded 8 grants totaling $35K. Net investment income was $58K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

AmherstBostonBrooklineBurlingtonChicopeeCoral GablesDurhamGarrisonHamdenMiddleburyNorth AndoverSpringfieldWest HavenWorcesterYonkers

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$85K$128K$171K202020212022202320242025
Metric202520242023
Total Assets$708,297$696,488$704,984
Revenue$68,337$28,095$-15,573
Expenses$50,176$49,902$53,993
Qualifying Distributions$40,541$41,475$42,388
Net Investment Income$58,343$17,630$7,344
Distributable Amount$42,303$43,511$37,355

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$19K$28K$38K9 grants202010 grants20219 grants20229 grants202310 grants20248 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

NORTHEASTERN UNIVERSITY$4KUNIVERSITY OF NEW HAVEN$4KHELLENIC COLLEGE - HOLY …$4KST GEORGE GREEK ORTHODOX…$4KGREEK DIOCESE INSTITUTE …$4KST MICHAEL'S HOME FOR TH…$4KTHE AHEPA SCHLSP FD-ALTI…$4KUMASS AMHERST$4K

Grant Size Distribution

46 grants across all recorded years

46<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$12K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$12,254

Related Funders

Similar funders by location and focus area

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

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