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

-20.0% YoY

Avg Grant Size

$4K

+20.3% YoY

Under IRS private-foundation payout rules, Petsas Charitable Trust Ua reported a distributable amount of $42K for 2025 — the minimum it must pay out in qualifying distributions.

About Petsas Charitable Trust Ua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $120K (68%)

New York $39K (22%)

Connecticut $9K (5%)

Vermont $4K (2%)

New Hampshire $4K (2%)

States

Connecticut Florida Massachusetts New Hampshire New York Vermont

Cities

AmherstBostonBrooklineBurlingtonChicopeeCoral GablesDurhamGarrisonHamdenMiddleburyNorth AndoverSpringfieldWest HavenWorcesterYonkers

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Grant Size Distribution

46 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Northeastern University ($4,388), University of New Haven ($4,388), Hellenic College - Holy Cross Greek ($4,388).

Recipient	Purpose	Amount
NORTHEASTERN UNIVERSITY BOSTON, MA	SCHOLARSHIPS	$4,388
UNIVERSITY OF NEW HAVEN WEST HAVEN, CT	SCHOLARSHIPS	$4,388
HELLENIC COLLEGE - HOLY CROSS GREEK BROOKLINE, MA	SCHOLARSHIPS	$4,388
ST GEORGE GREEK ORTHODOX CATHEDRAL SPRINGFIELD, MA	UNRESTRICTED GENERAL	$4,388
GREEK DIOCESE INSTITUTE OF ST BASIL GARRISON, NY	UNRESTRICTED GENERAL	$4,388
ST MICHAEL'S HOME FOR THE ELDERLY YONKERS, NY	UNRESTRICTED GENERAL	$4,388
THE AHEPA SCHLSP FD-ALTIS #85 SPRINGFIELD, MA	SCHOLARSHIPS	$4,388
UMASS AMHERST AMHERST, MA	SCHOLARSHIPS	$4,388

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$12,254

Frequently Asked Questions

How large is Petsas Charitable Trust Ua?

As of 2025, Petsas Charitable Trust Ua holds $708K in total assets with $68K in annual revenue. It awarded 8 grants totaling $35K in 2025.

Where does Petsas Charitable Trust Ua operate?

Petsas Charitable Trust Ua has awarded grants in Connecticut, Florida, Massachusetts, New Hampshire, New York, Vermont.

What size grants does Petsas Charitable Trust Ua award?

In 2025, Petsas Charitable Trust Ua awarded 8 grants totaling $35K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Petsas Charitable Trust Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Petsas Charitable Trust Ua reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.