Pierce Katharine C Uw

Foundation · Grantmaker Dallas, TX EIN: 04-6095694
Human servicesShelter and residential careHousing for older adultsAssisted living for older adults

Pierce Katharine C UW is a private foundation established in 1977 and classified as a private operating foundation since 1988. Based in Dallas, Texas, the foundation operates with a single staff member and is managed by Bank of America N.A.

Key facts about Pierce Katharine C Uw

EIN
04-6095694
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$290,726
Grants made (2025)
43
Average grant
$6,761
Median grant
$5,100
New grantees (estimate)
40% first-time grantees (17 of 43, 2025)
Primary geography
Massachusetts (97% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Pierce Katharine C Uw funds

By grant dollars, the top recipient states for Pierce Katharine C Uw's 43 itemized 2025 grants were Massachusetts (97%). The most frequent recipient cities were Boston, MA (4 grants), Lawrence, MA (2 grants), Waltham, MA (2 grants) and Gloucester, MA (2 grants). 100% of grants with a stated purpose were for general or operating support.

Is Pierce Katharine C Uw open to new grantees?

40%

first-time grantees, 2025

In 2025, 17 of 43 grantees (40%) were first-time recipients. First grants averaged $6K; repeat grants $7K. How we count

Medians: $5K first-time, $6K repeat.

  • 56% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−3%). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Pierce Katharine C Uw

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$291K

+6.3% YoY

Grant Count

43

+2.4% YoY

Avg Grant Size

$7K

+3.9% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's stated purpose is "giving for the relief of needy and deserving gentlewomen in reduced circumstances, that their lives may be made more comfortable."

Primary funding focus areas include:

  • Human services and nonprofit support
  • Aging services
  • Poverty alleviation
  • Community health
  • Health and wellness

Grantmaking

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Geographic Focus

Where this funder awards grants

The foundation funds organizations primarily in the Boston, Massachusetts area, with documented grants to New England-based elder services and community health organizations.

Grant Distribution by State

4states

Share of all 43 itemized 2025 grant dollars.

Cities

BostonJamaica PlainGloucesterWalthamFraminghamHolyokeWorcesterBrocktonSomervilleDudleyFlorenceGreenfieldLawrenceLeominsterMaldenPittsfieldSouth DennisSpringfieldLynnSharon

Financial History

Multi-year comparison from IRS filings

As of December 31, 2024:

  • Total assets: $6,269,672
  • Total revenues: $607,503
  • Total expenses: $391,464
  • Investment income and dividends: $171,032
  • Net gain from sale of non-inventory assets: $436,471

Contact Information:

  • Address: PO Box 653067, Dallas, TX 75265-3067
  • Telephone: 888-866-3275
  • EIN: 04-6095694
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1202020212022202320242025
Metric202520242023
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

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 April 22, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 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 16, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$75K$150K$226K$301K28 grants202031 grants202135 grants202234 grants202342 grants202443 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Agespan Inc: $14KAgespan Inc$14KSpringwell Inc: $14KSpringwell Inc$14KMystic Valley Elder Services Inc: $13KMystic Valley Elder ServicesInc$13KTri-Valley Elder Services: $13KTri-Valley Elder Services$13KAccess Care Partners Inc: $12KAccess Care Partners Inc$12KOld Colony Elder Services Inc: $12KOld Colony Elder Services Inc$12KSomerville-Cambridge Elder Services Inc: $12KSomerville-Cambridge ElderServices Inc$12KDeutsches Altenheim Inc: $10KDeutsches Altenheim Inc$10KAsncm - Aging Services of N Central MA: $10KAsncm - Aging Services of NCentral MA$10KFamily Health Project: $10KFamily Health Project$10K

Grant Size Distribution

185 grants across all recorded years

185<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Pierce Katharine C Uw

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Agespan Inc ($13,700), Springwell Inc ($13,500), Mystic Valley Elder Services Inc ($13,400).

RecipientPurposeAmount
AGESPAN INC Lawrence, MAUNRESTRICTED GENERAL$13,700
SPRINGWELL INC Waltham, MAUNRESTRICTED GENERAL$13,500
MYSTIC VALLEY ELDER SERVICES INC Malden, MAUNRESTRICTED GENERAL$13,400
TRI-VALLEY ELDER SERVICES Dudley, MAUNRESTRICTED GENERAL$12,550
ACCESS CARE PARTNERS INC Holyoke, MAUNRESTRICTED GENERAL$12,050
OLD COLONY ELDER SERVICES INC Brockton, MAUNRESTRICTED GENERAL$12,000
SOMERVILLE-CAMBRIDGE ELDER SERVICES INC Somerville, MAUNRESTRICTED GENERAL$11,500
DEUTSCHES ALTENHEIM INC West Roxbury, MAUNRESTRICTED GENERAL$10,000
ASNCM - AGING SERVICES OF N CENTRAL MA Leominster, MAUNRESTRICTED GENERAL$10,000
FAMILY HEALTH PROJECT Manchester, MAUNRESTRICTED GENERAL$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

Bank of America N.A. serves as Managing Director of the foundation.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $77KBank of AmericaTrustee$77KAnne Marie Boursiquot King — Co-Trustee: $12KAnne Marie Boursiquot…Co-Trustee$12K

From 2025 IRS filing

NameTitleHoursCompensation
Bank of AmericaTrustee1$76,755
Anne Marie Boursiquot KingCo-Trustee5$11,946

Subject Areas

Focus areas based on grantmaking activity

Human servicesShelter and residential careHousing for older adultsAssisted living for older adults

Frequently Asked Questions

What does Pierce Katharine C Uw fund?

The foundation's stated purpose is "giving for the relief of needy and deserving gentlewomen in reduced circumstances, that their lives may be made more comfortable." Primary funding focus areas include: • Human services and nonprofit support • Aging services • Poverty alleviation • Community health • Health and wellness

How do I apply for a grant from Pierce Katharine C Uw?

**Grant Activity:** • Made 28 grants in 2024 • Total giving in 2024: $273,400 • Recent grantees include Mystic Valley Elder Services ($13,400), Central Boston Elder Services ($13,200), and Springwell ($13,000) • Grants are typically unrestricted general support

Where does Pierce Katharine C Uw make grants?

The foundation funds organizations primarily in the Boston, Massachusetts area, with documented grants to New England-based elder services and community health organizations.

What size grants does Pierce Katharine C Uw award?

In 2025, Pierce Katharine C Uw awarded 43 grants totaling $291K — an average of about $7K per grant, based on its IRS Form 990 filings.

What is Pierce Katharine C Uw's EIN?

Pierce Katharine C Uw's EIN (Employer Identification Number) is 04-6095694. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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