Pierce Katharine C Uw

DALLAS, TX EIN: 04-6095694

Human services Shelter and residential care Housing for older adults Assisted 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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.3M

+3.6% YoY

Annual Giving

$273K

-0.9% YoY

Grant Count

+23.5% YoY

Avg Grant Size

$7K

-19.8% YoY

Under IRS private-foundation payout rules, Pierce Katharine C Uw reported a distributable amount of $349K for 2024 — the minimum it must pay out in qualifying distributions.

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

Massachusetts $1.4M (99%)

New York $18K (1%)

States

Massachusetts New York

Cities

AmesburyBedfordBostonBraintreeBrocktonBronxBrooklineBurlingtonCambridgeDanversDudleyFall RiverFlorenceFraminghamFranklinGloucesterGreenfieldHolyokeHyannisJamaica Plain

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

Metric	2024	2023	2022
Total Assets	$6,269,672	$6,053,144	$6,267,908
Revenue	$607,503	$164,897	$-217,835
Expenses	$391,464	$377,508	$420,119
Qualifying Distributions	$324,986	$323,608	$349,030
Net Investment Income	$541,045	$97,269	$69,279
Distributable Amount	$349,328	$315,237	$323,185

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

170 grants across all recorded years

Open Grants

1 open opportunity from Pierce Katharine C Uw

Foundation

Katharine C. Pierce Trust Grant

PIERCE KATHARINE C UW

Amount

US $10,000

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Aging Services of N Cntl Massachusetts ($23,200), Mystic Valley Elder Services Inc ($13,400), Central Boston Elder Services Inc ($13,200).

Recipient	Purpose	Amount
SOUTH SHORE ELDER SERVICES INC BRAINTREE, MA	UNRESTRICTED GENERAL	$2,000
CAMBRIDGE AT HOME INC CAMBRIDGE, MA	UNRESTRICTED GENERAL	$5,000
WEST MEDFORD COMMUNITY CENTER INC MEDFORD, MA	UNRESTRICTED GENERAL	$2,000
ECUMENICAL SOCIAL ACTION COMMITTEE INC JAMAICA PLAIN, MA	UNRESTRICTED GENERAL	$7,500
GREATER SPRINGFIELD SENIOR SERVICES INC SPRINGFIELD, MA	UNRESTRICTED GENERAL	$7,200
SENIORCARE INC GLOUCESTER, MA	UNRESTRICTED GENERAL	$9,600
SOMERVILLE-CAMBRIDGE ELDER SERVICES INC SOMERVILLE, MA	UNRESTRICTED GENERAL	$11,500
ELDER SERVICES OF CAPE COD & THE ISLANDS SOUTH DENNIS, MA	UNRESTRICTED GENERAL	$2,000
ELDER SERVICES OF BERKSHIRE COUNTY PITTSFIELD, MA	UNRESTRICTED GENERAL	$3,500
LIFE PATH INC GREENFIELD, MA	UNRESTRICTED GENERAL	$6,000

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 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$72,123
ANNE MARIE BOURSIQUOT KING	CO-TRUSTEE	5	$11,225

Subject Areas

Focus areas based on grantmaking activity

Human services Shelter and residential care Housing for older adults Assisted 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 2024, Pierce Katharine C Uw awarded 42 grants totaling $273K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Pierce Katharine C Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Pierce Katharine C Uw reported a distributable amount of $349K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.