Pond E Leroy Trust Uw

Private foundation · Grantmaker Dallas, TX EIN: 06-6029348

Pond E Leroy Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $955K in total assets. In 2025, it awarded 3 grants totaling $46K. Net investment income was $91K.

Key facts about Pond E Leroy Trust Uw

In short: Pond E Leroy Trust Uw gave $46K across 3 grants in 2025 (avg $15K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-6029348
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$45,822
Grants made (2025)
3
Average grant
$15,274
Median grant
$15,274
Total assets
$954,573
Primary geography
Connecticut (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

$955K

+4.0% YoY

Annual Giving

$46K

+0.3% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$15K

+0.3% YoY

Under IRS private-foundation payout rules, Pond E Leroy Trust Uw reported a distributable amount of $55K for 2025 — the minimum it must pay out in qualifying distributions.

How Pond E Leroy Trust Uw gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 95% 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 3 itemized grants.

States

Cities

BristolNewingtonTerryville

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $33K (2023) to $48K (2022). In 2025 it made 3 grants totaling $46K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Bristol Hospital: $15KBristol Hospital$15KChurch of Christ Congregational: $15KChurch of ChristCongregational$15KTerryville Congregational Church: $15KTerryville CongregationalChurch$15K

The largest 2025 recipient was Bristol Hospital ($15K). Together the top 3 received $46K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Bristol Hospital Bristol, CTUnrestricted General$15,274
Church of Christ Congregational Newington, CTUnrestricted General$15,274
Terryville Congregational Church Terryville, CTUnrestricted General$15,274

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$954,573$918,195$890,379
Revenue$102,641$95,305$31,605
Expenses$66,557$66,508$49,568
Qualifying Distributions$52,827$54,592$39,390
Net Investment Income$90,557$82,836$18,534
Distributable Amount$55,327$52,350$47,954

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Pond E Leroy Trust Uw's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $16K (2021) → $16K (2025)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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: $16KBank of AmericaTrustee$16K

The highest reported compensation on the 2025 filing was $16K, to Bank of America (Trustee).

Frequently asked questions about Pond E Leroy Trust Uw

How much does Pond E Leroy Trust Uw give each year?

Pond E Leroy Trust Uw gave $46K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $46K across 3 grants.

What is Pond E Leroy Trust Uw's typical grant size?

Pond E Leroy Trust Uw's median grant in 2025 was $15,274, and its average grant was $15,274, across 3 grants on its 2025 IRS Form 990-PF.

Where does Pond E Leroy Trust Uw give grants?

Pond E Leroy Trust Uw gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Pond E Leroy Trust Uw give general operating support?

Yes: 100% of Pond E Leroy Trust Uw's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Pond E Leroy Trust Uw?

Pond E Leroy Trust Uw reported $955K in total assets on its 2025 IRS Form 990-PF. It paid out $53K in qualifying distributions that year, against a required minimum of $55K (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 Pond E Leroy Trust Uw's EIN?

Pond E Leroy Trust Uw's EIN (Employer Identification Number) is 06-6029348. IRS Form 990 filing data is available on this page for 2019–2025.

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

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