Poole Edith F Uw FBO WTBY Hosp

Private foundation · Grantmaker Dallas, TX EIN: 06-6078406

Poole Edith F Uw FBO WTBY Hosp is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $259K in total assets. In 2025, it awarded 2 grants totaling $16K. Net investment income was $15K.

Key facts about Poole Edith F Uw FBO WTBY Hosp

In short: Poole Edith F Uw FBO WTBY Hosp gave $16K across 2 grants in 2025 (avg $8K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-6078406
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$16,250
Grants made (2025)
2
Average grant
$8,125
Median grant
$8,125
Total assets
$258,841
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

$259K

-1.8% YoY

Annual Giving

$16K

+25.8% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$8K

+25.8% YoY

Under IRS private-foundation payout rules, Poole Edith F Uw FBO WTBY Hosp reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

How Poole Edith F Uw FBO WTBY Hosp gives

  • Giving held roughly steady from 2022 to 2025 (+11%). Method
  • In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). 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 2 itemized grants.

States

Cities

Waterbury

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $9K (2019) to $16K (2025). In 2025 it made 2 grants totaling $16K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Legacy Waterbury Hospital Inc: $8KLegacy Waterbury Hospital Inc$8KFirst Congregational Church: $8KFirst Congregational Church$8K

The largest 2025 recipient was Legacy Waterbury Hospital Inc ($8K). Together the top 2 received $16K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Legacy Waterbury Hospital Inc Waterbury, CTUnrestricted General$8,125
First Congregational Church Waterbury, CTUnrestricted General$8,125

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$258,841$263,681$267,683
Revenue$19,055$15,416$10,351
Expenses$23,773$19,396$15,830
Qualifying Distributions$19,349$15,373$12,374
Net Investment Income$15,024$11,547$6,715
Distributable Amount$17,748$16,706$14,986

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 April 8, 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 May 1, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 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

Poole Edith F Uw FBO WTBY Hosp's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $4K (2019) → $5K (2025)

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: $5KBank of AmericaTrustee$5K

The highest reported compensation on the 2025 filing was $5K, to Bank of America (Trustee).

Frequently asked questions about Poole Edith F Uw FBO WTBY Hosp

How much does Poole Edith F Uw FBO WTBY Hosp give each year?

Poole Edith F Uw FBO WTBY Hosp gave $16K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 2 grants.

How large is Poole Edith F Uw FBO WTBY Hosp?

Poole Edith F Uw FBO WTBY Hosp reported $259K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).

Where does Poole Edith F Uw FBO WTBY Hosp operate?

Poole Edith F Uw FBO WTBY Hosp has awarded grants in Connecticut.

What is Poole Edith F Uw FBO WTBY Hosp's EIN?

Poole Edith F Uw FBO WTBY Hosp's EIN (Employer Identification Number) is 06-6078406. 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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