Poole Edith F Uw Fbo Wtby Hosp

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 2020 through 2024. As of 2024, the organization holds $264K in total assets. In 2024, it awarded 2 grants totaling $13K. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$264K

-1.5% YoY

Annual Giving

$13K

+27.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

+27.0% YoY

Under IRS private-foundation payout rules, Poole Edith F Uw Fbo Wtby Hosp reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About Poole Edith F Uw Fbo Wtby Hosp

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $60K (100%)

States

Connecticut

Cities

Waterbury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$263,681	$267,683	$273,162
Revenue	$15,416	$10,351	$5,525
Expenses	$19,396	$15,830	$20,724
Qualifying Distributions	$15,373	$12,374	$16,924
Net Investment Income	$11,547	$6,715	$2,369
Distributable Amount	$16,706	$14,986	$15,348

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Legacy Waterbury Hospital Inc ($6,460), First Congregational Church ($6,460).

Recipient	Purpose	Amount
LEGACY WATERBURY HOSPITAL INC WATERBURY, CT	UNRESTRICTED GENERAL	$6,460
FIRST CONGREGATIONAL CHURCH WATERBURY, CT	UNRESTRICTED GENERAL	$6,460

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$4,844

Frequently Asked Questions

How large is Poole Edith F Uw Fbo Wtby Hosp?

As of 2024, Poole Edith F Uw Fbo Wtby Hosp holds $264K in total assets with $15K in annual revenue. It awarded 2 grants totaling $13K in 2024.

Where does Poole Edith F Uw Fbo Wtby Hosp operate?

Poole Edith F Uw Fbo Wtby Hosp has awarded grants in Connecticut.

What size grants does Poole Edith F Uw Fbo Wtby Hosp award?

In 2024, Poole Edith F Uw Fbo Wtby Hosp awarded 2 grants totaling $13K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Poole Edith F Uw Fbo Wtby Hosp required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Poole Edith F Uw Fbo Wtby Hosp reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.