Rb Lee Trust Uw
Rb Lee Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $404K in total assets. In 2025, it awarded 6 grants totaling $18K. Net investment income was $34K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$404K
+3.4% YoY
Annual Giving
$18K
-14.2% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$3K
-14.2% YoY
Under IRS private-foundation payout rules, Rb Lee Trust Uw reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
About Rb Lee Trust Uw
Based on IRS filings
Rb Lee Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $404K in total assets. In 2025, it awarded 6 grants totaling $18K. Net investment income was $34K.
Ready to take the next step with Rb Lee Trust Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $404,316 | $391,107 | $409,388 |
| Revenue | $39,150 | $10,943 | $-9,638 |
| Expenses | $26,537 | $28,886 | $26,659 |
| Qualifying Distributions | $21,347 | $24,192 | $20,033 |
| Net Investment Income | $33,718 | $5,705 | $3,348 |
| Distributable Amount | $22,465 | $20,756 | $20,977 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Metropolitan Opera Association ($3,068), American Cancer Society Inc ($3,068), American Heart Association ($3,068).
| Recipient | Purpose | Amount |
|---|---|---|
| METROPOLITAN OPERA ASSOCIATION NEW YORK, NY | UNRESTRICTED GENERAL | $3,068 |
| AMERICAN CANCER SOCIETY INC OKLAHOMA CITY, OK | UNRESTRICTED GENERAL | $3,068 |
| AMERICAN HEART ASSOCIATION ST PETERSBURG, FL | UNRESTRICTED GENERAL | $3,068 |
| AMERICAN NATIONAL RED CROSS WASHINGTON, DC | UNRESTRICTED GENERAL | $3,068 |
| ALL CHILDREN'S HOSPITAL ST PETERSBURG, FL | UNRESTRICTED GENERAL | $3,068 |
| ECKERD COLLEGE ST PETERSBURG, FL | UNRESTRICTED GENERAL | $3,068 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $6,098 |
Frequently Asked Questions
How large is Rb Lee Trust Uw?
As of 2025, Rb Lee Trust Uw holds $404K in total assets with $39K in annual revenue. It awarded 6 grants totaling $18K in 2025.
Where does Rb Lee Trust Uw operate?
Rb Lee Trust Uw has awarded grants in District of Columbia, Florida, New York, Oklahoma.
What size grants does Rb Lee Trust Uw award?
In 2025, Rb Lee Trust Uw awarded 6 grants totaling $18K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Rb Lee Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Rb Lee Trust Uw reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Rb Lee Trust Uw's EIN?
Rb Lee Trust Uw's EIN (Employer Identification Number) is 59-6499563. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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