Robert B Mccoll Charitable Tr Uw

DALLAS, TX EIN: 14-6081223

Robert B Mccoll Charitable Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $739K in total assets. In 2024, it awarded 3 grants totaling $28K. Net investment income was $68K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$739K

+5.1% YoY

Annual Giving

$28K

+12.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$9K

+12.1% YoY

Under IRS private-foundation payout rules, Robert B Mccoll Charitable Tr Uw reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert B Mccoll Charitable Tr Uw

Based on IRS filings

Ready to take the next step with Robert B Mccoll Charitable Tr Uw?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $115K (73%)

Virginia $42K (27%)

States

New York Virginia

Cities

AlexandiraSchenectady

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$739,375	$703,322	$714,692
Revenue	$74,767	$22,837	$-18,849
Expenses	$37,926	$33,952	$54,473
Qualifying Distributions	$31,742	$28,455	$45,377
Net Investment Income	$68,059	$15,241	$9,018
Distributable Amount	$41,575	$37,577	$38,524

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sunnyview Hospital & Rehab Center ($9,479), Ellis Hospital ($9,479), Caf - Charities Aid Foundation America ($9,479).

Recipient	Purpose	Amount
SUNNYVIEW HOSPITAL & REHAB CENTER SCHENECTADY, NY	UNRESTRICTED GENERAL	$9,479
ELLIS HOSPITAL SCHENECTADY, NY	UNRESTRICTED GENERAL	$9,479
CAF - CHARITIES AID FOUNDATION AMERICA ALEXANDIRA, VA	UNRESTRICTED GENERAL	$9,479

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	$7,563

Frequently Asked Questions

How large is Robert B Mccoll Charitable Tr Uw?

As of 2024, Robert B Mccoll Charitable Tr Uw holds $739K in total assets with $75K in annual revenue. It awarded 3 grants totaling $28K in 2024.

Where does Robert B Mccoll Charitable Tr Uw operate?

Robert B Mccoll Charitable Tr Uw has awarded grants in New York, Virginia.

What size grants does Robert B Mccoll Charitable Tr Uw award?

In 2024, Robert B Mccoll Charitable Tr Uw awarded 3 grants totaling $28K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Robert B Mccoll Charitable Tr Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert B Mccoll Charitable Tr Uw reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert B Mccoll Charitable Tr Uw's EIN?

Robert B Mccoll Charitable Tr Uw's EIN (Employer Identification Number) is 14-6081223. IRS Form 990 filing data is available on this page for 2020–2024.