Rogers Martha W-char Trust Uwill

PITTSBURGH, PA EIN: 25-6412239

Rogers Martha W-char Trust Uwill is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 4 grants totaling $67K. Net investment income was $172K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.5M

+6.6% YoY

Annual Giving

$67K

+8.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$17K

+8.1% YoY

Under IRS private-foundation payout rules, Rogers Martha W-char Trust Uwill reported a distributable amount of $83K for 2024 — the minimum it must pay out in qualifying distributions.

About Rogers Martha W-char Trust Uwill

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $367K (100%)

States

Pennsylvania

Cities

ElwynMediaPhiladelphiaWynnewood

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,473,036	$1,382,284	$1,353,012
Revenue	$191,385	$121,793	$122,845
Expenses	$100,398	$92,447	$119,760
Qualifying Distributions	$79,560	$73,579	$94,431
Net Investment Income	$171,816	$102,421	$102,665
Distributable Amount	$82,577	$75,365	$79,850

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

19 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Elwyn Foundation ($22,333), Trustees of the Univ of Penna ($22,333), Lankenau Institute-medical Research ($11,167).

Recipient	Purpose	Amount
THE ELWYN FOUNDATION MEDIA, PA	GENERAL OPERATING	$22,333
TRUSTEES OF THE UNIV OF PENNA PHILADELPHIA, PA	GENERAL OPERATING	$22,333
LANKENAU INSTITUTE-MEDICAL RESEARCH WYNNEWOOD, PA	GENERAL OPERATING	$11,167
WISTAR INSTITUTE PHILADELPHIA, PA	GENERAL OPERATING	$11,167

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BNY MELLON N A	TRUSTEE	1	$31,400

Frequently Asked Questions

How large is Rogers Martha W-char Trust Uwill?

As of 2024, Rogers Martha W-char Trust Uwill holds $1.5M in total assets with $191K in annual revenue. It awarded 4 grants totaling $67K in 2024.

Where does Rogers Martha W-char Trust Uwill operate?

Rogers Martha W-char Trust Uwill has awarded grants in Pennsylvania.

What size grants does Rogers Martha W-char Trust Uwill award?

In 2024, Rogers Martha W-char Trust Uwill awarded 4 grants totaling $67K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Rogers Martha W-char Trust Uwill required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rogers Martha W-char Trust Uwill reported a distributable amount of $83K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Rogers Martha W-char Trust Uwill's EIN?

Rogers Martha W-char Trust Uwill's EIN (Employer Identification Number) is 25-6412239. IRS Form 990 filing data is available on this page for 2020–2024.