Soltz David Trust Uw
Soltz David Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $144K in total assets. In 2025, it awarded 1 grants totaling $7K. Net investment income was $11K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$144K
+1.5% YoY
Annual Giving
$7K
+15.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$7K
+15.9% YoY
Under IRS private-foundation payout rules, Soltz David Trust Uw reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
About Soltz David Trust Uw
Based on IRS filings
Soltz David Trust Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $144K in total assets. In 2025, it awarded 1 grants totaling $7K. Net investment income was $11K.
Ready to take the next step with Soltz David Trust Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $143,980 | $141,838 | $141,838 |
| Revenue | $13,590 | $4,751 | $-1,286 |
| Expenses | $10,409 | $9,234 | $9,767 |
| Qualifying Distributions | $7,973 | $6,995 | $6,903 |
| Net Investment Income | $11,054 | $2,094 | $930 |
| Distributable Amount | $8,373 | $7,832 | $7,379 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Congregation Beth El Inc ($6,519).
| Recipient | Purpose | Amount |
|---|---|---|
| CONGREGATION BETH EL INC NEW LONDON, CT | UNRESTRICTED GENERAL | $6,519 |
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 | $2,384 |
Frequently Asked Questions
How large is Soltz David Trust Uw?
As of 2025, Soltz David Trust Uw holds $144K in total assets with $14K in annual revenue. It awarded 1 grants totaling $7K in 2025.
Where does Soltz David Trust Uw operate?
Soltz David Trust Uw has awarded grants in Connecticut.
What size grants does Soltz David Trust Uw award?
In 2025, Soltz David Trust Uw awarded 1 grants totaling $7K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Soltz David Trust Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Soltz David Trust Uw reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Soltz David Trust Uw's EIN?
Soltz David Trust Uw's EIN (Employer Identification Number) is 06-6142719. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Soltz David Trust Uw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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