Soltz David Trust Uw
Soltz David Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $163K in total assets. In 2026, it awarded 1 grant totaling $9K. Net investment income was $21K.
Soltz David Trust Uw at a glance
In short: Soltz David Trust Uw gave $9K across 1 grant in 2026 (avg $9K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $8,846
- +35.7% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $8,846
- +35.7% vs 2025
- Median grant
- $8,846
- Total assets
- $163,349
- +13.5% vs 2025
- Primary geography
- Connecticut (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Soltz David Trust Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Congregation Beth El ($9K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Soltz David Trust Uw gives
- Giving grew 59% from 2023 to 2026. Method
- In 2026 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $6K (2021) to $9K (2026). In 2026 it made 1 grant totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Congregation Beth El New London, CT | Unrestricted General | $8,846 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $163,349 | $23,659 | $13,178 | $8,846 | 1 | $10,400 | $21,096 | $9,039 |
| 2025 | $143,980 | $13,590 | $10,409 | $6,519 | 1 | $7,973 | $11,054 | $8,373 |
| 2024 | $141,838 | $4,751 | $9,234 | $5,626 | 1 | $6,995 | $2,094 | $7,832 |
| 2023 | $141,838 | $-1,286 | $9,767 | $5,557 | 1 | $6,903 | $930 | $7,379 |
| 2022 | $150,782 | $30,791 | $12,999 | $8,029 | 1 | $10,373 | $28,181 | $8,186 |
| 2021 | $155,841 | $10,989 | $9,251 | $5,511 | 1 | — | $8,681 | $8,511 |
Under IRS private-foundation payout rules, Soltz David Trust Uw reported a distributable amount of $9K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Soltz David Trust Uw's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$2K (2021) → $3K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $3K, to Bank of America (Trustee).
Frequently asked questions about Soltz David Trust Uw
How much does Soltz David Trust Uw give each year?
Soltz David Trust Uw gave $9K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $7K across 1 grant.
How large is Soltz David Trust Uw?
Soltz David Trust Uw reported $163K in total assets on its 2026 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
Where does Soltz David Trust Uw operate?
Soltz David Trust Uw has awarded grants in Connecticut.
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 2021–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 11, 2026)
- IRS filings on file for fiscal years 2021–2025
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