Tr Ua M R Hall Fb Charity

DALLAS, TX EIN: 04-6018154

Tr Ua M R Hall Fb Charity is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 5 grants totaling $47K. Net investment income was $113K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+4.9% YoY

Annual Giving

$47K

+11.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$9K

+11.6% YoY

Under IRS private-foundation payout rules, Tr Ua M R Hall Fb Charity reported a distributable amount of $69K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Ua M R Hall Fb Charity

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $243K (80%)

Florida $61K (20%)

States

Florida Massachusetts

Cities

OtisTampaWestfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,215,838	$1,159,320	$1,184,697
Revenue	$128,430	$37,039	$-28,274
Expenses	$70,605	$62,019	$90,080
Qualifying Distributions	$55,338	$49,579	$74,765
Net Investment Income	$113,203	$20,807	$11,542
Distributable Amount	$68,858	$62,463	$63,901

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Noble Health Systems Inc ($9,460), First Congregational Church Westfield ($9,460), Westfield Masonic Association ($9,460).

Recipient	Purpose	Amount
NOBLE HEALTH SYSTEMS INC WESTFIELD, MA	UNRESTRICTED GENERAL	$9,460
FIRST CONGREGATIONAL CHURCH WESTFIELD WESTFIELD, MA	UNRESTRICTED GENERAL	$9,460
WESTFIELD MASONIC ASSOCIATION WESTFIELD, MA	UNRESTRICTED GENERAL	$9,460
FIRST CONGREGATIONAL CHURCH OF OTIS OTIS, MA	UNRESTRICTED GENERAL	$9,460
SHRINERS' HOSPITAL FOR CHILDREN TAMPA, FL	UNRESTRICTED GENERAL	$9,460

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	$18,758

Frequently Asked Questions

How large is Tr Ua M R Hall Fb Charity?

As of 2024, Tr Ua M R Hall Fb Charity holds $1.2M in total assets with $128K in annual revenue. It awarded 5 grants totaling $47K in 2024.

Where does Tr Ua M R Hall Fb Charity operate?

Tr Ua M R Hall Fb Charity has awarded grants in Florida, Massachusetts.

What size grants does Tr Ua M R Hall Fb Charity award?

In 2024, Tr Ua M R Hall Fb Charity awarded 5 grants totaling $47K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Tr Ua M R Hall Fb Charity required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ua M R Hall Fb Charity reported a distributable amount of $69K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.