Tr Ua Meserve-basily Fund
Tr Ua Meserve-basily Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 1 grants totaling $98K. Net investment income was $228K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
+4.4% YoY
Annual Giving
$98K
+6.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$98K
+6.0% YoY
Under IRS private-foundation payout rules, Tr Ua Meserve-basily Fund reported a distributable amount of $143K for 2024 — the minimum it must pay out in qualifying distributions.
About Tr Ua Meserve-basily Fund
Based on IRS filings
Tr Ua Meserve-basily Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 1 grants totaling $98K. Net investment income was $228K.
Ready to take the next step with Tr Ua Meserve-basily Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,616,944 | $2,505,555 | $2,600,554 |
| Revenue | $259,502 | $38,354 | $-91,309 |
| Expenses | $145,423 | $132,346 | $199,580 |
| Qualifying Distributions | $114,484 | $107,161 | $156,352 |
| Net Investment Income | $228,445 | $37,934 | $25,112 |
| Distributable Amount | $143,248 | $130,215 | $133,850 |
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 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Medstar Union Memorial Hospital ($98,148).
| Recipient | Purpose | Amount |
|---|---|---|
| MEDSTAR UNION MEMORIAL HOSPITAL BALTIMORE, MD | UNRESTRICTED GENERAL | $98,148 |
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 N A | CO-TRUSTEE | 1 | $30,510 |
| CRAIG LEWIS | CO-TRUSTEE | 1 | $9,081 |
Frequently Asked Questions
How large is Tr Ua Meserve-basily Fund?
As of 2024, Tr Ua Meserve-basily Fund holds $2.6M in total assets with $260K in annual revenue. It awarded 1 grants totaling $98K in 2024.
Where does Tr Ua Meserve-basily Fund operate?
Tr Ua Meserve-basily Fund has awarded grants in Maryland.
What size grants does Tr Ua Meserve-basily Fund award?
In 2024, Tr Ua Meserve-basily Fund awarded 1 grants totaling $98K — an average of about $98K per grant, based on its IRS Form 990 filings.
How much is Tr Ua Meserve-basily Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ua Meserve-basily Fund reported a distributable amount of $143K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr Ua Meserve-basily Fund's EIN?
Tr Ua Meserve-basily Fund's EIN (Employer Identification Number) is 52-6060897. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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