Tr Ua Meserve-basily Fund

DALLAS, TX EIN: 52-6060897

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Baltimore

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$186K$371K$557K$743K20202021202220232024
Metric202420232022
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

$0$38K$75K$113K$151K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

MEDSTAR UNION MEMORIAL H…$98K

Grant Size Distribution

5 grants across all recorded years

<$50K2$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N ACO-TRUSTEE$31KCRAIG LEWISCO-TRUSTEE$9K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICA N ACO-TRUSTEE1$30,510
CRAIG LEWISCO-TRUSTEE1$9,081

Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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