Tr Ui of Charles E Kistler

DALLAS, TX EIN: 04-6024948

Tr Ui of Charles E Kistler is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 1 grants totaling $284K. Net investment income was $501K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.5M

+3.5% YoY

Annual Giving

$284K

+34.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$284K

+34.1% YoY

Under IRS private-foundation payout rules, Tr Ui of Charles E Kistler reported a distributable amount of $316K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Ui of Charles E Kistler

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $1.4M (100%)

States

North Carolina

Cities

Morganton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,495,476	$5,311,787	$5,438,701
Revenue	$558,050	$157,309	$-102,077
Expenses	$368,436	$282,208	$414,815
Qualifying Distributions	$312,200	$237,074	$346,610
Net Investment Income	$501,487	$99,422	$67,750
Distributable Amount	$315,760	$286,704	$293,734

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 Grace Hospital Inc ($284,360).

Recipient	Purpose	Amount
GRACE HOSPITAL INC MORGANTON, NC	UNRESTRICTED GENERAL	$284,360

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	$68,351

Frequently Asked Questions

How large is Tr Ui of Charles E Kistler?

As of 2024, Tr Ui of Charles E Kistler holds $5.5M in total assets with $558K in annual revenue. It awarded 1 grants totaling $284K in 2024.

Where does Tr Ui of Charles E Kistler operate?

Tr Ui of Charles E Kistler has awarded grants in North Carolina.

What size grants does Tr Ui of Charles E Kistler award?

In 2024, Tr Ui of Charles E Kistler awarded 1 grants totaling $284K — an average of about $284K per grant, based on its IRS Form 990 filings.

How much is Tr Ui of Charles E Kistler required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ui of Charles E Kistler reported a distributable amount of $316K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.