Tr Ui of Charles E Kistler

Private foundation · Grantmaker 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 2019 through 2025. As of 2025, the organization holds $5.8M in total assets. In 2025, it awarded 1 grant totaling $233K. Net investment income was $570K.

Key facts about Tr Ui of Charles E Kistler

In short: Tr Ui of Charles E Kistler gave $233K across 1 grant in 2025 (avg $233K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
04-6024948
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$232,830
Grants made (2025)
1
Average grant
$232,830
Median grant
$232,830
Total assets
$5,798,154
Primary geography
North Carolina (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.8M

+5.5% YoY

Annual Giving

$233K

-18.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$233K

-18.1% YoY

Under IRS private-foundation payout rules, Tr Ui of Charles E Kistler reported a distributable amount of $336K for 2025 — the minimum it must pay out in qualifying distributions.

How Tr Ui of Charles E Kistler gives

  • Giving fell 28% from 2022 to 2025. Method
  • In 2025 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Morganton

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $212K (2023) to $322K (2022). In 2025 it made 1 grant totaling $233K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Grace Hospital Inc: $233KGrace Hospital Inc$233K

The largest 2025 recipient was Grace Hospital Inc ($233K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was in the $250–500K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Grace Hospital Inc Morganton, NCUnrestricted General$232,830

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$5,798,154$5,495,476$5,311,787
Revenue$624,265$558,050$157,309
Expenses$323,205$368,436$282,208
Qualifying Distributions$262,763$312,200$237,074
Net Investment Income$569,529$501,487$99,422
Distributable Amount$336,157$315,760$286,704

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Tr Ui of Charles E Kistler's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $57K (2019) → $74K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $74KBank of AmericaTrustee$74K

The highest reported compensation on the 2025 filing was $74K, to Bank of America (Trustee).

Frequently asked questions about Tr Ui of Charles E Kistler

How much does Tr Ui of Charles E Kistler give each year?

Tr Ui of Charles E Kistler gave $233K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $284K across 1 grant.

How large is Tr Ui of Charles E Kistler?

Tr Ui of Charles E Kistler reported $5.8M in total assets on its 2025 IRS Form 990-PF. It paid out $263K in qualifying distributions that year, against a required minimum of $336K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Tr Ui of Charles E Kistler operate?

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

What is Tr Ui of Charles E Kistler's EIN?

Tr Ui of Charles E Kistler's EIN (Employer Identification Number) is 04-6024948. IRS Form 990 filing data is available on this page for 2019–2025.

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

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