Tr Uw Fenton F Finch Charitable

DALLAS, TX EIN: 52-7186432

Tr Uw Fenton F Finch Charitable is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 6 grants totaling $142K. Net investment income was $336K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.6M

+4.8% YoY

Annual Giving

$142K

-22.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$24K

-22.8% YoY

Under IRS private-foundation payout rules, Tr Uw Fenton F Finch Charitable reported a distributable amount of $207K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Uw Fenton F Finch Charitable

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $913K (100%)

States

Virginia

Cities

MechanicsvlleRichmond

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,642,356	$3,476,631	$3,595,130
Revenue	$375,091	$117,889	$-90,526
Expenses	$205,477	$234,953	$301,025
Qualifying Distributions	$168,852	$203,684	$249,749
Net Investment Income	$336,233	$75,020	$41,983
Distributable Amount	$206,559	$188,723	$194,846

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Community Foundation Inc ($23,592), Westminster Canterbury ($23,592), Sheltering Arms Hospital ($23,592).

Recipient	Purpose	Amount
THE COMMUNITY FOUNDATION INC RICHMOND, VA	UNRESTRICTED GENERAL	$23,592
WESTMINSTER CANTERBURY RICHMOND, VA	UNRESTRICTED GENERAL	$23,592
SHELTERING ARMS HOSPITAL MECHANICSVLLE, VA	UNRESTRICTED GENERAL	$23,592
CHILDREN'S HOSPITAL RICHMOND, VA	UNRESTRICTED GENERAL	$23,592
MASONIC HOME OF VIRGINIA RICHMOND, VA	UNRESTRICTED GENERAL	$23,592
THE VIRGINIA HOME RICHMOND, VA	UNRESTRICTED GENERAL	$23,592

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	$47,734

Frequently Asked Questions

How large is Tr Uw Fenton F Finch Charitable?

As of 2024, Tr Uw Fenton F Finch Charitable holds $3.6M in total assets with $375K in annual revenue. It awarded 6 grants totaling $142K in 2024.

Where does Tr Uw Fenton F Finch Charitable operate?

Tr Uw Fenton F Finch Charitable has awarded grants in Virginia.

What size grants does Tr Uw Fenton F Finch Charitable award?

In 2024, Tr Uw Fenton F Finch Charitable awarded 6 grants totaling $142K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Tr Uw Fenton F Finch Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw Fenton F Finch Charitable reported a distributable amount of $207K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tr Uw Fenton F Finch Charitable's EIN?

Tr Uw Fenton F Finch Charitable's EIN (Employer Identification Number) is 52-7186432. IRS Form 990 filing data is available on this page for 2020–2024.