Tr Uw Harper FBO American Heart Assn
Tr Uw Harper FBO American Heart Assn is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 1 grant totaling $140K. Net investment income was $264K.
Tr Uw Harper FBO American Heart Assn at a glance
In short: Tr Uw Harper FBO American Heart Assn gave $140K across 1 grant in 2025 (avg $140K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $139,644
- +5.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $139,644
- +5.9% vs 2024
- Median grant
- $139,644
- Total assets
- $2,721,259
- +3.9% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tr Uw Harper FBO American Heart Assn funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was American Heart Association Inc ($140K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Tr Uw Harper FBO American Heart Assn gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 99% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $97K (2023) to $149K (2022). In 2025 it made 1 grant totaling $140K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Heart Association Inc St Petersburg, FL | Unrestricted General | $139,644 |
Ready to take the next step with Tr Uw Harper FBO American Heart Assn?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,721,259 | $294,767 | $192,647 | $139,644 | 1 | $157,135 | $263,990 | $158,512 |
| 2024 | $2,618,350 | $271,361 | $178,369 | $131,834 | 1 | $148,328 | $239,805 | $148,989 |
| 2023 | $2,528,135 | $89,860 | $137,536 | $96,968 | 1 | $111,795 | $55,782 | $135,980 |
| 2022 | $2,576,917 | $-65,192 | $204,413 | $148,517 | 1 | $163,974 | $26,674 | $139,763 |
| 2021 | $2,846,383 | $612,189 | $179,508 | $130,320 | 1 | $147,377 | $579,657 | $156,052 |
| 2020 | $2,410,398 | $200,953 | $172,581 | $130,046 | 1 | — | $175,678 | $134,064 |
| 2019 | $2,382,431 | $149,504 | $142,074 | $104,121 | 1 | — | $131,261 | $130,354 |
Under IRS private-foundation payout rules, Tr Uw Harper FBO American Heart Assn reported a distributable amount of $159K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw Harper FBO American Heart Assn's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$41K (2021) → $42K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
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
The highest reported compensation on the 2025 filing was $42K, to Bank of America (Trustee).
Frequently asked questions about Tr Uw Harper FBO American Heart Assn
How much does Tr Uw Harper FBO American Heart Assn give each year?
Tr Uw Harper FBO American Heart Assn gave $140K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $132K across 1 grant.
How large is Tr Uw Harper FBO American Heart Assn?
Tr Uw Harper FBO American Heart Assn reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $157K in qualifying distributions that year, against a required minimum of $159K (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 Uw Harper FBO American Heart Assn operate?
Tr Uw Harper FBO American Heart Assn has awarded grants in Florida.
What is Tr Uw Harper FBO American Heart Assn's EIN?
Tr Uw Harper FBO American Heart Assn's EIN (Employer Identification Number) is 58-6240287. 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.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Tr Uw Harper FBO American Heart Assn funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Tr Uw Harper FBO American Heart Assn's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Shirley G Benerofe Foundation Inc
White Plains, NY
Assets
$6K
Grants
1
Total Given
$500
The Lois B Victor Foundation
Philadelphia, PA
Assets
$209K
Grants
3
Total Given
$110K
Regal Beloit Charitable Foundation
Milwaukee, WI
The foundation supports charitable organizations working in health, education, food assistance, domestic violence services, and community well-being, with grants reported across several states, especially Wisconsin, Illinois, and Ohio. In 2024, grants ranged from $300 to $100,000, with a median of $3,000. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$1.2M
Grants
121
Total Given
$907K
Foulkrod Foundation
Pearland, TX
The foundation supports charitable work in health and medical research, public safety, animal welfare, services for people with developmental disabilities, education, and religion, with most 2024 funding going to Texas and some to organizations in other states. Its 2024 grants ranged from $200 to $1,700, with a median of $1,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$167K
Grants
11
Total Given
$13K
EQT Foundation
Canonsburg, PA
The EQT Foundation funds community enrichment, education and workforce development, and environmental and arts-related work, prioritizing communities within EQT Corporation’s operating footprint, especially in Pennsylvania and West Virginia. Its 2024 median grant was $10,000, though awards ranged from $100 to $800,000; it invites eligible nonprofits and institutions to apply through its website.
Assets
$26.2M
Grants
367
Total Given
$6.3M
John and Judy Spoelhof Foundation
Holland, MI
The John and Judy Spoelhof Foundation supports a range of charitable organizations, including education, human services, faith-based work, and health-related programs, with most funding going to Michigan. Its 2025 grants had a median of $17,500 and ranged from $1,700 to $550,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$39.6M
Grants
60
Total Given
$2.5M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Tr Uw Harper FBO American Heart Assn's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Tr Uw Harper FBO American Heart Assn down — hundreds of funders to go?