Tr Uw James M Green Trust

DALLAS, TX EIN: 52-6028846

Tr Uw James M Green Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 2 grants totaling $198K. Net investment income was $346K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

+3.5% YoY

Annual Giving

$198K

+35.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$99K

+35.7% YoY

Under IRS private-foundation payout rules, Tr Uw James M Green Trust reported a distributable amount of $222K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Uw James M Green Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $987K (100%)

States

District of Columbia

Cities

Washington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,895,315	$3,764,870	$3,846,868
Revenue	$389,811	$126,033	$-73,984
Expenses	$261,375	$200,451	$297,436
Qualifying Distributions	$220,159	$165,631	$243,280
Net Investment Income	$346,187	$79,536	$43,375
Distributable Amount	$222,428	$201,536	$206,427

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Children's Hospital Foundation ($99,003), Vestry of Parish of the Epiphany ($99,003).

Recipient	Purpose	Amount
CHILDREN'S HOSPITAL FOUNDATION WASHINGTON, DC	UNRESTRICTED GENERAL	$99,003
VESTRY OF PARISH OF THE EPIPHANY WASHINGTON, DC	UNRESTRICTED GENERAL	$99,003

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	$54,132

Frequently Asked Questions

How large is Tr Uw James M Green Trust?

As of 2024, Tr Uw James M Green Trust holds $3.9M in total assets with $390K in annual revenue. It awarded 2 grants totaling $198K in 2024.

Where does Tr Uw James M Green Trust operate?

Tr Uw James M Green Trust has awarded grants in District of Columbia.

What size grants does Tr Uw James M Green Trust award?

In 2024, Tr Uw James M Green Trust awarded 2 grants totaling $198K — an average of about $99K per grant, based on its IRS Form 990 filings.

How much is Tr Uw James M Green Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw James M Green Trust reported a distributable amount of $222K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.