Tr Uw Louis a Cazenove

DALLAS, TX EIN: 52-6028635

Tr Uw Louis a Cazenove is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $389K in total assets. In 2024, it awarded 1 grants totaling $19K. Net investment income was $34K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$389K

+3.1% YoY

Annual Giving

$19K

+35.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$19K

+35.9% YoY

Under IRS private-foundation payout rules, Tr Uw Louis a Cazenove reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Uw Louis a Cazenove

Based on IRS filings

Tr Uw Louis a Cazenove is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $389K in total assets. In 2024, it awarded 1 grants totaling $19K. Net investment income was $34K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

FairfaxFalls Church

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$49K$74K$98K20202021202220232024
Metric202420232022
Total Assets$389,095$377,411$386,989
Revenue$40,178$12,555$-10,420
Expenses$28,082$21,995$30,591
Qualifying Distributions$22,068$16,810$24,478
Net Investment Income$33,994$6,144$2,933
Distributable Amount$22,075$20,209$20,822

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$11K$16K$21K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

INOVA HEALTH SYSTEM FOUN…$19K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Inova Health System Foundation ($18,617).

RecipientPurposeAmount
INOVA HEALTH SYSTEM FOUNDATION FAIRFAX, VAUNRESTRICTED GENERAL$18,617

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$7K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$7,378

Frequently Asked Questions

How large is Tr Uw Louis a Cazenove?

As of 2024, Tr Uw Louis a Cazenove holds $389K in total assets with $40K in annual revenue. It awarded 1 grants totaling $19K in 2024.

Where does Tr Uw Louis a Cazenove operate?

Tr Uw Louis a Cazenove has awarded grants in Virginia.

What size grants does Tr Uw Louis a Cazenove award?

In 2024, Tr Uw Louis a Cazenove awarded 1 grants totaling $19K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Tr Uw Louis a Cazenove required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw Louis a Cazenove reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tr Uw Louis a Cazenove's EIN?

Tr Uw Louis a Cazenove's EIN (Employer Identification Number) is 52-6028635. IRS Form 990 filing data is available on this page for 2020–2024.

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

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