Tr Uw SJ Fortin Char Fdn
Tr Uw SJ Fortin Char Fdn is a private foundation focused on Health, 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 2 grants totaling $206K. Net investment income was $280K.
Tr Uw SJ Fortin Char Fdn at a glance
In short: Tr Uw SJ Fortin Char Fdn gave $206K across 2 grants in 2025 (avg $103K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $206,200
- +102.2% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $103,100
- +1.1% vs 2024
- Median grant
- $103,100
- Total assets
- $2,746,088
- +1.6% vs 2024
- Primary geography
- Massachusetts (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.
How to apply to Tr Uw SJ Fortin Char Fdn
Open Grants
1 open opportunity from Tr Uw SJ Fortin Char Fdn
Who Tr Uw SJ Fortin Char Fdn funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was President and Fellows of Harvard ($104K). Together the top 2 received $206K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 10 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Tr Uw SJ Fortin Char Fdn gives
- Giving grew 36% from 2022 to 2025. Method
- In 2025 it paid out 140% of its IRS minimum distribution (the 5% rule). 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 $94K (2023) to $206K (2025). In 2025 it made 2 grants totaling $206K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| President and Fellows of Harvard Boston, MA | Unrestricted General | $104,200 |
| Massachusetts General Boston, MA | Unrestricted General | $102,000 |
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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 | $2,746,088 | $312,872 | $271,336 | $206,200 | 2 | $233,522 | $279,680 | $167,245 |
| 2024 | $2,703,636 | $271,567 | $165,358 | $102,000 | 1 | $133,156 | $237,982 | $157,642 |
| 2023 | $2,600,308 | $99,086 | $153,014 | $94,170 | 2 | $125,444 | $63,209 | $145,131 |
| 2022 | $2,655,197 | $-73,364 | $226,479 | $151,766 | 3 | $184,860 | $25,773 | $148,130 |
| 2021 | $2,954,718 | $605,970 | $181,424 | $112,492 | 2 | $148,471 | $572,714 | $157,901 |
| 2020 | $2,521,814 | $221,775 | $171,611 | $109,792 | 2 | — | $195,888 | $157,015 |
| 2019 | $2,444,244 | $170,166 | $156,132 | $104,896 | 2 | — | $151,585 | $135,125 |
Under IRS private-foundation payout rules, Tr Uw SJ Fortin Char Fdn reported a distributable amount of $167K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw SJ Fortin Char Fdn'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
$34K (2019) → $44K (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
The highest reported compensation on the 2025 filing was $44K, to Bank of America (Trustee).
Frequently asked questions about Tr Uw SJ Fortin Char Fdn
How much does Tr Uw SJ Fortin Char Fdn give each year?
Tr Uw SJ Fortin Char Fdn gave $206K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $102K across 1 grant.
How large is Tr Uw SJ Fortin Char Fdn?
Tr Uw SJ Fortin Char Fdn reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $234K in qualifying distributions that year, against a required minimum of $167K (roughly 5% of its investment assets).
What is Tr Uw SJ Fortin Char Fdn?
Tr Uw SJ Fortin Char Fdn is a private foundation focused on Health, based in Dallas, TX. It holds $2.7M in total assets as of 2025.
Where does Tr Uw SJ Fortin Char Fdn operate?
Tr Uw SJ Fortin Char Fdn has awarded grants in Massachusetts.
What is Tr Uw SJ Fortin Char Fdn's EIN?
Tr Uw SJ Fortin Char Fdn's EIN (Employer Identification Number) is 22-3047384. 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
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Tr Uw SJ Fortin Char Fdn funds
Health Open opportunities, soonest deadline first.
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