Tr Uw SJ Fortin Char Fdn

Foundation · Grantmaker Dallas, TX EIN: 22-3047384
HealthDiseases and conditions

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.

Key facts about Tr Uw SJ Fortin Char Fdn

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.

EIN
22-3047384
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$206,200
Grants made (2025)
2
Average grant
$103,100
Median grant
$103,100
Total assets
$2,746,088
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.7M

+1.6% YoY

Annual Giving

$206K

+102.2% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$103K

+1.1% YoY

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.

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.

Open Grants

1 open opportunity from Tr Uw SJ Fortin Char Fdn

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 2 itemized 2025 grant dollars.

Cities

Boston

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K2 grants20192 grants20202 grants20213 grants20222 grants20231 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

President and Fellows of Harvard: $104KPresident and Fellows ofHarvard$104KMassachusetts General: $102KMassachusetts General$102K

Grant Size Distribution

10 grants across all recorded years

2<$50K5$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
PRESIDENT AND FELLOWS OF HARVARD Boston, MAUNRESTRICTED GENERAL$104,200
MASSACHUSETTS GENERAL Boston, MAUNRESTRICTED GENERAL$102,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2019202020212022202320242025
Metric202520242023
Total Assets$2,746,088$2,703,636$2,600,308
Revenue$312,872$271,567$99,086
Expenses$271,336$165,358$153,014
Qualifying Distributions$233,522$133,156$125,444
Net Investment Income$279,680$237,982$63,209
Distributable Amount$167,245$157,642$145,131

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 16, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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

Bank of America — Trustee: $44KBank of AmericaTrustee$44K

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.

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