Tr Uw Sj Fortin Char Fdn

DALLAS, TX EIN: 22-3047384

Tr Uw Sj Fortin Char Fdn is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 1 grants totaling $102K. Net investment income was $238K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.7M

+4.0% YoY

Annual Giving

$102K

+8.3% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$102K

+116.6% YoY

About Tr Uw Sj Fortin Char Fdn

Based on IRS filings

Tr Uw Sj Fortin Char Fdn is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 1 grants totaling $102K. Net investment income was $238K.

Ready to take the next step with Tr Uw Sj Fortin Char Fdn?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Boston

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$167K$333K$500K$667K20202021202220232024
Metric202420232022
Total Assets$2,703,636$2,600,308$2,655,197
Revenue$271,567$99,086$-73,364
Expenses$165,358$153,014$226,479
Qualifying Distributions$133,156$125,444$184,860
Net Investment Income$237,982$63,209$25,773
Distributable Amount$157,642$145,131$148,130

Giving Over Time

Total grant dollars and number of grants per year

$0$38K$76K$114K$152K2 grants20202 grants20213 grants20222 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

PRESIDENT AND FELLOWS OF…$102K

Grant Size Distribution

10 grants across all recorded years

2<$50K7$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Tr Uw Sj Fortin Char Fdn

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$41K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$40,939

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

What could you do with Tr Uw Sj Fortin Char Fdn on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities