Tr Uw Sj Fortin Char Fdn is a private foundation focused on Health, 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
Under IRS private-foundation payout rules, Tr Uw Sj Fortin Char Fdn reported a distributable amount of $158K for 2024 — the minimum it must pay out in qualifying distributions.
About Tr Uw Sj Fortin Char Fdn
Based on IRS filings
Tr Uw Sj Fortin Char Fdn is a private foundation focused on Health, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Open Grants
1 open opportunity from Tr Uw Sj Fortin Char Fdn
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include President and Fellows of Harvard ($102,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PRESIDENT AND FELLOWS OF HARVARD BOSTON, MA | UNRESTRICTED GENERAL | $102,000 |
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 | $40,939 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 2024.
How large is Tr Uw Sj Fortin Char Fdn?
As of 2024, Tr Uw Sj Fortin Char Fdn holds $2.7M in total assets with $272K in annual revenue. It awarded 1 grants totaling $102K in 2024.
Where does Tr Uw Sj Fortin Char Fdn operate?
Tr Uw Sj Fortin Char Fdn has awarded grants in Massachusetts.
What size grants does Tr Uw Sj Fortin Char Fdn award?
In 2024, Tr Uw Sj Fortin Char Fdn awarded 1 grants totaling $102K — an average of about $102K per grant, based on its IRS Form 990 filings.
How much is Tr Uw Sj Fortin Char Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw Sj Fortin Char Fdn reported a distributable amount of $158K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Browse active grant opportunities in Tr Uw Sj Fortin Char Fdn's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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