Tr Uw William W Bird

Foundation · Grantmaker Dallas, TX EIN: 04-6023203

Tr Uw William W Bird is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $473K in total assets. In 2024, it awarded 1 grant totaling $23K. Net investment income was $44K.

Key facts about Tr Uw William W Bird

EIN
04-6023203
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$23,045
Grants made (2024)
1
Average grant
$23,045
Median grant
$23,045
Total assets
$473,151
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

How Tr Uw William W Bird gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$473K

+3.6% YoY

Annual Giving

$23K

+37.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$23K

+37.5% YoY

Under IRS private-foundation payout rules, Tr Uw William W Bird reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Uw William W Bird

Based on IRS filings

Tr Uw William W Bird is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $473K in total assets. In 2024, it awarded 1 grant totaling $23K. Net investment income was $44K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2024 grant dollars.

Cities

Worcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$30K$60K$90K$120K20202021202220232024
Metric202420232022
Total Assets$473,151$456,651$467,513
Revenue$50,205$15,105$-12,110
Expenses$33,211$25,801$37,924
Qualifying Distributions$26,854$20,236$29,723
Net Investment Income$43,526$8,049$3,815
Distributable Amount$27,017$24,641$25,389

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$13K$20K$26K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Worcester Polytechnic Institute: $23KWorcester PolytechnicInstitute$23K

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 recipients include Worcester Polytechnic Institute ($23,045).

RecipientPurposeAmount
WORCESTER POLYTECHNIC INSTITUTE Worcester, MAUNRESTRICTED GENERAL$23,045

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Bank of America — Trustee: $8KBank of AmericaTrustee$8K

From 2024 IRS filing

NameTitleHoursCompensation
Bank of AmericaTrustee1$7,810

Frequently Asked Questions

How large is Tr Uw William W Bird?

As of 2024, Tr Uw William W Bird holds $473K in total assets with $50K in annual revenue. It awarded 1 grant totaling $23K in 2024.

Where does Tr Uw William W Bird operate?

Tr Uw William W Bird has awarded grants in Massachusetts.

What size grants does Tr Uw William W Bird award?

In 2024, Tr Uw William W Bird awarded 1 grant totaling $23K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Tr Uw William W Bird required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw William W Bird reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tr Uw William W Bird's EIN?

Tr Uw William W Bird's EIN (Employer Identification Number) is 04-6023203. IRS Form 990 filing data is available on this page for 2020–2024.

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

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