Treat W E Tr for Wesleyan Univ

Private foundation · Grantmaker Dallas, TX EIN: 06-6184564

Treat W E Tr for Wesleyan Univ is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $169K in total assets. In 2025, it awarded 1 grant totaling $9K. Net investment income was $13K.

Key facts about Treat W E Tr for Wesleyan Univ

In short: Treat W E Tr for Wesleyan Univ gave $9K across 1 grant in 2025 (avg $9K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-6184564
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$8,570
Grants made (2025)
1
Average grant
$8,570
Median grant
$8,570
Total assets
$168,828
Primary geography
Connecticut (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

$169K

+1.5% YoY

Annual Giving

$9K

+23.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$9K

+23.3% YoY

Under IRS private-foundation payout rules, Treat W E Tr for Wesleyan Univ reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.

How Treat W E Tr for Wesleyan Univ gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Middletown

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $6K (2023) to $9K (2022). In 2025 it made 1 grant totaling $9K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Wesleyan University: $9KWesleyan University$9K

The largest 2025 recipient was Wesleyan University ($9K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Wesleyan University Middletown, CTUnrestricted General$8,570

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$168,828$166,253$166,647
Revenue$16,138$5,772$-2,039
Expenses$13,416$11,114$11,018
Qualifying Distributions$10,646$8,521$8,214
Net Investment Income$13,238$3,130$1,259
Distributable Amount$9,991$9,379$8,784

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Treat W E Tr for Wesleyan Univ's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $3K (2021) → $3K (2025)

Data from IRS Form 990 filings, 2021–2025. "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: $3KBank of AmericaTrustee$3K

The highest reported compensation on the 2025 filing was $3K, to Bank of America (Trustee).

Frequently asked questions about Treat W E Tr for Wesleyan Univ

How much does Treat W E Tr for Wesleyan Univ give each year?

Treat W E Tr for Wesleyan Univ gave $9K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 1 grant.

How large is Treat W E Tr for Wesleyan Univ?

Treat W E Tr for Wesleyan Univ reported $169K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).

What is Treat W E Tr for Wesleyan Univ?

Treat W E Tr for Wesleyan Univ is a private foundation focused on Education, based in Dallas, TX. It holds $169K in total assets as of 2025.

Where does Treat W E Tr for Wesleyan Univ operate?

Treat W E Tr for Wesleyan Univ has awarded grants in Connecticut.

What is Treat W E Tr for Wesleyan Univ's EIN?

Treat W E Tr for Wesleyan Univ's EIN (Employer Identification Number) is 06-6184564. IRS Form 990 filing data is available on this page for 2021–2025.

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

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