Treat W E Tr for Wesleyan Univ

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 grants totaling $9K. Net investment income was $13K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$169K

+1.5% YoY

Annual Giving

$9K

+23.3% YoY

Grant Count

+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.

About Treat W E Tr for Wesleyan Univ

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $38K (100%)

States

Connecticut

Cities

Middletown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
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

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Wesleyan University ($8,570).

Recipient	Purpose	Amount
WESLEYAN UNIVERSITY MIDDLETOWN, CT	UNRESTRICTED GENERAL	$8,570

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$2,876

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

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.

How large is Treat W E Tr for Wesleyan Univ?

As of 2025, Treat W E Tr for Wesleyan Univ holds $169K in total assets with $16K in annual revenue. It awarded 1 grants totaling $9K in 2025.

Where does Treat W E Tr for Wesleyan Univ operate?

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

What size grants does Treat W E Tr for Wesleyan Univ award?

In 2025, Treat W E Tr for Wesleyan Univ awarded 1 grants totaling $9K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Treat W E Tr for Wesleyan Univ required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Treat W E Tr for Wesleyan Univ reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.