Trust Uw Cleveland Amory

ROCKVILLE CENTRE, NY EIN: 13-7208650

Trust Uw Cleveland Amory is a private foundation, based in ROCKVILLE CENTRE, NY. IRS filing data is available from 2020 through 2022. As of 2022, the organization holds $1.5M in total assets. In 2022, it awarded 2 grants totaling $300K. Net investment income was $146K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

$1.5M

-9.8% YoY

Annual Giving

$300K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$150K

+0.0% YoY

Under IRS private-foundation payout rules, Trust Uw Cleveland Amory reported a distributable amount of $80K for 2022 — the minimum it must pay out in qualifying distributions.

About Trust Uw Cleveland Amory

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $505K (56%)

Maryland $395K (44%)

States

California Maryland

Cities

BethesdaMarina Del Rey

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022	2021	2020
Total Assets	$1,484,216	$1,644,938	$1,760,973
Revenue	$163,627	$210,658	$279,228
Expenses	$324,349	$326,693	$327,946
Qualifying Distributions	$300,000	$300,000	—
Net Investment Income	$146,434	$169,273	$261,504
Distributable Amount	$79,586	$92,830	$97,082

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2022

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Center for a Humane Economy ($170,000), Animal Wellness Foundation ($130,000).

Recipient	Purpose	Amount
CENTER FOR A HUMANE ECONOMY BETHESDA, MD	CARE OF ANIMALS	$170,000
ANIMAL WELLNESS FOUNDATION MARINA DEL REY, CA	CARE OF ANIMALS	$130,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

Name	Title	Hours	Compensation
EDWARD J WALSH JR	TRUSTEE	1	$3,906
MARION PROBST	TRUSTEE	1	$3,906

Frequently Asked Questions

How large is Trust Uw Cleveland Amory?

As of 2022, Trust Uw Cleveland Amory holds $1.5M in total assets with $164K in annual revenue. It awarded 2 grants totaling $300K in 2022.

Where does Trust Uw Cleveland Amory operate?

Trust Uw Cleveland Amory has awarded grants in California, Maryland.

What size grants does Trust Uw Cleveland Amory award?

In 2022, Trust Uw Cleveland Amory awarded 2 grants totaling $300K — an average of about $150K per grant, based on its IRS Form 990 filings.

How much is Trust Uw Cleveland Amory required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Trust Uw Cleveland Amory reported a distributable amount of $80K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.