Trust Uw Forrest Garrison

CHARLESTON, WV EIN: 55-6013642

Trust Uw Forrest Garrison is a private foundation, based in CHARLESTON, WV. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $1.6M in total assets. In 2023, it awarded 1 grants totaling $98K. Net investment income was $55K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$1.6M

+0.1% YoY

Annual Giving

$98K

+13.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$98K

+13.0% YoY

Under IRS private-foundation payout rules, Trust Uw Forrest Garrison reported a distributable amount of $74K for 2023 — the minimum it must pay out in qualifying distributions.

About Trust Uw Forrest Garrison

Based on IRS filings

Ready to take the next step with Trust Uw Forrest Garrison?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $323K (100%)

States

Pennsylvania

Cities

Shickshinney

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	$1,571,650	$1,570,706	$1,649,132
Revenue	$79,758	$35,582	$112,271
Expenses	$123,442	$113,412	$98,004
Qualifying Distributions	$98,744	$87,559	$69,919
Net Investment Income	$55,060	$16,550	$86,185
Distributable Amount	$74,376	$77,793	$87,183

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 2023

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Borough of Shickshinney Pa ($97,701).

Recipient	Purpose	Amount
BOROUGH OF SHICKSHINNEY PA SHICKSHINNEY, PA	GENERAL SUPPORT OF CITIZENS OF SHICKSHINNEY	$97,701

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
UNITED BANK	TRUSTEE	1	$20,851

Frequently Asked Questions

How large is Trust Uw Forrest Garrison?

As of 2023, Trust Uw Forrest Garrison holds $1.6M in total assets with $80K in annual revenue. It awarded 1 grants totaling $98K in 2023.

Where does Trust Uw Forrest Garrison operate?

Trust Uw Forrest Garrison has awarded grants in Pennsylvania.

What size grants does Trust Uw Forrest Garrison award?

In 2023, Trust Uw Forrest Garrison awarded 1 grants totaling $98K — an average of about $98K per grant, based on its IRS Form 990 filings.

How much is Trust Uw Forrest Garrison required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Trust Uw Forrest Garrison reported a distributable amount of $74K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.