Trust Uw Halton D Bly Tr B
Trust Uw Halton D Bly Tr B is a private foundation focused on Philanthropy, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $448K in total assets. In 2024, it awarded 1 grants totaling $217K. Net investment income was $27K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$448K
-30.0% YoY
Annual Giving
$217K
+183.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$217K
+183.6% YoY
Under IRS private-foundation payout rules, Trust Uw Halton D Bly Tr B reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
About Trust Uw Halton D Bly Tr B
Based on IRS filings
Trust Uw Halton D Bly Tr B is a private foundation focused on Philanthropy, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $448K in total assets. In 2024, it awarded 1 grants totaling $217K. Net investment income was $27K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $447,589 | $639,694 | $697,808 |
| Revenue | $33,690 | $27,416 | $30,766 |
| Expenses | $225,791 | $85,336 | $74,216 |
| Qualifying Distributions | $218,425 | $77,410 | $63,238 |
| Net Investment Income | $26,544 | $18,945 | $21,680 |
| Distributable Amount | $29,921 | $33,542 | $39,005 |
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 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Nebraska Foundation ($216,830).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF NEBRASKA FOUNDATION LINCOLN, NE | GENERAL SUPPORT | $216,830 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NBT BANK NA | TRUSTEE | 1 | $7,654 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Trust Uw Halton D Bly Tr B?
Trust Uw Halton D Bly Tr B is a private foundation focused on Philanthropy, based in NORWICH, NY. It holds $448K in total assets as of 2024.
How large is Trust Uw Halton D Bly Tr B?
As of 2024, Trust Uw Halton D Bly Tr B holds $448K in total assets with $34K in annual revenue. It awarded 1 grants totaling $217K in 2024.
Where does Trust Uw Halton D Bly Tr B operate?
Trust Uw Halton D Bly Tr B has awarded grants in Nebraska.
What size grants does Trust Uw Halton D Bly Tr B award?
In 2024, Trust Uw Halton D Bly Tr B awarded 1 grants totaling $217K — an average of about $217K per grant, based on its IRS Form 990 filings.
How much is Trust Uw Halton D Bly Tr B required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust Uw Halton D Bly Tr B reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Trust Uw Halton D Bly Tr B's EIN?
Trust Uw Halton D Bly Tr B's EIN (Employer Identification Number) is 16-6154358. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.