Trust Uw of Herbert a Chase
DALLAS, TX EIN: 04-6122652
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.1M
+4.8% YoY
Annual Giving
$44K
-32.2% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$11K
-32.2% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,119,809 | $1,068,689 | $1,122,077 |
| Revenue | $117,822 | $35,019 | $-29,383 |
| Expenses | $65,523 | $88,019 | $73,863 |
| Qualifying Distributions | $51,548 | $75,704 | $55,295 |
| Net Investment Income | $100,077 | $22,412 | $9,777 |
| Distributable Amount | $63,077 | $58,534 | $59,967 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Trust Uw of Herbert a Chase fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $18,239 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $276K (100%)
States
Cities
BeverlyBostonHaverhill
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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