Trust Uw of Herbert a Chase

DALLAS, TX EIN: 04-6122652

Trust Uw of Herbert a Chase is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 4 grants totaling $44K. Net investment income was $100K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

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

About Trust Uw of Herbert a Chase

Based on IRS filings

Trust Uw of Herbert a Chase is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 4 grants totaling $44K. Net investment income was $100K.

Ready to take the next step with Trust Uw of Herbert a Chase?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BeverlyBostonHaverhill

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$72K$144K$217K$289K20202021202220232024
Metric202420232022
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

$0$17K$35K$52K$70K4 grants20205 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

GRAND LODGE OF MASONS$18KCITY OF HAVERHILL$14KHAVERHILL YMCA OF THE NO…$5KHAVERHILL BOYS CLUB$5K

Grant Size Distribution

21 grants across all recorded years

21<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$18K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$18,239

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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