Trust Uw of Herbert a Chase
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
Under IRS private-foundation payout rules, Trust Uw of Herbert a Chase reported a distributable amount of $63K for 2024 — the minimum it must pay out in qualifying distributions.
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Among its reported 2024 grants, the largest include Grand Lodge of Masons ($18,494), City of Haverhill ($14,143), Haverhill Ymca of the North Shore ($5,440).
| Recipient | Purpose | Amount |
|---|---|---|
| GRAND LODGE OF MASONS BOSTON, MA | UNRESTRICTED GENERAL | $18,494 |
| HAVERHILL YMCA OF THE NORTH SHORE BEVERLY, MA | UNRESTRICTED GENERAL | $5,440 |
| HAVERHILL BOYS CLUB HAVERHILL, MA | UNRESTRICTED GENERAL | $5,440 |
| CITY OF HAVERHILL HAVERHILL, MA | UNRESTRICTED GENERAL | $14,143 |
Leadership & 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 |
Frequently Asked Questions
How large is Trust Uw of Herbert a Chase?
As of 2024, Trust Uw of Herbert a Chase holds $1.1M in total assets with $118K in annual revenue. It awarded 4 grants totaling $44K in 2024.
Where does Trust Uw of Herbert a Chase operate?
Trust Uw of Herbert a Chase has awarded grants in Massachusetts.
What size grants does Trust Uw of Herbert a Chase award?
In 2024, Trust Uw of Herbert a Chase awarded 4 grants totaling $44K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Trust Uw of Herbert a Chase required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust Uw of Herbert a Chase reported a distributable amount of $63K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Trust Uw of Herbert a Chase's EIN?
Trust Uw of Herbert a Chase's EIN (Employer Identification Number) is 04-6122652. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in Trust Uw of Herbert a Chase's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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