Trust Uwill Laura S Fiske

Private foundation · Grantmaker Dallas, TX EIN: 04-6121595

Trust Uwill Laura S Fiske is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $424K in total assets. In 2024, it awarded 5 grants totaling $20K. Net investment income was $41K.

Key facts about Trust Uwill Laura S Fiske

In short: Trust Uwill Laura S Fiske gave $20K across 5 grants in 2024 (avg $4K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.

EIN
04-6121595
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$20,480
Grants made (2024)
5
Average grant
$4,096
Median grant
$4,096
Total assets
$423,952
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$424K

+4.2% YoY

Annual Giving

$20K

+36.6% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$4K

+36.6% YoY

Under IRS private-foundation payout rules, Trust Uwill Laura S Fiske reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

How Trust Uwill Laura S Fiske gives

  • Giving held roughly steady from 2021 to 2024 (+2%). Method
  • In 2024 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 5 itemized grants.

Cities

BostonMashpeePlymouth

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K5 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024

From 2020 to 2024, annual grant giving ranged from $15K (2023) to $23K (2022). In 2024 it made 5 grants totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Beth Israel Deaconess Medical Center: $4KBeth Israel Deaconess MedicalCenter$4KCrittenton Women's Union (Empath): $4KCrittenton Women's Union(Empath)$4KThe Home for Little Wanderers Inc: $4KThe Home for Little WanderersInc$4KThe Peabody Foundation Inc: $4KThe Peabody Foundation Inc$4KBoston Medical Center: $4KBoston Medical Center$4K

The largest 2024 recipient was Beth Israel Deaconess Medical Center ($4K). Together the top 5 received $20K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Beth Israel Deaconess Medical Center Boston, MAUnrestricted General$4,096
Crittenton Women's Union (Empath) Boston, MAUnrestricted General$4,096
The Home for Little Wanderers Inc Boston, MAUnrestricted General$4,096
The Peabody Foundation Inc Plymouth, MAUnrestricted General$4,096
Boston Medical Center Boston, MAUnrestricted General$4,096

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$423,952$407,001$415,893
Revenue$46,959$14,557$-11,689
Expenses$29,559$23,298$34,040
Qualifying Distributions$23,814$18,177$26,564
Net Investment Income$40,895$8,125$3,328
Distributable Amount$24,169$22,043$22,734

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Trust Uwill Laura S Fiske's only listed officer is Bank Of America N A, Trustee on every filing since 2021 (compensated).

Officers on the 2024 filing

  • Bank Of America N A

    Trustee

    On filings since 2021

    1 hr/week

    $7K (2021) → $7K (2024)

Former officers (1)
  • Former: US Trust Fiduciary TAX Services (2020) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Bank of America N a — Trustee: $7KBank of America N aTrustee$7K

The highest reported compensation on the 2024 filing was $7K, to Bank of America N a (Trustee).

Frequently asked questions about Trust Uwill Laura S Fiske

How much does Trust Uwill Laura S Fiske give each year?

Trust Uwill Laura S Fiske gave $20K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $15K across 5 grants.

What is Trust Uwill Laura S Fiske's typical grant size?

Trust Uwill Laura S Fiske's median grant in 2024 was $4,096, and its average grant was $4,096, across 5 grants on its 2024 IRS Form 990-PF.

Where does Trust Uwill Laura S Fiske give grants?

Trust Uwill Laura S Fiske gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (4 grants).

Does Trust Uwill Laura S Fiske give general operating support?

Yes: 100% of Trust Uwill Laura S Fiske's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Trust Uwill Laura S Fiske's largest grantees?

Trust Uwill Laura S Fiske's largest 2024 grantees include Beth Israel Deaconess Medical Center ($4,096), Crittenton Women's Union (Empath) ($4,096) and The Home for Little Wanderers Inc ($4,096), according to its 2024 IRS Form 990-PF. Together they received 60% of its itemized 2024 grant dollars.

How large is Trust Uwill Laura S Fiske?

Trust Uwill Laura S Fiske reported $424K in total assets on its 2024 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Trust Uwill Laura S Fiske's EIN?

Trust Uwill Laura S Fiske's EIN (Employer Identification Number) is 04-6121595. IRS Form 990 filing data is available on this page for 2020–2024.

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

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