Trust Uwill R Udell Thornton

DALLAS, TX EIN: 04-6792592

Trust Uwill R Udell Thornton is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 1 grants totaling $83K. Net investment income was $153K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+3.6% YoY

Annual Giving

$83K

+36.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$83K

+36.5% YoY

Under IRS private-foundation payout rules, Trust Uwill R Udell Thornton reported a distributable amount of $95K for 2024 — the minimum it must pay out in qualifying distributions.

About Trust Uwill R Udell Thornton

Based on IRS filings

Trust Uwill R Udell Thornton is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 1 grants totaling $83K. Net investment income was $153K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Charlton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$105K$210K$315K$420K20202021202220232024
Metric202420232022
Total Assets$1,657,672$1,600,067$1,629,690
Revenue$174,827$60,303$-43,590
Expenses$115,644$89,231$131,724
Qualifying Distributions$94,871$71,442$104,774
Net Investment Income$153,042$37,291$15,501
Distributable Amount$95,199$86,923$89,530

Giving Over Time

Total grant dollars and number of grants per year

$0$31K$62K$93K$124K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

OVERLOOK MASONIC HEALTH …$83K

Grant Size Distribution

5 grants across all recorded years

<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Overlook Masonic Health Ctr Inc ($83,331).

RecipientPurposeAmount
OVERLOOK MASONIC HEALTH CTR INC CHARLTON, MAUNRESTRICTED GENERAL$83,331

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$28K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$27,513

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Trust Uwill R Udell Thornton?

Trust Uwill R Udell Thornton is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $1.7M in total assets as of 2024.

How large is Trust Uwill R Udell Thornton?

As of 2024, Trust Uwill R Udell Thornton holds $1.7M in total assets with $175K in annual revenue. It awarded 1 grants totaling $83K in 2024.

Where does Trust Uwill R Udell Thornton operate?

Trust Uwill R Udell Thornton has awarded grants in Massachusetts.

What size grants does Trust Uwill R Udell Thornton award?

In 2024, Trust Uwill R Udell Thornton awarded 1 grants totaling $83K — an average of about $83K per grant, based on its IRS Form 990 filings.

How much is Trust Uwill R Udell Thornton required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust Uwill R Udell Thornton reported a distributable amount of $95K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Trust Uwill R Udell Thornton's EIN?

Trust Uwill R Udell Thornton's EIN (Employer Identification Number) is 04-6792592. 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.

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