Ttee Uw of C W Bollivar

DALLAS, TX EIN: 04-6644099

Ttee Uw of C W Bollivar is a private foundation, 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 5 grants totaling $88K. Net investment income was $157K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+3.5% YoY

Annual Giving

$88K

+36.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$18K

+36.3% YoY

Under IRS private-foundation payout rules, Ttee Uw of C W Bollivar reported a distributable amount of $98K for 2024 — the minimum it must pay out in qualifying distributions.

About Ttee Uw of C W Bollivar

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $338K (80%)

Florida $67K (16%)

Georgia $17K (4%)

States

Florida Georgia Massachusetts

Cities

AtlantaBostonCharltonMedfordTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,744,248	$1,684,863	$1,720,924
Revenue	$176,297	$52,741	$-41,900
Expenses	$115,077	$88,204	$136,750
Qualifying Distributions	$97,485	$73,152	$107,418
Net Investment Income	$157,466	$28,688	$18,682
Distributable Amount	$98,113	$89,392	$91,456

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Community Utd Methodist Church ($17,501), Melrose Wakefield Healthcare Inc ($17,501), Citizens for Juvenile Justice Inc ($17,501).

Recipient	Purpose	Amount
FIRST COMMUNITY UTD METHODIST CHURCH MEDFORD, MA	UNRESTRICTED GENERAL	$17,501
MELROSE WAKEFIELD HEALTHCARE INC MEDFORD, MA	UNRESTRICTED GENERAL	$17,501
CITIZENS FOR JUVENILE JUSTICE INC BOSTON, MA	UNRESTRICTED GENERAL	$17,501
MASONIC HOME INCORPORATED CHARLTON, MA	UNRESTRICTED GENERAL	$17,501
SHRINERS' HOSPITALS FOR CHILDREN TAMPA, FL	UNRESTRICTED GENERAL	$17,501

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	$22,613

Frequently Asked Questions

How large is Ttee Uw of C W Bollivar?

As of 2024, Ttee Uw of C W Bollivar holds $1.7M in total assets with $176K in annual revenue. It awarded 5 grants totaling $88K in 2024.

Where does Ttee Uw of C W Bollivar operate?

Ttee Uw of C W Bollivar has awarded grants in Florida, Georgia, Massachusetts.

What size grants does Ttee Uw of C W Bollivar award?

In 2024, Ttee Uw of C W Bollivar awarded 5 grants totaling $88K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Ttee Uw of C W Bollivar required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ttee Uw of C W Bollivar reported a distributable amount of $98K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.