Ttee Uw of Catalina Davis

Private foundation · Grantmaker Dallas, TX EIN: 04-6024524

Ttee Uw of Catalina Davis is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $620K in total assets. In 2025, it awarded 1 grant totaling $25K. Net investment income was $58K.

Key facts about Ttee Uw of Catalina Davis

In short: Ttee Uw of Catalina Davis gave $25K across 1 grant in 2025 (avg $25K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6024524
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$24,812
Grants made (2025)
1
Average grant
$24,812
Median grant
$24,812
Total assets
$620,380
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$620K

+4.5% YoY

Annual Giving

$25K

-14.0% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$25K

+72.0% YoY

Under IRS private-foundation payout rules, Ttee Uw of Catalina Davis reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.

How Ttee Uw of Catalina Davis gives

  • Giving held roughly steady from 2022 to 2025 (−18%). Method
  • In 2025 it paid out 83% 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 the 2025 grant dollars on its one itemized grant.

Cities

BurlingtonBeverly

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2020 1 grant2021 1 grant2022 1 grant2023 2 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $23K (2023) to $30K (2022). In 2025 it made 1 grant totaling $25K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Beverly Hospitals: $25KBeverly Hospitals$25K

The largest 2025 recipient was Beverly Hospitals ($25K).

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 6 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Beverly Hospitals Beverly, MAUnrestricted General$24,812

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$620,380$593,594$571,435
Revenue$65,596$64,105$20,113
Expenses$38,963$41,366$34,174
Qualifying Distributions$29,712$33,557$27,330
Net Investment Income$57,578$55,836$9,772
Distributable Amount$35,798$33,853$30,737

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Ttee Uw of Catalina Davis's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2020

    1 hr/week

    $9K (2020) → $10K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $10KBank of AmericaTrustee$10K

The highest reported compensation on the 2025 filing was $10K, to Bank of America (Trustee).

Frequently asked questions about Ttee Uw of Catalina Davis

How much does Ttee Uw of Catalina Davis give each year?

Ttee Uw of Catalina Davis gave $25K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 2 grants.

How large is Ttee Uw of Catalina Davis?

Ttee Uw of Catalina Davis reported $620K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $36K (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.

Where does Ttee Uw of Catalina Davis operate?

Ttee Uw of Catalina Davis has awarded grants in Massachusetts.

What is Ttee Uw of Catalina Davis's EIN?

Ttee Uw of Catalina Davis's EIN (Employer Identification Number) is 04-6024524. IRS Form 990 filing data is available on this page for 2020–2025.

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

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