Ttee Uw of Charles F Bacon

DALLAS, TX EIN: 04-6024467

The Trustees Uw of Charles F Bacon (also known as Charles F. Bacon Trust) is a private foundation established in 1928 and located in Dallas, Texas. The organization operates as an independent foundation with a single employee and is managed by Bank of America as trustee.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.8M

+4.0% YoY

Annual Giving

$195K

-11.4% YoY

Grant Count

17

+6.3% YoY

Avg Grant Size

$11K

-16.6% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Trust supports quality educational, human services, and health care programming for underserved populations. Special consideration is given to organizations that serve the needs of elderly women.

The foundation also maintains a Grants to Individuals Program providing welfare assistance to former employees of Conrad and Chandler Co. who have either retired or resigned due to illness.

Grantmaking

The foundation made 15 grants in 2024, with typical award sizes ranging from $10,000 to $20,000. Recent grantees include:

Grant Types

**

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Geographic Focus

Where this funder awards grants

The foundation's primary grantmaking focus is in Massachusetts, though it is based in Dallas, Texas.

Grant Distribution by State

2states

Cities

BedfordBostonBrightonDorchesterEast BostonFraminghamHendersonvilleJamaica PlainMaldenMelroseOrleansPlymouthRandolphTurners FallsWaltham

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (as of December 2024)

  • Total assets: $4,808,724
  • Total revenues: $479,805
  • Total expenses: $289,684
  • Number of employees: 1

Management

Bank of America N.A. serves as Managing Director with compensation of $58,058 (as of March 2024).

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$297K$595K$892K$1M20202021202220232024
Metric202420232022
Total Assets$4,808,724$4,623,538$4,803,720
Revenue$479,805$123,154$-125,473
Expenses$289,684$301,682$335,365
Qualifying Distributions$236,580$258,414$279,414
Net Investment Income$427,121$78,748$53,738
Distributable Amount$270,432$246,917$258,951

Giving Over Time

Total grant dollars and number of grants per year

$0$60K$120K$180K$240K15 grants202015 grants202118 grants202216 grants202317 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ROGERSON COMMUNITIES$15KECUMENICAL SOCIAL ACTION…$15KFRIENDS OF 2LIFE COMMUNI…$15KSOUTH SHORE COMMUNITY AC…$15KLA ALIANZA HISPANA INC$15KLIFE PATH INC$10KMYSTIC VALLEY ELDER SERV…$10KMINUTEMAN SENIOR SERVICES$10KSAMARITANS INC$10KCODMAN SQ NEIGHBORHOOD D…$10K

Grant Size Distribution

81 grants across all recorded years

81<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Ttee Uw of Charles F Bacon

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$66K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$66,181

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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