Tua Otto & Margaret Zack Char Tr
DALLAS, TX EIN: 30-6283082
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$6.9M
-0.4% YoY
Annual Giving
$325K
-4.4% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$81K
+19.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,874,623 | $6,905,395 | $7,126,446 |
| Revenue | $398,684 | $250,632 | $386,994 |
| Expenses | $444,646 | $447,928 | $502,682 |
| Qualifying Distributions | $387,867 | $396,318 | $430,416 |
| Net Investment Income | $342,341 | $195,458 | $334,968 |
| Distributable Amount | $418,273 | $386,941 | $391,583 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Tua Otto & Margaret Zack Char Tr fund?
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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 | $86,215 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Indiana $1.3M (79%)
Michigan $355K (21%)
Cities
La PorteMichigan CitySaint JosephSt Joseph
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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