Tuw Charle Davis FBO Moretown VT
Tuw Charle Davis FBO Moretown VT is a private foundation focused on Human services, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $156K in total assets. In 2025, it awarded 3 grants totaling $8K. Net investment income was $15K.
Tuw Charle Davis FBO Moretown VT at a glance
In short: Tuw Charle Davis FBO Moretown VT gave $8K across 3 grants in 2025 (avg $3K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,788
- +8.1% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $2,596
- +8.1% vs 2024
- Median grant
- $2,596
- Total assets
- $155,821
- +3.6% vs 2024
- Primary geography
- Massachusetts (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tuw Charle Davis FBO Moretown VT funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Town of Moretown ($3K). Together the top 3 received $8K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Tuw Charle Davis FBO Moretown VT gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 99% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2023) to $8K (2022). In 2025 it made 3 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Town of Moretown Waterbury, VT | Unrestricted General | $2,596 |
| Town of West Springfield West Springfield, MA | Unrestricted General | $2,596 |
| City of Springfield Springfield, MA | Unrestricted General | $2,596 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $155,821 | $16,556 | $11,128 | $7,788 | 3 | $9,019 | $14,733 | $9,068 |
| 2024 | $150,343 | $15,986 | $10,160 | $7,206 | 3 | $8,379 | $14,120 | $8,540 |
| 2023 | $144,677 | $4,912 | $7,856 | $5,271 | 3 | $6,337 | $2,927 | $7,775 |
| 2022 | $147,681 | $-3,379 | $11,850 | $8,247 | 3 | $9,510 | $1,440 | $7,995 |
| 2021 | $162,755 | $34,137 | $10,350 | $7,212 | 3 | $8,450 | $32,163 | $8,952 |
| 2020 | $138,779 | $12,183 | $10,047 | $7,260 | 3 | — | $10,696 | $7,653 |
Under IRS private-foundation payout rules, Tuw Charle Davis FBO Moretown VT reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tuw Charle Davis FBO Moretown VT'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
$2K (2020) → $3K (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
The highest reported compensation on the 2025 filing was $3K, to Bank of America (Trustee).
Frequently asked questions about Tuw Charle Davis FBO Moretown VT
How much does Tuw Charle Davis FBO Moretown VT give each year?
Tuw Charle Davis FBO Moretown VT gave $8K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 3 grants.
What is Tuw Charle Davis FBO Moretown VT's typical grant size?
Tuw Charle Davis FBO Moretown VT's median grant in 2025 was $2,596, and its average grant was $2,596, across 3 grants on its 2025 IRS Form 990-PF.
Where does Tuw Charle Davis FBO Moretown VT give grants?
Tuw Charle Davis FBO Moretown VT gives mostly in Massachusetts: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Vermont (33%).
Does Tuw Charle Davis FBO Moretown VT give general operating support?
Yes: 100% of Tuw Charle Davis FBO Moretown VT's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Tuw Charle Davis FBO Moretown VT?
Tuw Charle Davis FBO Moretown VT reported $156K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $9K (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.
What is Tuw Charle Davis FBO Moretown VT?
Tuw Charle Davis FBO Moretown VT is a private foundation focused on Human services, based in Dallas, TX. It holds $156K in total assets as of 2025.
What is Tuw Charle Davis FBO Moretown VT's EIN?
Tuw Charle Davis FBO Moretown VT's EIN (Employer Identification Number) is 04-6018612. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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