Ud Fp Bolton - Payne Fd Nma

DALLAS, TX EIN: 13-6069816

Ud Fp Bolton - Payne Fd Nma is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $14.0M in total assets. In 2024, it awarded 1 grants totaling $812K. Net investment income was $877K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.0M

+0.1% YoY

Annual Giving

$812K

+25.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$812K

+25.3% YoY

Under IRS private-foundation payout rules, Ud Fp Bolton - Payne Fd Nma reported a distributable amount of $872K for 2024 — the minimum it must pay out in qualifying distributions.

About Ud Fp Bolton - Payne Fd Nma

Based on IRS filings

Ud Fp Bolton - Payne Fd Nma is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $14.0M in total assets. In 2024, it awarded 1 grants totaling $812K. Net investment income was $877K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Cleveland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$376K$752K$1M$2M20202021202220232024
Metric202420232022
Total Assets$13,962,560$13,946,939$14,083,193
Revenue$931,994$594,413$704,511
Expenses$913,177$730,933$989,128
Qualifying Distributions$848,043$676,620$931,652
Net Investment Income$876,529$548,429$660,335
Distributable Amount$872,264$785,399$796,122

Giving Over Time

Total grant dollars and number of grants per year

$0$226K$452K$677K$903K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

PAYNE FUND INC$812K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Payne Fund Inc ($812,419).

RecipientPurposeAmount
PAYNE FUND INC CLEVELAND, OHUNRESTRICTED GENERAL$812,419

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$88K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$87,809

Frequently Asked Questions

How large is Ud Fp Bolton - Payne Fd Nma?

As of 2024, Ud Fp Bolton - Payne Fd Nma holds $14.0M in total assets with $932K in annual revenue. It awarded 1 grants totaling $812K in 2024.

Where does Ud Fp Bolton - Payne Fd Nma operate?

Ud Fp Bolton - Payne Fd Nma has awarded grants in Ohio.

What size grants does Ud Fp Bolton - Payne Fd Nma award?

In 2024, Ud Fp Bolton - Payne Fd Nma awarded 1 grants totaling $812K — an average of about $812K per grant, based on its IRS Form 990 filings.

How much is Ud Fp Bolton - Payne Fd Nma required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ud Fp Bolton - Payne Fd Nma reported a distributable amount of $872K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ud Fp Bolton - Payne Fd Nma's EIN?

Ud Fp Bolton - Payne Fd Nma's EIN (Employer Identification Number) is 13-6069816. IRS Form 990 filing data is available on this page for 2020–2024.

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

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