Ud Madge H Walker Char Tst

DALLAS, TX EIN: 13-6072154

Ud Madge H Walker Char Tst is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.1M in total assets. In 2024, it awarded 4 grants totaling $449K. Net investment income was $373K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.1M

-1.6% YoY

Annual Giving

$449K

+4.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$112K

+4.8% YoY

Under IRS private-foundation payout rules, Ud Madge H Walker Char Tst reported a distributable amount of $487K for 2024 — the minimum it must pay out in qualifying distributions.

About Ud Madge H Walker Char Tst

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $1.6M (67%)

Kentucky $774K (33%)

States

Kentucky Maine

Cities

AugustaBelfastFarmingtonRichmond

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$7,149,436	$7,266,621	$7,538,507
Revenue	$437,864	$248,759	$142,435
Expenses	$554,989	$520,645	$753,553
Qualifying Distributions	$487,367	$463,284	$679,119
Net Investment Income	$373,032	$186,166	$132,501
Distributable Amount	$487,030	$440,922	$462,018

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

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Maine at Farmington ($148,139), Baptist Healthcare System Inc ($148,139), Mainehealth (waldo Cnty General Hosp) ($76,314).

Recipient	Purpose	Amount
MAINEHEALTH (WALDO CNTY GENERAL HOSP) BELFAST, ME	UNRESTRICTED GENERAL	$76,314
UNIVERSITY OF MAINE AT FARMINGTON FARMINGTON, ME	JOEL J AND ANNIE H WALKER	$148,139
MAINE GENERAL MEDICAL CENTER AUGUSTA, ME	UNRESTRICTED GENERAL	$76,314
BAPTIST HEALTHCARE SYSTEM INC RICHMOND, KY	UNRESTRICTED GENERAL	$148,139

Leadership & 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	$94,902

Frequently Asked Questions

How large is Ud Madge H Walker Char Tst?

As of 2024, Ud Madge H Walker Char Tst holds $7.1M in total assets with $438K in annual revenue. It awarded 4 grants totaling $449K in 2024.

Where does Ud Madge H Walker Char Tst operate?

Ud Madge H Walker Char Tst has awarded grants in Kentucky, Maine.

What size grants does Ud Madge H Walker Char Tst award?

In 2024, Ud Madge H Walker Char Tst awarded 4 grants totaling $449K — an average of about $112K per grant, based on its IRS Form 990 filings.

How much is Ud Madge H Walker Char Tst required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ud Madge H Walker Char Tst reported a distributable amount of $487K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.