Underwood Theresa E Tr Uw
Underwood Theresa E Tr Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $587K in total assets. In 2025, it awarded 5 grants totaling $24K. Net investment income was $55K.
Key facts about Underwood Theresa E Tr Uw
In short: Underwood Theresa E Tr Uw gave $24K across 5 grants in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6142009
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $23,616
- Grants made (2025)
- 5
- Average grant
- $4,723
- Median grant
- $500
- Total assets
- $586,520
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$587K
+4.6% YoY
Annual Giving
$24K
-12.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$5K
-12.0% YoY
Under IRS private-foundation payout rules, Underwood Theresa E Tr Uw reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.
How Underwood Theresa E Tr Uw gives
- Giving fell 24% from 2022 to 2025. Method
- In 2025 it paid out 83% 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.
Ready to take the next step with Underwood Theresa E Tr Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| TRINITY LUTHERAN CHURCH Fairhaven, MA | UNRESTRICTED GENERAL | $14,374 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION New Bedford, MA | UNRESTRICTED GENERAL | $8,442 |
| INTER-CHURCH COUNCIL OF NEW BEDFORD New Bedford, MA | UNRESTRICTED GENERAL | $500 |
| IMPROVEMENT FAIRHAVEN Fairhaven, MA | UNRESTRICTED GENERAL | $200 |
| RIVERSIDE CEMETERY OF FAIRHAVEN Fairhaven, MA | UNRESTRICTED GENERAL | $100 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $586,520 | $560,868 | $541,372 |
| Revenue | $62,510 | $58,624 | $18,723 |
| Expenses | $37,012 | $38,530 | $31,177 |
| Qualifying Distributions | $28,231 | $31,248 | $24,698 |
| Net Investment Income | $54,896 | $50,837 | $10,429 |
| Distributable Amount | $34,084 | $32,122 | $29,294 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 30, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Underwood Theresa E Tr Uw's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$8K (2019) → $10K (2025)
Data from IRS Form 990 filings, 2019–2025. "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
Frequently asked questions about Underwood Theresa E Tr Uw
How much does Underwood Theresa E Tr Uw give each year?
Underwood Theresa E Tr Uw gave $24K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 5 grants.
What is Underwood Theresa E Tr Uw's typical grant size?
Underwood Theresa E Tr Uw's median grant in 2025 was $500, and its average grant was $4,723, across 5 grants on its 2025 IRS Form 990-PF.
Where does Underwood Theresa E Tr Uw give grants?
Underwood Theresa E Tr Uw gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fairhaven, MA (3 grants) and New Bedford, MA (2 grants).
Does Underwood Theresa E Tr Uw give general operating support?
Yes: 100% of Underwood Theresa E Tr Uw's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Underwood Theresa E Tr Uw's largest grantees?
Underwood Theresa E Tr Uw's largest 2025 grantees include Trinity Lutheran Church ($14,374), Young Women's Christian Association ($8,442) and Inter-Church Council of New Bedford ($500), according to its 2025 IRS Form 990-PF. Together they received 99% of its itemized 2025 grant dollars.
How large is Underwood Theresa E Tr Uw?
Underwood Theresa E Tr Uw reported $587K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets).
What is Underwood Theresa E Tr Uw's EIN?
Underwood Theresa E Tr Uw's EIN (Employer Identification Number) is 04-6142009. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Underwood Theresa E Tr Uw by hand.
Explore Open Grants
Browse active grant opportunities in Underwood Theresa E Tr Uw's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Fred S Curdts Res Tuw
Saint Louis, MO
Assets
$1.5M
Grants
1
Total Given
$79K
Donald & Linda Fetterolf Foundation
Somerset, PA
Assets
$531K
Grants
10
Total Given
$30K
Walter and Virginia Hager
Mobridge, SD
Assets
$4.6M
Grants
17
Total Given
$195K
O'Connor Moseley Foundation
Mission, KS
Assets
—
Grants
5
Total Given
$48K
Potthoff Family Foundation
Chesterfield, MO
The Potthoff Family Foundation supports a range of charitable organizations, including scholarships and groups working in community services, arts and culture, and conservation. Its 2024 grants ranged from $2,000 to $30,000, with a median of $5,000, and went mostly to Missouri recipients, with some funding in California and Washington. It funds preselected organizations only and does not accept unsolicited requests.
Assets
$1.8M
Grants
35
Total Given
$254K
Palo Hills Foundation
Reno, NV
The Palo Hills Foundation supports schools, churches, and other charities, including organizations focused on education, religious service, hunger and poverty, homelessness, and Bible access. Its 2024 grants ranged from $4,000 to $70,000, with a median of $10,000, and went mainly to organizations in California, with others across several states. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.3M
Grants
23
Total Given
$338K
Edward Jones Foundation
St Louis, MO
The foundation supports health and human services, community programs, education, the arts, and other charitable work, with most 2022 funding going to Missouri organizations. Its 203 grants ranged from $250 to $3.7 million, with a median of $2,500; it funds only preselected organizations and does not accept unsolicited requests.
Assets
—
Grants
203
Total Given
$15.1M
William E & Rose Marie Davis Foundation
Bennington, NE
Assets
$414K
Grants
11
Total Given
$87K
Henry Janssen Foundation
Wyomissing, PA
The foundation funds arts and culture, community services, education, journalism, and environmental conservation, primarily in Pennsylvania. Its 2024 grants ranged from $2,000 to $200,000, with a median of $10,000; it gives only to preselected organizations and does not accept unsolicited requests.
Assets
$15.3M
Grants
47
Total Given
$792K
South Dakota Community Foundation
Pierre, SD
The South Dakota Community Foundation funds public nonprofits and charitable projects benefiting South Dakota, including work in education, health, human services, culture, economic development, and community problem-solving. Its 2024 grants had a median of about $18,600, though awards varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$939.2M
Grants
390
Total Given
$39.7M
Stevens C FBO Et Al Ir Tua
Saint Louis, MO
Assets
$468K
Grants
4
Total Given
$24K
Shell USA Company Foundation
Houston, TX
In 2024, the foundation supported health and medical research, human services, education, and community organizations, with the largest share of grants going to Texas, followed by Louisiana. Grants ranged from $15 to $290,782, with a median of $1,000; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$52.3M
Grants
4,650
Total Given
$16.0M
More Funders in Texas
Underwood Theresa E Tr Uw down — hundreds of funders to go?