Underwood Theresa E Tr Uw
Underwood Theresa E Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $561K in total assets. In 2024, it awarded 5 grants totaling $27K. Net investment income was $51K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$561K
+3.6% YoY
Annual Giving
$27K
+30.1% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$5K
+30.1% YoY
Under IRS private-foundation payout rules, Underwood Theresa E Tr Uw reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
About Underwood Theresa E Tr Uw
Based on IRS filings
Underwood Theresa E Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $561K in total assets. In 2024, it awarded 5 grants totaling $27K. Net investment income was $51K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $560,868 | $541,372 | $554,051 |
| Revenue | $58,624 | $18,723 | $-13,332 |
| Expenses | $38,530 | $31,177 | $44,129 |
| Qualifying Distributions | $31,248 | $24,698 | $35,225 |
| Net Investment Income | $50,837 | $10,429 | $4,709 |
| Distributable Amount | $32,122 | $29,294 | $30,161 |
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 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Trinity Lutheran Church ($16,412), Young Women's Christian Association ($9,639), Inter-church Council of New Bedford ($500).
| Recipient | Purpose | Amount |
|---|---|---|
| RIVERSIDE CEMETERY OF FAIRHAVEN FAIRHAVEN, MA | UNRESTRICTED GENERAL | $100 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION NEW BEDFORD, MA | UNRESTRICTED GENERAL | $9,639 |
| INTER-CHURCH COUNCIL OF NEW BEDFORD NEW BEDFORD, MA | UNRESTRICTED GENERAL | $500 |
| TRINITY LUTHERAN CHURCH FAIRHAVEN, MA | UNRESTRICTED GENERAL | $16,412 |
| IMPROVEMENT FAIRHAVEN FAIRHAVEN, MA | UNRESTRICTED GENERAL | $200 |
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 | $9,281 |
Frequently Asked Questions
How large is Underwood Theresa E Tr Uw?
As of 2024, Underwood Theresa E Tr Uw holds $561K in total assets with $59K in annual revenue. It awarded 5 grants totaling $27K in 2024.
Where does Underwood Theresa E Tr Uw operate?
Underwood Theresa E Tr Uw has awarded grants in Massachusetts.
What size grants does Underwood Theresa E Tr Uw award?
In 2024, Underwood Theresa E Tr Uw awarded 5 grants totaling $27K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Underwood Theresa E Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Underwood Theresa E Tr Uw reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.