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.
Underwood Theresa E Tr Uw at a glance
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.
- Annual giving (2025)
- $23,616
- -12.0% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $4,723
- -12.0% vs 2024
- Median grant
- $500
- Total assets
- $586,520
- +4.6% vs 2024
- Primary geography
- Massachusetts (100% 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 Underwood Theresa E Tr Uw funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Trinity Lutheran Church ($14K). Together the top 5 received $24K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $21K (2023) to $31K (2022). In 2025 it made 5 grants totaling $24K.
Grants by year
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 |
Ready to take the next step with Underwood Theresa E Tr Uw?
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 | $586,520 | $62,510 | $37,012 | $23,616 | 5 | $28,231 | $54,896 | $34,084 |
| 2024 | $560,868 | $58,624 | $38,530 | $26,851 | 5 | $31,248 | $50,837 | $32,122 |
| 2023 | $541,372 | $18,723 | $31,177 | $20,645 | 5 | $24,698 | $10,429 | $29,294 |
| 2022 | $554,051 | $-13,332 | $44,129 | $30,989 | 5 | $35,225 | $4,709 | $30,161 |
| 2021 | $611,494 | $132,469 | $40,868 | $27,248 | 5 | $31,960 | $124,254 | $33,745 |
| 2020 | $519,199 | $44,560 | $38,291 | $27,381 | 5 | — | $38,230 | $28,872 |
| 2019 | $512,954 | $33,773 | $31,563 | $21,631 | 5 | — | $29,102 | $28,150 |
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.
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
The highest reported compensation on the 2025 filing was $10K, to Bank of America (Trustee).
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(8)
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
Other open foundation grants in Texas
Texas Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Underwood Theresa E Tr Uw's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
Fred S Curdts Res Tuw
Saint Louis, MO
Assets
$1.5M
Grants
1
Total Given
$79K
Donald & Linda Fetterolf Foundation
Somerset, PA
The foundation supports education, veterans, children, food assistance, healthcare, community improvement, animal welfare, sheep population improvement, and firearm safety, primarily in Pennsylvania, with some grants in Virginia and Alabama. Its 2025 grants ranged from $1,000 to $5,500, with a median of $2,750. It gives only to preselected charitable organizations and does not accept unsolicited requests.
Assets
$531K
Grants
10
Total Given
$30K
Walter and Virginia Hager
Mobridge, SD
The foundation supports religious, health care, education, community, cultural, and recreational organizations, primarily in South Dakota, with occasional funding in Nebraska. Its 2025 grants ranged from $1,000 to $30,000, with a median of $10,000. It accepts requests by letter; applicants must be 501(c)(3) organizations or local government agencies serving the public, and include proof of tax-exempt status and an explanation of the proposed use of funds.
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 funds education, arts and culture, community services, health-related services, and public media, primarily in Missouri, with some grants in California. In 2025, grants ranged from $2,000 to $30,000, with a median of $5,000. It gives only to preselected charitable organizations 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
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Underwood Theresa E Tr Uw's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Underwood Theresa E Tr Uw down — hundreds of funders to go?