Univ of Rochester UA HWR

Private foundation · Grantmaker Dallas, TX EIN: 16-6022853

Univ of Rochester UA HWR is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.5M in total assets. In 2026, it awarded 1 grant totaling $94K. Net investment income was $212K.

Univ of Rochester UA HWR at a glance

In short: Univ of Rochester UA HWR gave $94K across 1 grant in 2026 (avg $94K), mostly in New York. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$93,906
+2.7% vs 2025
Grants made (2026)
1
+0.0% vs 2025
Average grant
$93,906
+2.7% vs 2025
Median grant
$93,906
Total assets
$1,528,732
+11.1% vs 2025
Primary geography
New York (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated September 2026.

Who Univ of Rochester UA HWR funds

How this funder distributes its grants

Top Recipients

Top recipient in 2026

University of Rochester: $94KUniversity of Rochester$94K

The largest 2026 recipient was University of Rochester ($94K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2026 grant dollars on its one itemized grant.

States

Cities

Rochester

How Univ of Rochester UA HWR gives

  • Giving held roughly steady from 2023 to 2026 (+4%). Method
  • In 2026 it paid out 119% of its IRS minimum distribution (the 5% rule). 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

$0$25K$50K$75K$100K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2020 to 2026, annual grant giving ranged from $81K (2020) to $94K (2026). In 2026 it made 1 grant totaling $94K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
University of Rochester Rochester, NYUnrestricted General$93,906
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$1,528,732$219,719$107,648$93,9061$97,578$212,282$82,344
2025$1,375,864$148,489$102,530$91,3951$94,902$134,334$78,000
2024$1,332,648$54,222$99,746$90,2671$93,472$36,960$72,758
2023$1,370,249$-10,016$106,099$89,9151$92,887$16,825$71,026
2022$1,481,389$323,275$95,713$86,1521$89,080$309,423$81,822
2021$1,394,335$99,943$97,356$83,2151—$89,136$73,097
2020$1,229,528$104,199$88,031$80,5791—$92,301$67,681

Under IRS private-foundation payout rules, Univ of Rochester UA HWR reported a distributable amount of $82K for 2026 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Univ of Rochester UA HWR's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2026 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $7K (2022) → $9K (2026)

Former officers (1)
  • Former: Bank Of America N A (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Bank of America — Trustee: $9KBank of AmericaTrustee$9K

The highest reported compensation on the 2026 filing was $9K, to Bank of America (Trustee).

Frequently asked questions about Univ of Rochester UA HWR

How much does Univ of Rochester UA HWR give each year?

Univ of Rochester UA HWR gave $94K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $91K across 1 grant.

How large is Univ of Rochester UA HWR?

Univ of Rochester UA HWR reported $1.5M in total assets on its 2026 IRS Form 990-PF. It paid out $98K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).

Where does Univ of Rochester UA HWR operate?

Univ of Rochester UA HWR has awarded grants in New York.

What is Univ of Rochester UA HWR's EIN?

Univ of Rochester UA HWR's EIN (Employer Identification Number) is 16-6022853. IRS Form 990 filing data is available on this page for 2020–2026.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS July 13, 2026)
  2. IRS filings on file for fiscal years 2020–2025

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Figures come from Univ of Rochester UA HWR'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.

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