Univ of Rochester UA HWR
Univ of Rochester UA HWR is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $91K. Net investment income was $134K.
Key facts about Univ of Rochester UA HWR
- EIN
- 16-6022853
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $91,395
- Grants made (2025)
- 1
- Average grant
- $91,395
- Median grant
- $91,395
- Total assets
- $1,375,864
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
How Univ of Rochester UA HWR gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 122% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Univ of Rochester UA HWR
- How to evaluate Univ of Rochester UA HWR as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
+3.2% YoY
Annual Giving
$91K
+1.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$91K
+1.2% YoY
Under IRS private-foundation payout rules, Univ of Rochester UA HWR reported a distributable amount of $78K for 2025 — the minimum it must pay out in qualifying distributions.
About Univ of Rochester UA HWR
Based on IRS filings
Univ of Rochester UA HWR is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $91K. Net investment income was $134K.
Ready to take the next step with Univ of Rochester UA HWR?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,375,864 | $1,332,648 | $1,370,249 |
| Revenue | $148,489 | $54,222 | $-10,016 |
| Expenses | $102,530 | $99,746 | $106,099 |
| Qualifying Distributions | $94,902 | $93,472 | $92,887 |
| Net Investment Income | $134,334 | $36,960 | $16,825 |
| Distributable Amount | $78,000 | $72,758 | $71,026 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include University of Rochester ($91,395).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF ROCHESTER Rochester, NY | UNRESTRICTED GENERAL | $91,395 |
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 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$7K (2022) → $8K (2025)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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
How large is Univ of Rochester UA HWR?
As of 2025, Univ of Rochester UA HWR holds $1.4M in total assets with $148K in annual revenue. It awarded 1 grant totaling $91K in 2025.
Where does Univ of Rochester UA HWR operate?
Univ of Rochester UA HWR has awarded grants in New York.
What size grants does Univ of Rochester UA HWR award?
In 2025, Univ of Rochester UA HWR awarded 1 grant totaling $91K — an average of about $91K per grant, based on its IRS Form 990 filings.
How much is Univ of Rochester UA HWR required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Univ of Rochester UA HWR reported a distributable amount of $78K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.